West Tower Group’s PepsiCo PEP Stock Holding History

West Tower 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	–	Sell	-2,000	Closed	-$287K	–	69
2025 Q4	$287K	Buy	+2,000	New	+$294K	0.65%	37
2025 Q3	–	Sell	-3,300	Closed	-$436K	–	80
2025 Q2	$436K	Buy	3,300 +300	+10%	+$40.4K	0.95%	27
2025 Q1	$450K	Buy	3,000 +600	+25%	+$89.3K	1.18%	22
2024 Q4	$365K	Buy	2,400 +800	+50%	+$131K	0.81%	54
2024 Q3	$272K	Buy	+1,600	New	+$275K	0.58%	58
2023 Q3	–	Sell	-194	Closed	-$35.9K	–	759
2023 Q2	$35.9K	Buy	+194	New	+$36.2K	0.03%	261

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

West Tower Group's PEP Position: Q1 2026 in Review

West Tower Group sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 2,000 shares — an estimated $287K sold.

West Tower Group first reported a position in PEP in Q2 2023 and held it in 6 quarters. The position peaked at $450K in Q1 2025. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

West Tower Group reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
West Tower Group sold 2,000 PepsiCo shares in Q1 2026, an estimated $287K.
West Tower Group first reported a position in PepsiCo in Q2 2023 and held it in 6 quarters.
West Tower Group's PepsiCo position peaked at $450K in Q1 2025.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on West Tower Group's 13F filing for Q1 2026, filed 29 Apr 2026.