WWA
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WCG Wealth Advisors’s PepsiCo PEP Stock Holding History

WCG 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 		$3.89M Buy
25,076
+810
+3% +$126K 0.11% 181
2025
Q4 		$3.48M Buy
24,266
+8,220
+51% +$1.21M 0.1% 192
2025
Q3 		$2.25M Sell
16,046
-980
-6% -$140K 0.14% 140
2025
Q2 		$2.25M Sell
17,026
-2,706
-14% -$365K 0.15% 149
2025
Q1 		$2.96M Sell
19,732
-409
-2% -$60.9K 0.22% 107
2024
Q4 		$3.06M Buy
20,141
+471
+2% +$77.2K 0.2% 111
2024
Q3 		$3.35M Buy
19,670
+893
+5% +$153K 0.23% 110
2024
Q2 		$3.1M Buy
18,777
+3,616
+24% +$624K 0.23% 100
2024
Q1 		$2.65M Sell
15,161
-5,482
-27% -$923K 0.22% 98
2023
Q4 		$3.51M Buy
20,643
+3,116
+18% +$517K 0.26% 91
2023
Q3 		$2.97M Buy
+17,527
New +$3.18M 0.22% 100
2022
Q4 		– Sell
-3,819
Closed -$738K – 245
2022
Q3 		$738K Sell
3,819
-4,773
-56% -$823K 0.1% 152
2022
Q2 		$1.43M Buy
+8,592
New +$1.45M 0.2% 92

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

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

WCG Wealth Advisors increased its PepsiCo (PEP) stake by 3.3% in Q1 2026, buying an estimated $126K and bringing the position to 25,076 shares worth $3.89M. The position accounts for 0.11% of the portfolio, ranked #181.

WCG Wealth Advisors first reported a position in PEP in Q2 2022 and has held it in 13 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • WCG Wealth Advisors held 25,076 shares of PepsiCo worth $3.89M as of Q1 2026.
  • WCG Wealth Advisors bought 810 PepsiCo shares in Q1 2026, an estimated $126K.
  • PepsiCo made up 0.11% of WCG Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • WCG Wealth Advisors first reported a position in PepsiCo in Q2 2022 and has held it in 13 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.