WWM
PEP icon

Western Wealth Management’s PepsiCo PEP Stock Holding History

Western 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 		$2.52M Buy
16,227
+2,862
+21% +$446K 0.1% 234
2025
Q4 		$1.92M Buy
13,365
+2,533
+23% +$372K 0.09% 224
2025
Q3 		$1.52M Sell
10,832
-1,327
-11% -$189K 0.08% 226
2025
Q2 		$1.61M Buy
12,159
+1,148
+10% +$155K 0.1% 203
2025
Q1 		$1.65M Buy
11,011
+12
+0.1% +$1.79K 0.11% 187
2024
Q4 		$1.67M Sell
10,999
-2,044
-16% -$335K 0.11% 176
2024
Q3 		$2.22M Buy
13,043
+1,798
+16% +$309K 0.13% 173
2024
Q2 		$1.85M Sell
11,245
-792
-7% -$137K 0.14% 136
2024
Q1 		$2.11M Sell
12,037
-4,243
-26% -$714K 0.16% 124
2023
Q4 		$2.77M Buy
16,280
+472
+3% +$78.3K 0.2% 101
2023
Q3 		$2.68M Buy
15,808
+1,517
+11% +$276K 0.23% 92
2023
Q2 		$2.65M Buy
14,291
+380
+3% +$70.9K 0.23% 94
2023
Q1 		$2.54M Sell
13,911
-70
-0.5% -$12.2K 0.24% 99
2022
Q4 		$2.53M Sell
13,981
-10,697
-43% -$1.91M 0.26% 99
2022
Q3 		$4.05M Buy
24,678
+2,369
+11% +$408K 0.23% 97
2022
Q2 		$3.71M Sell
22,309
-1,111
-5% -$187K 0.21% 104
2022
Q1 		$3.92M Buy
23,420
+12,241
+109% +$2.06M 0.19% 121
2021
Q4 		$1.94M Buy
+11,179
New +$1.83M 0.19% 120
2021
Q2 		$1.6M Buy
10,854
+3,896
+56% +$568K 0.16% 141
2021
Q1 		$984K Buy
6,958
+494
+8% +$67.8K 0.13% 165
2020
Q4 		$959K Sell
6,464
-2,860
-31% -$407K 0.14% 164
2020
Q3 		$1.29M Sell
9,324
-677
-7% -$92.1K 0.21% 111
2020
Q2 		$1.32M Buy
10,001
+1,454
+17% +$192K 0.24% 105
2020
Q1 		$1.02M Buy
8,547
+2,226
+35% +$301K 0.23% 102
2019
Q4 		$863K Sell
6,321
-407
-6% -$55.4K 0.13% 151
2019
Q3 		$923K Buy
6,728
+844
+14% +$112K 0.19% 126
2019
Q2 		$774K Sell
5,884
-631
-10% -$80.9K 0.1% 160
2019
Q1 		$791K Sell
6,515
-324
-5% -$36.9K 0.18% 136
2018
Q4 		$756K Buy
+6,839
New +$771K 0.2% 125

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

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

Western Wealth Management increased its PepsiCo (PEP) stake by 21% in Q1 2026, buying an estimated $446K and bringing the position to 16,227 shares worth $2.52M. The position accounts for 0.1% of the portfolio, ranked #234.

Western Wealth Management first reported a position in PEP in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.05M in Q3 2022. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Western Wealth Management held 16,227 shares of PepsiCo worth $2.52M as of Q1 2026.
  • Western Wealth Management bought 2,862 PepsiCo shares in Q1 2026, an estimated $446K.
  • PepsiCo made up 0.1% of Western Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Western Wealth Management first reported a position in PepsiCo in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's PepsiCo position peaked at $4.05M in Q3 2022.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.