TritonPoint Wealth’s PepsiCo PEP Stock Holding History

TritonPoint Wealth’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	$7.73M	Sell	49,772 -1,140	-2%	-$178K	0.83%	31
2025 Q4	$7.38M	Sell	50,912 -320	-0.6%	-$47K	0.75%	30
2025 Q3	$7.2M	Sell	51,232 -873	-2%	-$125K	0.62%	38
2025 Q2	$6.88M	Sell	52,105 -1,912	-4%	-$258K	0.64%	39
2025 Q1	$8.1M	Buy	54,017 +1,175	+2%	+$175K	0.77%	35
2024 Q4	$8.11M	Sell	52,842 -3,091	-6%	-$506K	0.73%	33
2024 Q3	$9.51M	Buy	55,933 +651	+1%	+$112K	0.87%	29
2024 Q2	$9.12M	Sell	55,282 -1,333	-2%	-$230K	0.88%	29
2024 Q1	$9.41M	Sell	56,615 -1,008	-2%	-$170K	0.98%	24
2023 Q4	$9.86M	Buy	+57,623	New	+$9.56M	0.96%	26

Other funds holding PEP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return