VWA
PEP icon

Visionary Wealth Advisors’s PepsiCo PEP Stock Holding History

Visionary 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 		$9.87M Buy
63,547
+1,177
+2% +$183K 0.44% 59
2025
Q4 		$8.95M Buy
62,370
+260
+0.4% +$38.2K 0.4% 73
2025
Q3 		$8.72M Buy
62,110
+1,682
+3% +$240K 0.41% 67
2025
Q2 		$7.98M Buy
60,428
+8,536
+16% +$1.15M 0.41% 70
2025
Q1 		$7.78M Buy
51,892
+5,195
+11% +$773K 0.47% 62
2024
Q4 		$7.1M Sell
46,697
-827
-2% -$135K 0.42% 70
2024
Q3 		$8.08M Buy
47,524
+2,870
+6% +$493K 0.49% 62
2024
Q2 		$7.36M Buy
44,654
+2,938
+7% +$507K 0.48% 62
2024
Q1 		$7.3M Buy
41,716
+35,978
+627% +$6.06M 0.49% 58
2023
Q4 		$975K Sell
5,738
-2,400
-29% -$398K 0.07% 231
2023
Q3 		$1.38M Sell
8,138
-38
-0.5% -$6.9K 0.11% 181
2023
Q2 		$1.51M Sell
8,176
-1
-0% -$187 0.12% 166
2023
Q1 		$1.49M Sell
8,177
-1,039
-11% -$182K 0.13% 158
2022
Q4 		$1.67M Buy
9,216
+131
+1% +$23.4K 0.15% 132
2022
Q3 		$1.48M Buy
9,085
+76
+0.8% +$13.1K 0.15% 130
2022
Q2 		$1.5M Buy
9,009
+290
+3% +$48.8K 0.13% 139
2022
Q1 		$1.46M Buy
8,719
+309
+4% +$51.9K 0.12% 151
2021
Q4 		$1.46M Buy
8,410
+232
+3% +$37.9K 0.12% 139
2021
Q3 		$1.23M Sell
8,178
-824
-9% -$128K 0.13% 126
2021
Q2 		$1.33M Buy
9,002
+1,030
+13% +$150K 0.13% 130
2021
Q1 		$1.13M Buy
7,972
+918
+13% +$126K 0.12% 136
2020
Q4 		$1.05M Buy
7,054
+1,954
+38% +$278K 0.12% 131
2020
Q3 		$707K Buy
5,100
+229
+5% +$31.1K 0.1% 136
2020
Q2 		$644K Buy
4,871
+629
+15% +$82.9K 0.1% 134
2020
Q1 		$509K Buy
4,242
+492
+13% +$66.5K 0.1% 127
2019
Q4 		$513K Buy
+3,750
New +$510K 0.09% 129

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

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

Visionary Wealth Advisors increased its PepsiCo (PEP) stake by 1.9% in Q1 2026, buying an estimated $183K and bringing the position to 63,547 shares worth $9.87M. The position accounts for 0.44% of the portfolio, ranked #59.

Visionary Wealth Advisors first reported a position in PEP in Q4 2019 and has held it in 26 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Visionary Wealth Advisors held 63,547 shares of PepsiCo worth $9.87M as of Q1 2026.
  • Visionary Wealth Advisors bought 1,177 PepsiCo shares in Q1 2026, an estimated $183K.
  • PepsiCo made up 0.44% of Visionary Wealth Advisors's portfolio in Q1 2026, its #59 holding.
  • Visionary Wealth Advisors first reported a position in PepsiCo in Q4 2019 and has held it in 26 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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