Focus Partners Wealth
PEP icon

Focus Partners Wealth’s PepsiCo PEP Stock Holding History

Focus Partners 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 		$431M Buy
2,773,442
+812,862
+41% +$127M 0.48% 46
2025
Q4 		$281M Buy
1,960,580
+795,421
+68% +$117M 0.32% 63
2025
Q3 		$164M Buy
1,165,159
+41,253
+4% +$5.89M 0.26% 72
2025
Q2 		$148M Buy
1,123,906
+1,108
+0.1% +$149K 0.32% 59
2025
Q1 		$168M Sell
1,122,798
-3,351
-0.3% -$499K 0.42% 49
2024
Q4 		$171M Buy
1,126,149
+136,198
+14% +$22.3M 0.44% 43
2024
Q3 		$168M Sell
989,951
-1,268,347
-56% -$218M 0.54% 35
2024
Q2 		$372M Buy
2,258,298
+1,706,241
+309% +$294M 1.25% 12
2024
Q1 		$96.6M Buy
552,057
+93,989
+21% +$15.8M 0.78% 24
2023
Q4 		$77.8M Buy
+458,068
New +$76M 1.02% 16

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

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

Focus Partners Wealth increased its PepsiCo (PEP) stake by 41% in Q1 2026, buying an estimated $127M and bringing the position to 2,773,442 shares worth $431M. The position accounts for 0.48% of the portfolio, ranked #46.

Focus Partners Wealth first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Focus Partners Wealth held 2,773,442 shares of PepsiCo worth $431M as of Q1 2026.
  • Focus Partners Wealth bought 812,862 PepsiCo shares in Q1 2026, an estimated $127M.
  • PepsiCo made up 0.48% of Focus Partners Wealth's portfolio in Q1 2026, its #46 holding.
  • Focus Partners Wealth first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.