AG
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Algert Global’s PepsiCo PEP Stock Holding History

Algert Global’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 		$515K Buy
3,318
+968
+41% +$151K 0.01% 964
2025
Q4 		$337K Buy
+2,350
New +$345K 0.01% 989
2024
Q2 		– Sell
-1,282
Closed -$224K – 1573
2024
Q1 		$224K Buy
+1,282
New +$216K 0.01% 949
2023
Q4 		– Sell
-2,243
Closed -$380K – 1233
2023
Q3 		$380K Sell
2,243
-8,649
-79% -$1.57M 0.02% 829
2023
Q2 		$2.02M Hold
10,892
– – 0.09% 382
2023
Q1 		$1.99M Buy
10,892
+1,500
+16% +$262K 0.09% 353
2022
Q4 		$1.7M Buy
9,392
+829
+10% +$148K 0.09% 355
2022
Q3 		$1.4M Buy
+8,563
New +$1.48M 0.08% 410

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

Algert Global's PEP Position: Q1 2026 in Review

Algert Global increased its PepsiCo (PEP) stake by 41% in Q1 2026, buying an estimated $151K and bringing the position to 3,318 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #964.

Algert Global first reported a position in PEP in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.02M in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Algert Global held 3,318 shares of PepsiCo worth $515K as of Q1 2026.
  • Algert Global bought 968 PepsiCo shares in Q1 2026, an estimated $151K.
  • PepsiCo made up 0.01% of Algert Global's portfolio in Q1 2026, its #964 holding.
  • Algert Global first reported a position in PepsiCo in Q3 2022 and has held it in 8 quarters since.
  • Algert Global's PepsiCo position peaked at $2.02M in Q2 2023.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.