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Wealth Dimensions Group’s PepsiCo PEP Stock Holding History

Wealth Dimensions 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 		$641K Buy
4,126
+92
+2% +$14.3K 0.13% 89
2025
Q4 		$579K Buy
4,034
+1
+0% +$147 0.11% 94
2025
Q3 		$566K Sell
4,033
-124
-3% -$17.7K 0.12% 98
2025
Q2 		$549K Buy
4,157
+701
+20% +$94.4K 0.12% 99
2025
Q1 		$518K Buy
3,456
+234
+7% +$34.8K 0.12% 97
2024
Q4 		$490K Buy
3,222
+128
+4% +$21K 0.12% 92
2024
Q3 		$526K Sell
3,094
-142
-4% -$24.4K 0.13% 80
2024
Q2 		$534K Sell
3,236
-187
-5% -$32.3K 0.15% 76
2024
Q1 		$599K Sell
3,423
-63
-2% -$10.6K 0.18% 71
2023
Q4 		$592K Sell
3,486
-18
-0.5% -$2.98K 0.19% 68
2023
Q3 		$594K Buy
3,504
+258
+8% +$46.9K 0.22% 67
2023
Q2 		$601K Buy
3,246
+4
+0.1% +$746 0.22% 63
2023
Q1 		$591K Buy
3,242
+238
+8% +$41.6K 0.23% 60
2022
Q4 		$543K Buy
3,004
+201
+7% +$35.9K 0.22% 61
2022
Q3 		$458K Sell
2,803
-41
-1% -$7.07K 0.23% 60
2022
Q2 		$474K Buy
2,844
+35
+1% +$5.89K 0.23% 67
2022
Q1 		$470K Buy
2,809
+55
+2% +$9.23K 0.22% 79
2021
Q4 		$478K Buy
2,754
+232
+9% +$37.9K 0.23% 76
2021
Q3 		$379K Sell
2,522
-64
-2% -$9.91K 0.24% 88
2021
Q2 		$383K Buy
2,586
+262
+11% +$38.2K 0.26% 81
2021
Q1 		$329K Hold
2,324
– – 0.26% 81
2020
Q4 		$345K Buy
+2,324
New +$330K 0.3% 71

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

Wealth Dimensions Group's PEP Position: Q1 2026 in Review

Wealth Dimensions Group increased its PepsiCo (PEP) stake by 2.3% in Q1 2026, buying an estimated $14.3K and bringing the position to 4,126 shares worth $641K. The position accounts for 0.13% of the portfolio, ranked #89.

Wealth Dimensions Group first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Wealth Dimensions Group held 4,126 shares of PepsiCo worth $641K as of Q1 2026.
  • Wealth Dimensions Group bought 92 PepsiCo shares in Q1 2026, an estimated $14.3K.
  • PepsiCo made up 0.13% of Wealth Dimensions Group's portfolio in Q1 2026, its #89 holding.
  • Wealth Dimensions Group first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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