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PCG Wealth Advisors’s PepsiCo PEP Stock Holding History

PCG 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 		$467K Hold
3,008
– – 0.12% 117
2025
Q4 		$432K Sell
3,008
-122
-4% -$17.9K 0.12% 110
2025
Q3 		$440K Buy
3,130
+14
+0.4% +$2K 0.13% 106
2025
Q2 		$411K Buy
3,116
+143
+5% +$19.3K 0.21% 63
2025
Q1 		$446K Sell
2,973
-69
-2% -$10.3K 0.16% 91
2024
Q4 		$462K Hold
3,042
– – 0.17% 87
2024
Q3 		$517K Buy
3,042
+193
+7% +$33.2K 0.2% 78
2024
Q2 		$470K Buy
2,849
+1
+0% +$173 0.2% 74
2024
Q1 		$498K Hold
2,848
– – 0.24% 70
2023
Q4 		$484K Sell
2,848
-424
-13% -$70.3K 0.27% 61
2023
Q3 		$555K Buy
3,272
+13
+0.4% +$2.36K 0.36% 55
2023
Q2 		$604K Buy
3,259
+11
+0.3% +$2.05K 0.37% 55
2023
Q1 		$592K Buy
3,248
+136
+4% +$23.8K 0.37% 56
2022
Q4 		$562K Sell
3,112
-3,085
-50% -$550K 0.36% 58
2022
Q3 		$1.01M Buy
6,197
+3,099
+100% +$534K 0.36% 52
2022
Q2 		$516K Sell
3,098
-20
-0.6% -$3.37K 0.37% 47
2022
Q1 		$522K Buy
3,118
+312
+11% +$52.4K 0.33% 47
2021
Q4 		$487K Buy
+2,806
New +$458K 0.34% 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

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

PCG Wealth Advisors held its PepsiCo (PEP) position steady in Q1 2026 at 3,008 shares worth $467K. The position accounts for 0.12% of the portfolio, ranked #117.

PCG Wealth Advisors first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q3 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • PCG Wealth Advisors held 3,008 shares of PepsiCo worth $467K as of Q1 2026.
  • PCG Wealth Advisors left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up 0.12% of PCG Wealth Advisors's portfolio in Q1 2026, its #117 holding.
  • PCG Wealth Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • PCG Wealth Advisors's PepsiCo position peaked at $1.01M in Q3 2022.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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