Three Bridge Wealth Advisors’s PepsiCo PEP Stock Holding History

Three Bridge 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	$537K	Sell	3,459 -432	-11%	-$67.3K	0.15%	58
2025 Q4	$562K	Buy	3,891 +21	+0.5%	+$3.09K	0.15%	54
2025 Q3	$544K	Buy	3,870 +68	+2%	+$9.71K	0.14%	58
2025 Q2	$502K	Buy	3,802 +225	+6%	+$30.3K	0.13%	67
2025 Q1	$536K	Buy	3,577 +87	+2%	+$12.9K	0.19%	55
2024 Q4	$535K	Buy	3,490 +324	+10%	+$53.1K	0.19%	55
2024 Q3	$538K	Sell	3,166 -784	-20%	-$135K	0.2%	55
2024 Q2	$651K	Sell	3,950 -417	-10%	-$72K	0.26%	49
2024 Q1	$770K	Buy	4,367 +1,365	+45%	+$230K	0.3%	49
2023 Q4	$514K	Sell	3,002 -9	-0.3%	-$1.49K	0.18%	59
2023 Q3	$510K	Sell	3,011 -44	-1%	-$7.99K	0.21%	59
2023 Q2	$566K	Sell	3,055 -89	-3%	-$16.6K	0.24%	59
2023 Q1	$573K	Buy	3,144 +755	+32%	+$132K	0.27%	55
2022 Q4	$434K	Sell	2,389 -39	-2%	-$6.96K	0.23%	55
2022 Q3	$396K	Sell	2,428 -1,301	-35%	-$224K	0.2%	60
2022 Q2	$621K	Sell	3,729 -318	-8%	-$53.5K	0.3%	53
2022 Q1	$677K	Buy	+4,047	New	+$679K	0.19%	53

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

Three Bridge Wealth Advisors's PEP Position: Q1 2026 in Review

Three Bridge Wealth Advisors reduced its PepsiCo (PEP) stake by 11% in Q1 2026, selling an estimated $67.3K and leaving 3,459 shares worth $537K. The position accounts for 0.15% of the portfolio, ranked #58.

Three Bridge Wealth Advisors first reported a position in PEP in Q1 2022 and has held it in 17 quarters since. The position peaked at $770K in Q1 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Three Bridge Wealth Advisors held 3,459 shares of PepsiCo worth $537K as of Q1 2026.
Three Bridge Wealth Advisors sold 432 PepsiCo shares in Q1 2026, an estimated $67.3K.
PepsiCo made up 0.15% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #58 holding.
Three Bridge Wealth Advisors first reported a position in PepsiCo in Q1 2022 and has held it in 17 quarters since.
Three Bridge Wealth Advisors's PepsiCo position peaked at $770K in Q1 2024.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.