FPWM
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FSB Premier Wealth Management’s PepsiCo PEP Stock Holding History

FSB Premier 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 		$1.1M Buy
7,080
+123
+2% +$19.2K 0.34% 75
2025
Q4 		$998K Buy
6,957
+172
+3% +$25.3K 0.32% 79
2025
Q3 		$953K Buy
6,785
+139
+2% +$19.8K 0.31% 85
2025
Q2 		$878K Buy
6,646
+645
+11% +$86.9K 0.31% 84
2025
Q1 		$900K Buy
6,001
+467
+8% +$69.5K 0.35% 81
2024
Q4 		$842K Buy
5,534
+710
+15% +$116K 0.34% 80
2024
Q3 		$820K Buy
4,824
+2,017
+72% +$347K 0.34% 78
2024
Q2 		$463K Buy
2,807
+3
+0.1% +$518 0.21% 111
2024
Q1 		$491K Hold
2,804
– – 0.23% 92
2023
Q4 		$476K Buy
2,804
+34
+1% +$5.64K 0.24% 89
2023
Q3 		$469K Buy
2,770
+14
+0.5% +$2.54K 0.26% 86
2023
Q2 		$510K Sell
2,756
-241
-8% -$45K 0.28% 81
2023
Q1 		$546K Sell
2,997
-22
-0.7% -$3.85K 0.3% 73
2022
Q4 		$545K Sell
3,019
-281
-9% -$50.1K 0.3% 71
2022
Q3 		$538K Buy
3,300
+243
+8% +$41.9K 0.31% 67
2022
Q2 		$509K Sell
3,057
-2
-0.1% -$337 0.28% 71
2022
Q1 		$543K Buy
3,059
+256
+9% +$43K 0.27% 70
2021
Q4 		$486K Buy
2,803
+68
+2% +$11.1K 0.2% 87
2021
Q3 		$411K Sell
2,735
-274
-9% -$42.4K 0.21% 77
2021
Q2 		$445K Buy
3,009
+425
+16% +$61.9K 0.23% 71
2021
Q1 		$365K Buy
2,584
+213
+9% +$29.2K 0.2% 76
2020
Q4 		$351K Buy
+2,371
New +$337K 0.19% 77

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

FSB Premier Wealth Management's PEP Position: Q1 2026 in Review

FSB Premier Wealth Management increased its PepsiCo (PEP) stake by 1.8% in Q1 2026, buying an estimated $19.2K and bringing the position to 7,080 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #75.

FSB Premier Wealth Management first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • FSB Premier Wealth Management held 7,080 shares of PepsiCo worth $1.1M as of Q1 2026.
  • FSB Premier Wealth Management bought 123 PepsiCo shares in Q1 2026, an estimated $19.2K.
  • PepsiCo made up 0.34% of FSB Premier Wealth Management's portfolio in Q1 2026, its #75 holding.
  • FSB Premier Wealth Management first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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