Birch Capital Management
PEP icon

Birch Capital Management’s PepsiCo PEP Stock Holding History

Birch Capital Management’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
Q3 		$362K Buy
2,858
+1,346
+89% +$185K 0.17% 50
2026
Q2 		$205K Sell
1,512
-73
-5% -$10.9K 0.1% 58
2026
Q1 		$246K Buy
1,585
+393
+33% +$61.2K 0.13% 54
2025
Q4 		$171K Buy
1,192
+41
+4% +$6.02K 0.09% 57
2025
Q3 		$162K Hold
1,151
– – 0.08% 58
2025
Q2 		$152K Sell
1,151
-94
-8% -$12.7K 0.08% 60
2025
Q1 		$187K Sell
1,245
-3,525
-74% -$525K 0.1% 57
2024
Q4 		$725K Sell
4,770
-2
-0% -$328 0.37% 44
2024
Q3 		$811K Hold
4,772
– – 0.4% 46
2024
Q2 		$787K Sell
4,772
-525
-10% -$90.6K 0.41% 45
2024
Q1 		$927K Sell
5,297
-1,148
-18% -$193K 0.48% 41
2023
Q4 		$1.09M Sell
6,445
-433
-6% -$71.8K 0.63% 36
2023
Q3 		$1.17M Hold
6,878
– – 0.74% 35
2023
Q2 		$1.27M Sell
6,878
-844
-11% -$158K 0.77% 36
2023
Q1 		$1.41M Hold
7,722
– – 0.91% 33
2022
Q4 		$1.4M Sell
7,722
-486
-6% -$86.7K 0.96% 33
2022
Q3 		$1.34M Sell
8,208
-763
-9% -$131K 1.01% 33
2022
Q2 		$1.5M Sell
8,971
-309
-3% -$52K 1.07% 29
2022
Q1 		$1.55M Hold
9,280
– – 0.96% 31
2021
Q4 		$1.61M Hold
9,280
– – 0.97% 30
2021
Q3 		$1.4M Hold
9,280
– – 0.95% 31
2021
Q2 		$1.38M Buy
9,280
+34
+0.4% +$4.95K 0.93% 34
2021
Q1 		$1.31M Sell
9,246
-664
-7% -$91.1K 0.96% 32
2020
Q4 		$1.47M Sell
9,910
-643
-6% -$91.4K 1.12% 30
2020
Q3 		$1.46M Hold
10,553
– – 1.27% 27
2020
Q2 		$1.4M Sell
10,553
-179
-2% -$23.6K 1.31% 28
2020
Q1 		$1.29M Hold
10,732
– – 1.48% 27
2019
Q4 		$1.47M Buy
+10,732
New +$1.46M 1.44% 29

Other funds holding PEP

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Birch Capital Management's PEP Position: Q3 2026 in Review

Birch Capital Management increased its PepsiCo (PEP) stake by 89% in Q3 2026, buying an estimated $185K and bringing the position to 2,858 shares worth $362K. The position accounts for 0.17% of the portfolio, ranked #50.

Birch Capital Management first reported a position in PEP in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.61M in Q4 2021. 1,953 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Birch Capital Management held 2,858 shares of PepsiCo worth $362K as of Q3 2026.
  • Birch Capital Management bought 1,346 PepsiCo shares in Q3 2026, an estimated $185K.
  • PepsiCo made up 0.17% of Birch Capital Management's portfolio in Q3 2026, its #50 holding.
  • Birch Capital Management first reported a position in PepsiCo in Q4 2019 and has held it in 28 quarters since.
  • Birch Capital Management's PepsiCo position peaked at $1.61M in Q4 2021.
  • 1,953 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.