PWP
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Parkwoods Wealth Partners’s PepsiCo PEP Stock Holding History

Parkwoods 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 		$256K Buy
1,647
+238
+17% +$37.1K 0.06% 91
2025
Q4 		$202K Buy
+1,409
New +$207K 0.06% 104

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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

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

Parkwoods Wealth Partners increased its PepsiCo (PEP) stake by 17% in Q1 2026, buying an estimated $37.1K and bringing the position to 1,647 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #91.

Parkwoods Wealth Partners first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Parkwoods Wealth Partners held 1,647 shares of PepsiCo worth $256K as of Q1 2026.
  • Parkwoods Wealth Partners bought 238 PepsiCo shares in Q1 2026, an estimated $37.1K.
  • PepsiCo made up 0.06% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #91 holding.
  • Parkwoods Wealth Partners first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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