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Sendero Wealth Management’s PepsiCo PEP Stock Holding History

Sendero 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 		$3.36M Sell
21,665
-366
-2% -$57K 0.37% 54
2025
Q4 		$3.16M Buy
22,031
+154
+0.7% +$22.6K 0.35% 57
2025
Q3 		$3.07M Buy
21,877
+633
+3% +$90.4K 0.36% 55
2025
Q2 		$2.81M Buy
21,244
+394
+2% +$53.1K 0.35% 58
2025
Q1 		$3.13M Buy
20,850
+833
+4% +$124K 0.43% 48
2024
Q4 		$3.04M Buy
20,017
+254
+1% +$41.6K 0.45% 48
2024
Q3 		$3.36M Sell
19,763
-1,227
-6% -$211K 0.53% 38
2024
Q2 		$3.46M Buy
20,990
+16
+0.1% +$2.76K 0.58% 34
2024
Q1 		$3.67M Buy
20,974
+294
+1% +$49.5K 0.63% 31
2023
Q4 		$3.51M Buy
20,680
+57
+0.3% +$9.45K 0.66% 32
2023
Q3 		$3.49M Sell
20,623
-231
-1% -$42K 0.75% 28
2023
Q2 		$3.86M Buy
+20,854
New +$3.89M 0.84% 23

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

Sendero Wealth Management's PEP Position: Q1 2026 in Review

Sendero Wealth Management reduced its PepsiCo (PEP) stake by 1.7% in Q1 2026, selling an estimated $57K and leaving 21,665 shares worth $3.36M. The position accounts for 0.37% of the portfolio, ranked #54.

Sendero Wealth Management first reported a position in PEP in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.86M in Q2 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Sendero Wealth Management held 21,665 shares of PepsiCo worth $3.36M as of Q1 2026.
  • Sendero Wealth Management sold 366 PepsiCo shares in Q1 2026, an estimated $57K.
  • PepsiCo made up 0.37% of Sendero Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Sendero Wealth Management first reported a position in PepsiCo in Q2 2023 and has held it in 12 quarters since.
  • Sendero Wealth Management's PepsiCo position peaked at $3.86M in Q2 2023.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.