WWM
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Whalen Wealth Management’s PepsiCo PEP Stock Holding History

Whalen 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 		$741K Buy
4,769
+1,155
+32% +$180K 0.4% 66
2025
Q4 		$519K Buy
+3,614
New +$531K 0.28% 87

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

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

Whalen Wealth Management increased its PepsiCo (PEP) stake by 32% in Q1 2026, buying an estimated $180K and bringing the position to 4,769 shares worth $741K. The position accounts for 0.4% of the portfolio, ranked #66.

Whalen Wealth Management first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Whalen Wealth Management held 4,769 shares of PepsiCo worth $741K as of Q1 2026.
  • Whalen Wealth Management bought 1,155 PepsiCo shares in Q1 2026, an estimated $180K.
  • PepsiCo made up 0.4% of Whalen Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Whalen Wealth Management first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

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