Bank Julius Baer & Co
PEP icon

Bank Julius Baer & Co’s PepsiCo PEP Stock Holding History

Bank Julius Baer & Co’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 		$15M Sell
96,085
-9,132
-9% -$1.42M 0.05% 157
2025
Q4 		$15.1M Sell
105,217
-13,916
-12% -$2.04M 0.04% 162
2025
Q3 		$16.7M Sell
119,133
-7,005
-6% -$1M 0.05% 164
2025
Q2 		$16.7M Sell
126,138
-575,248
-82% -$77.5M 0.05% 162
2025
Q1 		$105M Buy
701,386
+80,001
+13% +$11.9M 0.34% 78
2024
Q4 		$100M Buy
621,385
+42,865
+7% +$7.02M 0.31% 77
2024
Q3 		$111M Sell
578,520
-7,501
-1% -$1.29M 0.37% 64
2024
Q2 		$105M Sell
586,021
-59,358
-9% -$10.2M 0.4% 62
2024
Q1 		$112M Buy
645,379
+57,213
+10% +$9.63M 0.43% 66
2023
Q4 		$110M Buy
588,166
+33,984
+6% +$5.64M 0.46% 61
2023
Q3 		$93.9M Buy
554,182
+22,673
+4% +$4.12M 0.55% 48
2023
Q2 		$98.4M Buy
531,509
+1,453
+0.3% +$271K 0.59% 45
2023
Q1 		$96.6M Buy
530,056
+443,234
+511% +$77.5M 0.61% 45
2022
Q4 		$15.7M Buy
86,822
+12,050
+16% +$2.15M 0.11% 121
2022
Q3 		$12.2M Sell
74,772
-3,269
-4% -$563K 0.09% 121
2022
Q2 		$13M Sell
78,041
-8,211
-10% -$1.38M 0.09% 115
2022
Q1 		$14.4M Buy
86,252
+2,177
+3% +$365K 0.09% 114
2021
Q4 		$14.6M Sell
84,075
-2,574
-3% -$420K 0.08% 134
2021
Q3 		$13M Sell
86,649
-5,198
-6% -$805K 0.08% 147
2021
Q2 		$13.6M Sell
91,847
-8,500
-8% -$1.24M 0.09% 149
2021
Q1 		$14.2M Sell
100,347
-2,546
-2% -$349K 0.11% 136
2020
Q4 		$15.3M Buy
102,893
+1,996
+2% +$284K 0.13% 117
2020
Q3 		$14M Buy
100,897
+4,818
+5% +$655K 0.14% 104
2020
Q2 		$12.7M Sell
96,079
-21,609
-18% -$2.85M 0.15% 100
2020
Q1 		$14.1M Buy
+117,688
New +$15.9M 0.33% 73

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

Bank Julius Baer & Co's PEP Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its PepsiCo (PEP) stake by 8.7% in Q1 2026, selling an estimated $1.42M and leaving 96,085 shares worth $15M. The position accounts for 0.05% of the portfolio, ranked #157.

Bank Julius Baer & Co first reported a position in PEP in Q1 2020 and has held it in 25 quarters since. The position peaked at $112M in Q1 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Bank Julius Baer & Co held 96,085 shares of PepsiCo worth $15M as of Q1 2026.
  • Bank Julius Baer & Co sold 9,132 PepsiCo shares in Q1 2026, an estimated $1.42M.
  • PepsiCo made up 0.05% of Bank Julius Baer & Co's portfolio in Q1 2026, its #157 holding.
  • Bank Julius Baer & Co first reported a position in PepsiCo in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's PepsiCo position peaked at $112M in Q1 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.