Jeppson Wealth Management’s PepsiCo PEP Stock Holding History

Jeppson 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	$1.11M	Buy	7,147 +85	+1%	+$13.2K	0.35%	67
2025 Q4	$1.01M	Buy	7,062 +50	+0.7%	+$7.35K	0.32%	73
2025 Q3	$985K	Buy	7,012 +162	+2%	+$23.1K	0.31%	75
2025 Q2	$904K	Buy	6,850 +80	+1%	+$10.8K	0.31%	79
2025 Q1	$1.02M	Sell	6,770 -625	-8%	-$93K	0.37%	71
2024 Q4	$1.12M	Buy	7,395 +282	+4%	+$46.2K	0.41%	65
2024 Q3	$1.21M	Hold	7,113	–	–	0.43%	64
2024 Q2	$1.17M	Sell	7,113 -307	-4%	-$53K	0.45%	59
2024 Q1	$1.3M	Sell	7,420 -60	-0.8%	-$10.1K	0.5%	55
2023 Q4	$1.27M	Buy	7,480 +27	+0.4%	+$4.48K	0.53%	54
2023 Q3	$1.26M	Sell	7,453 -930	-11%	-$169K	0.58%	43
2023 Q2	$1.55M	Sell	8,383 -290	-3%	-$54.1K	0.68%	34
2023 Q1	$1.58M	Sell	8,673 -95	-1%	-$16.6K	0.69%	32
2022 Q4	$1.58M	Sell	8,768 -175	-2%	-$31.2K	0.67%	33
2022 Q3	$1.46M	Hold	8,943	–	–	0.66%	33
2022 Q2	$1.49M	Buy	8,943 +3,965	+80%	+$667K	0.64%	35
2022 Q1	$833K	Sell	4,978 -80	-2%	-$13.4K	0.39%	64
2021 Q4	$879K	Hold	5,058	–	–	0.42%	59
2021 Q3	$760K	Hold	5,058	–	–	0.4%	61
2021 Q2	$749K	Sell	5,058 -190	-4%	-$27.7K	0.41%	63
2021 Q1	$742K	Buy	5,248 +190	+4%	+$26.1K	0.44%	54
2020 Q4	$750K	Sell	5,058 -195	-4%	-$27.7K	0.5%	52
2020 Q3	$728K	Buy	+5,253	New	+$715K	0.57%	44

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

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

Jeppson Wealth Management increased its PepsiCo (PEP) stake by 1.2% in Q1 2026, buying an estimated $13.2K and bringing the position to 7,147 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #67.

Jeppson Wealth Management first reported a position in PEP in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.58M in Q4 2022. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Jeppson Wealth Management held 7,147 shares of PepsiCo worth $1.11M as of Q1 2026.
Jeppson Wealth Management bought 85 PepsiCo shares in Q1 2026, an estimated $13.2K.
PepsiCo made up 0.35% of Jeppson Wealth Management's portfolio in Q1 2026, its #67 holding.
Jeppson Wealth Management first reported a position in PepsiCo in Q3 2020 and has held it in 23 quarters since.
Jeppson Wealth Management's PepsiCo position peaked at $1.58M in Q4 2022.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.