FWM
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Finer Wealth Management’s PepsiCo PEP Stock Holding History

Finer 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 		$2.43M Sell
15,668
-3,311
-17% -$516K 1.22% 24
2025
Q4 		$2.72M Buy
18,979
+1,058
+6% +$155K 1.32% 24
2025
Q3 		$2.52M Buy
17,921
+464
+3% +$66.3K 1.25% 27
2025
Q2 		$2.31M Buy
17,457
+1,133
+7% +$153K 1.23% 25
2025
Q1 		$2.45M Buy
16,324
+567
+4% +$84.4K 1.47% 21
2024
Q4 		$2.4M Buy
15,757
+210
+1% +$34.4K 1.37% 18
2024
Q3 		$2.64M Sell
15,547
-51
-0.3% -$8.76K 1.63% 17
2024
Q2 		$2.57M Buy
15,598
+135
+0.9% +$23.3K 1.66% 16
2024
Q1 		$2.71M Buy
15,463
+640
+4% +$108K 1.78% 17
2023
Q4 		$2.52M Buy
14,823
+2
+0% +$332 1.88% 15
2023
Q3 		$2.51M Buy
14,821
+1,001
+7% +$182K 2.01% 17
2023
Q2 		$2.56M Buy
13,820
+243
+2% +$45.3K 2% 14
2023
Q1 		$2.48M Sell
13,577
-141
-1% -$24.6K 2.09% 14
2022
Q4 		$2.48M Buy
13,718
+80
+0.6% +$14.3K 2.32% 14
2022
Q3 		$2.23M Sell
13,638
-51
-0.4% -$8.79K 2.19% 15
2022
Q2 		$2.28M Sell
13,689
-72
-0.5% -$12.1K 2.08% 15
2022
Q1 		$2.3M Sell
13,761
-3
-0% -$504 1.88% 17
2021
Q4 		$2.39M Buy
+13,764
New +$2.25M 1.98% 17

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

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

Finer Wealth Management reduced its PepsiCo (PEP) stake by 17% in Q1 2026, selling an estimated $516K and leaving 15,668 shares worth $2.43M. The position accounts for 1.22% of the portfolio, ranked #24.

Finer Wealth Management first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.72M in Q4 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Finer Wealth Management held 15,668 shares of PepsiCo worth $2.43M as of Q1 2026.
  • Finer Wealth Management sold 3,311 PepsiCo shares in Q1 2026, an estimated $516K.
  • PepsiCo made up 1.22% of Finer Wealth Management's portfolio in Q1 2026, its #24 holding.
  • Finer Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's PepsiCo position peaked at $2.72M in Q4 2025.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.