SWP
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Semus Wealth Partners’s PepsiCo PEP Stock Holding History

Semus 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 		$277K Buy
1,781
+3
+0.2% +$467 0.15% 89
2025
Q4 		$255K Sell
1,778
-57
-3% -$8.38K 0.14% 90
2025
Q3 		$258K Sell
1,835
-117
-6% -$16.7K 0.15% 90
2025
Q2 		$258K Buy
1,952
+34
+2% +$4.58K 0.17% 95
2025
Q1 		$288K Buy
1,918
+61
+3% +$9.08K 0.2% 80
2024
Q4 		$282K Buy
1,857
+8
+0.4% +$1.31K 0.19% 84
2024
Q3 		$314K Buy
1,849
+90
+5% +$15.5K 0.22% 87
2024
Q2 		$290K Buy
1,759
+120
+7% +$20.7K 0.22% 83
2024
Q1 		$287K Sell
1,639
-12
-0.7% -$2.02K 0.24% 90
2023
Q4 		$280K Hold
1,651
– – 0.23% 91
2023
Q3 		$280K Buy
1,651
+240
+17% +$43.6K 0.26% 86
2023
Q2 		$261K Buy
1,411
+137
+11% +$25.6K 0.24% 92
2023
Q1 		$232K Buy
1,274
+99
+8% +$17.3K 0.25% 97
2022
Q4 		$212K Buy
+1,175
New +$210K 0.26% 101

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

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

Semus Wealth Partners increased its PepsiCo (PEP) stake by 0.17% in Q1 2026, buying an estimated $467 and bringing the position to 1,781 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #89.

Semus Wealth Partners first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $314K in Q3 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Semus Wealth Partners held 1,781 shares of PepsiCo worth $277K as of Q1 2026.
  • Semus Wealth Partners bought 3 PepsiCo shares in Q1 2026, an estimated $467.
  • PepsiCo made up 0.15% of Semus Wealth Partners's portfolio in Q1 2026, its #89 holding.
  • Semus Wealth Partners first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
  • Semus Wealth Partners's PepsiCo position peaked at $314K in Q3 2024.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.