EW
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Evoke Wealth’s PepsiCo PEP Stock Holding History

Evoke Wealth’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 		$6.11M Sell
39,315
-6,824
-15% -$1.06M 0.11% 78
2025
Q4 		$6.69M Buy
46,139
+603
+1% +$88.6K 0.12% 73
2025
Q3 		$6.4M Sell
45,536
-339
-0.7% -$48.4K 0.13% 73
2025
Q2 		$6.06M Buy
45,875
+589
+1% +$79.3K 0.14% 65
2025
Q1 		$6.79M Sell
45,286
-5,342
-11% -$795K 0.18% 58
2024
Q4 		$7.77M Sell
50,628
-1,917
-4% -$314K 0.22% 53
2024
Q3 		$8.94M Buy
+52,545
New +$9.03M 0.24% 51
2024
Q2 		– Sell
-52,629
Closed -$9.28M – 310
2024
Q1 		$9.28M Buy
+52,629
New +$8.86M 0.27% 47
2023
Q4 		– Sell
-52,754
Closed -$8.94M – 279
2023
Q3 		$8.94M Sell
52,754
-65
-0.1% -$11.8K 0.31% 38
2023
Q2 		$9.78M Sell
52,819
-3,283
-6% -$613K 0.34% 36
2023
Q1 		$10.2M Sell
56,102
-685
-1% -$120K 0.37% 35
2022
Q4 		$10.3M Sell
56,787
-83
-0.1% -$14.8K 0.37% 35
2022
Q3 		$9.29M Sell
56,870
-911
-2% -$157K 0.38% 32
2022
Q2 		$9.63M Buy
57,781
+2,192
+4% +$369K 0.36% 33
2022
Q1 		$9.3M Sell
55,589
-381
-0.7% -$64K 0.3% 41
2021
Q4 		$9.78M Buy
55,970
+27
+0% +$4.41K 0.31% 43
2021
Q3 		$8.41M Sell
55,943
-572
-1% -$88.5K 0.32% 41
2021
Q2 		$8.37M Buy
56,515
+3,201
+6% +$466K 0.32% 43
2021
Q1 		$7.54M Buy
53,314
+47,858
+877% +$6.57M 0.34% 40
2020
Q4 		$815K Buy
5,456
+368
+7% +$52.3K 0.06% 109
2020
Q3 		$705K Hold
5,088
– – 0.06% 107
2020
Q2 		$673K Sell
5,088
-730
-13% -$96.2K 0.07% 90
2020
Q1 		$699K Sell
5,818
-2,108
-27% -$285K 0.1% 75
2019
Q4 		$1.09M Sell
7,926
-1,312
-14% -$179K 0.14% 69
2019
Q3 		$1.27M Buy
+9,238
New +$1.23M 0.16% 72

Other funds holding PEP

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

Evoke Wealth's PEP Position: Q1 2026 in Review

Evoke Wealth reduced its PepsiCo (PEP) stake by 15% in Q1 2026, selling an estimated $1.06M and leaving 39,315 shares worth $6.11M. The position accounts for 0.11% of the portfolio, ranked #78.

Evoke Wealth first reported a position in PEP in Q3 2019 and has held it in 25 quarters since. The position peaked at $10.3M in Q4 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Evoke Wealth held 39,315 shares of PepsiCo worth $6.11M as of Q1 2026.
  • Evoke Wealth sold 6,824 PepsiCo shares in Q1 2026, an estimated $1.06M.
  • PepsiCo made up 0.11% of Evoke Wealth's portfolio in Q1 2026, its #78 holding.
  • Evoke Wealth first reported a position in PepsiCo in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's PepsiCo position peaked at $10.3M in Q4 2022.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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