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MPWM Advisory Solutions’s PepsiCo PEP Stock Holding History

MPWM Advisory Solutions’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 		$58.5K Hold
377
– – 0.03% 180
2025
Q4 		$54.1K Hold
377
– – 0.03% 169
2025
Q3 		$52.9K Sell
377
-200
-35% -$28.6K 0.03% 158
2025
Q2 		$76.2K Hold
577
– – 0.05% 133
2025
Q1 		$86.5K Buy
577
+145
+34% +$21.6K 0.06% 104
2024
Q4 		$65.7K Buy
+432
New +$70.8K 0.05% 127

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

MPWM Advisory Solutions's PEP Position: Q1 2026 in Review

MPWM Advisory Solutions held its PepsiCo (PEP) position steady in Q1 2026 at 377 shares worth $58.5K. The position accounts for 0.03% of the portfolio, ranked #180.

MPWM Advisory Solutions first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $86.5K in Q1 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • MPWM Advisory Solutions held 377 shares of PepsiCo worth $58.5K as of Q1 2026.
  • MPWM Advisory Solutions left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up 0.03% of MPWM Advisory Solutions's portfolio in Q1 2026, its #180 holding.
  • MPWM Advisory Solutions first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's PepsiCo position peaked at $86.5K in Q1 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.