PWS
PEP icon

Peterson Wealth Services’s PepsiCo PEP Stock Holding History

Peterson Wealth Services’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 		$18K Hold
116
– – ﹤0.01% 177
2025
Q4 		$16.6K Sell
116
-33,345
-100% -$4.9M ﹤0.01% 173
2025
Q3 		$16.3K Buy
33,461
+33,345
+28,746% +$4.76M ﹤0.01% 179
2025
Q2 		$15.3K Hold
116
– – ﹤0.01% 173
2025
Q1 		$17.4K Hold
116
– – 0.01% 172
2024
Q4 		$17.6K Hold
116
– – 0.01% 175
2024
Q3 		$19.7K Buy
+116
New +$19.9K 0.01% 178

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 Services's PEP Position: Q1 2026 in Review

Peterson Wealth Services held its PepsiCo (PEP) position steady in Q1 2026 at 116 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Peterson Wealth Services first reported a position in PEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.7K in Q3 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Peterson Wealth Services held 116 shares of PepsiCo worth $18K as of Q1 2026.
  • Peterson Wealth Services left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up ﹤0.01% of Peterson Wealth Services's portfolio in Q1 2026, its #177 holding.
  • Peterson Wealth Services first reported a position in PepsiCo in Q3 2024 and has held it in 7 quarters since.
  • Peterson Wealth Services's PepsiCo position peaked at $19.7K in Q3 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.