Private Wealth Asset Management’s PepsiCo PEP Stock Holding History

Private Wealth Asset 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	$1.62M	Buy	10,461 +179	+2%	+$27.9K	0.17%	90
2025 Q4	$1.48M	Sell	10,282 -77	-0.7%	-$11.3K	0.16%	93
2025 Q3	$1.45M	Sell	10,359 -139	-1%	-$19.8K	0.17%	88
2025 Q2	$1.39M	Sell	10,498 -419	-4%	-$56.4K	0.18%	86
2025 Q1	$1.64M	Buy	+10,917	New	+$1.62M	0.24%	72

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

Private Wealth Asset Management's PEP Position: Q1 2026 in Review

Private Wealth Asset Management increased its PepsiCo (PEP) stake by 1.7% in Q1 2026, buying an estimated $27.9K and bringing the position to 10,461 shares worth $1.62M. The position accounts for 0.17% of the portfolio, ranked #90.

Private Wealth Asset Management first reported a position in PEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.64M in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Private Wealth Asset Management held 10,461 shares of PepsiCo worth $1.62M as of Q1 2026.
Private Wealth Asset Management bought 179 PepsiCo shares in Q1 2026, an estimated $27.9K.
PepsiCo made up 0.17% of Private Wealth Asset Management's portfolio in Q1 2026, its #90 holding.
Private Wealth Asset Management first reported a position in PepsiCo in Q1 2025 and has held it in 5 quarters since.
Private Wealth Asset Management's PepsiCo position peaked at $1.64M in Q1 2025.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.