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PEP icon

AlTi Global’s PepsiCo PEP Stock Holding History

AlTi 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 		$11.3M Buy
72,334
+659
+0.9% +$103K 0.25% 54
2025
Q4 		$10.3M Buy
71,675
+3,124
+5% +$459K 0.22% 59
2025
Q3 		$9.63M Sell
68,551
-1,493
-2% -$213K 0.23% 62
2025
Q2 		$9.33M Buy
70,044
+48,679
+228% +$6.56M 0.23% 57
2025
Q1 		$3.2M Buy
21,365
+98
+0.5% +$14.6K 0.08% 109
2024
Q4 		$3.24M Buy
21,267
+431
+2% +$70.6K 0.08% 115
2024
Q3 		$3.54M Sell
20,836
-1,149
-5% -$197K 0.09% 114
2024
Q2 		$3.63M Sell
21,985
-2,849
-11% -$492K 0.1% 105
2024
Q1 		$4.38M Buy
24,834
+2,555
+11% +$430K 0.12% 96
2023
Q4 		$3.81M Buy
+22,279
New +$3.69M 0.12% 90

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

AlTi Global's PEP Position: Q1 2026 in Review

AlTi Global increased its PepsiCo (PEP) stake by 0.92% in Q1 2026, buying an estimated $103K and bringing the position to 72,334 shares worth $11.3M. The position accounts for 0.25% of the portfolio, ranked #54.

AlTi Global first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • AlTi Global held 72,334 shares of PepsiCo worth $11.3M as of Q1 2026.
  • AlTi Global bought 659 PepsiCo shares in Q1 2026, an estimated $103K.
  • PepsiCo made up 0.25% of AlTi Global's portfolio in Q1 2026, its #54 holding.
  • AlTi Global first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.