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Principle Wealth Partners’s PepsiCo PEP Stock Holding History

Principle Wealth Partners’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 		$3.89M Buy
25,047
+288
+1% +$44.9K 0.22% 88
2025
Q4 		$3.55M Buy
24,759
+6,045
+32% +$888K 0.2% 91
2025
Q3 		$2.63M Sell
18,714
-2,447
-12% -$349K 0.15% 109
2025
Q2 		$2.79M Sell
21,161
-8,159
-28% -$1.1M 0.17% 103
2025
Q1 		$4.4M Sell
29,320
-99
-0.3% -$14.7K 0.31% 75
2024
Q4 		$4.47M Sell
29,419
-2,565
-8% -$420K 0.31% 73
2024
Q3 		$5.44M Buy
31,984
+363
+1% +$62.4K 0.39% 62
2024
Q2 		$5.22M Buy
31,621
+200
+0.6% +$34.5K 0.4% 60
2024
Q1 		$5.5M Buy
31,421
+1,501
+5% +$253K 0.43% 57
2023
Q4 		$5.08M Buy
29,920
+826
+3% +$137K 0.44% 54
2023
Q3 		$4.93M Buy
29,094
+749
+3% +$136K 0.5% 52
2023
Q2 		$5.25M Buy
28,345
+117
+0.4% +$21.8K 0.53% 45
2023
Q1 		$5.15M Sell
28,228
-476
-2% -$83.2K 0.55% 48
2022
Q4 		$5.19M Sell
28,704
-224
-0.8% -$40K 0.59% 46
2022
Q3 		$4.72K Buy
28,928
+687
+2% +$118K 0.45% 42
2022
Q2 		$4.71M Sell
28,241
-1,626
-5% -$274K 0.57% 42
2022
Q1 		$5M Sell
29,867
-127
-0.4% -$21.3K 0.53% 43
2021
Q4 		$5.21M Buy
29,994
+169
+0.6% +$27.6K 0.55% 40
2021
Q3 		$4.49M Sell
29,825
-704
-2% -$109K 0.52% 38
2021
Q2 		$4.52M Sell
30,529
-237
-0.8% -$34.5K 0.51% 41
2021
Q1 		$4.35M Buy
30,766
+6,372
+26% +$874K 0.51% 45
2020
Q4 		$3.62M Buy
24,394
+20,187
+480% +$2.87M 0.48% 44
2020
Q3 		$583K Sell
4,207
-558
-12% -$75.9K 0.16% 77
2020
Q2 		$630K Sell
4,765
-47
-1% -$6.2K 0.19% 70
2020
Q1 		$578K Sell
4,812
-28
-0.6% -$3.78K 0.22% 73
2019
Q4 		$661K Hold
4,840
– – 0.21% 82
2019
Q3 		$664K Buy
4,840
+585
+14% +$77.7K 0.23% 76
2019
Q2 		$558K Buy
4,255
+1,364
+47% +$175K 0.29% 65
2019
Q1 		$354K Sell
2,891
-721
-20% -$82.2K 0.2% 90
2018
Q4 		$399K Buy
+3,612
New +$407K 0.33% 67

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

Principle Wealth Partners's PEP Position: Q1 2026 in Review

Principle Wealth Partners increased its PepsiCo (PEP) stake by 1.2% in Q1 2026, buying an estimated $44.9K and bringing the position to 25,047 shares worth $3.89M. The position accounts for 0.22% of the portfolio, ranked #88.

Principle Wealth Partners first reported a position in PEP in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.5M in Q1 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Principle Wealth Partners held 25,047 shares of PepsiCo worth $3.89M as of Q1 2026.
  • Principle Wealth Partners bought 288 PepsiCo shares in Q1 2026, an estimated $44.9K.
  • PepsiCo made up 0.22% of Principle Wealth Partners's portfolio in Q1 2026, its #88 holding.
  • Principle Wealth Partners first reported a position in PepsiCo in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's PepsiCo position peaked at $5.5M in Q1 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.