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Wealthspire Advisors (New York)’s PepsiCo PEP Stock Holding History

Wealthspire Advisors (New York)’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 		$6.29M Sell
40,488
-6,208
-13% -$967K 0.05% 145
2025
Q4 		$6.7M Buy
46,696
+9,616
+26% +$1.41M 0.05% 138
2025
Q3 		$5.21M Sell
37,080
-40,948
-52% -$5.85M 0.03% 163
2025
Q2 		$10.3M Buy
78,028
+6,130
+9% +$826K 0.06% 112
2025
Q1 		$10.8M Buy
71,898
+36,079
+101% +$5.37M 0.06% 107
2024
Q4 		$5.45M Buy
35,819
+2,819
+9% +$462K 0.05% 140
2024
Q3 		$5.61M Buy
33,000
+2,490
+8% +$428K 0.06% 144
2024
Q2 		$5.03M Sell
30,510
-146
-0.5% -$25.2K 0.06% 114
2024
Q1 		$5.37M Sell
30,656
-15
-0% -$2.52K 0.07% 111
2023
Q4 		$5.21M Buy
30,671
+264
+0.9% +$43.8K 0.07% 111
2023
Q3 		$5.15M Buy
30,407
+3,675
+14% +$667K 0.09% 104
2023
Q2 		$4.95M Buy
26,732
+714
+3% +$133K 0.08% 97
2023
Q1 		$4.74M Sell
26,018
-4,537
-15% -$793K 0.08% 99
2022
Q4 		$5.52M Buy
30,555
+3,978
+15% +$710K 0.1% 91
2022
Q3 		$4.34M Sell
26,577
-253
-0.9% -$43.6K 0.09% 100
2022
Q2 		$4.47M Buy
26,830
+2,058
+8% +$346K 0.09% 97
2022
Q1 		$4.15M Sell
24,772
-4,560
-16% -$766K 0.09% 84
2021
Q4 		$5.09M Buy
29,332
+1,123
+4% +$183K 0.11% 84
2021
Q3 		$4.24M Buy
28,209
+6,507
+30% +$1.01M 0.09% 103
2021
Q2 		$3.22M Sell
21,702
-28,363
-57% -$4.13M 0.08% 84
2021
Q1 		$7.08M Buy
50,065
+13,185
+36% +$1.81M 0.17% 71
2020
Q4 		$5.47M Buy
36,880
+24,547
+199% +$3.49M 0.16% 72
2020
Q3 		$1.71M Buy
12,333
+2,289
+23% +$311K 0.1% 96
2020
Q2 		$1.33M Sell
10,044
-36,363
-78% -$4.79M 0.09% 94
2020
Q1 		$5.57M Buy
46,407
+40,991
+757% +$5.54M 0.23% 63
2019
Q4 		$740K Buy
5,416
+1,184
+28% +$161K 0.05% 84
2019
Q3 		$580K Buy
+4,232
New +$562K 0.05% 76
2019
Q1 		– Sell
-1,316
Closed -$145K – 590
2018
Q4 		$145K Buy
+1,316
New +$148K 0.01% 85

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

Wealthspire Advisors (New York)'s PEP Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its PepsiCo (PEP) stake by 13% in Q1 2026, selling an estimated $967K and leaving 40,488 shares worth $6.29M. The position accounts for 0.05% of the portfolio, ranked #145.

Wealthspire Advisors (New York) first reported a position in PEP in Q4 2018 and has held it in 28 quarters since. The position peaked at $10.8M in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Wealthspire Advisors (New York) held 40,488 shares of PepsiCo worth $6.29M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 6,208 PepsiCo shares in Q1 2026, an estimated $967K.
  • PepsiCo made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #145 holding.
  • Wealthspire Advisors (New York) first reported a position in PepsiCo in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s PepsiCo position peaked at $10.8M in Q1 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.