RCWM
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Royal Capital Wealth Management’s PepsiCo PEP Stock Holding History

Royal Capital 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 		$964K Buy
6,210
+558
+10% +$86.9K 0.6% 36
2025
Q4 		$811K Hold
5,652
– – 0.48% 37
2025
Q3 		$794K Buy
5,652
+22
+0.4% +$3.14K 0.49% 36
2025
Q2 		$743K Buy
5,630
+46
+0.8% +$6.2K 0.49% 37
2025
Q1 		$837K Buy
5,584
+74
+1% +$11K 0.59% 34
2024
Q4 		$838K Sell
5,510
-446
-7% -$73.1K 0.59% 33
2024
Q3 		$1.01M Sell
5,956
-74
-1% -$12.7K 0.72% 30
2024
Q2 		$995K Sell
6,030
-156
-3% -$26.9K 0.75% 31
2024
Q1 		$1.08M Sell
6,186
-77
-1% -$13K 0.85% 29
2023
Q4 		$1.06M Buy
6,263
+9
+0.1% +$1.49K 0.92% 29
2023
Q3 		$1.06M Sell
6,254
-2,714
-30% -$493K 1.02% 27
2023
Q2 		$1.66M Sell
8,968
-65
-0.7% -$12.1K 1.56% 18
2023
Q1 		$1.65M Buy
9,033
+89
+1% +$15.6K 1.66% 17
2022
Q4 		$1.62M Buy
8,944
+2,504
+39% +$447K 1.72% 16
2022
Q3 		$1.05M Buy
6,440
+30
+0.5% +$5.17K 1.22% 28
2022
Q2 		$1.07M Buy
6,410
+28
+0.4% +$4.71K 1.16% 30
2022
Q1 		$1.07M Buy
6,382
+27
+0.4% +$4.53K 1.05% 29
2021
Q4 		$1.1M Buy
+6,355
New +$1.04M 1.07% 29

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

Royal Capital Wealth Management's PEP Position: Q1 2026 in Review

Royal Capital Wealth Management increased its PepsiCo (PEP) stake by 9.9% in Q1 2026, buying an estimated $86.9K and bringing the position to 6,210 shares worth $964K. The position accounts for 0.6% of the portfolio, ranked #36.

Royal Capital Wealth Management first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.66M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Royal Capital Wealth Management held 6,210 shares of PepsiCo worth $964K as of Q1 2026.
  • Royal Capital Wealth Management bought 558 PepsiCo shares in Q1 2026, an estimated $86.9K.
  • PepsiCo made up 0.6% of Royal Capital Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Royal Capital Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's PepsiCo position peaked at $1.66M in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.