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Whipplewood Advisors’s PepsiCo PEP Stock Holding History

Whipplewood Advisors’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 		$46.1K Buy
297
+136
+84% +$21.2K 0.02% 274
2025
Q4 		$23.1K Buy
161
+11
+7% +$1.62K 0.01% 241
2025
Q3 		$21.1K Sell
150
-222
-60% -$31.7K 0.01% 240
2025
Q2 		$49.1K Sell
372
-45
-11% -$6.06K 0.03% 318
2025
Q1 		$64K Sell
417
-42
-9% -$6.25K 0.04% 272
2024
Q4 		$69.8K Buy
+459
New +$75.2K 0.04% 266

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

Whipplewood Advisors's PEP Position: Q1 2026 in Review

Whipplewood Advisors increased its PepsiCo (PEP) stake by 84% in Q1 2026, buying an estimated $21.2K and bringing the position to 297 shares worth $46.1K. The position accounts for 0.02% of the portfolio, ranked #274.

Whipplewood Advisors first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $69.8K in Q4 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Whipplewood Advisors held 297 shares of PepsiCo worth $46.1K as of Q1 2026.
  • Whipplewood Advisors bought 136 PepsiCo shares in Q1 2026, an estimated $21.2K.
  • PepsiCo made up 0.02% of Whipplewood Advisors's portfolio in Q1 2026, its #274 holding.
  • Whipplewood Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's PepsiCo position peaked at $69.8K in Q4 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.