WFAG
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Wescott Financial Advisory Group’s PepsiCo PEP Stock Holding History

Wescott Financial Advisory Group’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 		$394K Buy
2,536
+121
+5% +$18.9K 0.03% 140
2025
Q4 		$347K Sell
2,415
-227
-9% -$33.4K 0.03% 147
2025
Q3 		$371K Buy
2,642
+445
+20% +$63.5K 0.03% 140
2025
Q2 		$290K Sell
2,197
-121
-5% -$16.3K 0.03% 149
2025
Q1 		$348K Sell
2,318
-78
-3% -$11.6K 0.04% 133
2024
Q4 		$364K Sell
2,396
-90
-4% -$14.7K 0.04% 129
2024
Q3 		$423K Buy
2,486
+11
+0.4% +$1.89K 0.05% 129
2024
Q2 		$408K Buy
2,475
+724
+41% +$125K 0.05% 122
2024
Q1 		$306K Buy
1,751
+160
+10% +$26.9K 0.04% 135
2023
Q4 		$270K Sell
1,591
-122
-7% -$20.2K 0.04% 140
2023
Q3 		$290K Sell
1,713
-423
-20% -$76.8K 0.05% 130
2023
Q2 		$396K Buy
+2,136
New +$399K 0.07% 111

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

Wescott Financial Advisory Group's PEP Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its PepsiCo (PEP) stake by 5% in Q1 2026, buying an estimated $18.9K and bringing the position to 2,536 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #140.

Wescott Financial Advisory Group first reported a position in PEP in Q2 2023 and has held it in 12 quarters since. The position peaked at $423K in Q3 2024. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Wescott Financial Advisory Group held 2,536 shares of PepsiCo worth $394K as of Q1 2026.
  • Wescott Financial Advisory Group bought 121 PepsiCo shares in Q1 2026, an estimated $18.9K.
  • PepsiCo made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #140 holding.
  • Wescott Financial Advisory Group first reported a position in PepsiCo in Q2 2023 and has held it in 12 quarters since.
  • Wescott Financial Advisory Group's PepsiCo position peaked at $423K in Q3 2024.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.