WCM
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Winthrop Capital Management’s PepsiCo PEP Stock Holding History

Winthrop 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 		$3.35M Sell
21,577
-890
-4% -$139K 0.86% 33
2025
Q4 		$3.22M Sell
22,467
-240
-1% -$35.3K 0.75% 35
2025
Q3 		$3.19M Buy
22,707
+128
+0.6% +$18.3K 0.77% 35
2025
Q2 		$2.98M Buy
22,579
+126
+0.6% +$17K 0.75% 37
2025
Q1 		$3.37M Buy
22,453
+405
+2% +$60.3K 0.93% 32
2024
Q4 		$3.35M Buy
+22,048
New +$3.61M 0.89% 33
2024
Q1 		– Sell
-22,297
Closed -$3.79M – 250
2023
Q4 		$3.79M Buy
+22,297
New +$3.7M 1.24% 26

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

Winthrop Capital Management's PEP Position: Q1 2026 in Review

Winthrop Capital Management reduced its PepsiCo (PEP) stake by 4% in Q1 2026, selling an estimated $139K and leaving 21,577 shares worth $3.35M. The position accounts for 0.86% of the portfolio, ranked #33.

Winthrop Capital Management first reported a position in PEP in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.79M in Q4 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Winthrop Capital Management held 21,577 shares of PepsiCo worth $3.35M as of Q1 2026.
  • Winthrop Capital Management sold 890 PepsiCo shares in Q1 2026, an estimated $139K.
  • PepsiCo made up 0.86% of Winthrop Capital Management's portfolio in Q1 2026, its #33 holding.
  • Winthrop Capital Management first reported a position in PepsiCo in Q4 2023 and has held it in 7 quarters since.
  • Winthrop Capital Management's PepsiCo position peaked at $3.79M in Q4 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.