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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
2024
Q2 		– Sell
-700
Closed -$3.35K – 57
2024
Q1 		$3.35K Buy
700
+500
+250% +$84.2K ﹤0.01% 54
2023
Q4 		$2.49K Sell
200
-300
-60% -$49.8K ﹤0.01% 52
2023
Q3 		$84.7K Buy
+500
New +$90.8K 0.07% 59

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.