Strategic Wealth Investment Group’s PepsiCo PEP Stock Holding History

Strategic Wealth Investment 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	$10.7M	Buy	68,627 +487	+0.7%	+$75.9K	1.35%	28
2025 Q4	$9.78M	Sell	68,140 -28,086	-29%	-$4.13M	1.2%	33
2025 Q3	$13.5M	Buy	96,226 +89,273	+1,284%	+$12.7M	1.14%	37
2025 Q2	$918K	Buy	6,953 +595	+9%	+$80.2K	1.33%	28
2025 Q1	$953K	Sell	6,358 -47,221	-88%	-$7.03M	1.66%	23
2024 Q4	$8.15M	Sell	53,579 -5,247	-9%	-$860K	0.9%	39
2024 Q3	$10.1M	Buy	58,826 +16,178	+38%	+$2.78M	1.08%	38
2024 Q2	$6.95M	Buy	+42,648	New	+$7.36M	0.88%	39
2023 Q4	$637K	Buy	+3,753	New	+$622K	0.1%	69

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

Strategic Wealth Investment Group's PEP Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its PepsiCo (PEP) stake by 0.71% in Q1 2026, buying an estimated $75.9K and bringing the position to 68,627 shares worth $10.7M. The position accounts for 1.35% of the portfolio, ranked #28.

Strategic Wealth Investment Group first reported a position in PEP in Q4 2023 and has held it in 9 quarters since. The position peaked at $13.5M in Q3 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Strategic Wealth Investment Group held 68,627 shares of PepsiCo worth $10.7M as of Q1 2026.
Strategic Wealth Investment Group bought 487 PepsiCo shares in Q1 2026, an estimated $75.9K.
PepsiCo made up 1.35% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #28 holding.
Strategic Wealth Investment Group first reported a position in PepsiCo in Q4 2023 and has held it in 9 quarters since.
Strategic Wealth Investment Group's PepsiCo position peaked at $13.5M in Q3 2025.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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