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Turning Point Benefit Group’s PepsiCo PEP Stock Holding History

Turning Point Benefit Group’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 		– Sell
-125
Closed -$17.9K – 592
2025
Q4 		$17.9K Sell
125
-6
-5% -$882 0.01% 200
2025
Q3 		$18.8K Buy
+131
New +$18.7K 0.01% 189

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

Turning Point Benefit Group's PEP Position: Q1 2026 in Review

Turning Point Benefit Group sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 125 shares — an estimated $17.9K sold.

Turning Point Benefit Group first reported a position in PEP in Q3 2025 and held it in 2 quarters. The position peaked at $18.8K in Q3 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Turning Point Benefit Group reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 125 PepsiCo shares in Q1 2026, an estimated $17.9K.
  • Turning Point Benefit Group first reported a position in PepsiCo in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's PepsiCo position peaked at $18.8K in Q3 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.