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Rialto Wealth Management’s PepsiCo PEP Stock Holding History

Rialto 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 		$376K Sell
2,419
-12
-0.5% -$1.87K 0.08% 115
2025
Q4 		$349K Buy
2,431
+7
+0.3% +$1.03K 0.08% 118
2025
Q3 		$340K Buy
2,424
+14
+0.6% +$2K 0.09% 115
2025
Q2 		$318K Buy
2,410
+36
+2% +$4.85K 0.09% 120
2025
Q1 		$356K Sell
2,374
-411
-15% -$61.2K 0.11% 111
2024
Q4 		$423K Buy
+2,785
New +$456K 0.14% 99

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

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

Rialto Wealth Management reduced its PepsiCo (PEP) stake by 0.49% in Q1 2026, selling an estimated $1.87K and leaving 2,419 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #115.

Rialto Wealth Management first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $423K in Q4 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Rialto Wealth Management held 2,419 shares of PepsiCo worth $376K as of Q1 2026.
  • Rialto Wealth Management sold 12 PepsiCo shares in Q1 2026, an estimated $1.87K.
  • PepsiCo made up 0.08% of Rialto Wealth Management's portfolio in Q1 2026, its #115 holding.
  • Rialto Wealth Management first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's PepsiCo position peaked at $423K in Q4 2024.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.