Wallace Advisory Group’s PepsiCo PEP Stock Holding History

Wallace Advisory 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	$268K	Buy	1,725 +108	+7%	+$16.8K	0.29%	93
2025 Q4	$232K	Buy	+1,617	New	+$238K	0.24%	115

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wallace Advisory Group's PEP Position: Q1 2026 in Review

Wallace Advisory Group increased its PepsiCo (PEP) stake by 6.7% in Q1 2026, buying an estimated $16.8K and bringing the position to 1,725 shares worth $268K. The position accounts for 0.29% of the portfolio, ranked #93.

Wallace Advisory Group first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Wallace Advisory Group held 1,725 shares of PepsiCo worth $268K as of Q1 2026.
Wallace Advisory Group bought 108 PepsiCo shares in Q1 2026, an estimated $16.8K.
PepsiCo made up 0.29% of Wallace Advisory Group's portfolio in Q1 2026, its #93 holding.
Wallace Advisory Group first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.