Robinson Smith Wealth Advisors’s PepsiCo PEP Stock Holding History

Robinson Smith Wealth Advisors’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	$554K	Buy	3,568 +1	+0%	+$156	0.37%	45
2025 Q4	$512K	Hold	3,567	–	–	0.35%	46
2025 Q3	$501K	Sell	3,567 -174	-5%	-$24.8K	0.36%	48
2025 Q2	$494K	Sell	3,741 -18	-0.5%	-$2.42K	0.39%	46
2025 Q1	$564K	Buy	3,759 +19	+0.5%	+$2.83K	0.47%	42
2024 Q4	$569K	Sell	3,740 -79	-2%	-$12.9K	0.48%	41
2024 Q3	$649K	Sell	3,819 -76	-2%	-$13.1K	0.55%	40
2024 Q2	$642K	Sell	3,895 -87	-2%	-$15K	0.57%	43
2024 Q1	$697K	Sell	3,982 -702	-15%	-$118K	0.67%	39
2023 Q4	$795K	Buy	+4,684	New	+$777K	0.78%	31

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

Robinson Smith Wealth Advisors's PEP Position: Q1 2026 in Review

Robinson Smith Wealth Advisors increased its PepsiCo (PEP) stake by 0.03% in Q1 2026, buying an estimated $156 and bringing the position to 3,568 shares worth $554K. The position accounts for 0.37% of the portfolio, ranked #45.

Robinson Smith Wealth Advisors first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $795K in Q4 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Robinson Smith Wealth Advisors held 3,568 shares of PepsiCo worth $554K as of Q1 2026.
Robinson Smith Wealth Advisors bought 1 PepsiCo share in Q1 2026, an estimated $156.
PepsiCo made up 0.37% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #45 holding.
Robinson Smith Wealth Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's PepsiCo position peaked at $795K in Q4 2023.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.