Ancora Advisors’s PepsiCo PEP Stock Holding History

Ancora Advisors’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	$9.56M	Sell	61,533 -3,563	-5%	-$555K	0.2%	118
2025 Q4	$9.34M	Sell	65,096 -1,785	-3%	-$262K	0.19%	114
2025 Q3	$9.39M	Sell	66,881 -158	-0.2%	-$22.6K	0.19%	112
2025 Q2	$8.85M	Buy	67,039 +2,079	+3%	+$280K	0.18%	113
2025 Q1	$9.74M	Sell	64,960 -1,520	-2%	-$226K	0.22%	98
2024 Q4	$10.1M	Sell	66,480 -9,282	-12%	-$1.52M	0.23%	97
2024 Q3	$12.9M	Sell	75,762 -4,187	-5%	-$719K	0.29%	73
2024 Q2	$13.2M	Sell	79,949 -1,515	-2%	-$261K	0.33%	59
2024 Q1	$14.3M	Buy	81,464 +817	+1%	+$138K	0.32%	62
2023 Q4	$13.7M	Sell	80,647 -101	-0.1%	-$16.8K	0.32%	55
2023 Q3	$13.7M	Buy	80,748 +1,120	+1%	+$203K	0.36%	51
2023 Q2	$14.7M	Sell	79,628 -500	-0.6%	-$93.3K	0.39%	55
2023 Q1	$14.6M	Buy	80,128 +2,741	+4%	+$479K	0.41%	50
2022 Q4	$14M	Buy	77,387 +9,567	+14%	+$1.71M	0.4%	49
2022 Q3	$11.1M	Sell	67,820 -259	-0.4%	-$44.6K	0.34%	55
2022 Q2	$11.3M	Buy	68,079 +1,670	+3%	+$281K	0.32%	64
2022 Q1	$11.1M	Sell	66,409 -2,707	-4%	-$454K	0.27%	81
2021 Q4	$12M	Sell	69,116 -1,772	-2%	-$289K	0.28%	78
2021 Q3	$10.7M	Sell	70,888 -368	-0.5%	-$57K	0.28%	81
2021 Q2	$10.6M	Sell	71,256 -3,387	-5%	-$493K	0.28%	88
2021 Q1	$10.6M	Sell	74,643 -73,867	-50%	-$10.1M	0.29%	84
2020 Q4	$22M	Sell	148,510 -571	-0.4%	-$81.2K	0.71%	32
2020 Q3	$20.7M	Buy	149,081 +2,772	+2%	+$377K	0.82%	29
2020 Q2	$19.4M	Buy	146,309 +909	+0.6%	+$120K	0.81%	28
2020 Q1	$17.5M	Buy	145,400 +4,446	+3%	+$601K	0.81%	22
2019 Q4	$19.3M	Buy	140,954 +1,014	+0.7%	+$138K	0.72%	31
2019 Q3	$19.2M	Buy	139,940 +6,653	+5%	+$884K	0.84%	23
2019 Q2	$17.5M	Buy	133,287 +2,937	+2%	+$377K	0.78%	27
2019 Q1	$16M	Buy	130,350 +5,790	+5%	+$660K	0.72%	31
2018 Q4	$13.8M	Buy	124,560 +3,187	+3%	+$359K	0.66%	41
2018 Q3	$13.6M	Buy	121,373 +13,228	+12%	+$1.5M	0.52%	61
2018 Q2	$11.8M	Buy	108,145 +6,931	+7%	+$716K	0.51%	51
2018 Q1	$11M	Buy	101,214 +8,746	+9%	+$995K	0.5%	59
2017 Q4	$11.1M	Buy	92,468 +28,936	+46%	+$3.3M	0.59%	39
2017 Q3	$7.08M	Sell	63,532 -5,287	-8%	-$611K	0.41%	66
2017 Q2	$7.95M	Sell	68,819 -6,766	-9%	-$776K	0.51%	49
2017 Q1	$8.46M	Sell	75,585 -1,282	-2%	-$138K	0.57%	38
2016 Q4	$8.04M	Buy	76,867 +40,562	+112%	+$4.25M	0.59%	34
2016 Q3	$3.95M	Sell	36,305 -308	-0.8%	-$33.2K	0.4%	67
2016 Q2	$3.88M	Buy	36,613 +615	+2%	+$63.5K	0.45%	57
2016 Q1	$3.69M	Sell	35,998 -140	-0.4%	-$13.8K	0.45%	63
2015 Q4	$3.61M	Hold	36,138	–	–	0.46%	61
2015 Q3	$3.41M	Buy	36,138 +713	+2%	+$67.8K	0.44%	61
2015 Q2	$3.31M	Buy	+35,425	New	+$3.39M	0.39%	69
2015 Q1	–	Hold	0	–	–	–	65
2014 Q4	–	Sell	-33,868	Closed	-$3.15M	–	508
2014 Q3	$3.15M	Buy	33,868 +208	+0.6%	+$19K	0.4%	72
2014 Q2	$3.01M	Buy	33,660 +1,174	+4%	+$101K	0.39%	71
2014 Q1	$2.71M	Buy	32,486 +5,200	+19%	+$422K	0.38%	72
2013 Q4	$2.26M	Buy	27,286 +2,575	+10%	+$214K	0.34%	88
2013 Q3	$1.97M	Buy	24,711 +100	+0.4%	+$8.22K	0.34%	80
2013 Q2	$2.01M	Buy	+24,611	New	+$2.01M	0.35%	74

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

Ancora Advisors's PEP Position: Q1 2026 in Review

Ancora Advisors reduced its PepsiCo (PEP) stake by 5.5% in Q1 2026, selling an estimated $555K and leaving 61,533 shares worth $9.56M. The position accounts for 0.2% of the portfolio, ranked #118.

Ancora Advisors first reported a position in PEP in Q2 2013 and has held it in 50 quarters since. The position peaked at $22M in Q4 2020. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Ancora Advisors held 61,533 shares of PepsiCo worth $9.56M as of Q1 2026.
Ancora Advisors sold 3,563 PepsiCo shares in Q1 2026, an estimated $555K.
PepsiCo made up 0.2% of Ancora Advisors's portfolio in Q1 2026, its #118 holding.
Ancora Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 50 quarters since.
Ancora Advisors's PepsiCo position peaked at $22M in Q4 2020.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.