Simplicity Wealth’s PepsiCo PEP Stock Holding History

Simplicity Wealth’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	$2.67M	Buy	17,173 +332	+2%	+$51.7K	0.15%	141
2025 Q4	$2.42M	Sell	16,841 -3,030	-15%	-$445K	0.14%	154
2025 Q3	$2.79M	Sell	19,871 -21,528	-52%	-$3.07M	0.16%	139
2025 Q2	$5.47M	Buy	41,399 +12,340	+42%	+$1.66M	0.23%	98
2025 Q1	$4.36M	Buy	29,059 +21,873	+304%	+$3.26M	0.34%	62
2024 Q4	$1.09M	Sell	7,186 -16,192	-69%	-$2.65M	0.23%	85
2024 Q3	$3.98M	Sell	23,378 -38,676	-62%	-$6.64M	0.37%	60
2024 Q2	$10.2M	Buy	62,054 +5,513	+10%	+$951K	0.23%	85
2024 Q1	$9.9M	Buy	56,541 +51,573	+1,038%	+$8.68M	0.24%	84
2023 Q4	$844K	Buy	+4,968	New	+$824K	0.33%	50

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

Simplicity Wealth's PEP Position: Q1 2026 in Review

Simplicity Wealth increased its PepsiCo (PEP) stake by 2% in Q1 2026, buying an estimated $51.7K and bringing the position to 17,173 shares worth $2.67M. The position accounts for 0.15% of the portfolio, ranked #141.

Simplicity Wealth first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.2M in Q2 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Simplicity Wealth held 17,173 shares of PepsiCo worth $2.67M as of Q1 2026.
Simplicity Wealth bought 332 PepsiCo shares in Q1 2026, an estimated $51.7K.
PepsiCo made up 0.15% of Simplicity Wealth's portfolio in Q1 2026, its #141 holding.
Simplicity Wealth first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's PepsiCo position peaked at $10.2M in Q2 2024.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.