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Maridea Wealth Management’s PepsiCo PEP Stock Holding History

Maridea 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 		$545K Buy
3,516
+519
+17% +$80.9K 0.08% 239
2025
Q4 		$430K Sell
2,997
-111
-4% -$16.3K 0.06% 274
2025
Q3 		$477K Buy
+3,108
New +$444K 0.07% 256
2025
Q2 		– Sell
-1,661
Closed -$248K – 304
2025
Q1 		$248K Buy
1,661
+122
+8% +$18.2K 0.08% 195
2024
Q4 		$234K Buy
+1,539
New +$252K 0.08% 207

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

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

Maridea Wealth Management increased its PepsiCo (PEP) stake by 17% in Q1 2026, buying an estimated $80.9K and bringing the position to 3,516 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #239.

Maridea Wealth Management first reported a position in PEP in Q4 2024 and has held it in 5 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Maridea Wealth Management held 3,516 shares of PepsiCo worth $545K as of Q1 2026.
  • Maridea Wealth Management bought 519 PepsiCo shares in Q1 2026, an estimated $80.9K.
  • PepsiCo made up 0.08% of Maridea Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Maridea Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 5 quarters since.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.