Global Wealth Management Investment Advisory’s PepsiCo PEP Stock Holding History

Global Wealth Management Investment Advisory’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	$4.59M	Buy	29,556 +731	+3%	+$114K	0.72%	53
2025 Q4	$4.14M	Buy	28,825 +6,732	+30%	+$989K	0.66%	56
2025 Q3	$3.1M	Buy	+22,093	New	+$3.15M	0.52%	70
2021 Q4	–	Sell	-200	Closed	-$30K	–	492
2021 Q3	$30K	Buy	200 +93	+87%	+$14.4K	0.01%	234
2021 Q2	$16K	Hold	107	–	–	0.01%	262
2021 Q1	$15K	Buy	107 +50	+88%	+$6.86K	0.01%	271
2020 Q4	$8K	Buy	57 +32	+128%	+$4.55K	﹤0.01%	302
2020 Q3	$3K	Sell	25 -245	-91%	-$33.3K	﹤0.01%	367
2020 Q2	$36K	Sell	270 -7	-3%	-$923	0.02%	220
2020 Q1	$33K	Hold	277	–	–	0.02%	201
2019 Q4	$38K	Sell	277 -61	-18%	-$8.3K	0.02%	206
2019 Q3	$46K	Sell	338 -694	-67%	-$92.2K	0.02%	169
2019 Q2	$135K	Buy	1,032 +229	+29%	+$29.4K	0.07%	116
2019 Q1	$98K	Sell	803 -928	-54%	-$106K	0.05%	165
2018 Q4	$191K	Buy	+1,731	New	+$195K	0.11%	133

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

Global Wealth Management Investment Advisory's PEP Position: Q1 2026 in Review

Global Wealth Management Investment Advisory increased its PepsiCo (PEP) stake by 2.5% in Q1 2026, buying an estimated $114K and bringing the position to 29,556 shares worth $4.59M. The position accounts for 0.72% of the portfolio, ranked #53.

Global Wealth Management Investment Advisory first reported a position in PEP in Q4 2018 and has held it in 15 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Global Wealth Management Investment Advisory held 29,556 shares of PepsiCo worth $4.59M as of Q1 2026.
Global Wealth Management Investment Advisory bought 731 PepsiCo shares in Q1 2026, an estimated $114K.
PepsiCo made up 0.72% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #53 holding.
Global Wealth Management Investment Advisory first reported a position in PepsiCo in Q4 2018 and has held it in 15 quarters since.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.