WealthBridge Capital Management’s PepsiCo PEP Stock Holding History

WealthBridge Capital Management’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	$656K	Buy	4,227 +38	+0.9%	+$5.92K	0.15%	104
2025 Q4	$601K	Sell	4,189 -3	-0.1%	-$441	0.14%	110
2025 Q3	$589K	Buy	4,192 +11	+0.3%	+$1.57K	0.14%	111
2025 Q2	$552K	Sell	4,181 -113	-3%	-$15.2K	0.14%	108
2025 Q1	$644K	Sell	4,294 -308	-7%	-$45.8K	0.18%	97
2024 Q4	$700K	Sell	4,602 -5	-0.1%	-$819	0.19%	88
2024 Q3	$783K	Sell	4,607 -151	-3%	-$25.9K	0.22%	82
2024 Q2	$785K	Buy	4,758 +8	+0.2%	+$1.38K	0.26%	74
2024 Q1	$831K	Sell	4,750 -291	-6%	-$49K	0.28%	65
2023 Q4	$856K	Sell	5,041 -65	-1%	-$10.8K	0.32%	63
2023 Q3	$865K	Buy	5,106 +118	+2%	+$21.4K	0.36%	60
2023 Q2	$924K	Sell	4,988 -5,375	-52%	-$1M	0.37%	60
2023 Q1	$1.89M	Sell	10,363 -9	-0.1%	-$1.57K	0.75%	32
2022 Q4	$1.87M	Buy	10,372 +102	+1%	+$18.2K	0.78%	31
2022 Q3	$1.71M	Hold	10,270	–	–	0.73%	30
2022 Q2	$1.71M	Buy	10,270 +73	+0.7%	+$12.3K	0.73%	30
2022 Q1	$1.71M	Buy	10,197 +5,390	+112%	+$905K	0.64%	35
2021 Q4	$835K	Sell	4,807 -39	-0.8%	-$6.37K	0.31%	68
2021 Q3	$729K	Sell	4,846 -271	-5%	-$41.9K	0.27%	76
2021 Q2	$758K	Sell	5,117 -497	-9%	-$72.4K	0.28%	81
2021 Q1	$794K	Buy	+5,614	New	+$770K	0.32%	65
2019 Q2	–	Sell	-887	Closed	-$112K	–	647
2019 Q1	$112K	Buy	887 +327	+58%	+$37.3K	0.07%	175
2018 Q4	$62K	Buy	+560	New	+$63.1K	0.05%	219

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 $137B AUM 18.02% 1-Year Est. Return

WealthBridge Capital Management's PEP Position: Q1 2026 in Review

WealthBridge Capital Management increased its PepsiCo (PEP) stake by 0.91% in Q1 2026, buying an estimated $5.92K and bringing the position to 4,227 shares worth $656K. The position accounts for 0.15% of the portfolio, ranked #104.

WealthBridge Capital Management first reported a position in PEP in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.89M in Q1 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

WealthBridge Capital Management held 4,227 shares of PepsiCo worth $656K as of Q1 2026.
WealthBridge Capital Management bought 38 PepsiCo shares in Q1 2026, an estimated $5.92K.
PepsiCo made up 0.15% of WealthBridge Capital Management's portfolio in Q1 2026, its #104 holding.
WealthBridge Capital Management first reported a position in PepsiCo in Q4 2018 and has held it in 23 quarters since.
WealthBridge Capital Management's PepsiCo position peaked at $1.89M in Q1 2023.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.