WE
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Wealth Effects’s PepsiCo PEP Stock Holding History

Wealth Effects’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 		$228K Buy
1,468
+25
+2% +$3.9K 0.08% 195
2025
Q4 		$207K Buy
+1,443
New +$212K 0.06% 197
2025
Q3 		– Sell
-1,958
Closed -$259K – 225
2025
Q2 		$259K Buy
+1,958
New +$264K 0.1% 172
2025
Q1 		– Sell
-3,094
Closed -$470K – 216
2024
Q4 		$470K Sell
3,094
-222
-7% -$36.4K 0.17% 113
2024
Q3 		$564K Sell
3,316
-118
-3% -$20.3K 0.2% 97
2024
Q2 		$566K Buy
3,434
+51
+2% +$8.8K 0.21% 92
2024
Q1 		$592K Sell
3,383
-200
-6% -$33.7K 0.22% 94
2023
Q4 		$609K Sell
3,583
-43
-1% -$7.13K 0.23% 98
2023
Q3 		$614K Buy
3,626
+25
+0.7% +$4.54K 0.3% 78
2023
Q2 		$667K Sell
3,601
-126
-3% -$23.5K 0.29% 74
2023
Q1 		$679K Sell
3,727
-150
-4% -$26.2K 0.35% 69
2022
Q4 		$700K Buy
3,877
+385
+11% +$68.7K 0.4% 60
2022
Q3 		$570K Hold
3,492
– – 0.35% 68
2022
Q2 		$582K Buy
3,492
+150
+4% +$25.3K 0.35% 68
2022
Q1 		$559K Hold
3,342
– – 0.26% 81
2021
Q4 		$581K Buy
+3,342
New +$546K 0.24% 88

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 Effects's PEP Position: Q1 2026 in Review

Wealth Effects increased its PepsiCo (PEP) stake by 1.7% in Q1 2026, buying an estimated $3.9K and bringing the position to 1,468 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #195.

Wealth Effects first reported a position in PEP in Q4 2021 and has held it in 16 quarters since. The position peaked at $700K in Q4 2022. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Wealth Effects held 1,468 shares of PepsiCo worth $228K as of Q1 2026.
  • Wealth Effects bought 25 PepsiCo shares in Q1 2026, an estimated $3.9K.
  • PepsiCo made up 0.08% of Wealth Effects's portfolio in Q1 2026, its #195 holding.
  • Wealth Effects first reported a position in PepsiCo in Q4 2021 and has held it in 16 quarters since.
  • Wealth Effects's PepsiCo position peaked at $700K in Q4 2022.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.