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 Q2	$52.1M	Sell	384,570 -967,746	-72%	-$145M	0.01%	482
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital World Investors's PEP Position: Q2 2026 in Review

Capital World Investors reduced its PepsiCo (PEP) stake by 72% in Q2 2026, selling an estimated $145M and leaving 384,570 shares worth $52.1M. The position accounts for 0.01% of the portfolio, ranked #482.

Capital World Investors first reported a position in PEP in Q2 2013 and has held it in 23 quarters since. The position peaked at $5.15B in Q3 2013. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Capital World Investors held 384,570 shares of PepsiCo worth $52.1M as of Q2 2026.
Capital World Investors sold 967,746 PepsiCo shares in Q2 2026, an estimated $145M.
PepsiCo made up 0.01% of Capital World Investors's portfolio in Q2 2026, its #482 holding.
Capital World Investors first reported a position in PepsiCo in Q2 2013 and has held it in 23 quarters since.
Capital World Investors's PepsiCo position peaked at $5.15B in Q3 2013.
3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.