Level Wealth Management’s PepsiCo PEP Stock Holding History

Level 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	$216K	Hold	1,393	–	–	0.1%	66
2025 Q4	$202K	Buy	+1,393	New	+$205K	0.1%	60
2025 Q2	–	Sell	-1,493	Closed	-$224K	–	62
2025 Q1	$224K	Hold	1,493	–	–	0.15%	48
2024 Q4	$227K	Buy	+1,493	New	+$245K	0.16%	48

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

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

Level Wealth Management held its PepsiCo (PEP) position steady in Q1 2026 at 1,393 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #66.

Level Wealth Management first reported a position in PEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $227K in Q4 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Level Wealth Management held 1,393 shares of PepsiCo worth $216K as of Q1 2026.
Level Wealth Management left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.1% of Level Wealth Management's portfolio in Q1 2026, its #66 holding.
Level Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 4 quarters since.
Level Wealth Management's PepsiCo position peaked at $227K in Q4 2024.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.