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Inlet Private Wealth’s PepsiCo PEP Stock Holding History

Inlet Private Wealth’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 		$1.41M Sell
9,070
-500
-5% -$77.9K 0.36% 73
2025
Q4 		$1.37M Sell
9,570
-50
-0.5% -$7.35K 0.32% 72
2025
Q3 		$1.35M Sell
9,620
-600
-6% -$85.7K 0.3% 75
2025
Q2 		$1.35M Sell
10,220
-1,536
-13% -$207K 0.33% 74
2025
Q1 		$1.76M Sell
11,756
-500
-4% -$74.4K 0.46% 68
2024
Q4 		$1.86M Sell
12,256
-1,830
-13% -$300K 0.49% 65
2024
Q3 		$2.4M Sell
14,086
-50
-0.4% -$8.59K 0.61% 56
2024
Q2 		$2.33M Sell
14,136
-120
-0.8% -$20.7K 0.64% 49
2024
Q1 		$2.49M Hold
14,256
– – 0.7% 46
2023
Q4 		$2.42M Sell
14,256
-1,200
-8% -$199K 0.74% 44
2023
Q3 		$2.62M Sell
15,456
-684
-4% -$124K 0.86% 40
2023
Q2 		$2.99M Hold
16,140
– – 0.75% 42
2023
Q1 		$2.94M Sell
16,140
-130
-0.8% -$22.7K 0.77% 43
2022
Q4 		$2.94M Sell
16,270
-50
-0.3% -$8.92K 0.76% 47
2022
Q3 		$2.66M Buy
16,320
+4
+0% +$689 0.79% 45
2022
Q2 		$2.72M Buy
16,316
+3
+0% +$505 0.78% 46
2022
Q1 		$2.73M Buy
16,313
+7
+0% +$1.18K 0.68% 49
2021
Q4 		$2.83M Hold
16,306
– – 0.69% 50
2021
Q3 		$2.45M Hold
16,306
– – 0.66% 52
2021
Q2 		$2.42M Buy
16,306
+3
+0% +$437 0.63% 56
2021
Q1 		$2.31M Buy
16,303
+2,051
+14% +$281K 0.66% 53
2020
Q4 		$2.11M Hold
14,252
– – 0.69% 53
2020
Q3 		$1.98M Hold
14,252
– – 0.77% 50
2020
Q2 		$1.89M Hold
14,252
– – 0.75% 45
2020
Q1 		$1.71M Sell
14,252
-667
-4% -$90.1K 0.79% 44
2019
Q4 		$2.04M Sell
14,919
-1,259
-8% -$171K 0.68% 44
2019
Q3 		$2.22M Sell
16,178
-1,160
-7% -$154K 0.82% 42
2019
Q2 		$2.31M Buy
17,338
+2,242
+15% +$287K 0.83% 42
2019
Q1 		$1.85M Buy
15,096
+3,596
+31% +$410K 0.74% 42
2018
Q4 		$1.27M Buy
+11,500
New +$1.3M 0.68% 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

Inlet Private Wealth's PEP Position: Q1 2026 in Review

Inlet Private Wealth reduced its PepsiCo (PEP) stake by 5.2% in Q1 2026, selling an estimated $77.9K and leaving 9,070 shares worth $1.41M. The position accounts for 0.36% of the portfolio, ranked #73.

Inlet Private Wealth first reported a position in PEP in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.99M in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Inlet Private Wealth held 9,070 shares of PepsiCo worth $1.41M as of Q1 2026.
  • Inlet Private Wealth sold 500 PepsiCo shares in Q1 2026, an estimated $77.9K.
  • PepsiCo made up 0.36% of Inlet Private Wealth's portfolio in Q1 2026, its #73 holding.
  • Inlet Private Wealth first reported a position in PepsiCo in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's PepsiCo position peaked at $2.99M in Q2 2023.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.