WealthPoint Financial’s PepsiCo PEP Stock Holding History

WealthPoint Financial’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	–	Sell	-1,665	Closed	-$239K	–	127
2025 Q4	$239K	Buy	+1,665	New	+$245K	0.21%	102

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPoint Financial's PEP Position: Q1 2026 in Review

WealthPoint Financial sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 1,665 shares — an estimated $239K sold.

WealthPoint Financial first reported a position in PEP in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 3,556 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

WealthPoint Financial reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
WealthPoint Financial sold 1,665 PepsiCo shares in Q1 2026, an estimated $239K.
WealthPoint Financial first reported a position in PepsiCo in Q4 2025 and held it in 1 quarter.
WealthPoint Financial's PepsiCo position peaked at $239K in Q4 2025.
3,556 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on WealthPoint Financial's 13F filing for Q1 2026, filed 23 Apr 2026.