Triad Wealth Partners’s PepsiCo PEP Stock Holding History

Triad Wealth Partners’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	$831K	Sell	5,354 -4	-0.1%	-$623	0.07%	196
2025 Q4	$769K	Sell	5,358 -40	-0.7%	-$5.88K	0.07%	185
2025 Q3	$758K	Buy	5,398 +1,781	+49%	+$254K	0.1%	148
2025 Q2	$478K	Buy	3,617 +242	+7%	+$32.6K	0.1%	159
2025 Q1	$506K	Buy	3,375 +275	+9%	+$40.9K	0.16%	103
2024 Q4	$471K	Buy	+3,100	New	+$508K	0.17%	94
2024 Q3	–	Sell	-1,987	Closed	-$328K	–	658
2024 Q2	$328K	Buy	1,987 +224	+13%	+$38.7K	0.17%	58
2024 Q1	$309K	Buy	+1,763	New	+$297K	0.24%	41

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

Triad Wealth Partners's PEP Position: Q1 2026 in Review

Triad Wealth Partners reduced its PepsiCo (PEP) stake by 0.07% in Q1 2026, selling an estimated $623 and leaving 5,354 shares worth $831K. The position accounts for 0.07% of the portfolio, ranked #196.

Triad Wealth Partners first reported a position in PEP in Q1 2024 and has held it in 8 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Triad Wealth Partners held 5,354 shares of PepsiCo worth $831K as of Q1 2026.
Triad Wealth Partners sold 4 PepsiCo shares in Q1 2026, an estimated $623.
PepsiCo made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #196 holding.
Triad Wealth Partners first reported a position in PepsiCo in Q1 2024 and has held it in 8 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.