EWP
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Evergreen Wealth Partners’s PepsiCo PEP Stock Holding History

Evergreen Wealth Partners’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$429K Sell
2,763
-236
-8% -$36.8K 0.33% 45
2025
Q4 		$430K Buy
+2,999
New +$441K 0.36% 39

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Evergreen Wealth Partners's PEP Position: Q1 2026 in Review

Evergreen Wealth Partners reduced its PepsiCo (PEP) stake by 7.9% in Q1 2026, selling an estimated $36.8K and leaving 2,763 shares worth $429K. The position accounts for 0.33% of the portfolio, ranked #45.

Evergreen Wealth Partners first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $430K in Q4 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Evergreen Wealth Partners held 2,763 shares of PepsiCo worth $429K as of Q1 2026.
  • Evergreen Wealth Partners sold 236 PepsiCo shares in Q1 2026, an estimated $36.8K.
  • PepsiCo made up 0.33% of Evergreen Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • Evergreen Wealth Partners first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • Evergreen Wealth Partners's PepsiCo position peaked at $430K in Q4 2025.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Evergreen Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.