OWP
PEP icon

ORG Wealth Partners’s PepsiCo PEP Stock Holding History

ORG Wealth Partners’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 		$96.7K Sell
622
-121
-16% -$18.9K 0.02% 286
2025
Q4 		$107K Buy
743
+51
+7% +$7.49K 0.03% 265
2025
Q3 		$97.2K Buy
692
+407
+143% +$58.1K 0.02% 277
2025
Q2 		$38.6K Buy
285
+7
+3% +$943 0.01% 347
2025
Q1 		$41.7K Buy
278
+18
+7% +$2.68K 0.01% 366
2024
Q4 		$39.7K Hold
260
– – 0.01% 266
2024
Q3 		$44.4K Buy
+260
New +$44.7K 0.01% 253

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

ORG Wealth Partners's PEP Position: Q1 2026 in Review

ORG Wealth Partners reduced its PepsiCo (PEP) stake by 16% in Q1 2026, selling an estimated $18.9K and leaving 622 shares worth $96.7K. The position accounts for 0.02% of the portfolio, ranked #286.

ORG Wealth Partners first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $107K in Q4 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • ORG Wealth Partners held 622 shares of PepsiCo worth $96.7K as of Q1 2026.
  • ORG Wealth Partners sold 121 PepsiCo shares in Q1 2026, an estimated $18.9K.
  • PepsiCo made up 0.02% of ORG Wealth Partners's portfolio in Q1 2026, its #286 holding.
  • ORG Wealth Partners first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's PepsiCo position peaked at $107K in Q4 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.