Ridgecrest Wealth Partners
PEP icon

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
Q3 		$296K Buy
2,336
+44
+2% +$6.06K 0.14% 84
2026
Q2 		$310K Buy
2,292
+119
+5% +$17.8K 0.15% 77
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% -$2.28K 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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Ridgecrest Wealth Partners's PEP Position: Q3 2026 in Review

Ridgecrest Wealth Partners increased its PepsiCo (PEP) stake by 1.9% in Q3 2026, buying an estimated $6.06K and bringing the position to 2,336 shares worth $296K. The position accounts for 0.14% of the portfolio, ranked #84.

Ridgecrest Wealth Partners first reported a position in PEP in Q1 2021 and has held it in 23 quarters since. The position peaked at $691K in Q2 2023. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Ridgecrest Wealth Partners held 2,336 shares of PepsiCo worth $296K as of Q3 2026.
  • Ridgecrest Wealth Partners bought 44 PepsiCo shares in Q3 2026, an estimated $6.06K.
  • PepsiCo made up 0.14% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #84 holding.
  • Ridgecrest Wealth Partners first reported a position in PepsiCo in Q1 2021 and has held it in 23 quarters since.
  • Ridgecrest Wealth Partners's PepsiCo position peaked at $691K in Q2 2023.
  • 2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.