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McCarter Private Wealth Services’s PepsiCo PEP Stock Holding History

McCarter Private Wealth Services’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 		$1.49M Buy
9,599
+996
+12% +$155K 0.65% 48
2025
Q4 		$1.23M Buy
8,603
+1,609
+23% +$236K 0.55% 48
2025
Q3 		$982K Buy
6,994
+618
+10% +$88.3K 0.5% 46
2025
Q2 		$842K Sell
6,376
-1,020
-14% -$137K 0.48% 47
2025
Q1 		$1.11M Buy
7,396
+593
+9% +$88.3K 0.73% 37
2024
Q4 		$1.03M Sell
6,803
-151
-2% -$24.7K 0.66% 34
2024
Q3 		$1.18M Buy
+6,954
New +$1.19M 0.75% 35

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

McCarter Private Wealth Services's PEP Position: Q1 2026 in Review

McCarter Private Wealth Services increased its PepsiCo (PEP) stake by 12% in Q1 2026, buying an estimated $155K and bringing the position to 9,599 shares worth $1.49M. The position accounts for 0.65% of the portfolio, ranked #48.

McCarter Private Wealth Services first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • McCarter Private Wealth Services held 9,599 shares of PepsiCo worth $1.49M as of Q1 2026.
  • McCarter Private Wealth Services bought 996 PepsiCo shares in Q1 2026, an estimated $155K.
  • PepsiCo made up 0.65% of McCarter Private Wealth Services's portfolio in Q1 2026, its #48 holding.
  • McCarter Private Wealth Services first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.