FWP
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Fiduciary Wealth Partners’s PepsiCo PEP Stock Holding History

Fiduciary 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 		$383K Sell
2,463
-245
-9% -$38.2K 0.25% 36
2025
Q4 		$389K Sell
2,708
-32
-1% -$4.7K 0.16% 53
2025
Q3 		$385K Buy
2,740
+2,551
+1,350% +$364K 0.16% 52
2025
Q2 		$24.9K Sell
189
-1,598
-89% -$215K 0.02% 64
2025
Q1 		$268K Buy
+1,787
New +$266K 0.23% 30

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

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

Fiduciary Wealth Partners reduced its PepsiCo (PEP) stake by 9% in Q1 2026, selling an estimated $38.2K and leaving 2,463 shares worth $383K. The position accounts for 0.25% of the portfolio, ranked #36.

Fiduciary Wealth Partners first reported a position in PEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $389K in Q4 2025. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Fiduciary Wealth Partners held 2,463 shares of PepsiCo worth $383K as of Q1 2026.
  • Fiduciary Wealth Partners sold 245 PepsiCo shares in Q1 2026, an estimated $38.2K.
  • PepsiCo made up 0.25% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #36 holding.
  • Fiduciary Wealth Partners first reported a position in PepsiCo in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's PepsiCo position peaked at $389K in Q4 2025.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.