Winch Advisory Services’s PepsiCo PEP Stock Holding History

Winch Advisory Services’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	$134K	Buy	862 +13	+2%	+$2.03K	0.03%	120
2025 Q4	$122K	Sell	849 -15	-2%	-$2.2K	0.03%	119
2025 Q3	$121K	Buy	864 +14	+2%	+$2K	0.03%	120
2025 Q2	$112K	Sell	850 -68	-7%	-$9.16K	0.03%	118
2025 Q1	$138K	Buy	918 +13	+1%	+$1.94K	0.04%	106
2024 Q4	$138K	Hold	905	–	–	0.04%	104
2024 Q3	$154K	Buy	905 +5	+0.6%	+$859	0.04%	102
2024 Q2	$148K	Buy	900 +11	+1%	+$1.9K	0.04%	98
2024 Q1	$156K	Buy	889 +6	+0.7%	+$1.01K	0.05%	93
2023 Q4	$150K	Hold	883	–	–	0.05%	88
2023 Q3	$150K	Buy	883 +5	+0.6%	+$908	0.06%	86
2023 Q2	$163K	Buy	878 +4	+0.5%	+$746	0.06%	82
2023 Q1	$159K	Buy	874 +35	+4%	+$6.12K	0.06%	84
2022 Q4	$152K	Hold	839	–	–	0.06%	86
2022 Q3	$137K	Buy	839 +20	+2%	+$3.45K	0.06%	78
2022 Q2	$137K	Buy	819 +103	+14%	+$17.3K	0.06%	81
2022 Q1	$120K	Buy	716 +6	+0.8%	+$1.01K	0.04%	92
2021 Q4	$123K	Hold	710	–	–	0.04%	88
2021 Q3	$107K	Buy	710 +95	+15%	+$14.7K	0.04%	88
2021 Q2	$91K	Buy	615 +80	+15%	+$11.7K	0.03%	92
2021 Q1	$76K	Buy	535 +7	+1%	+$961	0.03%	91
2020 Q4	$78K	Hold	528	–	–	0.03%	82
2020 Q3	$73K	Buy	528 +8	+2%	+$1.09K	0.03%	76
2020 Q2	$69K	Buy	520 +4	+0.8%	+$527	0.03%	80
2020 Q1	$62K	Buy	516 +3	+0.6%	+$405	0.03%	74
2019 Q4	$70K	Buy	513 +28	+6%	+$3.81K	0.03%	95
2019 Q3	$67K	Buy	485 +3	+0.6%	+$399	0.03%	92
2019 Q2	$63K	Buy	482 +57	+13%	+$7.31K	0.03%	99
2019 Q1	$52K	Buy	425 +4	+1%	+$456	0.03%	110
2018 Q4	$47K	Buy	421 +3	+0.7%	+$338	0.03%	101
2018 Q3	$47K	Buy	418 +3	+0.7%	+$340	0.02%	105
2018 Q2	$45K	Buy	415 +3	+0.7%	+$310	0.02%	118
2018 Q1	$45K	Buy	412 +3	+0.7%	+$341	0.03%	124
2017 Q4	$49K	Buy	409 +3	+0.7%	+$343	0.03%	101
2017 Q3	$45K	Buy	406 +7	+2%	+$809	0.03%	97
2017 Q2	$46K	Sell	399 -1	-0.3%	-$115	0.03%	113
2017 Q1	$45K	Buy	400 +2	+0.5%	+$215	0.03%	114
2016 Q4	$42K	Sell	398 -73	-15%	-$7.64K	0.03%	102
2016 Q3	$51K	Buy	471 +10	+2%	+$1.08K	0.04%	91
2016 Q2	$49K	Buy	461 +3	+0.7%	+$310	0.06%	80
2016 Q1	$47K	Sell	458 -22	-5%	-$2.17K	0.08%	43
2015 Q4	$48K	Buy	480 +103	+27%	+$10.3K	0.05%	49
2015 Q3	$36K	Buy	377 +3	+0.8%	+$285	0.05%	59
2015 Q2	$35K	Sell	374 -14,978	-98%	-$1.43M	0.02%	122
2015 Q1	$1.47M	Sell	15,352 -193	-1%	-$18.7K	0.86%	31
2014 Q4	$1.47M	Buy	15,545 +71	+0.5%	+$6.81K	0.8%	26
2014 Q3	$1.44M	Buy	15,474 +15,107	+4,116%	+$1.38M	0.92%	34
2014 Q2	$33K	Buy	367 +3	+0.8%	+$259	0.02%	107
2014 Q1	$30K	Buy	+364	New	+$29.6K	0.02%	126

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Winch Advisory Services's PEP Position: Q1 2026 in Review

Winch Advisory Services increased its PepsiCo (PEP) stake by 1.5% in Q1 2026, buying an estimated $2.03K and bringing the position to 862 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #120.

Winch Advisory Services first reported a position in PEP in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.47M in Q4 2014. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Winch Advisory Services held 862 shares of PepsiCo worth $134K as of Q1 2026.
Winch Advisory Services bought 13 PepsiCo shares in Q1 2026, an estimated $2.03K.
PepsiCo made up 0.03% of Winch Advisory Services's portfolio in Q1 2026, its #120 holding.
Winch Advisory Services first reported a position in PepsiCo in Q1 2014 and has held it in 49 quarters since.
Winch Advisory Services's PepsiCo position peaked at $1.47M in Q4 2014.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.