Mindset Wealth Management’s PepsiCo PEP Stock Holding History

Mindset 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	$2.57M	Buy	+16,575	New	+$2.58M	0.69%	13

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

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

Mindset Wealth Management opened a new position in PepsiCo (PEP) in Q1 2026: 16,575 shares worth $2.57M. The stake represents 0.69% of the portfolio and ranks #13 among its holdings.

3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Mindset Wealth Management held 16,575 shares of PepsiCo worth $2.57M as of Q1 2026.
PepsiCo was a new Mindset Wealth Management position in Q1 2026.
PepsiCo made up 0.69% of Mindset Wealth Management's portfolio in Q1 2026, its #13 holding.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.