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Twin City Private Wealth’s PepsiCo PEP Stock Holding History

Twin City Private 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 		$342K Buy
2,201
+60
+3% +$9.35K 0.26% 88
2025
Q4 		$310K Buy
2,141
+28
+1% +$4.11K 0.23% 85
2025
Q3 		$297K Sell
2,113
-55
-3% -$7.85K 0.23% 87
2025
Q2 		$286K Buy
2,168
+143
+7% +$19.3K 0.23% 87
2025
Q1 		$304K Sell
2,025
-76
-4% -$11.3K 0.27% 80
2024
Q4 		$322K Buy
2,101
+40
+2% +$6.55K 0.29% 79
2024
Q3 		$351K Buy
2,061
+52
+3% +$8.93K 0.3% 78
2024
Q2 		$331K Buy
+2,009
New +$347K 0.31% 77

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

Twin City Private Wealth's PEP Position: Q1 2026 in Review

Twin City Private Wealth increased its PepsiCo (PEP) stake by 2.8% in Q1 2026, buying an estimated $9.35K and bringing the position to 2,201 shares worth $342K. The position accounts for 0.26% of the portfolio, ranked #88.

Twin City Private Wealth first reported a position in PEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $351K in Q3 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Twin City Private Wealth held 2,201 shares of PepsiCo worth $342K as of Q1 2026.
  • Twin City Private Wealth bought 60 PepsiCo shares in Q1 2026, an estimated $9.35K.
  • PepsiCo made up 0.26% of Twin City Private Wealth's portfolio in Q1 2026, its #88 holding.
  • Twin City Private Wealth first reported a position in PepsiCo in Q2 2024 and has held it in 8 quarters since.
  • Twin City Private Wealth's PepsiCo position peaked at $351K in Q3 2024.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.