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Greenup Street Wealth Management’s PepsiCo PEP Stock Holding History

Greenup Street 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 		$1.53M Buy
+9,877
New +$1.54M 0.22% 65
2025
Q4 		– Sell
-11,274
Closed -$1.58M – 146
2025
Q3 		$1.58M Buy
11,274
+873
+8% +$125K 0.24% 61
2025
Q2 		$1.37M Sell
10,401
-111
-1% -$15K 0.24% 56
2025
Q1 		$1.58M Sell
10,512
-2,402
-19% -$358K 0.31% 54
2024
Q4 		$1.96M Buy
+12,914
New +$2.12M 0.39% 47

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

Greenup Street Wealth Management's PEP Position: Q1 2026 in Review

Greenup Street Wealth Management opened a new position in PepsiCo (PEP) in Q1 2026: 9,877 shares worth $1.53M. The stake represents 0.22% of the portfolio and ranks #65 among its holdings. This is a return to the name: Greenup Street Wealth Management previously reported a position in PEP as recently as Q3 2025.

Greenup Street Wealth Management first reported a position in PEP in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.96M in Q4 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Greenup Street Wealth Management held 9,877 shares of PepsiCo worth $1.53M as of Q1 2026.
  • PepsiCo was a new Greenup Street Wealth Management position in Q1 2026.
  • PepsiCo made up 0.22% of Greenup Street Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Greenup Street Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 5 quarters since.
  • Greenup Street Wealth Management's PepsiCo position peaked at $1.96M in Q4 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Greenup Street Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.