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Winning Points Advisors’s PepsiCo PEP Stock Holding History

Winning Points 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 		$213K Buy
+1,290
New +$201K 0.28% 40
2024
Q3 		$337K Buy
+1,990
New +$342K 0.57% 26
2024
Q1 		$355K Hold
2,090
– – 0.55% 29
2023
Q4 		$355K Buy
2,090
+100
+5% +$16.6K 0.55% 29
2023
Q3 		$337K Sell
1,990
-100
-5% -$18.2K 0.6% 24
2023
Q2 		$355K Hold
2,090
– – 0.55% 29
2023
Q1 		$381K Hold
2,090
– – 0.42% 32
2022
Q4 		$378K Hold
2,090
– – 0.48% 33
2022
Q3 		$353K Sell
2,090
-110
-5% -$19K 0.43% 37
2022
Q2 		$366K Hold
2,200
– – 0.4% 37
2022
Q1 		$368K Sell
2,200
-6,700
-75% -$1.12M 0.29% 46
2021
Q4 		$1.17M Buy
8,900
+6,700
+305% +$1.09M 0.85% 31
2021
Q3 		$331K Buy
2,200
+400
+22% +$61.9K 0.24% 53
2021
Q2 		$267K Sell
1,800
-417
-19% -$60.8K 0.2% 52
2021
Q1 		$314K Buy
2,217
+117
+6% +$16.1K 0.23% 54
2020
Q4 		$311K Buy
2,100
+300
+17% +$42.6K 0.25% 49
2020
Q3 		$249K Hold
1,800
– – 0.21% 52
2020
Q2 		$238K Sell
1,800
-7,100
-80% -$936K 0.23% 47
2020
Q1 		$1.07M Hold
8,900
– – 1.04% 28
2019
Q4 		$1.22M Hold
8,900
– – 0.78% 32
2019
Q3 		$1.21M Hold
8,900
– – 0.87% 29
2019
Q2 		$1.17M Hold
8,900
– – 0.85% 31
2019
Q1 		$1.09M Hold
8,900
– – 0.85% 32
2018
Q4 		$973K Buy
8,900
+200
+2% +$22.6K 0.83% 31
2018
Q3 		$974K Sell
8,700
-200
-2% -$22.6K 0.72% 33
2018
Q2 		$968K Hold
8,900
– – 0.77% 32
2018
Q1 		$959K Hold
8,900
– – 0.78% 32
2017
Q4 		$1.07M Sell
8,900
-200
-2% -$22.8K 0.87% 31
2017
Q3 		$1.01M Sell
9,100
-100
-1% -$11.6K 0.87% 33
2017
Q2 		$1.06M Sell
9,200
-100
-1% -$11.5K 1.04% 27
2017
Q1 		$1.04M Sell
9,300
-200
-2% -$21.5K 1.02% 31
2016
Q4 		$994K Buy
+9,500
New +$995K 1.09% 31

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

Winning Points Advisors's PEP Position: Q1 2026 in Review

Winning Points Advisors opened a new position in PepsiCo (PEP) in Q1 2026: 1,290 shares worth $213K. The stake represents 0.28% of the portfolio and ranks #40 among its holdings. This is a return to the name: Winning Points Advisors previously reported a position in PEP as recently as Q3 2024.

Winning Points Advisors first reported a position in PEP in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.22M in Q4 2019. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Winning Points Advisors held 1,290 shares of PepsiCo worth $213K as of Q1 2026.
  • PepsiCo was a new Winning Points Advisors position in Q1 2026.
  • PepsiCo made up 0.28% of Winning Points Advisors's portfolio in Q1 2026, its #40 holding.
  • Winning Points Advisors first reported a position in PepsiCo in Q4 2016 and has held it in 32 quarters since.
  • Winning Points Advisors's PepsiCo position peaked at $1.22M in Q4 2019.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Winning Points Advisors's 13F filing for Q1 2026, filed 30 Jun 2026.