PWMG
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Private Wealth Management Group’s PepsiCo PEP Stock Holding History

Private Wealth Management Group’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 		$3.42K Hold
22
– – ﹤0.01% 903
2025
Q4 		$3.16K Sell
22
-34
-61% -$5K ﹤0.01% 932
2025
Q3 		$7.87K Buy
56
+1
+2% +$143 ﹤0.01% 608
2025
Q2 		$7.26K Sell
55
-42
-43% -$5.66K ﹤0.01% 604
2025
Q1 		$14.5K Sell
97
-120
-55% -$17.9K 0.01% 370
2024
Q4 		$33K Buy
217
+15
+7% +$2.46K 0.01% 216
2024
Q3 		$34.4K Sell
202
-6
-3% -$1.03K 0.01% 202
2024
Q2 		$34.3K Sell
208
-48
-19% -$8.28K 0.01% 196
2024
Q1 		$44.8K Hold
256
– – 0.02% 168
2023
Q4 		$43.5K Buy
+256
New +$42.5K 0.02% 171

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

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

Private Wealth Management Group held its PepsiCo (PEP) position steady in Q1 2026 at 22 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Private Wealth Management Group first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $44.8K in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Private Wealth Management Group held 22 shares of PepsiCo worth $3.42K as of Q1 2026.
  • Private Wealth Management Group left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #903 holding.
  • Private Wealth Management Group first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's PepsiCo position peaked at $44.8K in Q1 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.