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Maia Wealth’s PepsiCo PEP Stock Holding History

Maia Wealth’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 		$347K Sell
2,237
-248
-10% -$38.6K 0.06% 271
2025
Q4 		$416K Buy
2,485
+396
+19% +$58.2K 0.07% 243
2025
Q3 		$298K Sell
2,089
-260
-11% -$37.1K 0.05% 279
2025
Q2 		$310K Buy
2,349
+20
+0.9% +$2.69K 0.06% 255
2025
Q1 		$342K Buy
2,329
+228
+11% +$33.9K 0.08% 215
2024
Q4 		$325K Sell
2,101
-551
-21% -$90.3K 0.07% 216
2024
Q3 		$457K Buy
2,652
+654
+33% +$112K 0.11% 153
2024
Q2 		$327K Buy
+1,998
New +$345K 0.1% 150
2023
Q4 		$305K Buy
+1,796
New +$298K 0.12% 144

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

Maia Wealth's PEP Position: Q1 2026 in Review

Maia Wealth reduced its PepsiCo (PEP) stake by 10% in Q1 2026, selling an estimated $38.6K and leaving 2,237 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #271.

Maia Wealth first reported a position in PEP in Q4 2023 and has held it in 9 quarters since. The position peaked at $457K in Q3 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Maia Wealth held 2,237 shares of PepsiCo worth $347K as of Q1 2026.
  • Maia Wealth sold 248 PepsiCo shares in Q1 2026, an estimated $38.6K.
  • PepsiCo made up 0.06% of Maia Wealth's portfolio in Q1 2026, its #271 holding.
  • Maia Wealth first reported a position in PepsiCo in Q4 2023 and has held it in 9 quarters since.
  • Maia Wealth's PepsiCo position peaked at $457K in Q3 2024.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.