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Summit Wealth Group (Colorado)’s PepsiCo PEP Stock Holding History

Summit Wealth Group (Colorado)’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 		$566K Buy
3,642
+1,294
+55% +$202K 0.06% 164
2025
Q4 		$337K Sell
2,348
-42,086
-95% -$6.18M 0.04% 197
2025
Q3 		$1.39M Buy
44,434
+42,212
+1,900% +$6.03M 0.22% 76
2025
Q2 		$294K Buy
+2,222
New +$299K 0.07% 183

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

Summit Wealth Group (Colorado)'s PEP Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its PepsiCo (PEP) stake by 55% in Q1 2026, buying an estimated $202K and bringing the position to 3,642 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #164.

Summit Wealth Group (Colorado) first reported a position in PEP in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.39M in Q3 2025. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Summit Wealth Group (Colorado) held 3,642 shares of PepsiCo worth $566K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,294 PepsiCo shares in Q1 2026, an estimated $202K.
  • PepsiCo made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #164 holding.
  • Summit Wealth Group (Colorado) first reported a position in PepsiCo in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s PepsiCo position peaked at $1.39M in Q3 2025.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.