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Prosperity Consulting Group’s PepsiCo PEP Stock Holding History

Prosperity Consulting 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 		$2.08M Sell
13,414
-904
-6% -$141K 0.09% 153
2025
Q4 		$2.05M Sell
14,318
-1,680
-11% -$247K 0.09% 158
2025
Q3 		$2.25M Buy
15,998
+2,141
+15% +$306K 0.11% 145
2025
Q2 		$1.83M Buy
13,857
+386
+3% +$52K 0.13% 152
2025
Q1 		$2.02M Sell
13,471
-95
-0.7% -$14.1K 0.16% 140
2024
Q4 		$2.06M Sell
13,566
-1,901
-12% -$311K 0.16% 144
2024
Q3 		$2.63M Buy
15,467
+8,690
+128% +$1.49M 0.21% 119
2024
Q2 		$1.12M Buy
6,777
+613
+10% +$106K 0.15% 125
2024
Q1 		$1.08M Buy
6,164
+1,148
+23% +$193K 0.14% 132
2023
Q4 		$852K Buy
5,016
+25
+0.5% +$4.15K 0.29% 71
2023
Q3 		$846K Buy
4,991
+2,159
+76% +$392K 0.39% 60
2023
Q2 		$525K Sell
2,832
-69
-2% -$12.9K 0.32% 66
2023
Q1 		$529K Sell
2,901
-192
-6% -$33.6K 0.33% 64
2022
Q4 		$559K Buy
3,093
+662
+27% +$118K 0.37% 62
2022
Q3 		$397K Sell
2,431
-380
-14% -$65.5K 0.33% 65
2022
Q2 		$469K Sell
2,811
-88
-3% -$14.8K 0.41% 55
2022
Q1 		$485K Sell
2,899
-58
-2% -$9.74K 0.36% 56
2021
Q4 		$519K Buy
+2,957
New +$483K 0.39% 55

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

Prosperity Consulting Group's PEP Position: Q1 2026 in Review

Prosperity Consulting Group reduced its PepsiCo (PEP) stake by 6.3% in Q1 2026, selling an estimated $141K and leaving 13,414 shares worth $2.08M. The position accounts for 0.09% of the portfolio, ranked #153.

Prosperity Consulting Group first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.63M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Prosperity Consulting Group held 13,414 shares of PepsiCo worth $2.08M as of Q1 2026.
  • Prosperity Consulting Group sold 904 PepsiCo shares in Q1 2026, an estimated $141K.
  • PepsiCo made up 0.09% of Prosperity Consulting Group's portfolio in Q1 2026, its #153 holding.
  • Prosperity Consulting Group first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Prosperity Consulting Group's PepsiCo position peaked at $2.63M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.