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Strategies Wealth Advisors’s PepsiCo PEP Stock Holding History

Strategies Wealth Advisors’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 		$231K Sell
1,485
-5
-0.3% -$779 0.02% 170
2025
Q4 		$214K Buy
1,490
+32
+2% +$4.7K 0.02% 173
2025
Q3 		$205K Sell
1,458
-842
-37% -$120K 0.02% 178
2025
Q2 		$304K Buy
2,300
+21
+0.9% +$2.83K 0.03% 142
2025
Q1 		$342K Buy
+2,279
New +$339K 0.04% 127

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

Strategies Wealth Advisors's PEP Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its PepsiCo (PEP) stake by 0.34% in Q1 2026, selling an estimated $779 and leaving 1,485 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #170.

Strategies Wealth Advisors first reported a position in PEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $342K in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Strategies Wealth Advisors held 1,485 shares of PepsiCo worth $231K as of Q1 2026.
  • Strategies Wealth Advisors sold 5 PepsiCo shares in Q1 2026, an estimated $779.
  • PepsiCo made up 0.02% of Strategies Wealth Advisors's portfolio in Q1 2026, its #170 holding.
  • Strategies Wealth Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's PepsiCo position peaked at $342K in Q1 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.