Leith Wheeler Investment Counsel’s PepsiCo PEP Stock Holding History

Leith Wheeler Investment Counsel’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	$1.4M	Buy	8,995 +30	+0.3%	+$4.67K	0.12%	63
2025 Q4	$1.29M	Buy	8,965 +7,490	+508%	+$1.1M	0.1%	61
2025 Q3	$207K	Buy	+1,475	New	+$211K	0.01%	72
2017 Q2	–	Sell	-1,404	Closed	-$157K	–	32
2017 Q1	$157K	Buy	+1,404	New	+$151K	0.1%	31
2016 Q4	–	Sell	-1,404	Closed	-$200K	–	21
2016 Q3	$200K	Sell	1,404 -162	-10%	-$17.5K	0.13%	11
2016 Q2	$205K	Buy	+1,566	New	+$162K	0.14%	13

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 $147M AUM 25.76% 1-Year Est. Return

Leith Wheeler Investment Counsel's PEP Position: Q1 2026 in Review

Leith Wheeler Investment Counsel increased its PepsiCo (PEP) stake by 0.33% in Q1 2026, buying an estimated $4.67K and bringing the position to 8,995 shares worth $1.4M. The position accounts for 0.12% of the portfolio, ranked #63.

Leith Wheeler Investment Counsel first reported a position in PEP in Q2 2016 and has held it in 6 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Leith Wheeler Investment Counsel held 8,995 shares of PepsiCo worth $1.4M as of Q1 2026.
Leith Wheeler Investment Counsel bought 30 PepsiCo shares in Q1 2026, an estimated $4.67K.
PepsiCo made up 0.12% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #63 holding.
Leith Wheeler Investment Counsel first reported a position in PepsiCo in Q2 2016 and has held it in 6 quarters since.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.