Jupiter Wealth Management’s PepsiCo PEP Stock Holding History

Jupiter 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	$1.87M	Hold	12,500	–	–	0.74%	28
2025 Q4	$2.09M	Hold	12,500	–	–	0.93%	27
2025 Q3	$1.76M	Hold	12,500	–	–	0.83%	29
2025 Q2	$1.87M	Hold	12,500	–	–	0.94%	26
2025 Q1	$1.65M	Hold	12,500	–	–	1%	26
2024 Q4	$1.9M	Hold	12,500	–	–	0.95%	28
2024 Q3	$2.13M	Hold	12,500	–	–	1.09%	25
2024 Q2	$2.16M	Sell	12,500 -1,500	-11%	-$259K	1.14%	29
2024 Q1	$2.48M	Sell	14,000 -5,770	-29%	-$971K	1.31%	23
2023 Q4	$3.36M	Buy	19,770 +633	+3%	+$105K	1.97%	17
2023 Q3	$3.19M	Buy	19,137 +3,100	+19%	+$563K	2.07%	16
2023 Q2	$2.97M	Buy	16,037 +837	+6%	+$156K	2.55%	12
2023 Q1	$2.77M	Buy	15,200 +1,200	+9%	+$210K	2.55%	13
2022 Q4	$2.53M	Hold	14,000	–	–	2.45%	14
2022 Q3	$2.29M	Hold	14,000	–	–	2.29%	16
2022 Q2	$2.33M	Hold	14,000	–	–	2.13%	18
2022 Q1	$2.34M	Hold	14,000	–	–	1.47%	22
2021 Q4	$2.43M	Sell	14,000 -4,000	-22%	-$653K	1.26%	24
2021 Q3	$2.95M	Hold	18,000	–	–	1.39%	23
2021 Q2	$2.78M	Sell	18,000 -6,250	-26%	-$911K	1.33%	23
2021 Q1	$3.49M	Buy	24,250 +1,000	+4%	+$137K	1.76%	21
2020 Q4	$3.45M	Buy	23,250 +1,660	+8%	+$236K	2.11%	16
2020 Q3	$2.99M	Buy	21,590 +4,590	+27%	+$624K	2.11%	20
2020 Q2	$2.26M	Buy	17,000 +10,500	+162%	+$1.38M	1.13%	28
2020 Q1	$846K	Hold	6,500	–	–	0.49%	37
2019 Q4	$890K	Hold	6,500	–	–	0.43%	40
2019 Q3	$891K	Hold	6,500	–	–	0.48%	39
2019 Q2	$863K	Hold	6,500	–	–	0.43%	40
2019 Q1	$826K	Buy	+6,500	New	+$741K	0.4%	38

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

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

Jupiter Wealth Management held its PepsiCo (PEP) position steady in Q1 2026 at 12,500 shares worth $1.87M. The position accounts for 0.74% of the portfolio, ranked #28.

Jupiter Wealth Management first reported a position in PEP in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.49M in Q1 2021. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Jupiter Wealth Management held 12,500 shares of PepsiCo worth $1.87M as of Q1 2026.
Jupiter Wealth Management left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.74% of Jupiter Wealth Management's portfolio in Q1 2026, its #28 holding.
Jupiter Wealth Management first reported a position in PepsiCo in Q1 2019 and has held it in 29 quarters since.
Jupiter Wealth Management's PepsiCo position peaked at $3.49M in Q1 2021.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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