SPC
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Spirepoint Private Client’s PepsiCo PEP Stock Holding History

Spirepoint Private Client’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 		$1.62M Sell
10,432
-191
-2% -$29.8K 0.15% 90
2025
Q4 		$1.52M Buy
10,623
+971
+10% +$143K 0.15% 94
2025
Q3 		$1.36M Buy
9,652
+1,919
+25% +$274K 0.14% 100
2025
Q2 		$1.02M Buy
7,733
+35
+0.5% +$4.71K 0.12% 106
2025
Q1 		$1.15M Sell
7,698
-527
-6% -$78.4K 0.15% 86
2024
Q4 		$1.25M Buy
8,225
+1,826
+29% +$299K 0.16% 84
2024
Q3 		$1.09M Sell
6,399
-16
-0.2% -$2.75K 0.14% 90
2024
Q2 		$1.06M Sell
6,415
-303
-5% -$52.3K 0.15% 92
2024
Q1 		$1.18M Buy
+6,718
New +$1.13M 0.18% 81

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

Spirepoint Private Client's PEP Position: Q1 2026 in Review

Spirepoint Private Client reduced its PepsiCo (PEP) stake by 1.8% in Q1 2026, selling an estimated $29.8K and leaving 10,432 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #90.

Spirepoint Private Client first reported a position in PEP in Q1 2024 and has held it in 9 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Spirepoint Private Client held 10,432 shares of PepsiCo worth $1.62M as of Q1 2026.
  • Spirepoint Private Client sold 191 PepsiCo shares in Q1 2026, an estimated $29.8K.
  • PepsiCo made up 0.15% of Spirepoint Private Client's portfolio in Q1 2026, its #90 holding.
  • Spirepoint Private Client first reported a position in PepsiCo in Q1 2024 and has held it in 9 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.