HWMG
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Hurlow Wealth Management Group’s PepsiCo PEP Stock Holding History

Hurlow Wealth Management Group’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 		$359K Buy
2,310
+7
+0.3% +$1.09K 0.09% 77
2025
Q4 		$331K Sell
2,303
-224
-9% -$32.9K 0.08% 86
2025
Q3 		$355K Sell
2,527
-991
-28% -$142K 0.09% 77
2025
Q2 		$465K Sell
3,518
-3
-0.1% -$404 0.13% 67
2025
Q1 		$528K Sell
3,521
-4
-0.1% -$595 0.17% 58
2024
Q4 		$536K Sell
3,525
-39
-1% -$6.39K 0.17% 61
2024
Q3 		$606K Sell
3,564
-12
-0.3% -$2.06K 0.19% 54
2024
Q2 		$590K Buy
3,576
+83
+2% +$14.3K 0.2% 52
2024
Q1 		$611K Sell
3,493
-45
-1% -$7.58K 0.22% 52
2023
Q4 		$601K Sell
3,538
-9
-0.3% -$1.49K 0.23% 48
2023
Q3 		$601K Sell
3,547
-3
-0.1% -$545 0.26% 46
2023
Q2 		$658K Buy
3,550
+7
+0.2% +$1.31K 0.28% 43
2023
Q1 		$646K Sell
3,543
-6
-0.2% -$1.05K 0.3% 42
2022
Q4 		$641K Sell
3,549
-4
-0.1% -$713 0.33% 45
2022
Q3 		$580K Buy
3,553
+37
+1% +$6.38K 0.34% 44
2022
Q2 		$586K Hold
3,516
– – 0.34% 44
2022
Q1 		$589K Sell
3,516
-424
-11% -$71.2K 0.36% 42
2021
Q4 		$538K Buy
3,940
+364
+10% +$59.5K 0.42% 42
2021
Q3 		$538K Hold
3,576
– – 0.32% 46
2021
Q2 		$530K Hold
3,576
– – 0.35% 48
2021
Q1 		$506K Hold
3,576
– – 0.36% 51
2020
Q4 		$530K Sell
3,576
-25
-0.7% -$3.55K 0.42% 43
2020
Q3 		$499K Hold
3,601
– – 0.46% 41
2020
Q2 		$486K Sell
3,601
-10
-0.3% -$1.32K 0.47% 35
2020
Q1 		$488K Sell
3,611
-255
-7% -$34.5K 0.52% 37
2019
Q4 		$536K Hold
3,866
– – 0.52% 42
2019
Q3 		$531K Hold
3,866
– – 0.56% 40
2019
Q2 		$518K Hold
3,866
– – 0.54% 41
2019
Q1 		$495K Sell
3,866
-28
-0.7% -$3.19K 0.53% 41
2018
Q4 		$424K Buy
+3,894
New +$439K 0.51% 42

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

Hurlow Wealth Management Group's PEP Position: Q1 2026 in Review

Hurlow Wealth Management Group increased its PepsiCo (PEP) stake by 0.3% in Q1 2026, buying an estimated $1.09K and bringing the position to 2,310 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #77.

Hurlow Wealth Management Group first reported a position in PEP in Q4 2018 and has held it in 30 quarters since. The position peaked at $658K in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Hurlow Wealth Management Group held 2,310 shares of PepsiCo worth $359K as of Q1 2026.
  • Hurlow Wealth Management Group bought 7 PepsiCo shares in Q1 2026, an estimated $1.09K.
  • PepsiCo made up 0.09% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #77 holding.
  • Hurlow Wealth Management Group first reported a position in PepsiCo in Q4 2018 and has held it in 30 quarters since.
  • Hurlow Wealth Management Group's PepsiCo position peaked at $658K in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.