EWM
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Evolution Wealth Management’s PepsiCo PEP Stock Holding History

Evolution Wealth Management’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 		$67.1K Buy
432
+200
+86% +$31.2K 0.05% 225
2025
Q4 		$33.3K Buy
232
+75
+48% +$11K 0.03% 291
2025
Q3 		$22K Sell
157
-46
-23% -$6.57K 0.02% 291
2025
Q2 		$26.8K Buy
+203
New +$27.3K 0.03% 245

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

Evolution Wealth Management's PEP Position: Q1 2026 in Review

Evolution Wealth Management increased its PepsiCo (PEP) stake by 86% in Q1 2026, buying an estimated $31.2K and bringing the position to 432 shares worth $67.1K. The position accounts for 0.05% of the portfolio, ranked #225.

Evolution Wealth Management first reported a position in PEP in Q2 2025 and has held it in 4 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Evolution Wealth Management held 432 shares of PepsiCo worth $67.1K as of Q1 2026.
  • Evolution Wealth Management bought 200 PepsiCo shares in Q1 2026, an estimated $31.2K.
  • PepsiCo made up 0.05% of Evolution Wealth Management's portfolio in Q1 2026, its #225 holding.
  • Evolution Wealth Management first reported a position in PepsiCo in Q2 2025 and has held it in 4 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.