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Evergreen Wealth Solutions’s PepsiCo PEP Stock Holding History

Evergreen Wealth Solutions’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 		$967K Buy
6,226
+4,040
+185% +$630K 0.07% 164
2025
Q4 		$314K Buy
+2,186
New +$321K 0.04% 165

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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 Solutions's PEP Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its PepsiCo (PEP) stake by 185% in Q1 2026, buying an estimated $630K and bringing the position to 6,226 shares worth $967K. The position accounts for 0.07% of the portfolio, ranked #164.

Evergreen Wealth Solutions first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Evergreen Wealth Solutions held 6,226 shares of PepsiCo worth $967K as of Q1 2026.
  • Evergreen Wealth Solutions bought 4,040 PepsiCo shares in Q1 2026, an estimated $630K.
  • PepsiCo made up 0.07% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #164 holding.
  • Evergreen Wealth Solutions first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.