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Vermillion & White Wealth Management Group’s PepsiCo PEP Stock Holding History

Vermillion & White Wealth Management 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
-234
Closed -$33.6K – 385
2025
Q4 		$33.6K Sell
234
-50
-18% -$7.35K 0.02% 197
2025
Q3 		$39.9K Buy
284
+50
+21% +$7.14K 0.02% 177
2025
Q2 		$30.9K Buy
234
+121
+107% +$16.3K 0.02% 193
2025
Q1 		$16.9K Buy
+113
New +$16.8K 0.01% 208
2024
Q3 		– Sell
-100
Closed -$16.5K – 372
2024
Q2 		$16.5K Hold
100
– – 0.01% 198
2024
Q1 		$17.5K Hold
100
– – 0.01% 179
2023
Q4 		$17K Buy
+100
New +$16.6K 0.02% 147

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

Vermillion & White Wealth Management Group's PEP Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 234 shares — an estimated $33.6K sold.

Vermillion & White Wealth Management Group first reported a position in PEP in Q4 2023 and held it in 7 quarters. The position peaked at $39.9K in Q3 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 234 PepsiCo shares in Q1 2026, an estimated $33.6K.
  • Vermillion & White Wealth Management Group first reported a position in PepsiCo in Q4 2023 and held it in 7 quarters.
  • Vermillion & White Wealth Management Group's PepsiCo position peaked at $39.9K in Q3 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.