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Wealthspan Partners’s PepsiCo PEP Stock Holding History

Wealthspan Partners’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
2025
Q3 		– Hold
0
– -$990K – 127
2025
Q2 		– Hold
0
– – – 43

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VPM
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JP Morgan Chase
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Geode Capital Management
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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

Wealthspan Partners's PEP Position: Q1 2026 in Review

Wealthspan Partners reduced its PepsiCo (PEP) stake by 0.51% in Q1 2026, selling an estimated $1.25K and leaving 1,564 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #110.

Wealthspan Partners first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $625K in Q1 2023. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Wealthspan Partners held 1,564 shares of PepsiCo worth $243K as of Q1 2026.
  • Wealthspan Partners sold 8 PepsiCo shares in Q1 2026, an estimated $1.25K.
  • PepsiCo made up 0.09% of Wealthspan Partners's portfolio in Q1 2026, its #110 holding.
  • Wealthspan Partners first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Wealthspan Partners's PepsiCo position peaked at $625K in Q1 2023.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.