KWM
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Koa Wealth Management’s PepsiCo PEP Stock Holding History

Koa 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
-8,007
Closed -$1.15M – 58
2025
Q4 		$1.15M Buy
8,007
+68
+0.9% +$9.99K 0.79% 33
2025
Q3 		$1.12M Buy
7,939
+439
+6% +$62.7K 0.83% 32
2025
Q2 		$990K Buy
+7,500
New +$1.01M 0.79% 34

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

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

Koa Wealth Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 8,007 shares — an estimated $1.15M sold.

Koa Wealth Management first reported a position in PEP in Q2 2025 and held it in 3 quarters. The position peaked at $1.15M in Q4 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Koa Wealth Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Koa Wealth Management sold 8,007 PepsiCo shares in Q1 2026, an estimated $1.15M.
  • Koa Wealth Management first reported a position in PepsiCo in Q2 2025 and held it in 3 quarters.
  • Koa Wealth Management's PepsiCo position peaked at $1.15M in Q4 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Koa Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.