Peterson Wealth Advisors’s PepsiCo PEP Stock Holding History

Peterson 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	$232K	Sell	1,496 -21	-1%	-$3.27K	0.03%	101
2025 Q4	$218K	Buy	+1,517	New	+$223K	0.03%	103
2025 Q1	–	Sell	-1,395	Closed	-$209K	–	91
2024 Q4	$209K	Buy	1,395 +197	+16%	+$32.3K	0.04%	82
2024 Q3	$204K	Buy	+1,198	New	+$206K	0.04%	82
2024 Q2	–	Sell	-1,277	Closed	-$223K	–	76
2024 Q1	$223K	Hold	1,277	–	–	0.05%	65
2023 Q4	$217K	Hold	1,277	–	–	0.05%	64
2023 Q3	$216K	Buy	1,277 +64	+5%	+$11.6K	0.06%	58
2023 Q2	$225K	Sell	1,213 -66	-5%	-$12.3K	0.06%	59
2023 Q1	$233K	Hold	1,279	–	–	0.06%	58
2022 Q4	$231K	Sell	1,279 -57	-4%	-$10.2K	0.07%	59
2022 Q3	$218K	Hold	1,336	–	–	0.07%	54
2022 Q2	$223K	Hold	1,336	–	–	0.07%	52
2022 Q1	$224K	Buy	1,336 +80	+6%	+$13.4K	0.07%	54
2021 Q4	$218K	Buy	+1,256	New	+$205K	0.06%	55

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

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

Peterson Wealth Advisors reduced its PepsiCo (PEP) stake by 1.4% in Q1 2026, selling an estimated $3.27K and leaving 1,496 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #101.

Peterson Wealth Advisors first reported a position in PEP in Q4 2021 and has held it in 14 quarters since. The position peaked at $233K in Q1 2023. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Peterson Wealth Advisors held 1,496 shares of PepsiCo worth $232K as of Q1 2026.
Peterson Wealth Advisors sold 21 PepsiCo shares in Q1 2026, an estimated $3.27K.
PepsiCo made up 0.03% of Peterson Wealth Advisors's portfolio in Q1 2026, its #101 holding.
Peterson Wealth Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 14 quarters since.
Peterson Wealth Advisors's PepsiCo position peaked at $233K in Q1 2023.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.