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Peterson Wealth Management’s PepsiCo PEP Stock Holding History

Peterson Wealth Management’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 		$1.5M Buy
9,649
+89
+0.9% +$13.9K 0.87% 23
2025
Q4 		$1.37M Sell
9,560
-3,354
-26% -$493K 1.02% 21
2025
Q3 		$1.81M Sell
12,914
-968
-7% -$138K 1.26% 22
2025
Q2 		$1.83M Sell
13,882
-6,466
-32% -$871K 1.09% 26
2025
Q1 		$3.05M Sell
20,348
-13,776
-40% -$2.05M 2.05% 18
2024
Q4 		$5.19M Sell
34,124
-567
-2% -$92.9K 3.09% 13
2024
Q3 		$5.9M Buy
34,691
+153
+0.4% +$26.3K 3.77% 8
2024
Q2 		$5.7M Buy
34,538
+537
+2% +$92.7K 3.52% 7
2024
Q1 		$5.95M Buy
34,001
+1,587
+5% +$267K 4.3% 5
2023
Q4 		$5.51M Buy
32,414
+1,192
+4% +$198K 4.96% 5
2023
Q3 		$5.29M Buy
31,222
+3,966
+15% +$720K 4.35% 6
2023
Q2 		$5.05M Sell
27,256
-1,990
-7% -$371K 4% 6
2023
Q1 		$5.33M Buy
29,246
+2,675
+10% +$468K 5.1% 6
2022
Q4 		$4.8M Sell
26,571
-841
-3% -$150K 4.89% 7
2022
Q3 		$4.47M Buy
27,412
+970
+4% +$167K 4.17% 8
2022
Q2 		$4.41M Sell
26,442
-171
-0.6% -$28.8K 5.7% 6
2022
Q1 		$4.46M Buy
26,613
+919
+4% +$154K 2.99% 11
2021
Q4 		$4.46M Buy
25,694
+384
+2% +$62.7K 2.98% 10
2021
Q3 		$3.81M Sell
25,310
-59
-0.2% -$9.13K 2.95% 11
2021
Q2 		$3.76M Buy
25,369
+1,401
+6% +$204K 2.93% 10
2021
Q1 		$3.39M Sell
23,968
-3,145
-12% -$432K 2.88% 14
2020
Q4 		$4.02M Buy
27,113
+238
+0.9% +$33.8K 3.26% 12
2020
Q3 		$3.73M Sell
26,875
-1,519
-5% -$207K 3.3% 12
2020
Q2 		$3.75M Buy
28,394
+515
+2% +$67.9K 3.73% 9
2020
Q1 		$3.35M Sell
27,879
-803
-3% -$109K 4.08% 9
2019
Q4 		$3.92M Buy
+28,682
New +$3.9M 3.57% 10

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

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

Peterson Wealth Management increased its PepsiCo (PEP) stake by 0.93% in Q1 2026, buying an estimated $13.9K and bringing the position to 9,649 shares worth $1.5M. The position accounts for 0.87% of the portfolio, ranked #23.

Peterson Wealth Management first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.95M in Q1 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Peterson Wealth Management held 9,649 shares of PepsiCo worth $1.5M as of Q1 2026.
  • Peterson Wealth Management bought 89 PepsiCo shares in Q1 2026, an estimated $13.9K.
  • PepsiCo made up 0.87% of Peterson Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Peterson Wealth Management first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • Peterson Wealth Management's PepsiCo position peaked at $5.95M in Q1 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.