TWM
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Tradition Wealth Management’s PepsiCo PEP Stock Holding History

Tradition Wealth Management’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 		$341K Buy
2,195
+12
+0.5% +$1.87K 0.02% 361
2025
Q4 		$313K Sell
2,183
-95
-4% -$14K 0.02% 370
2025
Q3 		$320K Buy
2,278
+169
+8% +$24.1K 0.02% 356
2025
Q2 		$278K Buy
2,109
+228
+12% +$30.7K 0.02% 368
2025
Q1 		$282K Buy
1,881
+59
+3% +$8.78K 0.02% 341
2024
Q4 		$277K Sell
1,822
-850
-32% -$139K 0.02% 334
2024
Q3 		$454K Sell
2,672
-192
-7% -$33K 0.04% 257
2024
Q2 		$472K Buy
2,864
+287
+11% +$49.5K 0.05% 241
2024
Q1 		$451K Buy
2,577
+20
+0.8% +$3.37K 0.05% 234
2023
Q4 		$434K Sell
2,557
-956
-27% -$159K 0.05% 218
2023
Q3 		$595K Sell
3,513
-796
-18% -$145K 0.07% 154
2023
Q2 		$798K Buy
4,309
+731
+20% +$136K 0.09% 137
2023
Q1 		$652K Buy
3,578
+1,110
+45% +$194K 0.08% 139
2022
Q4 		$446K Sell
2,468
-172
-7% -$30.7K 0.06% 170
2022
Q3 		$431K Buy
2,640
+478
+22% +$82.4K 0.06% 170
2022
Q2 		$360K Sell
2,162
-576
-21% -$97K 0.05% 193
2022
Q1 		$458K Buy
2,738
+407
+17% +$68.3K 0.06% 202
2021
Q4 		$405K Buy
2,331
+7
+0.3% +$1.14K 0.05% 205
2021
Q3 		$350K Buy
2,324
+2
+0.1% +$310 0.05% 204
2021
Q2 		$344K Buy
2,322
+1
+0% +$146 0.05% 220
2021
Q1 		$328K Sell
2,321
-428
-16% -$58.7K 0.06% 202
2020
Q4 		$408K Buy
+2,749
New +$391K 0.08% 167

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

Tradition Wealth Management's PEP Position: Q1 2026 in Review

Tradition Wealth Management increased its PepsiCo (PEP) stake by 0.55% in Q1 2026, buying an estimated $1.87K and bringing the position to 2,195 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #361.

Tradition Wealth Management first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $798K in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Tradition Wealth Management held 2,195 shares of PepsiCo worth $341K as of Q1 2026.
  • Tradition Wealth Management bought 12 PepsiCo shares in Q1 2026, an estimated $1.87K.
  • PepsiCo made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #361 holding.
  • Tradition Wealth Management first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's PepsiCo position peaked at $798K in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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