Wealth Advisors of Tampa Bay’s PepsiCo PEP Stock Holding History

Wealth Advisors of Tampa Bay’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	$1.36M	Sell	8,742 -275	-3%	-$42.9K	0.45%	58
2025 Q4	$1.29M	Hold	9,017	–	–	0.45%	55
2025 Q3	$1.27M	Hold	9,017	–	–	0.42%	59
2025 Q2	$1.19M	Buy	9,017 +3,350	+59%	+$451K	0.45%	60
2025 Q1	$850K	Buy	5,667 +4,247	+299%	+$632K	0.35%	65
2024 Q4	$216K	Sell	1,420 -5,160	-78%	-$845K	0.09%	82
2024 Q3	$1.12M	Buy	6,580 +3	+0%	+$515	0.47%	62
2024 Q2	$1.08M	Hold	6,577	–	–	0.51%	58
2024 Q1	$1.15M	Buy	6,577 +50	+0.8%	+$8.42K	0.55%	56
2023 Q4	$1.11M	Sell	6,527 -6,247	-49%	-$1.04M	0.56%	53
2023 Q3	$2.16M	Buy	+12,774	New	+$2.32M	0.6%	53
2022 Q3	–	Sell	-1,358	Closed	-$226K	–	88
2022 Q2	$226K	Hold	1,358	–	–	0.07%	88
2022 Q1	$228K	Hold	1,358	–	–	0.06%	95
2021 Q4	$236K	Buy	+1,358	New	+$222K	0.06%	105

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 $147M AUM 25.76% 1-Year Est. Return

Wealth Advisors of Tampa Bay's PEP Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its PepsiCo (PEP) stake by 3% in Q1 2026, selling an estimated $42.9K and leaving 8,742 shares worth $1.36M. The position accounts for 0.45% of the portfolio, ranked #58.

Wealth Advisors of Tampa Bay first reported a position in PEP in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.16M in Q3 2023. 3,537 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Wealth Advisors of Tampa Bay held 8,742 shares of PepsiCo worth $1.36M as of Q1 2026.
Wealth Advisors of Tampa Bay sold 275 PepsiCo shares in Q1 2026, an estimated $42.9K.
PepsiCo made up 0.45% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #58 holding.
Wealth Advisors of Tampa Bay first reported a position in PepsiCo in Q4 2021 and has held it in 14 quarters since.
Wealth Advisors of Tampa Bay's PepsiCo position peaked at $2.16M in Q3 2023.
3,537 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.