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PEP icon

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
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 $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 $147M AUM 25.76% 1-Year Est. Return

DCM Advisors's PEP Position: Q1 2026 in Review

DCM Advisors reduced its PepsiCo (PEP) stake by 0.95% in Q1 2026, selling an estimated $20.3K and leaving 13,596 shares worth $2.11M. The position accounts for 0.96% of the portfolio, ranked #32.

DCM Advisors first reported a position in PEP in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.24M in Q2 2023. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • DCM Advisors held 13,596 shares of PepsiCo worth $2.11M as of Q1 2026.
  • DCM Advisors sold 130 PepsiCo shares in Q1 2026, an estimated $20.3K.
  • PepsiCo made up 0.96% of DCM Advisors's portfolio in Q1 2026, its #32 holding.
  • DCM Advisors first reported a position in PepsiCo in Q3 2021 and has held it in 19 quarters since.
  • DCM Advisors's PepsiCo position peaked at $3.24M in Q2 2023.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on DCM Advisors's 13F filing for Q1 2026, filed 15 May 2026.