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Leo Wealth LLC’s PepsiCo PEP Stock Holding History

Leo Wealth LLC’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 		$1.07M Buy
6,890
+561
+9% +$87.4K 0.08% 176
2025
Q4 		$908K Buy
6,329
+2,326
+58% +$342K 0.07% 194
2025
Q3 		$562K Sell
4,003
-17,445
-81% -$2.49M 0.07% 165
2025
Q2 		$2.83M Buy
21,448
+6,499
+43% +$875K 0.22% 87
2025
Q1 		$2.24M Buy
14,949
+1,621
+12% +$241K 0.32% 64
2024
Q4 		$2.03M Buy
13,328
+4,309
+48% +$706K 0.18% 103
2024
Q3 		$1.53M Buy
9,019
+1,009
+13% +$173K 0.14% 116
2024
Q2 		$1.32M Buy
8,010
+4,013
+100% +$693K 0.13% 118
2024
Q1 		$696K Buy
3,997
+480
+14% +$80.8K 0.07% 182
2023
Q4 		$588K Buy
+3,517
New +$583K 0.06% 188

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leo Wealth LLC's PEP Position: Q1 2026 in Review

Leo Wealth LLC increased its PepsiCo (PEP) stake by 8.9% in Q1 2026, buying an estimated $87.4K and bringing the position to 6,890 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #176.

Leo Wealth LLC first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.83M in Q2 2025. 3,557 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Leo Wealth LLC held 6,890 shares of PepsiCo worth $1.07M as of Q1 2026.
  • Leo Wealth LLC bought 561 PepsiCo shares in Q1 2026, an estimated $87.4K.
  • PepsiCo made up 0.08% of Leo Wealth LLC's portfolio in Q1 2026, its #176 holding.
  • Leo Wealth LLC first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • Leo Wealth LLC's PepsiCo position peaked at $2.83M in Q2 2025.
  • 3,557 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.