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Madison Wealth Partners’s PepsiCo PEP Stock Holding History

Madison Wealth Partners’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 		$426K Buy
2,744
+676
+33% +$105K 0.07% 129
2025
Q4 		$297K Buy
2,068
+81
+4% +$11.9K 0.05% 149
2025
Q3 		$279K Buy
1,987
+4
+0.2% +$571 0.06% 136
2025
Q2 		$262K Sell
1,983
-129
-6% -$17.4K 0.06% 139
2025
Q1 		$317K Buy
2,112
+156
+8% +$23.2K 0.08% 113
2024
Q4 		$297K Buy
1,956
+42
+2% +$6.88K 0.08% 117
2024
Q3 		$325K Buy
1,914
+55
+3% +$9.45K 0.1% 109
2024
Q2 		$307K Buy
1,859
+4
+0.2% +$690 0.11% 94
2024
Q1 		$325K Sell
1,855
-48
-3% -$8.08K 0.12% 90
2023
Q4 		$323K Buy
1,903
+41
+2% +$6.8K 0.13% 86
2023
Q3 		$315K Buy
1,862
+2
+0.1% +$363 0.16% 61
2023
Q2 		$344K Buy
1,860
+2
+0.1% +$373 0.16% 60
2023
Q1 		$339K Buy
1,858
+209
+13% +$36.5K 0.17% 59
2022
Q4 		$298K Hold
1,649
– – 0.17% 62
2022
Q3 		$269K Buy
1,649
+206
+14% +$35.5K 0.18% 61
2022
Q2 		$240K Buy
1,443
+2
+0.1% +$337 0.15% 64
2022
Q1 		$241K Buy
1,441
+23
+2% +$3.86K 0.13% 64
2021
Q4 		$246K Buy
1,418
+9
+0.6% +$1.47K 0.12% 65
2021
Q3 		$212K Buy
1,409
+2
+0.1% +$310 0.12% 71
2021
Q2 		$209K Buy
+1,407
New +$205K 0.12% 69

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

Madison Wealth Partners's PEP Position: Q1 2026 in Review

Madison Wealth Partners increased its PepsiCo (PEP) stake by 33% in Q1 2026, buying an estimated $105K and bringing the position to 2,744 shares worth $426K. The position accounts for 0.07% of the portfolio, ranked #129.

Madison Wealth Partners first reported a position in PEP in Q2 2021 and has held it in 20 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Madison Wealth Partners held 2,744 shares of PepsiCo worth $426K as of Q1 2026.
  • Madison Wealth Partners bought 676 PepsiCo shares in Q1 2026, an estimated $105K.
  • PepsiCo made up 0.07% of Madison Wealth Partners's portfolio in Q1 2026, its #129 holding.
  • Madison Wealth Partners first reported a position in PepsiCo in Q2 2021 and has held it in 20 quarters since.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.