Gen-Wealth Partners’s PepsiCo PEP Stock Holding History

Gen-Wealth Partners’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	$686K	Sell	4,417 -1,942	-31%	-$303K	0.22%	95
2025 Q4	$913K	Sell	6,359 -3,760	-37%	-$552K	0.29%	74
2025 Q3	$1.42M	Sell	10,119 -58	-0.6%	-$8.28K	0.48%	50
2025 Q2	$1.34M	Buy	10,177 +825	+9%	+$111K	0.52%	53
2025 Q1	$1.4M	Buy	9,352 +1,387	+17%	+$206K	0.59%	41
2024 Q4	$1.21M	Buy	7,965 +1,094	+16%	+$179K	0.52%	51
2024 Q3	$1.14M	Buy	6,871 +1,402	+26%	+$241K	0.5%	42
2024 Q2	$902K	Buy	5,469 +525	+11%	+$90.6K	0.44%	54
2024 Q1	$865K	Buy	+4,944	New	+$832K	0.43%	51

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Gen-Wealth Partners's PEP Position: Q1 2026 in Review

Gen-Wealth Partners reduced its PepsiCo (PEP) stake by 31% in Q1 2026, selling an estimated $303K and leaving 4,417 shares worth $686K. The position accounts for 0.22% of the portfolio, ranked #95.

Gen-Wealth Partners first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q3 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Gen-Wealth Partners held 4,417 shares of PepsiCo worth $686K as of Q1 2026.
Gen-Wealth Partners sold 1,942 PepsiCo shares in Q1 2026, an estimated $303K.
PepsiCo made up 0.22% of Gen-Wealth Partners's portfolio in Q1 2026, its #95 holding.
Gen-Wealth Partners first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's PepsiCo position peaked at $1.42M in Q3 2025.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.