Alta Advisers’s PepsiCo PEP Stock Holding History

Alta Advisers’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	$824K	Buy	5,303 +306	+6%	+$47.7K	0.3%	48
2025 Q4	$717K	Sell	4,997 -1,500	-23%	-$220K	0.26%	58
2025 Q3	$912K	Sell	6,497 -500	-7%	-$71.4K	0.28%	58
2025 Q2	$924K	Hold	6,997	–	–	0.33%	55
2025 Q1	$1.05M	Buy	6,997 +2,500	+56%	+$372K	0.45%	40
2024 Q4	$684K	Buy	4,497 +590	+15%	+$96.7K	0.43%	38
2024 Q3	$664K	Buy	3,907 +207	+6%	+$35.6K	0.3%	35
2024 Q2	$610K	Hold	3,700	–	–	0.29%	35
2024 Q1	$648K	Buy	3,700 +200	+6%	+$33.7K	0.32%	33
2023 Q4	$594K	Hold	3,500	–	–	0.32%	32
2023 Q3	$593K	Hold	3,500	–	–	0.34%	28
2023 Q2	$648K	Hold	3,500	–	–	0.36%	25
2023 Q1	$638K	Hold	3,500	–	–	0.38%	26
2022 Q4	$632K	Hold	3,500	–	–	0.38%	27
2022 Q3	$571K	Buy	+3,500	New	+$603K	0.36%	26
2013 Q4	–	Sell	-323	Closed	-$26K	–	68
2013 Q3	$26K	Sell	323 -256	-44%	-$21K	0.01%	67
2013 Q2	$47K	Buy	+579	New	+$47.3K	0.02%	58

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

Alta Advisers's PEP Position: Q1 2026 in Review

Alta Advisers increased its PepsiCo (PEP) stake by 6.1% in Q1 2026, buying an estimated $47.7K and bringing the position to 5,303 shares worth $824K. The position accounts for 0.3% of the portfolio, ranked #48.

Alta Advisers first reported a position in PEP in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2025. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Alta Advisers held 5,303 shares of PepsiCo worth $824K as of Q1 2026.
Alta Advisers bought 306 PepsiCo shares in Q1 2026, an estimated $47.7K.
PepsiCo made up 0.3% of Alta Advisers's portfolio in Q1 2026, its #48 holding.
Alta Advisers first reported a position in PepsiCo in Q2 2013 and has held it in 17 quarters since.
Alta Advisers's PepsiCo position peaked at $1.05M in Q1 2025.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.