CIBC Private Wealth Group
PEP icon

CIBC Private Wealth Group’s PepsiCo PEP Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$86.6M Sell
603,191
-43,555
-7% -$6.4M 0.15% 141
2025
Q3 		$90.8M Sell
646,746
-1,629,546
-72% -$233M 0.16% 144
2025
Q2 		$301M Sell
2,276,292
-9,236
-0.4% -$1.24M 0.54% 52
2025
Q1 		$321M Buy
2,285,528
+347
+0% +$51.6K 0.68% 38
2024
Q4 		$335M Sell
2,285,181
-84,017
-4% -$13.8M 0.61% 43
2024
Q3 		$403M Sell
2,369,198
-23,428
-1% -$4.02M 0.72% 27
2024
Q2 		$388M Sell
2,392,626
-31,563
-1% -$5.45M 0.73% 27
2024
Q1 		$419M Sell
2,424,189
-35,734
-1% -$6.02M 0.82% 26
2023
Q4 		$418M Buy
2,459,923
+353,332
+17% +$58.6M 0.88% 26
2023
Q3 		$357M Sell
2,106,591
-46,128
-2% -$8.38M 0.84% 26
2023
Q2 		$399M Buy
2,152,719
+39,653
+2% +$7.4M 0.87% 25
2023
Q1 		$180M Sell
2,113,066
-26,873
-1% -$4.7M 0.4% 66
2022
Q4 		$357M Buy
2,139,939
+50,960
+2% +$9.09M 1.2% 19
2022
Q3 		$341M Buy
2,088,979
+20,284
+1% +$3.5M 0.92% 26
2022
Q2 		$345M Buy
2,068,695
+11,987
+0.6% +$2.02M 0.9% 28
2022
Q1 		$344M Sell
2,056,708
-124
-0% -$20.8K 0.75% 34
2021
Q4 		$357M Buy
2,056,832
+19,874
+1% +$3.25M 0.74% 34
2021
Q3 		$306M Buy
2,036,958
+909
+0% +$141K 0.71% 35
2021
Q2 		$302M Sell
2,036,049
-15,428
-0.8% -$2.25M 0.69% 37
2021
Q1 		$290M Sell
2,051,477
-327,259
-14% -$44.9M 0.73% 37
2020
Q4 		$353M Buy
2,378,736
+19,416
+0.8% +$2.76M 0.93% 27
2020
Q3 		$327M Buy
2,359,320
+320,496
+16% +$43.6M 1% 22
2020
Q2 		$270M Sell
2,038,824
-163,314
-7% -$21.5M 1.31% 14
2020
Q1 		$264M Buy
2,202,138
+36,111
+2% +$4.88M 1.13% 20
2019
Q4 		$296M Buy
2,166,027
+15,149
+0.7% +$2.06M 0.97% 26
2019
Q3 		$295M Buy
2,150,878
+202,087
+10% +$26.8M 1.04% 20
2019
Q2 		$256M Buy
1,948,791
+200,313
+11% +$25.7M 0.9% 27
2019
Q1 		$214M Sell
1,748,478
-35,036
-2% -$3.99M 0.83% 29
2018
Q4 		$197M Buy
1,783,514
+57,980
+3% +$6.54M 0.88% 25
2018
Q3 		$193M Sell
1,725,534
-13,051
-0.8% -$1.48M 0.73% 35
2018
Q2 		$189M Sell
1,738,585
-74,682
-4% -$7.71M 0.77% 28
2018
Q1 		$198M Sell
1,813,267
-37,228
-2% -$4.23M 0.86% 23
2017
Q4 		$222M Sell
1,850,495
-17,192
-0.9% -$1.96M 0.94% 20
2017
Q3 		$208M Buy
1,867,687
+108,381
+6% +$12.5M 0.95% 20
2017
Q2 		$203M Sell
1,759,306
-4,559
-0.3% -$523K 1.28% 16
2017
Q1 		$197M Buy
1,763,865
+15,565
+0.9% +$1.67M 1.24% 18
2016
Q4 		$183M Buy
1,748,300
+256,877
+17% +$26.9M 1.21% 19
2016
Q3 		$162M Buy
1,491,423
+16,758
+1% +$1.81M 1.13% 21
2016
Q2 		$156M Buy
1,474,665
+20,326
+1% +$2.1M 1.14% 19
2016
Q1 		$149M Sell
1,454,339
-14,226
-1% -$1.41M 1.15% 21
2015
Q4 		$147M Sell
1,468,565
-7,647
-0.5% -$763K 1.15% 20
2015
Q3 		$139M Buy
1,476,212
+2,364
+0.2% +$225K 1.15% 22
2015
Q2 		$138M Buy
1,473,848
+3,798
+0.3% +$363K 1% 27
2015
Q1 		$141M Buy
1,470,050
+214
+0% +$20.7K 1.04% 21
2014
Q4 		$139M Buy
1,469,836
+678
+0% +$65K 1.06% 23
2014
Q3 		$137M Buy
1,469,158
+2,018
+0.1% +$184K 1.08% 18
2014
Q2 		$131M Sell
1,467,140
-12,700
-0.9% -$1.1M 1.06% 20
2014
Q1 		$122M Buy
+1,479,840
New +$120M 1.04% 22

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CIBC Private Wealth Group's PEP Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its PepsiCo (PEP) stake by 6.7% in Q4 2025, selling an estimated $6.4M and leaving 603,191 shares worth $86.6M. The position accounts for 0.15% of the portfolio, ranked #141.

CIBC Private Wealth Group first reported a position in PEP in Q1 2014 and has held it in 48 quarters since. The position peaked at $419M in Q1 2024. 3,510 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • CIBC Private Wealth Group held 603,191 shares of PepsiCo worth $86.6M as of Q4 2025.
  • CIBC Private Wealth Group sold 43,555 PepsiCo shares in Q4 2025, an estimated $6.4M.
  • PepsiCo made up 0.15% of CIBC Private Wealth Group's portfolio in Q4 2025, its #141 holding.
  • CIBC Private Wealth Group first reported a position in PepsiCo in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's PepsiCo position peaked at $419M in Q1 2024.
  • 3,510 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.