SHP Wealth Management’s PepsiCo PEP Stock Holding History

SHP 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	$523K	Buy	3,366 +612	+22%	+$95.4K	0.04%	147
2025 Q4	$395K	Buy	+2,754	New	+$405K	0.03%	170

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

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

SHP Wealth Management increased its PepsiCo (PEP) stake by 22% in Q1 2026, buying an estimated $95.4K and bringing the position to 3,366 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #147.

SHP Wealth Management first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,543 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

SHP Wealth Management held 3,366 shares of PepsiCo worth $523K as of Q1 2026.
SHP Wealth Management bought 612 PepsiCo shares in Q1 2026, an estimated $95.4K.
PepsiCo made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #147 holding.
SHP Wealth Management first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
3,543 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.