North Ridge Wealth Advisors’s PepsiCo PEP Stock Holding History

North Ridge 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	$2.33K	Hold	15	–	–	﹤0.01%	165
2025 Q4	$2.15K	Hold	15	–	–	﹤0.01%	154
2025 Q3	$2.11K	Hold	15	–	–	﹤0.01%	161
2025 Q2	$1.98K	Hold	15	–	–	﹤0.01%	153
2025 Q1	$2.25K	Hold	15	–	–	﹤0.01%	138
2024 Q4	$2.28K	Buy	+15	New	+$2.46K	﹤0.01%	147

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

North Ridge Wealth Advisors's PEP Position: Q1 2026 in Review

North Ridge Wealth Advisors held its PepsiCo (PEP) position steady in Q1 2026 at 15 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

North Ridge Wealth Advisors first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

North Ridge Wealth Advisors held 15 shares of PepsiCo worth $2.33K as of Q1 2026.
North Ridge Wealth Advisors left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #165 holding.
North Ridge Wealth Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.