Western Pacific Wealth Management’s PepsiCo PEP Stock Holding History

Western Pacific Wealth Management’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	$4.66K	Hold	30	–	–	﹤0.01%	165
2025 Q4	$4.31K	Sell	30 -800	-96%	-$118K	﹤0.01%	156
2025 Q3	$117K	Sell	830 -400	-33%	-$57.1K	0.11%	91
2025 Q2	$162K	Hold	1,230	–	–	0.16%	79
2025 Q1	$184K	Hold	1,230	–	–	0.17%	67
2024 Q4	$187K	Sell	1,230 -324	-21%	-$53.1K	0.15%	69
2024 Q3	$264K	Buy	1,554 +400	+35%	+$68.7K	0.18%	43
2024 Q2	$190K	Hold	1,154	–	–	0.14%	52
2024 Q1	$202K	Sell	1,154 -407	-26%	-$68.5K	0.15%	53
2023 Q4	$265K	Sell	1,561 -160	-9%	-$26.5K	0.19%	35
2023 Q3	$292K	Hold	1,721	–	–	0.24%	29
2023 Q2	$319K	Hold	1,721	–	–	0.24%	25
2023 Q1	$314K	Buy	1,721 +721	+72%	+$126K	0.24%	23
2022 Q4	$181K	Hold	1,000	–	–	0.15%	39
2022 Q3	$163K	Sell	1,000 -50	-5%	-$8.62K	0.16%	32
2022 Q2	$174K	Hold	1,050	–	–	0.17%	28
2022 Q1	$175K	Buy	1,050 +50	+5%	+$8.39K	0.13%	38
2021 Q4	$173K	Buy	+1,000	New	+$163K	0.11%	46

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

Western Pacific Wealth Management's PEP Position: Q1 2026 in Review

Western Pacific Wealth Management held its PepsiCo (PEP) position steady in Q1 2026 at 30 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Western Pacific Wealth Management first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $319K in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Western Pacific Wealth Management held 30 shares of PepsiCo worth $4.66K as of Q1 2026.
Western Pacific Wealth Management left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up ﹤0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #165 holding.
Western Pacific Wealth Management first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's PepsiCo position peaked at $319K in Q2 2023.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.