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Medallion Wealth Advisors’s PepsiCo PEP Stock Holding History

Medallion Wealth Advisors’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 		$497K Buy
3,202
+474
+17% +$73.9K 0.16% 131
2025
Q4 		$391K Buy
2,728
+400
+17% +$58.8K 0.13% 152
2025
Q3 		$327K Buy
2,328
+1
+0% +$143 0.12% 172
2025
Q2 		$314K Sell
2,327
-8
-0.3% -$1.08K 0.12% 169
2025
Q1 		$350K Buy
2,335
+614
+36% +$91.4K 0.16% 140
2024
Q4 		$261K Buy
+1,721
New +$282K 0.13% 158

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

Medallion Wealth Advisors's PEP Position: Q1 2026 in Review

Medallion Wealth Advisors increased its PepsiCo (PEP) stake by 17% in Q1 2026, buying an estimated $73.9K and bringing the position to 3,202 shares worth $497K. The position accounts for 0.16% of the portfolio, ranked #131.

Medallion Wealth Advisors first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Medallion Wealth Advisors held 3,202 shares of PepsiCo worth $497K as of Q1 2026.
  • Medallion Wealth Advisors bought 474 PepsiCo shares in Q1 2026, an estimated $73.9K.
  • PepsiCo made up 0.16% of Medallion Wealth Advisors's portfolio in Q1 2026, its #131 holding.
  • Medallion Wealth Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.