Meridian Wealth Management’s PepsiCo PEP Stock Holding History

Meridian 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	$8.69M	Sell	55,974 -208	-0.4%	-$32.4K	0.31%	66
2025 Q4	$8.06M	Buy	56,182 +1,024	+2%	+$150K	0.28%	69
2025 Q3	$7.75M	Sell	55,158 -1,028	-2%	-$147K	0.3%	69
2025 Q2	$7.42M	Buy	56,186 +895	+2%	+$121K	0.32%	69
2025 Q1	$8.29M	Buy	55,291 +1,274	+2%	+$190K	0.4%	55
2024 Q4	$8.21M	Sell	54,017 -2,374	-4%	-$389K	0.39%	54
2024 Q3	$9.59M	Buy	+56,391	New	+$9.69M	0.47%	46
2024 Q2	–	Sell	-57,785	Closed	-$10.1M	–	473
2024 Q1	$10.1M	Buy	57,785 +2,527	+5%	+$425K	1.68%	14
2023 Q4	$9.39M	Sell	55,258 -26,506	-32%	-$4.4M	0.6%	32
2023 Q3	$13.9M	Buy	81,764 +40,811	+100%	+$7.41M	0.85%	17
2023 Q2	$7.59M	Sell	40,953 -1,585	-4%	-$296K	0.64%	26
2023 Q1	$7.75M	Buy	42,538 +1,781	+4%	+$311K	0.68%	23
2022 Q4	$7.36M	Buy	40,757 +3,000	+8%	+$535K	0.72%	20
2022 Q3	$6.16M	Sell	37,757 -5,472	-13%	-$943K	0.66%	25
2022 Q2	$7.21M	Buy	43,229 +21,674	+101%	+$3.65M	0.59%	34
2022 Q1	$3.61M	Buy	21,555 +3,766	+21%	+$632K	0.39%	54
2021 Q4	$3.09M	Buy	17,789 +431	+2%	+$70.4K	0.33%	70
2021 Q3	$2.61M	Buy	17,358 +426	+3%	+$65.9K	0.32%	66
2021 Q2	$2.51M	Buy	16,932 +1,640	+11%	+$239K	0.32%	67
2021 Q1	$2.16M	Sell	15,292 -3,424	-18%	-$470K	0.31%	71
2020 Q4	$2.77M	Buy	18,716 +4,149	+28%	+$590K	0.44%	50
2020 Q3	$2.02M	Buy	14,567 +9,235	+173%	+$1.26M	0.49%	44
2020 Q2	$705K	Buy	5,332 +343	+7%	+$45.2K	0.24%	92
2020 Q1	$599K	Sell	4,989 -305	-6%	-$41.2K	0.27%	79
2019 Q4	$723K	Sell	5,294 -29	-0.5%	-$3.95K	0.35%	58
2019 Q3	$730K	Buy	5,323 +1,005	+23%	+$134K	0.34%	54
2019 Q2	$5.66K	Buy	4,318 +69	+2%	+$8.85K	0.23%	73
2019 Q1	$521K	Sell	4,249 -475	-10%	-$54.1K	0.24%	80
2018 Q4	$522K	Buy	4,724 +73	+2%	+$8.23K	0.31%	68
2018 Q3	$520K	Sell	4,651 -173	-4%	-$19.6K	0.22%	81
2018 Q2	$525K	Buy	4,824 +224	+5%	+$23.1K	0.25%	81
2018 Q1	$502K	Buy	4,600 +466	+11%	+$53K	0.25%	84
2017 Q4	$468K	Sell	4,134 -22	-0.5%	-$2.51K	0.29%	83
2017 Q3	$461K	Buy	4,156 +2	+0%	+$231	0.29%	83
2017 Q2	$480K	Sell	4,154 -335	-7%	-$38.4K	0.3%	81
2017 Q1	$502K	Sell	4,489 -1,558	-26%	-$167K	0.3%	79
2016 Q4	$628K	Buy	+6,047	New	+$633K	0.5%	52

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Meridian Wealth Management reduced its PepsiCo (PEP) stake by 0.37% in Q1 2026, selling an estimated $32.4K and leaving 55,974 shares worth $8.69M. The position accounts for 0.31% of the portfolio, ranked #66.

Meridian Wealth Management first reported a position in PEP in Q4 2016 and has held it in 37 quarters since. The position peaked at $13.9M in Q3 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Meridian Wealth Management held 55,974 shares of PepsiCo worth $8.69M as of Q1 2026.
Meridian Wealth Management sold 208 PepsiCo shares in Q1 2026, an estimated $32.4K.
PepsiCo made up 0.31% of Meridian Wealth Management's portfolio in Q1 2026, its #66 holding.
Meridian Wealth Management first reported a position in PepsiCo in Q4 2016 and has held it in 37 quarters since.
Meridian Wealth Management's PepsiCo position peaked at $13.9M in Q3 2023.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.