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Westshore Wealth’s PepsiCo PEP Stock Holding History

Westshore Wealth’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 		$215K Sell
1,387
-100
-7% -$15.6K 0.08% 95
2025
Q4 		$213K Buy
+1,487
New +$218K 0.07% 95
2021
Q3 		– Sell
-4,393
Closed -$651K – 127
2021
Q2 		$651K Buy
4,393
+288
+7% +$42K 0.33% 46
2021
Q1 		$581K Buy
+4,105
New +$563K 0.33% 46

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

Westshore Wealth's PEP Position: Q1 2026 in Review

Westshore Wealth reduced its PepsiCo (PEP) stake by 6.7% in Q1 2026, selling an estimated $15.6K and leaving 1,387 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #95.

Westshore Wealth first reported a position in PEP in Q1 2021 and has held it in 4 quarters since. The position peaked at $651K in Q2 2021. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Westshore Wealth held 1,387 shares of PepsiCo worth $215K as of Q1 2026.
  • Westshore Wealth sold 100 PepsiCo shares in Q1 2026, an estimated $15.6K.
  • PepsiCo made up 0.08% of Westshore Wealth's portfolio in Q1 2026, its #95 holding.
  • Westshore Wealth first reported a position in PepsiCo in Q1 2021 and has held it in 4 quarters since.
  • Westshore Wealth's PepsiCo position peaked at $651K in Q2 2021.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.