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Gibbs Wealth Management’s PepsiCo PEP Stock Holding History

Gibbs 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 		$1.95M Buy
12,572
+2,016
+19% +$314K 0.26% 73
2025
Q4 		$1.48M Sell
10,556
-1,770
-14% -$260K 0.36% 56
2025
Q3 		$1.73M Buy
12,326
+354
+3% +$50.6K 0.39% 52
2025
Q2 		$1.58M Buy
11,972
+599
+5% +$80.7K 0.3% 70
2025
Q1 		$1.71M Buy
11,373
+791
+7% +$118K 0.41% 54
2024
Q4 		$1.61M Buy
10,582
+1,527
+17% +$250K 0.44% 50
2024
Q3 		$1.54M Buy
9,055
+831
+10% +$143K 0.5% 45
2024
Q2 		$1.36M Buy
8,224
+782
+11% +$135K 0.55% 42
2024
Q1 		$1.3M Buy
+7,442
New +$1.25M 0.75% 26

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gibbs Wealth Management increased its PepsiCo (PEP) stake by 19% in Q1 2026, buying an estimated $314K and bringing the position to 12,572 shares worth $1.95M. The position accounts for 0.26% of the portfolio, ranked #73.

Gibbs Wealth Management first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. 3,565 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Gibbs Wealth Management held 12,572 shares of PepsiCo worth $1.95M as of Q1 2026.
  • Gibbs Wealth Management bought 2,016 PepsiCo shares in Q1 2026, an estimated $314K.
  • PepsiCo made up 0.26% of Gibbs Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Gibbs Wealth Management first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
  • 3,565 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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