Capital World Investors’s PepsiCo PEP Stock Holding History

Capital World Investors’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	$210M	Buy	1,352,316 +991,880	+275%	+$155M	0.03%	301
2025 Q4	$51.7M	Buy	+360,436	New	+$53M	0.01%	410
2022 Q2	–	Sell	-850,000	Closed	-$142M	–	581
2022 Q1	$142M	Sell	850,000 -1,210,000	-59%	-$203M	0.02%	331
2021 Q4	$358M	Buy	2,060,000 +250,000	+14%	+$40.8M	0.06%	251
2021 Q3	$272M	Buy	1,810,000 +156,600	+9%	+$24.2M	0.05%	274
2021 Q2	$245M	Buy	1,653,400 +513,395	+45%	+$74.8M	0.04%	290
2021 Q1	$161M	Buy	+1,140,005	New	+$156M	0.03%	316
2017 Q1	–	Sell	-153,000	Closed	-$16M	–	510
2016 Q4	$16M	Hold	153,000	–	–	﹤0.01%	415
2016 Q3	$16.6M	Sell	153,000 -10,000	-6%	-$1.08M	﹤0.01%	416
2016 Q2	$17.3M	Sell	163,000 -3,500,000	-96%	-$361M	﹤0.01%	408
2016 Q1	$375M	Sell	3,663,000 -4,371,000	-54%	-$432M	0.1%	173
2015 Q4	$803M	Sell	8,034,000 -3,755,000	-32%	-$375M	0.22%	110
2015 Q3	$1.11B	Sell	11,789,000 -10,473,000	-47%	-$996M	0.33%	84
2015 Q2	$2.08B	Sell	22,262,000 -6,096,710	-21%	-$583M	0.56%	49
2015 Q1	$2.71B	Sell	28,358,710 -17,100,640	-38%	-$1.65B	0.73%	37
2014 Q4	$4.3B	Sell	45,459,350 -2,812,738	-6%	-$270M	1.17%	17
2014 Q3	$4.49B	Buy	48,272,088 +6,540,000	+16%	+$597M	1.26%	16
2014 Q2	$3.73B	Buy	41,732,088 +662,503	+2%	+$57.2M	1.03%	22
2014 Q1	$3.43B	Sell	41,069,585 -14,225,901	-26%	-$1.15B	0.98%	23
2013 Q4	$4.59B	Sell	55,295,486 -9,492,714	-15%	-$788M	1.29%	16
2013 Q3	$5.15B	Buy	64,788,200 +9,167,398	+16%	+$753M	1.56%	10
2013 Q2	$4.55B	Buy	+55,620,802	New	+$4.54B	1.47%	13

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

Capital World Investors's PEP Position: Q1 2026 in Review

Capital World Investors increased its PepsiCo (PEP) stake by 275% in Q1 2026, buying an estimated $155M and bringing the position to 1,352,316 shares worth $210M. The position accounts for 0.03% of the portfolio, ranked #301.

Capital World Investors first reported a position in PEP in Q2 2013 and has held it in 22 quarters since. The position peaked at $5.15B in Q3 2013. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Capital World Investors held 1,352,316 shares of PepsiCo worth $210M as of Q1 2026.
Capital World Investors bought 991,880 PepsiCo shares in Q1 2026, an estimated $155M.
PepsiCo made up 0.03% of Capital World Investors's portfolio in Q1 2026, its #301 holding.
Capital World Investors first reported a position in PepsiCo in Q2 2013 and has held it in 22 quarters since.
Capital World Investors's PepsiCo position peaked at $5.15B in Q3 2013.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Capital World Investors's 13F filing for Q1 2026, filed 13 May 2026.