LWM
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Liberty Wealth Management’s PepsiCo PEP Stock Holding History

Liberty 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 		$578K Sell
3,725
-85
-2% -$13.2K 0.07% 135
2025
Q4 		$547K Buy
3,810
+95
+3% +$14K 0.07% 129
2025
Q3 		$522K Sell
3,715
-61
-2% -$8.71K 0.07% 127
2025
Q2 		$499K Sell
3,776
-20
-0.5% -$2.69K 0.08% 128
2025
Q1 		$569K Buy
3,796
+30
+0.8% +$4.46K 0.11% 83
2024
Q4 		$573K Sell
3,766
-91
-2% -$14.9K 0.1% 108
2024
Q3 		$656K Sell
3,857
-71,585
-95% -$12.3M 0.11% 102
2024
Q2 		$604K Buy
75,442
+72,165
+2,202% +$12.5M 0.11% 105
2024
Q1 		$574K Sell
3,277
-114
-3% -$19.2K 0.11% 96
2023
Q4 		$576K Buy
3,391
+71
+2% +$11.8K 0.12% 90
2023
Q3 		$563K Sell
3,320
-85
-2% -$15.4K 0.14% 87
2023
Q2 		$631K Buy
3,405
+496
+17% +$92.6K 0.16% 76
2023
Q1 		$530K Buy
+2,909
New +$508K 0.11% 118
2022
Q3 		$486K Buy
2,981
+141
+5% +$24.3K 0.13% 86
2022
Q2 		$473K Buy
2,840
+11
+0.4% +$1.85K 0.19% 85
2022
Q1 		$473K Buy
2,829
+22
+0.8% +$3.69K 0.17% 84
2021
Q4 		$487 Sell
2,807
-707
-20% -$115K 0.02% 99
2021
Q3 		$537K Buy
3,514
+617
+21% +$95.5K 0.19% 75
2021
Q2 		$430K Buy
2,897
+24
+0.8% +$3.5K 0.17% 78
2021
Q1 		$393K Hold
2,873
– – 0.19% 75
2020
Q4 		$393K Buy
2,873
+1,015
+55% +$144K 0.19% 75
2020
Q3 		$258K Buy
1,858
+558
+43% +$75.9K 0.15% 79
2020
Q2 		$172K Buy
1,300
+99
+8% +$13.1K 0.12% 100
2020
Q1 		$144K Buy
1,201
+67
+6% +$9.05K 0.13% 106
2019
Q4 		$155K Buy
1,134
+22
+2% +$2.99K 0.12% 120
2019
Q3 		$152K Sell
1,112
-1,230
-53% -$163K 0.14% 110
2019
Q2 		$307K Buy
2,342
+1,648
+237% +$211K 0.27% 81
2019
Q1 		$85K Buy
694
+66
+11% +$7.52K 0.06% 156
2018
Q4 		$69K Buy
+628
New +$70.8K 0.05% 162

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

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

Liberty Wealth Management reduced its PepsiCo (PEP) stake by 2.2% in Q1 2026, selling an estimated $13.2K and leaving 3,725 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #135.

Liberty Wealth Management first reported a position in PEP in Q4 2018 and has held it in 29 quarters since. The position peaked at $656K in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Liberty Wealth Management held 3,725 shares of PepsiCo worth $578K as of Q1 2026.
  • Liberty Wealth Management sold 85 PepsiCo shares in Q1 2026, an estimated $13.2K.
  • PepsiCo made up 0.07% of Liberty Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Liberty Wealth Management first reported a position in PepsiCo in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's PepsiCo position peaked at $656K in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.