EPW
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Evolve Private Wealth’s PepsiCo PEP Stock Holding History

Evolve Private 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 		$3.41M Sell
21,942
-5,905
-21% -$920K 0.18% 94
2025
Q4 		$4.04M Buy
+27,847
New +$4.09M 0.24% 75

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

Evolve Private Wealth's PEP Position: Q1 2026 in Review

Evolve Private Wealth reduced its PepsiCo (PEP) stake by 21% in Q1 2026, selling an estimated $920K and leaving 21,942 shares worth $3.41M. The position accounts for 0.18% of the portfolio, ranked #94.

Evolve Private Wealth first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.04M in Q4 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Evolve Private Wealth held 21,942 shares of PepsiCo worth $3.41M as of Q1 2026.
  • Evolve Private Wealth sold 5,905 PepsiCo shares in Q1 2026, an estimated $920K.
  • PepsiCo made up 0.18% of Evolve Private Wealth's portfolio in Q1 2026, its #94 holding.
  • Evolve Private Wealth first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's PepsiCo position peaked at $4.04M in Q4 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.