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One Plus One Wealth Management’s PepsiCo PEP Stock Holding History

One Plus One 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 		– Sell
-1,407
Closed -$202K – 99
2025
Q4 		$202K Buy
+1,407
New +$207K 0.09% 100
2025
Q2 		– Sell
-1,448
Closed -$217K – 96
2025
Q1 		$217K Sell
1,448
-500
-26% -$74.4K 0.12% 85
2024
Q4 		$296K Hold
1,948
– – 0.17% 78
2024
Q3 		$331K Sell
1,948
-307
-14% -$52.7K 0.2% 68
2024
Q2 		$372K Sell
2,255
-200
-8% -$34.5K 0.21% 67
2024
Q1 		$430K Sell
2,455
-350
-12% -$58.9K 0.25% 70
2023
Q4 		$476K Hold
2,805
– – 0.29% 58
2023
Q3 		$475K Sell
2,805
-100
-3% -$18.2K 0.31% 54
2023
Q2 		$538K Sell
2,905
-153
-5% -$28.6K 0.34% 51
2023
Q1 		$557K Sell
3,058
-57
-2% -$9.96K 0.4% 50
2022
Q4 		$563K Buy
3,115
+60
+2% +$10.7K 0.39% 50
2022
Q3 		$499K Buy
3,055
+200
+7% +$34.5K 0.41% 45
2022
Q2 		$476K Buy
2,855
+300
+12% +$50.5K 0.36% 51
2022
Q1 		$428K Hold
2,555
– – 0.28% 55
2021
Q4 		$444K Hold
2,555
– – 0.31% 51
2021
Q3 		$384K Sell
2,555
-250
-9% -$38.7K 0.28% 51
2021
Q2 		$416K Buy
2,805
+250
+10% +$36.4K 0.29% 43
2021
Q1 		$361K Buy
+2,555
New +$351K 0.28% 49

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

One Plus One Wealth Management's PEP Position: Q1 2026 in Review

One Plus One Wealth Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,407 shares — an estimated $202K sold.

One Plus One Wealth Management first reported a position in PEP in Q1 2021 and held it in 18 quarters. The position peaked at $563K in Q4 2022. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • One Plus One Wealth Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • One Plus One Wealth Management sold 1,407 PepsiCo shares in Q1 2026, an estimated $202K.
  • One Plus One Wealth Management first reported a position in PepsiCo in Q1 2021 and held it in 18 quarters.
  • One Plus One Wealth Management's PepsiCo position peaked at $563K in Q4 2022.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on One Plus One Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.