HBE Wealth Management’s PepsiCo PEP Stock Holding History

HBE 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	–	Sell	-1,421	Closed	-$204K	–	55
2025 Q4	$204K	Buy	+1,421	New	+$209K	0.19%	47

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

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

HBE Wealth Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,421 shares — an estimated $204K sold.

HBE Wealth Management first reported a position in PEP in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 3,553 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

HBE Wealth Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
HBE Wealth Management sold 1,421 PepsiCo shares in Q1 2026, an estimated $204K.
HBE Wealth Management first reported a position in PepsiCo in Q4 2025 and held it in 1 quarter.
HBE Wealth Management's PepsiCo position peaked at $204K in Q4 2025.
3,553 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on HBE Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.