AG
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
Q2 		$9.71M Sell
71,686
-648
-0.9% -$96.9K 0.2% 60
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AlTi Global's PEP Position: Q2 2026 in Review

AlTi Global reduced its PepsiCo (PEP) stake by 0.9% in Q2 2026, selling an estimated $96.9K and leaving 71,686 shares worth $9.71M. The position accounts for 0.2% of the portfolio, ranked #60.

AlTi Global first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3M in Q1 2026. 3,407 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • AlTi Global held 71,686 shares of PepsiCo worth $9.71M as of Q2 2026.
  • AlTi Global sold 648 PepsiCo shares in Q2 2026, an estimated $96.9K.
  • PepsiCo made up 0.2% of AlTi Global's portfolio in Q2 2026, its #60 holding.
  • AlTi Global first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's PepsiCo position peaked at $11.3M in Q1 2026.
  • 3,407 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.