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Fourth Dimension Wealth’s PepsiCo PEP Stock Holding History

Fourth Dimension 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 		$113K Hold
729
– – 0.04% 166
2025
Q4 		$105K Hold
729
– – 0.04% 177
2025
Q3 		$102K Hold
729
– – 0.04% 170
2025
Q2 		$96.3K Hold
729
– – 0.04% 175
2025
Q1 		$109K Buy
729
+101
+16% +$15K 0.05% 158
2024
Q4 		$111K Buy
+628
New +$103K 0.06% 144

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

Fourth Dimension Wealth's PEP Position: Q1 2026 in Review

Fourth Dimension Wealth held its PepsiCo (PEP) position steady in Q1 2026 at 729 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #166.

Fourth Dimension Wealth first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Fourth Dimension Wealth held 729 shares of PepsiCo worth $113K as of Q1 2026.
  • Fourth Dimension Wealth left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up 0.04% of Fourth Dimension Wealth's portfolio in Q1 2026, its #166 holding.
  • Fourth Dimension Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.