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Wilson & Boucher Capital Management’s PepsiCo PEP Stock Holding History

Wilson & Boucher Capital 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 		$1.8M Sell
11,616
-203
-2% -$31.6K 1.2% 23
2025
Q4 		$1.7M Sell
11,819
-245
-2% -$36K 1.11% 23
2025
Q3 		$1.69M Sell
12,064
-349
-3% -$49.8K 1.11% 23
2025
Q2 		$1.64M Buy
12,413
+22
+0.2% +$2.96K 1.14% 23
2025
Q1 		$1.86M Sell
12,391
-299
-2% -$44.5K 1.38% 18
2024
Q4 		$1.93M Sell
12,690
-20
-0.2% -$3.28K 1.37% 18
2024
Q3 		$2.16M Buy
12,710
+1
+0% +$172 1.49% 17
2024
Q2 		$2.1M Sell
12,709
-74
-0.6% -$12.8K 1.61% 16
2024
Q1 		$2.24M Sell
12,783
-839
-6% -$141K 1.76% 14
2023
Q4 		$2.31M Buy
13,622
+1
+0% +$166 1.95% 11
2023
Q3 		$2.31M Sell
13,621
-130
-0.9% -$23.6K 2.19% 10
2023
Q2 		$2.55M Sell
13,751
-124
-0.9% -$23.1K 2.3% 10
2023
Q1 		$2.53M Sell
13,875
-80
-0.6% -$14K 2.43% 7
2022
Q4 		$2.52M Buy
13,955
+111
+0.8% +$19.8K 2.58% 7
2022
Q3 		$2.26M Buy
13,844
+151
+1% +$26K 2.63% 7
2022
Q2 		$2.28M Sell
13,693
-10
-0.1% -$1.68K 2.51% 7
2022
Q1 		$2.29M Buy
13,703
+351
+3% +$58.9K 2.08% 9
2021
Q4 		$2.32M Buy
+13,352
New +$2.18M 2.09% 10

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 $147M AUM 25.76% 1-Year Est. Return

Wilson & Boucher Capital Management's PEP Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its PepsiCo (PEP) stake by 1.7% in Q1 2026, selling an estimated $31.6K and leaving 11,616 shares worth $1.8M. The position accounts for 1.2% of the portfolio, ranked #23.

Wilson & Boucher Capital Management first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.55M in Q2 2023. 3,537 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Wilson & Boucher Capital Management held 11,616 shares of PepsiCo worth $1.8M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 203 PepsiCo shares in Q1 2026, an estimated $31.6K.
  • PepsiCo made up 1.2% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #23 holding.
  • Wilson & Boucher Capital Management first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Wilson & Boucher Capital Management's PepsiCo position peaked at $2.55M in Q2 2023.
  • 3,537 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.