FWM
PEP icon

Focused Wealth Management’s PepsiCo PEP Stock Holding History

Focused 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
2024
Q1 		– Sell
-6,000
Closed -$15.2K – 734
2023
Q4 		$15.2K Buy
+6,000
New +$995K ﹤0.01% 477
2018
Q2 		– Sell
-8,000
Closed -$1K – 724
2018
Q1 		$1K Buy
+8,000
New +$910K ﹤0.01% 667

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

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

Focused Wealth Management increased its PepsiCo (PEP) stake by 18% in Q1 2026, buying an estimated $57K and bringing the position to 2,364 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #137.

Focused Wealth Management first reported a position in PEP in Q3 2013 and has held it in 51 quarters since. The position peaked at $430K in Q1 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Focused Wealth Management held 2,364 shares of PepsiCo worth $367K as of Q1 2026.
  • Focused Wealth Management bought 366 PepsiCo shares in Q1 2026, an estimated $57K.
  • PepsiCo made up 0.04% of Focused Wealth Management's portfolio in Q1 2026, its #137 holding.
  • Focused Wealth Management first reported a position in PepsiCo in Q3 2013 and has held it in 51 quarters since.
  • Focused Wealth Management's PepsiCo position peaked at $430K in Q1 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.