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Twin Peaks Wealth Advisors’s PepsiCo PEP Stock Holding History

Twin Peaks Wealth Advisors’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 		$172K Buy
+1,110
New +$173K 0.04% 209
2025
Q3 		– Sell
-653
Closed -$95.9K – 1539
2025
Q2 		$95.9K Buy
+653
New +$88K 0.03% 239

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 Peaks Wealth Advisors's PEP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in PepsiCo (PEP) in Q1 2026: 1,110 shares worth $172K. The stake represents 0.04% of the portfolio and ranks #209 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PEP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PEP in Q2 2025 and has held it in 2 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,110 shares of PepsiCo worth $172K as of Q1 2026.
  • PepsiCo was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • PepsiCo made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #209 holding.
  • Twin Peaks Wealth Advisors first reported a position in PepsiCo in Q2 2025 and has held it in 2 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.