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DCM Advisors’s PepsiCo PEP Stock Holding History

DCM 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 		$1.91M Buy
14,097
+501
+4% +$74.9K 0.75% 34
2026
Q1 		$2.11M Sell
13,596
-130
-0.9% -$20.3K 0.96% 32
2025
Q4 		$1.97M Hold
13,726
– – 0.82% 30
2025
Q3 		$1.93M Sell
13,726
-588
-4% -$84K 0.81% 30
2025
Q2 		$1.89M Buy
14,314
+1,121
+8% +$151K 0.81% 30
2025
Q1 		$1.97M Sell
13,193
-1,398
-10% -$208K 1.05% 31
2024
Q4 		$2.22M Buy
14,591
+1,483
+11% +$243K 1.04% 27
2024
Q3 		$2.23M Hold
13,108
– – 1.12% 28
2024
Q2 		$2.16M Sell
13,108
-2,663
-17% -$460K 1.14% 28
2024
Q1 		$2.76M Sell
15,771
-1,463
-8% -$246K 1.14% 30
2023
Q4 		$2.93M Sell
17,234
-251
-1% -$41.6K 1.05% 31
2023
Q3 		$2.96M Sell
17,485
-28
-0.2% -$5.08K 1.34% 26
2023
Q2 		$3.24M Sell
17,513
-231
-1% -$43.1K 1.39% 26
2023
Q1 		$3.23M Sell
17,744
-87
-0.5% -$15.2K 1.51% 26
2022
Q4 		$3.22M Buy
17,831
+2,458
+16% +$438K 1.56% 24
2022
Q3 		$2.51M Sell
15,373
-1,811
-11% -$312K 1.26% 23
2022
Q2 		$2.86M Sell
17,184
-169
-1% -$28.4K 1.24% 19
2022
Q1 		$2.9M Buy
17,353
+1,947
+13% +$327K 1.03% 25
2021
Q4 		$2.68M Buy
15,406
+9,192
+148% +$1.5M 0.79% 33
2021
Q3 		$934K Buy
+6,214
New +$962K 0.36% 79

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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

DCM Advisors's PEP Position: Q2 2026 in Review

DCM Advisors increased its PepsiCo (PEP) stake by 3.7% in Q2 2026, buying an estimated $74.9K and bringing the position to 14,097 shares worth $1.91M. The position accounts for 0.75% of the portfolio, ranked #34.

DCM Advisors first reported a position in PEP in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.24M in Q2 2023. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • DCM Advisors held 14,097 shares of PepsiCo worth $1.91M as of Q2 2026.
  • DCM Advisors bought 501 PepsiCo shares in Q2 2026, an estimated $74.9K.
  • PepsiCo made up 0.75% of DCM Advisors's portfolio in Q2 2026, its #34 holding.
  • DCM Advisors first reported a position in PepsiCo in Q3 2021 and has held it in 20 quarters since.
  • DCM Advisors's PepsiCo position peaked at $3.24M in Q2 2023.
  • 3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

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