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 Q2	$846K	Sell	6,057 -797	-12%	-$119K	0.05%	185
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bridgewater Advisors's PEP Position: Q2 2026 in Review

Bridgewater Advisors reduced its PepsiCo (PEP) stake by 12% in Q2 2026, selling an estimated $119K and leaving 6,057 shares worth $846K. The position accounts for 0.05% of the portfolio, ranked #185.

Bridgewater Advisors first reported a position in PEP in Q1 2014 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2025. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Bridgewater Advisors held 6,057 shares of PepsiCo worth $846K as of Q2 2026.
Bridgewater Advisors sold 797 PepsiCo shares in Q2 2026, an estimated $119K.
PepsiCo made up 0.05% of Bridgewater Advisors's portfolio in Q2 2026, its #185 holding.
Bridgewater Advisors first reported a position in PepsiCo in Q1 2014 and has held it in 14 quarters since.
Bridgewater Advisors's PepsiCo position peaked at $1.07M in Q4 2025.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.