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W.H. Cornerstone Investments’s PepsiCo PEP Stock Holding History

W.H. Cornerstone Investments’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 		$499K Buy
3,214
+1,635
+104% +$255K 0.31% 65
2025
Q4 		$227K Buy
1,579
+2
+0.1% +$294 0.14% 106
2025
Q3 		$221K Buy
1,577
+15
+1% +$2.14K 0.14% 110
2025
Q2 		$206K Sell
1,562
-323
-17% -$43.5K 0.13% 112
2025
Q1 		$283K Sell
1,885
-666
-26% -$99.1K 0.2% 92
2024
Q4 		$388K Sell
2,551
-888
-26% -$145K 0.26% 88
2024
Q3 		$585K Sell
3,439
-325
-9% -$55.8K 0.4% 54
2024
Q2 		$621K Buy
3,764
+367
+11% +$63.3K 0.44% 57
2024
Q1 		$595K Buy
3,397
+69
+2% +$11.6K 0.43% 61
2023
Q4 		$565K Buy
3,328
+685
+26% +$114K 0.45% 61
2023
Q3 		$448K Buy
2,643
+1,101
+71% +$200K 0.39% 71
2023
Q2 		$286K Buy
1,542
+63
+4% +$11.8K 0.26% 94
2023
Q1 		$270K Buy
1,479
+45
+3% +$7.87K 0.25% 100
2022
Q4 		$251K Buy
1,434
+3
+0.2% +$535 0.24% 110
2022
Q3 		$233K Buy
+1,431
New +$247K 0.25% 99

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

W.H. Cornerstone Investments's PEP Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its PepsiCo (PEP) stake by 104% in Q1 2026, buying an estimated $255K and bringing the position to 3,214 shares worth $499K. The position accounts for 0.31% of the portfolio, ranked #65.

W.H. Cornerstone Investments first reported a position in PEP in Q3 2022 and has held it in 15 quarters since. The position peaked at $621K in Q2 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • W.H. Cornerstone Investments held 3,214 shares of PepsiCo worth $499K as of Q1 2026.
  • W.H. Cornerstone Investments bought 1,635 PepsiCo shares in Q1 2026, an estimated $255K.
  • PepsiCo made up 0.31% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #65 holding.
  • W.H. Cornerstone Investments first reported a position in PepsiCo in Q3 2022 and has held it in 15 quarters since.
  • W.H. Cornerstone Investments's PepsiCo position peaked at $621K in Q2 2024.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.