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Stillwater Wealth Management Group’s PepsiCo PEP Stock Holding History

Stillwater 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 		$314K Sell
2,024
-49
-2% -$7.63K 0.19% 66
2025
Q4 		$298K Sell
2,073
-117
-5% -$17.2K 0.2% 66
2025
Q3 		$308K Buy
+2,190
New +$313K 0.22% 63
2025
Q1 		$486K Sell
3,240
-500
-13% -$74.4K 0.42% 45
2024
Q4 		$569K Buy
+3,740
New +$613K 0.51% 41

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

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

Stillwater Wealth Management Group reduced its PepsiCo (PEP) stake by 2.4% in Q1 2026, selling an estimated $7.63K and leaving 2,024 shares worth $314K. The position accounts for 0.19% of the portfolio, ranked #66.

Stillwater Wealth Management Group first reported a position in PEP in Q4 2024 and has held it in 5 quarters since. The position peaked at $569K in Q4 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Stillwater Wealth Management Group held 2,024 shares of PepsiCo worth $314K as of Q1 2026.
  • Stillwater Wealth Management Group sold 49 PepsiCo shares in Q1 2026, an estimated $7.63K.
  • PepsiCo made up 0.19% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #66 holding.
  • Stillwater Wealth Management Group first reported a position in PepsiCo in Q4 2024 and has held it in 5 quarters since.
  • Stillwater Wealth Management Group's PepsiCo position peaked at $569K in Q4 2024.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.