Ridgecrest Wealth Partners’s PepsiCo PEP Stock Holding History

Ridgecrest 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	$337K	Buy	2,173 +466	+27%	+$72.6K	0.19%	71
2025 Q4	$245K	Sell	1,707 -1,655	-49%	-$243K	0.13%	88
2025 Q3	$472K	Sell	3,362 -16	-0.5%	-$2.29K	0.21%	67
2025 Q2	$446K	Sell	3,378 -2	-0.1%	-$269	0.24%	65
2025 Q1	$507K	Hold	3,380	–	–	0.27%	62
2024 Q4	$514K	Hold	3,380	–	–	0.28%	60
2024 Q3	$575K	Buy	3,380 +148	+5%	+$25.4K	0.3%	58
2024 Q2	$533K	Hold	3,232	–	–	0.32%	54
2024 Q1	$566K	Sell	3,232 -495	-13%	-$83.3K	0.34%	54
2023 Q4	$633K	Sell	3,727 -4	-0.1%	-$663	0.42%	48
2023 Q3	$632K	Buy	3,731 +2	+0.1%	+$363	0.44%	47
2023 Q2	$691K	Hold	3,729	–	–	0.46%	45
2023 Q1	$680K	Hold	3,729	–	–	0.48%	41
2022 Q4	$674K	Hold	3,729	–	–	0.51%	39
2022 Q3	$609K	Hold	3,729	–	–	0.5%	43
2022 Q2	$621K	Buy	3,729 +10	+0.3%	+$1.68K	0.45%	45
2022 Q1	$622K	Sell	3,719 -98	-3%	-$16.5K	0.39%	51
2021 Q4	$663K	Buy	3,817 +98	+3%	+$16K	0.32%	59
2021 Q3	$559K	Buy	3,719 +675	+22%	+$104K	0.3%	64
2021 Q2	$451K	Buy	3,044 +219	+8%	+$31.9K	0.28%	68
2021 Q1	$400K	Buy	+2,825	New	+$388K	0.38%	57

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

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

Ridgecrest Wealth Partners increased its PepsiCo (PEP) stake by 27% in Q1 2026, buying an estimated $72.6K and bringing the position to 2,173 shares worth $337K. The position accounts for 0.19% of the portfolio, ranked #71.

Ridgecrest Wealth Partners first reported a position in PEP in Q1 2021 and has held it in 21 quarters since. The position peaked at $691K in Q2 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Ridgecrest Wealth Partners held 2,173 shares of PepsiCo worth $337K as of Q1 2026.
Ridgecrest Wealth Partners bought 466 PepsiCo shares in Q1 2026, an estimated $72.6K.
PepsiCo made up 0.19% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #71 holding.
Ridgecrest Wealth Partners first reported a position in PepsiCo in Q1 2021 and has held it in 21 quarters since.
Ridgecrest Wealth Partners's PepsiCo position peaked at $691K in Q2 2023.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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