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Vance Wealth’s PepsiCo PEP Stock Holding History

Vance 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 		$318K Buy
2,048
+302
+17% +$47.1K 0.09% 93
2025
Q4 		$253K Buy
1,746
+44
+3% +$6.46K 0.08% 105
2025
Q3 		$239K Sell
1,702
-52
-3% -$7.43K 0.07% 105
2025
Q2 		$232K Buy
1,754
+8
+0.5% +$1.08K 0.08% 107
2025
Q1 		$262K Sell
1,746
-75
-4% -$11.2K 0.1% 89
2024
Q4 		$277K Buy
1,821
+14
+0.8% +$2.29K 0.11% 80
2024
Q3 		$307K Sell
1,807
-24
-1% -$4.12K 0.12% 78
2024
Q2 		$302K Sell
1,831
-54
-3% -$9.32K 0.12% 76
2024
Q1 		$330K Buy
1,885
+73
+4% +$12.3K 0.13% 66
2023
Q4 		$308K Buy
1,812
+202
+13% +$33.5K 0.13% 64
2023
Q3 		$273K Hold
1,610
– – 0.13% 67
2023
Q2 		$298K Hold
1,610
– – 0.14% 64
2023
Q1 		$294K Buy
1,610
+75
+5% +$13.1K 0.16% 59
2022
Q4 		$277K Hold
1,535
– – 0.17% 59
2022
Q3 		$251K Buy
1,535
+126
+9% +$21.7K 0.19% 55
2022
Q2 		$235K Buy
1,409
+9
+0.6% +$1.51K 0.18% 56
2022
Q1 		$234K Hold
1,400
– – 0.3% 51
2021
Q4 		$243K Buy
+1,400
New +$229K 0.24% 52

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

Vance Wealth's PEP Position: Q1 2026 in Review

Vance Wealth increased its PepsiCo (PEP) stake by 17% in Q1 2026, buying an estimated $47.1K and bringing the position to 2,048 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #93.

Vance Wealth first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $330K in Q1 2024. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Vance Wealth held 2,048 shares of PepsiCo worth $318K as of Q1 2026.
  • Vance Wealth bought 302 PepsiCo shares in Q1 2026, an estimated $47.1K.
  • PepsiCo made up 0.09% of Vance Wealth's portfolio in Q1 2026, its #93 holding.
  • Vance Wealth first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Vance Wealth's PepsiCo position peaked at $330K in Q1 2024.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.