Summit Wealth Group’s PepsiCo PEP Stock Holding History

Summit Wealth 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	$367K	Sell	2,364 -121	-5%	-$18.9K	0.08%	84
2025 Q4	$357K	Hold	2,485	–	–	0.08%	86
2025 Q3	$349K	Buy	2,485 +2	+0.1%	+$286	0.08%	83
2025 Q2	$328K	Buy	2,483 +123	+5%	+$16.6K	0.08%	80
2025 Q1	$354K	Sell	2,360 -16	-0.7%	-$2.38K	0.1%	70
2024 Q4	$361K	Sell	2,376 -41	-2%	-$6.72K	0.1%	63
2024 Q3	$411K	Hold	2,417	–	–	0.12%	59
2024 Q2	$399K	Buy	+2,417	New	+$417K	0.12%	60
2023 Q3	–	Sell	-3,061	Closed	-$567K	–	60
2023 Q2	$567K	Sell	3,061 -554,959	-99%	-$104M	0.23%	42
2023 Q1	$3K	Buy	+558,020	New	+$97.5M	0.07%	73

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 $147M AUM 25.76% 1-Year Est. Return

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

Summit Wealth Group reduced its PepsiCo (PEP) stake by 4.9% in Q1 2026, selling an estimated $18.9K and leaving 2,364 shares worth $367K. The position accounts for 0.08% of the portfolio, ranked #84.

Summit Wealth Group first reported a position in PEP in Q1 2023 and has held it in 10 quarters since. The position peaked at $567K in Q2 2023. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Summit Wealth Group held 2,364 shares of PepsiCo worth $367K as of Q1 2026.
Summit Wealth Group sold 121 PepsiCo shares in Q1 2026, an estimated $18.9K.
PepsiCo made up 0.08% of Summit Wealth Group's portfolio in Q1 2026, its #84 holding.
Summit Wealth Group first reported a position in PepsiCo in Q1 2023 and has held it in 10 quarters since.
Summit Wealth Group's PepsiCo position peaked at $567K in Q2 2023.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.