Signature Wealth Management Group’s PepsiCo PEP Stock Holding History

Signature Wealth Management Group’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	$4.4M	Buy	28,358 +349	+1%	+$54.4K	1.67%	25
2025 Q4	$4.02M	Buy	28,009 +184	+0.7%	+$27K	1.64%	25
2025 Q3	$3.91M	Buy	27,825 +2,224	+9%	+$318K	1.52%	28
2025 Q2	$3.38M	Buy	25,601 +1,433	+6%	+$193K	1.33%	31
2025 Q1	$3.62M	Buy	+24,168	New	+$3.6M	1.41%	31
2018 Q4	–	Sell	-467	Closed	-$53K	–	237
2018 Q3	$53K	Sell	467 -12	-3%	-$1.36K	0.04%	107
2018 Q2	$52K	Hold	479	–	–	0.04%	101
2018 Q1	$52K	Hold	479	–	–	0.04%	98
2017 Q4	$57K	Buy	+479	New	+$54.7K	0.04%	98

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $137B AUM 18.02% 1-Year Est. Return

Signature Wealth Management Group's PEP Position: Q1 2026 in Review

Signature Wealth Management Group increased its PepsiCo (PEP) stake by 1.2% in Q1 2026, buying an estimated $54.4K and bringing the position to 28,358 shares worth $4.4M. The position accounts for 1.67% of the portfolio, ranked #25.

Signature Wealth Management Group first reported a position in PEP in Q4 2017 and has held it in 9 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Signature Wealth Management Group held 28,358 shares of PepsiCo worth $4.4M as of Q1 2026.
Signature Wealth Management Group bought 349 PepsiCo shares in Q1 2026, an estimated $54.4K.
PepsiCo made up 1.67% of Signature Wealth Management Group's portfolio in Q1 2026, its #25 holding.
Signature Wealth Management Group first reported a position in PepsiCo in Q4 2017 and has held it in 9 quarters since.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.