MGWM
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Marks Group Wealth Management’s PepsiCo PEP Stock Holding History

Marks Group 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 		$478K Sell
3,075
-60
-2% -$9.35K 0.05% 252
2025
Q4 		$450K Buy
3,135
+92
+3% +$13.5K 0.04% 245
2025
Q3 		$427K Hold
3,043
– – 0.04% 234
2025
Q2 		$402K Sell
3,043
-351
-10% -$47.3K 0.04% 244
2025
Q1 		$509K Hold
3,394
– – 0.05% 239
2024
Q4 		$516K Buy
3,394
+79
+2% +$12.9K 0.05% 218
2024
Q3 		$564K Sell
3,315
-43
-1% -$7.39K 0.05% 215
2024
Q2 		$554K Sell
3,358
-61
-2% -$10.5K 0.06% 212
2024
Q1 		$598K Buy
3,419
+17
+0.5% +$2.86K 0.06% 206
2023
Q4 		$578K Buy
3,402
+212
+7% +$35.2K 0.07% 207
2023
Q3 		$541K Hold
3,190
– – 0.07% 203
2023
Q2 		$591K Sell
3,190
-39
-1% -$7.28K 0.07% 202
2023
Q1 		$589K Hold
3,229
– – 0.08% 198
2022
Q4 		$583K Hold
3,229
– – 0.08% 196
2022
Q3 		$527K Buy
3,229
+20
+0.6% +$3.45K 0.08% 195
2022
Q2 		$535K Buy
3,209
+255
+9% +$42.9K 0.08% 205
2022
Q1 		$494K Buy
2,954
+134
+5% +$22.5K 0.06% 233
2021
Q4 		$490K Sell
2,820
-59
-2% -$9.64K 0.06% 235
2021
Q3 		$433K Buy
2,879
+1,470
+104% +$228K 0.06% 211
2021
Q2 		$209K Buy
+1,409
New +$205K 0.03% 253

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

Marks Group Wealth Management's PEP Position: Q1 2026 in Review

Marks Group Wealth Management reduced its PepsiCo (PEP) stake by 1.9% in Q1 2026, selling an estimated $9.35K and leaving 3,075 shares worth $478K. The position accounts for 0.05% of the portfolio, ranked #252.

Marks Group Wealth Management first reported a position in PEP in Q2 2021 and has held it in 20 quarters since. The position peaked at $598K in Q1 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Marks Group Wealth Management held 3,075 shares of PepsiCo worth $478K as of Q1 2026.
  • Marks Group Wealth Management sold 60 PepsiCo shares in Q1 2026, an estimated $9.35K.
  • PepsiCo made up 0.05% of Marks Group Wealth Management's portfolio in Q1 2026, its #252 holding.
  • Marks Group Wealth Management first reported a position in PepsiCo in Q2 2021 and has held it in 20 quarters since.
  • Marks Group Wealth Management's PepsiCo position peaked at $598K in Q1 2024.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.