Family Wealth Partners’s PepsiCo PEP Stock Holding History

Family 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	–	Sell	-1,647	Closed	-$236K	–	109
2025 Q4	$236K	Sell	1,647 -295	-15%	-$43.3K	0.09%	78
2025 Q3	$273K	Buy	+1,942	New	+$277K	0.1%	64

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

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

Family Wealth Partners sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,647 shares — an estimated $236K sold.

Family Wealth Partners first reported a position in PEP in Q3 2025 and held it in 2 quarters. The position peaked at $273K in Q3 2025. 3,542 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Family Wealth Partners reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Family Wealth Partners sold 1,647 PepsiCo shares in Q1 2026, an estimated $236K.
Family Wealth Partners first reported a position in PepsiCo in Q3 2025 and held it in 2 quarters.
Family Wealth Partners's PepsiCo position peaked at $273K in Q3 2025.
3,542 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Family Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.