QP Wealth Management’s PepsiCo PEP Stock Holding History

QP Wealth 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	–	Sell	-1,699	Closed	-$244K	–	100
2025 Q4	$244K	Buy	+1,699	New	+$250K	0.21%	90
2023 Q3	$339K	Sell	2,001 -100	-5%	-$18.2K	0.59%	44
2023 Q2	$389K	Hold	2,101	–	–	0.62%	42
2023 Q1	$383K	Hold	2,101	–	–	0.63%	42
2022 Q4	$380K	Sell	2,101 -249	-11%	-$44.4K	0.59%	45
2022 Q3	$392K	Hold	2,350	–	–	0.56%	38
2022 Q2	$392K	Hold	2,350	–	–	0.54%	42
2022 Q1	$393K	Hold	2,350	–	–	0.44%	43
2021 Q4	$408K	Sell	2,350 -1	-0%	-$163	0.43%	47
2021 Q3	$354K	Buy	2,351 +1	+0%	+$155	0.38%	50
2021 Q2	$348K	Hold	2,350	–	–	0.36%	50
2021 Q1	$332K	Hold	2,350	–	–	0.36%	48
2020 Q4	$349K	Hold	2,350	–	–	0.39%	44
2020 Q3	$326K	Hold	2,350	–	–	0.42%	43
2020 Q2	$311K	Sell	2,350 -554	-19%	-$73K	0.43%	44
2020 Q1	$378K	Hold	2,904	–	–	0.55%	39
2019 Q4	$418K	Buy	+2,904	New	+$395K	0.51%	52

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

QP Wealth Management's PEP Position: Q1 2026 in Review

QP Wealth Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,699 shares — an estimated $244K sold.

QP Wealth Management first reported a position in PEP in Q4 2019 and held it in 17 quarters. The position peaked at $418K in Q4 2019. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

QP Wealth Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
QP Wealth Management sold 1,699 PepsiCo shares in Q1 2026, an estimated $244K.
QP Wealth Management first reported a position in PepsiCo in Q4 2019 and held it in 17 quarters.
QP Wealth Management's PepsiCo position peaked at $418K in Q4 2019.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.