Bridgewater Advisors’s PepsiCo PEP Stock Holding History

Bridgewater 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	$1.02M	Sell	6,854 -836	-11%	-$130K	0.06%	136
2025 Q4	$1.07M	Sell	7,690 -11	-0.1%	-$1.62K	0.07%	130
2025 Q3	$1.03M	Buy	7,701 +556	+8%	+$79.4K	0.07%	123
2025 Q2	$965K	Buy	7,145 +79	+1%	+$10.6K	0.07%	139
2025 Q1	$949K	Buy	+7,066	New	+$1.05M	0.08%	124
2022 Q3	–	Sell	-5,939	Closed	-$990K	–	192
2022 Q2	$990K	Sell	5,939 -139	-2%	-$23.4K	0.21%	83
2022 Q1	$1.02M	Buy	6,078 +111	+2%	+$18.6K	0.25%	90
2021 Q4	$1.04M	Sell	5,967 -1	-0%	-$163	0.23%	94
2021 Q3	$898K	Buy	5,968 +216	+4%	+$33.4K	0.25%	91
2021 Q2	$852K	Buy	5,752 +914	+19%	+$133K	0.27%	93
2021 Q1	$698K	Buy	+4,838	New	+$664K	0.35%	75
2014 Q2	$228K	Hold	2,550	–	–	0.19%	81
2014 Q1	$213K	Buy	+2,550	New	+$207K	0.21%	77

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

Bridgewater Advisors's PEP Position: Q1 2026 in Review

Bridgewater Advisors reduced its PepsiCo (PEP) stake by 11% in Q1 2026, selling an estimated $130K and leaving 6,854 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #136.

Bridgewater Advisors first reported a position in PEP in Q1 2014 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Bridgewater Advisors held 6,854 shares of PepsiCo worth $1.02M as of Q1 2026.
Bridgewater Advisors sold 836 PepsiCo shares in Q1 2026, an estimated $130K.
PepsiCo made up 0.06% of Bridgewater Advisors's portfolio in Q1 2026, its #136 holding.
Bridgewater Advisors first reported a position in PepsiCo in Q1 2014 and has held it in 13 quarters since.
Bridgewater Advisors's PepsiCo position peaked at $1.07M in Q4 2025.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.