Quotient Wealth Partners’s PepsiCo PEP Stock Holding History

Quotient Wealth Partners’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	$1.07M	Buy	6,911 +1,011	+17%	+$158K	0.03%	117
2025 Q4	$847K	Buy	5,900 +892	+18%	+$131K	0.02%	133
2025 Q3	$703K	Buy	5,008 +877	+21%	+$125K	0.02%	148
2025 Q2	$545K	Sell	4,131 -1,519	-27%	-$205K	0.02%	174
2025 Q1	$847K	Sell	5,650 -592	-9%	-$88.1K	0.03%	122
2024 Q4	$949K	Sell	6,242 -880	-12%	-$144K	0.03%	105
2024 Q3	$1.21M	Sell	7,122 -1,102	-13%	-$189K	0.04%	94
2024 Q2	$1.36M	Sell	8,224 -2,340	-22%	-$404K	0.05%	84
2024 Q1	$1.85M	Buy	10,564 +3,874	+58%	+$652K	0.07%	80
2023 Q4	$1.14M	Buy	+6,690	New	+$1.11M	0.04%	108

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

Quotient Wealth Partners's PEP Position: Q1 2026 in Review

Quotient Wealth Partners increased its PepsiCo (PEP) stake by 17% in Q1 2026, buying an estimated $158K and bringing the position to 6,911 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #117.

Quotient Wealth Partners first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.85M in Q1 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Quotient Wealth Partners held 6,911 shares of PepsiCo worth $1.07M as of Q1 2026.
Quotient Wealth Partners bought 1,011 PepsiCo shares in Q1 2026, an estimated $158K.
PepsiCo made up 0.03% of Quotient Wealth Partners's portfolio in Q1 2026, its #117 holding.
Quotient Wealth Partners first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's PepsiCo position peaked at $1.85M in Q1 2024.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.