PWM
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Pines Wealth Management’s PepsiCo PEP Stock Holding History

Pines 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 		$594K Sell
3,823
-47
-1% -$7.32K 0.19% 120
2025
Q4 		$555K Sell
3,870
-198
-5% -$29.1K 0.18% 122
2025
Q3 		$571K Sell
4,068
-124
-3% -$17.7K 0.19% 116
2025
Q2 		$568K Buy
4,192
+39
+0.9% +$5.25K 0.2% 120
2025
Q1 		$583K Buy
4,153
+671
+19% +$99.9K 0.27% 94
2024
Q4 		$497K Buy
+3,482
New +$571K 0.22% 116

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

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

Pines Wealth Management reduced its PepsiCo (PEP) stake by 1.2% in Q1 2026, selling an estimated $7.32K and leaving 3,823 shares worth $594K. The position accounts for 0.19% of the portfolio, ranked #120.

Pines Wealth Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Pines Wealth Management held 3,823 shares of PepsiCo worth $594K as of Q1 2026.
  • Pines Wealth Management sold 47 PepsiCo shares in Q1 2026, an estimated $7.32K.
  • PepsiCo made up 0.19% of Pines Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Pines Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.