Outlook Wealth Advisors’s PepsiCo PEP Stock Holding History

Outlook 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	$422K	Buy	+2,715	New	+$423K	0.1%	194
2020 Q3	–	Sell	-3,412	Closed	-$451K	–	171
2020 Q2	$451K	Buy	3,412 +45	+1%	+$5.93K	0.19%	110
2020 Q1	$404K	Buy	+3,367	New	+$455K	0.23%	91
2019 Q4	–	Sell	-3,637	Closed	-$499K	–	158
2019 Q3	$499K	Sell	3,637 -360	-9%	-$47.8K	0.3%	74
2019 Q2	$524K	Buy	3,997 +130	+3%	+$16.7K	0.35%	71
2019 Q1	$474K	Buy	3,867 +3,293	+574%	+$375K	0.39%	72
2018 Q4	$634K	Buy	+574	New	+$64.7K	0.29%	82

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

Outlook Wealth Advisors's PEP Position: Q1 2026 in Review

Outlook Wealth Advisors opened a new position in PepsiCo (PEP) in Q1 2026: 2,715 shares worth $422K. The stake represents 0.1% of the portfolio and ranks #194 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in PEP as recently as Q2 2020.

Outlook Wealth Advisors first reported a position in PEP in Q4 2018 and has held it in 7 quarters since. The position peaked at $634K in Q4 2018. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Outlook Wealth Advisors held 2,715 shares of PepsiCo worth $422K as of Q1 2026.
PepsiCo was a new Outlook Wealth Advisors position in Q1 2026.
PepsiCo made up 0.1% of Outlook Wealth Advisors's portfolio in Q1 2026, its #194 holding.
Outlook Wealth Advisors first reported a position in PepsiCo in Q4 2018 and has held it in 7 quarters since.
Outlook Wealth Advisors's PepsiCo position peaked at $634K in Q4 2018.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.