PW
PEP icon

PUREfi Wealth’s PepsiCo PEP Stock Holding History

PUREfi Wealth’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 		$547K Buy
3,522
+291
+9% +$45.3K 0.36% 69
2025
Q4 		$464K Buy
3,231
+73
+2% +$10.7K 0.36% 77
2025
Q3 		$444K Buy
3,158
+425
+16% +$60.7K 0.34% 79
2025
Q2 		$361K Sell
2,733
-619
-18% -$83.4K 0.29% 92
2025
Q1 		$503K Buy
3,352
+992
+42% +$148K 0.5% 56
2024
Q4 		$359K Buy
+2,360
New +$387K 0.35% 78

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

PUREfi Wealth's PEP Position: Q1 2026 in Review

PUREfi Wealth increased its PepsiCo (PEP) stake by 9% in Q1 2026, buying an estimated $45.3K and bringing the position to 3,522 shares worth $547K. The position accounts for 0.36% of the portfolio, ranked #69.

PUREfi Wealth 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.

  • PUREfi Wealth held 3,522 shares of PepsiCo worth $547K as of Q1 2026.
  • PUREfi Wealth bought 291 PepsiCo shares in Q1 2026, an estimated $45.3K.
  • PepsiCo made up 0.36% of PUREfi Wealth's portfolio in Q1 2026, its #69 holding.
  • PUREfi Wealth 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 PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.