Signature Wealth Management Partners’s PepsiCo PEP Stock Holding History

Signature Wealth Management 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	$677K	Hold	4,359	–	–	0.34%	58
2025 Q4	$626K	Hold	4,359	–	–	0.31%	58
2025 Q3	$612K	Sell	4,359 -10	-0.2%	-$1.43K	0.32%	56
2025 Q2	$577K	Hold	4,369	–	–	0.33%	56
2025 Q1	$655K	Hold	4,369	–	–	0.43%	44
2024 Q4	$664K	Sell	4,369 -300	-6%	-$49.2K	0.46%	45
2024 Q3	$794K	Hold	4,669	–	–	0.57%	33
2024 Q2	$770K	Hold	4,669	–	–	0.59%	35
2024 Q1	$817K	Buy	4,669 +150	+3%	+$25.3K	0.67%	35
2023 Q4	$768K	Sell	4,519 -100	-2%	-$16.6K	0.67%	35
2023 Q3	$783K	Sell	4,619 -20	-0.4%	-$3.63K	0.77%	30
2023 Q2	$859K	Hold	4,639	–	–	0.8%	29
2023 Q1	$846K	Sell	4,639 -159	-3%	-$27.8K	0.78%	33
2022 Q4	$867K	Sell	4,798 -51	-1%	-$9.1K	0.85%	35
2022 Q3	$792K	Buy	4,849 +99	+2%	+$17.1K	0.87%	33
2022 Q2	$792K	Sell	4,750 -116	-2%	-$19.5K	0.81%	34
2022 Q1	$814K	Hold	4,866	–	–	0.69%	38
2021 Q4	$845K	Buy	4,866 +100	+2%	+$16.3K	0.72%	36
2021 Q3	$717K	Buy	4,766 +50	+1%	+$7.74K	0.65%	37
2021 Q2	$699K	Hold	4,716	–	–	0.63%	43
2021 Q1	$667K	Hold	4,716	–	–	0.64%	42
2020 Q4	$699K	Buy	+4,716	New	+$670K	0.7%	35

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 Partners's PEP Position: Q1 2026 in Review

Signature Wealth Management Partners held its PepsiCo (PEP) position steady in Q1 2026 at 4,359 shares worth $677K. The position accounts for 0.34% of the portfolio, ranked #58.

Signature Wealth Management Partners first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $867K in Q4 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Signature Wealth Management Partners held 4,359 shares of PepsiCo worth $677K as of Q1 2026.
Signature Wealth Management Partners left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.34% of Signature Wealth Management Partners's portfolio in Q1 2026, its #58 holding.
Signature Wealth Management Partners first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
Signature Wealth Management Partners's PepsiCo position peaked at $867K in Q4 2022.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.