Sherman Wealth Management’s PepsiCo PEP Stock Holding History

Sherman 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	–	Sell	-1,653	Closed	-$237K	–	82
2025 Q4	$237K	Buy	+1,653	New	+$243K	0.21%	71

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $147M AUM 25.76% 1-Year Est. Return

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

Sherman Wealth Management sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,653 shares — an estimated $237K sold.

Sherman Wealth Management first reported a position in PEP in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 3,543 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Sherman Wealth Management reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Sherman Wealth Management sold 1,653 PepsiCo shares in Q1 2026, an estimated $237K.
Sherman Wealth Management first reported a position in PepsiCo in Q4 2025 and held it in 1 quarter.
Sherman Wealth Management's PepsiCo position peaked at $237K in Q4 2025.
3,543 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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