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RVW Wealth’s PepsiCo PEP Stock Holding History

RVW Wealth’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 		– Sell
-1,441
Closed -$207K – 185
2025
Q4 		$207K Hold
1,441
– – 0.02% 172
2025
Q3 		$202K Sell
1,441
-140
-9% -$20K 0.02% 173
2025
Q2 		$209K Sell
1,581
-314
-17% -$42.3K 0.02% 166
2025
Q1 		$284K Buy
1,895
+162
+9% +$24.1K 0.03% 135
2024
Q4 		$264K Buy
1,733
+66
+4% +$10.8K 0.02% 127
2024
Q3 		$284K Buy
1,667
+411
+33% +$70.6K 0.03% 125
2024
Q2 		$207K Hold
1,256
– – 0.02% 141
2024
Q1 		$220K Sell
1,256
-35
-3% -$5.89K 0.02% 137
2023
Q4 		$219K Hold
1,291
– – 0.02% 135
2023
Q3 		$219K Hold
1,291
– – 0.03% 133
2023
Q2 		$239K Hold
1,291
– – 0.03% 138
2023
Q1 		$235K Sell
1,291
-248
-16% -$43.4K 0.03% 133
2022
Q4 		$278K Buy
+1,539
New +$275K 0.04% 126

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

RVW Wealth's PEP Position: Q1 2026 in Review

RVW Wealth sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,441 shares — an estimated $207K sold.

RVW Wealth first reported a position in PEP in Q4 2022 and held it in 13 quarters. The position peaked at $284K in Q1 2025. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • RVW Wealth reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • RVW Wealth sold 1,441 PepsiCo shares in Q1 2026, an estimated $207K.
  • RVW Wealth first reported a position in PepsiCo in Q4 2022 and held it in 13 quarters.
  • RVW Wealth's PepsiCo position peaked at $284K in Q1 2025.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on RVW Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.