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Wealth Preservation Advisors’s PepsiCo PEP Stock Holding History

Wealth Preservation 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 		$87.4K Buy
563
+521
+1,240% +$81.2K 0.07% 116
2025
Q4 		$6.03K Hold
42
– – ﹤0.01% 357
2025
Q3 		$5.9K Hold
42
– – ﹤0.01% 345
2025
Q2 		$5.55K Hold
42
– – ﹤0.01% 350
2025
Q1 		$6.3K Buy
+42
New +$6.25K ﹤0.01% 357

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 Preservation Advisors's PEP Position: Q1 2026 in Review

Wealth Preservation Advisors increased its PepsiCo (PEP) stake by 1,240% in Q1 2026, buying an estimated $81.2K and bringing the position to 563 shares worth $87.4K. The position accounts for 0.07% of the portfolio, ranked #116.

Wealth Preservation Advisors first reported a position in PEP in Q1 2025 and has held it in 5 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Wealth Preservation Advisors held 563 shares of PepsiCo worth $87.4K as of Q1 2026.
  • Wealth Preservation Advisors bought 521 PepsiCo shares in Q1 2026, an estimated $81.2K.
  • PepsiCo made up 0.07% of Wealth Preservation Advisors's portfolio in Q1 2026, its #116 holding.
  • Wealth Preservation Advisors first reported a position in PepsiCo in Q1 2025 and has held it in 5 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.