Petros Family Wealth’s PepsiCo PEP Stock Holding History

Petros Family Wealth’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	–	Sell	-4,366	Closed	-$627K	–	149
2025 Q4	$627K	Buy	4,366 +35	+0.8%	+$5.14K	0.42%	67
2025 Q3	$608K	Buy	4,331 +138	+3%	+$19.7K	0.51%	56
2025 Q2	$554K	Sell	4,193 -444	-10%	-$59.8K	0.51%	62
2025 Q1	$695K	Sell	4,637 -233	-5%	-$34.7K	0.77%	38
2024 Q4	$741K	Buy	+4,870	New	+$798K	0.8%	34

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

Petros Family Wealth's PEP Position: Q1 2026 in Review

Petros Family Wealth sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 4,366 shares — an estimated $627K sold.

Petros Family Wealth first reported a position in PEP in Q4 2024 and held it in 5 quarters. The position peaked at $741K in Q4 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Petros Family Wealth reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Petros Family Wealth sold 4,366 PepsiCo shares in Q1 2026, an estimated $627K.
Petros Family Wealth first reported a position in PepsiCo in Q4 2024 and held it in 5 quarters.
Petros Family Wealth's PepsiCo position peaked at $741K in Q4 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.