Perfromance Wealth Partners’s PepsiCo PEP Stock Holding History

Perfromance 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	$436K	Sell	2,806 -24	-0.8%	-$3.74K	0.01%	135
2025 Q4	$406K	Sell	2,830 -53	-2%	-$7.79K	0.01%	145
2025 Q3	$405K	Sell	2,883 -50	-2%	-$7.14K	0.01%	142
2025 Q2	$387K	Buy	2,933 +310	+12%	+$41.8K	0.01%	134
2025 Q1	$393K	Hold	2,623	–	–	0.01%	113
2024 Q4	$399K	Sell	2,623 -98	-4%	-$16.1K	0.01%	116
2024 Q3	$463K	Sell	2,721 -152	-5%	-$26.1K	0.02%	107
2024 Q2	$474K	Buy	2,873 +28	+1%	+$4.83K	0.02%	89
2024 Q1	$498K	Sell	2,845 -100	-3%	-$16.8K	0.02%	96
2023 Q4	$500K	Hold	2,945	–	–	0.02%	102
2023 Q3	$499K	Hold	2,945	–	–	0.02%	107
2023 Q2	$549K	Hold	2,945	–	–	0.03%	107
2023 Q1	$537K	Hold	2,945	–	–	0.03%	103
2022 Q4	$532K	Sell	2,945 -558	-16%	-$99.5K	0.03%	99
2022 Q3	$572K	Sell	3,503 -37	-1%	-$6.38K	0.03%	92
2022 Q2	$590K	Buy	3,540 +402	+13%	+$67.7K	0.03%	92
2022 Q1	$525K	Sell	3,138 -64	-2%	-$10.7K	0.02%	105
2021 Q4	$556K	Buy	+3,202	New	+$523K	0.02%	111

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

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

Perfromance Wealth Partners reduced its PepsiCo (PEP) stake by 0.85% in Q1 2026, selling an estimated $3.74K and leaving 2,806 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #135.

Perfromance Wealth Partners first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $590K in Q2 2022. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Perfromance Wealth Partners held 2,806 shares of PepsiCo worth $436K as of Q1 2026.
Perfromance Wealth Partners sold 24 PepsiCo shares in Q1 2026, an estimated $3.74K.
PepsiCo made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #135 holding.
Perfromance Wealth Partners first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
Perfromance Wealth Partners's PepsiCo position peaked at $590K in Q2 2022.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.