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Tripletail Wealth Management’s PepsiCo PEP Stock Holding History

Tripletail 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 		$34.9K Sell
222
-19
-8% -$2.96K 0.05% 165
2025
Q4 		$34.6K Sell
241
-553
-70% -$81.3K 0.04% 158
2025
Q3 		$111K Sell
794
-606
-43% -$86.5K 0.13% 110
2025
Q2 		$202K Buy
+1,400
New +$189K 0.29% 74

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

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

Tripletail Wealth Management reduced its PepsiCo (PEP) stake by 7.9% in Q1 2026, selling an estimated $2.96K and leaving 222 shares worth $34.9K. The position accounts for 0.05% of the portfolio, ranked #165.

Tripletail Wealth Management first reported a position in PEP in Q2 2025 and has held it in 4 quarters since. The position peaked at $202K in Q2 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Tripletail Wealth Management held 222 shares of PepsiCo worth $34.9K as of Q1 2026.
  • Tripletail Wealth Management sold 19 PepsiCo shares in Q1 2026, an estimated $2.96K.
  • PepsiCo made up 0.05% of Tripletail Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Tripletail Wealth Management first reported a position in PepsiCo in Q2 2025 and has held it in 4 quarters since.
  • Tripletail Wealth Management's PepsiCo position peaked at $202K in Q2 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Tripletail Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.