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Silverlake Wealth Management’s PepsiCo PEP Stock Holding History

Silverlake 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 		$513K Sell
3,301
-195
-6% -$30.4K 0.11% 209
2025
Q4 		$502K Buy
3,496
+49
+1% +$7.2K 0.11% 199
2025
Q3 		$484K Sell
3,447
-122
-3% -$17.4K 0.12% 192
2025
Q2 		$471K Buy
3,569
+777
+28% +$105K 0.14% 178
2025
Q1 		$419K Buy
2,792
+223
+9% +$33.2K 0.16% 153
2024
Q4 		$391K Buy
2,569
+22
+0.9% +$3.6K 0.15% 162
2024
Q3 		$433K Buy
2,547
+196
+8% +$33.7K 0.16% 152
2024
Q2 		$388K Buy
2,351
+89
+4% +$15.4K 0.16% 160
2024
Q1 		$396K Sell
2,262
-1,603
-41% -$270K 0.2% 136
2023
Q4 		$656K Sell
3,865
-86
-2% -$14.3K 0.36% 69
2023
Q3 		$669K Buy
3,951
+376
+11% +$68.3K 0.38% 71
2023
Q2 		$662K Buy
3,575
+15
+0.4% +$2.8K 0.37% 68
2023
Q1 		$649K Sell
3,560
-24
-0.7% -$4.2K 0.39% 65
2022
Q4 		$648K Buy
3,584
+42
+1% +$7.49K 0.4% 65
2022
Q3 		$578K Buy
3,542
+8
+0.2% +$1.38K 0.39% 67
2022
Q2 		$589K Hold
3,534
– – 0.38% 69
2022
Q1 		$592K Buy
3,534
+60
+2% +$10.1K 0.34% 75
2021
Q4 		$604K Buy
+3,474
New +$567K 0.32% 79

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

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

Silverlake Wealth Management reduced its PepsiCo (PEP) stake by 5.6% in Q1 2026, selling an estimated $30.4K and leaving 3,301 shares worth $513K. The position accounts for 0.11% of the portfolio, ranked #209.

Silverlake Wealth Management first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $669K in Q3 2023. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Silverlake Wealth Management held 3,301 shares of PepsiCo worth $513K as of Q1 2026.
  • Silverlake Wealth Management sold 195 PepsiCo shares in Q1 2026, an estimated $30.4K.
  • PepsiCo made up 0.11% of Silverlake Wealth Management's portfolio in Q1 2026, its #209 holding.
  • Silverlake Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Silverlake Wealth Management's PepsiCo position peaked at $669K in Q3 2023.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.