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Bridgewater Associates’s PepsiCo PEP Stock Holding History

Bridgewater Associates’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 		$16.1M Buy
103,612
+19,638
+23% +$3.06M 0.07% 193
2025
Q4 		$12.1M Buy
83,974
+794
+1% +$117K 0.04% 305
2025
Q3 		$11.7M Buy
83,180
+5,570
+7% +$795K 0.05% 308
2025
Q2 		$10.2M Sell
77,610
-24,453
-24% -$3.29M 0.04% 250
2025
Q1 		$15.3M Sell
102,063
-145,475
-59% -$21.7M 0.07% 209
2024
Q4 		$37.6M Sell
247,538
-510,356
-67% -$83.6M 0.17% 108
2024
Q3 		$129M Sell
757,894
-1,107,278
-59% -$190M 0.73% 27
2024
Q2 		$308M Sell
1,865,172
-275,852
-13% -$47.6M 1.61% 14
2024
Q1 		$375M Sell
2,141,024
-300,826
-12% -$50.6M 1.89% 11
2023
Q4 		$415M Sell
2,441,850
-238,341
-9% -$39.5M 2.32% 7
2023
Q3 		$454M Buy
2,680,191
+113,625
+4% +$20.6M 2.74% 6
2023
Q2 		$475M Sell
2,566,566
-240,957
-9% -$45M 2.94% 6
2023
Q1 		$512M Sell
2,807,523
-213,055
-7% -$37.2M 3.12% 5
2022
Q4 		$546M Sell
3,020,578
-1,000,913
-25% -$179M 2.98% 5
2022
Q3 		$657M Buy
4,021,491
+212,532
+6% +$36.6M 3.32% 3
2022
Q2 		$635M Sell
3,808,959
-362,309
-9% -$61M 2.69% 8
2022
Q1 		$698M Buy
4,171,268
+1,119,392
+37% +$188M 2.81% 9
2021
Q4 		$530M Buy
3,051,876
+372,683
+14% +$60.9M 3.08% 4
2021
Q3 		$403M Buy
2,679,193
+10,102
+0.4% +$1.56M 2.21% 10
2021
Q2 		$395M Buy
2,669,091
+880,614
+49% +$128M 2.54% 7
2021
Q1 		$253M Buy
1,788,477
+310,789
+21% +$42.6M 2.23% 9
2020
Q4 		$219M Buy
1,477,688
+783,952
+113% +$111M 1.9% 13
2020
Q3 		$96.2M Buy
+693,736
New +$94.4M 1.16% 20
2020
Q2 		– Sell
-37,889
Closed -$4.55M – 479
2020
Q1 		$4.55M Buy
+37,889
New +$5.12M 0.09% 66
2018
Q2 		– Sell
-100,321
Closed -$10.9M – 511
2018
Q1 		$10.9M Buy
100,321
+24,822
+33% +$2.82M 0.1% 57
2017
Q4 		$9.05M Sell
75,499
-11,409
-13% -$1.3M 0.07% 54
2017
Q3 		$9.68M Buy
86,908
+79,319
+1,045% +$9.16M 0.07% 76
2017
Q2 		$876K Buy
+7,589
New +$871K 0.01% 217
2016
Q3 		– Sell
-103,500
Closed -$11M – 380
2016
Q2 		$11M Buy
103,500
+48,800
+89% +$5.04M 0.14% 62
2016
Q1 		$5.61M Sell
54,700
-227,941
-81% -$22.5M 0.07% 113
2015
Q4 		$28.2M Sell
282,641
-7,762
-3% -$774K 0.37% 11
2015
Q3 		$27.4M Buy
290,403
+229,194
+374% +$21.8M 0.37% 10
2015
Q2 		$5.71M Sell
61,209
-69,300
-53% -$6.62M 0.05% 90
2015
Q1 		$12.5M Buy
130,509
+111,148
+574% +$10.8M 0.1% 44
2014
Q4 		$1.83M Sell
19,361
-21,892
-53% -$2.1M 0.01% 206
2014
Q3 		$3.84M Sell
41,253
-99,224
-71% -$9.06M 0.03% 121
2014
Q2 		$12.6M Buy
140,477
+60,900
+77% +$5.26M 0.09% 35
2014
Q1 		$6.64M Sell
79,577
-207,400
-72% -$16.8M 0.05% 77
2013
Q4 		$23.8M Buy
+286,977
New +$23.8M 0.19% 8
2013
Q3 		– Sell
-52,486
Closed -$4.29M – 383
2013
Q2 		$4.29M Buy
+52,486
New +$4.29M 0.04% 94

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

Bridgewater Associates's PEP Position: Q1 2026 in Review

Bridgewater Associates increased its PepsiCo (PEP) stake by 23% in Q1 2026, buying an estimated $3.06M and bringing the position to 103,612 shares worth $16.1M. The position accounts for 0.07% of the portfolio, ranked #193.

Bridgewater Associates first reported a position in PEP in Q2 2013 and has held it in 40 quarters since. The position peaked at $698M in Q1 2022. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Bridgewater Associates held 103,612 shares of PepsiCo worth $16.1M as of Q1 2026.
  • Bridgewater Associates bought 19,638 PepsiCo shares in Q1 2026, an estimated $3.06M.
  • PepsiCo made up 0.07% of Bridgewater Associates's portfolio in Q1 2026, its #193 holding.
  • Bridgewater Associates first reported a position in PepsiCo in Q2 2013 and has held it in 40 quarters since.
  • Bridgewater Associates's PepsiCo position peaked at $698M in Q1 2022.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.