Winnow Wealth’s PepsiCo PEP Stock Holding History

Winnow Wealth’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	$954K	Sell	6,142 -313	-5%	-$48.8K	0.74%	39
2025 Q4	$930K	Sell	6,455 -301	-4%	-$44.2K	0.69%	53
2025 Q3	$953K	Sell	6,756 -3,889	-37%	-$555K	0.75%	57
2025 Q2	$1.41M	Buy	10,645 +4,401	+70%	+$593K	1.05%	29
2025 Q1	$936K	Buy	6,244 +559	+10%	+$83.2K	0.86%	34
2024 Q4	$831K	Buy	+5,685	New	+$931K	0.82%	38

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

Winnow Wealth's PEP Position: Q1 2026 in Review

Winnow Wealth reduced its PepsiCo (PEP) stake by 4.8% in Q1 2026, selling an estimated $48.8K and leaving 6,142 shares worth $954K. The position accounts for 0.74% of the portfolio, ranked #39.

Winnow Wealth first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q2 2025. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Winnow Wealth held 6,142 shares of PepsiCo worth $954K as of Q1 2026.
Winnow Wealth sold 313 PepsiCo shares in Q1 2026, an estimated $48.8K.
PepsiCo made up 0.74% of Winnow Wealth's portfolio in Q1 2026, its #39 holding.
Winnow Wealth first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's PepsiCo position peaked at $1.41M in Q2 2025.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.