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Stone Summit Wealth’s PepsiCo PEP Stock Holding History

Stone Summit 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 		$3.05M Sell
19,652
-4,535
-19% -$707K 0.85% 37
2025
Q4 		$3.47M Sell
24,187
-248
-1% -$36.4K 0.94% 35
2025
Q3 		$3.43M Buy
24,435
+862
+4% +$123K 0.97% 34
2025
Q2 		$3.11M Sell
23,573
-2,719
-10% -$366K 0.96% 38
2025
Q1 		$3.94M Buy
26,292
+1,111
+4% +$165K 1.34% 24
2024
Q4 		$3.83M Sell
25,181
-2,214
-8% -$363K 1.29% 25
2024
Q3 		$4.66M Sell
27,395
-504
-2% -$86.6K 1.5% 15
2024
Q2 		$4.6M Sell
27,899
-218
-0.8% -$37.6K 1.65% 14
2024
Q1 		$4.92M Sell
28,117
-499
-2% -$84K 1.71% 11
2023
Q4 		$4.86M Sell
28,616
-1,110
-4% -$184K 1.86% 10
2023
Q3 		$5.04M Buy
29,726
+40
+0.1% +$7.26K 2.16% 6
2023
Q2 		$5.5M Buy
29,686
+254
+0.9% +$47.4K 2.28% 7
2023
Q1 		$5.37M Sell
29,432
-460
-2% -$80.4K 2.39% 5
2022
Q4 		$5.4M Buy
29,892
+1,180
+4% +$210K 2.65% 5
2022
Q3 		$4.69M Buy
28,712
+500
+2% +$86.2K 2.88% 3
2022
Q2 		$4.7M Buy
28,212
+1,327
+5% +$223K 2.81% 4
2022
Q1 		$4.56M Buy
26,885
+12,288
+84% +$2.06M 2.55% 4
2021
Q4 		$2.53M Buy
+14,597
New +$2.38M 2.05% 10

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

Stone Summit Wealth's PEP Position: Q1 2026 in Review

Stone Summit Wealth reduced its PepsiCo (PEP) stake by 19% in Q1 2026, selling an estimated $707K and leaving 19,652 shares worth $3.05M. The position accounts for 0.85% of the portfolio, ranked #37.

Stone Summit Wealth first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.5M in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Stone Summit Wealth held 19,652 shares of PepsiCo worth $3.05M as of Q1 2026.
  • Stone Summit Wealth sold 4,535 PepsiCo shares in Q1 2026, an estimated $707K.
  • PepsiCo made up 0.85% of Stone Summit Wealth's portfolio in Q1 2026, its #37 holding.
  • Stone Summit Wealth first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's PepsiCo position peaked at $5.5M in Q2 2023.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.