Dimensional Fund Advisors
PEP icon

Dimensional Fund Advisors’s PepsiCo PEP Stock Holding History

Dimensional Fund 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 		$1.25B Buy
8,041,660
+110,346
+1% +$17.2M 0.26% 44
2025
Q4 		$1.14B Sell
7,931,314
-16,719
-0.2% -$2.46M 0.24% 46
2025
Q3 		$1.12B Sell
7,948,033
-212,620
-3% -$30.4M 0.24% 46
2025
Q2 		$1.08B Buy
8,160,653
+253,194
+3% +$34.1M 0.25% 47
2025
Q1 		$1.19B Buy
7,907,459
+158,565
+2% +$23.6M 0.29% 38
2024
Q4 		$1.18B Buy
7,748,894
+159,081
+2% +$26.1M 0.28% 38
2024
Q3 		$1.29B Buy
7,589,813
+186,415
+3% +$32M 0.31% 30
2024
Q2 		$1.22B Buy
7,403,398
+561,465
+8% +$96.9M 0.32% 30
2024
Q1 		$1.2B Buy
6,841,933
+197,874
+3% +$33.3M 0.32% 28
2023
Q4 		$1.13B Buy
6,644,059
+375,963
+6% +$62.4M 0.33% 31
2023
Q3 		$1.06B Buy
6,268,096
+147,811
+2% +$26.8M 0.35% 29
2023
Q2 		$1.13B Buy
6,120,285
+88,565
+1% +$16.5M 0.36% 28
2023
Q1 		$1.1B Sell
6,031,720
-18,555
-0.3% -$3.24M 0.37% 29
2022
Q4 		$1.09M Sell
6,050,275
-106,791
-2% -$19M 0.32% 37
2022
Q3 		$1.01B Buy
6,157,066
+98,091
+2% +$16.9M 0.39% 27
2022
Q2 		$1.01B Buy
6,058,975
+68,679
+1% +$11.6M 0.36% 30
2022
Q1 		$1B Buy
5,990,296
+117,817
+2% +$19.8M 0.31% 37
2021
Q4 		$1.02B Buy
5,872,479
+27,679
+0.5% +$4.52M 0.31% 34
2021
Q3 		$879M Buy
5,844,800
+44,198
+0.8% +$6.84M 0.28% 36
2021
Q2 		$859M Buy
5,800,602
+7,080
+0.1% +$1.03M 0.27% 39
2021
Q1 		$820M Sell
5,793,522
-18,293
-0.3% -$2.51M 0.27% 37
2020
Q4 		$862M Buy
5,811,815
+44,504
+0.8% +$6.33M 0.31% 30
2020
Q3 		$799M Buy
5,767,311
+123,400
+2% +$16.8M 0.34% 30
2020
Q2 		$746M Buy
5,643,911
+265,234
+5% +$35M 0.33% 34
2020
Q1 		$646M Buy
5,378,677
+408,863
+8% +$55.3M 0.34% 35
2019
Q4 		$679M Buy
4,969,814
+23,435
+0.5% +$3.19M 0.25% 43
2019
Q3 		$678M Buy
4,946,379
+161,066
+3% +$21.4M 0.26% 41
2019
Q2 		$628M Buy
4,785,313
+293,410
+7% +$37.6M 0.24% 42
2019
Q1 		$550M Buy
4,491,903
+56,486
+1% +$6.44M 0.22% 50
2018
Q4 		$490M Buy
4,435,417
+104,078
+2% +$11.7M 0.22% 49
2018
Q3 		$484M Buy
4,331,339
+91,396
+2% +$10.3M 0.18% 63
2018
Q2 		$462M Buy
4,239,943
+134,874
+3% +$13.9M 0.18% 60
2018
Q1 		$448M Buy
4,105,069
+323,078
+9% +$36.7M 0.19% 62
2017
Q4 		$454M Buy
3,781,991
+27,345
+0.7% +$3.12M 0.19% 58
2017
Q3 		$418M Buy
3,754,646
+8,829
+0.2% +$1.02M 0.18% 60
2017
Q2 		$433M Buy
3,745,817
+72,557
+2% +$8.32M 0.2% 53
2017
Q1 		$411M Buy
3,673,260
+153,332
+4% +$16.5M 0.2% 55
2016
Q4 		$368M Buy
3,519,928
+123,376
+4% +$12.9M 0.18% 64
2016
Q3 		$369M Buy
3,396,552
+185,335
+6% +$20M 0.2% 53
2016
Q2 		$340M Buy
3,211,217
+29,939
+0.9% +$3.09M 0.2% 55
2016
Q1 		$326M Buy
3,181,278
+80,905
+3% +$7.99M 0.2% 59
2015
Q4 		$310M Buy
3,100,373
+142,355
+5% +$14.2M 0.19% 60
2015
Q3 		$279M Buy
2,958,018
+104,264
+4% +$9.92M 0.18% 65
2015
Q2 		$266M Buy
2,853,754
+161,641
+6% +$15.4M 0.16% 72
2015
Q1 		$257M Buy
2,692,113
+96,363
+4% +$9.32M 0.16% 77
2014
Q4 		$245M Buy
2,595,750
+251,731
+11% +$24.1M 0.16% 83
2014
Q3 		$218M Buy
2,344,019
+145,975
+7% +$13.3M 0.15% 93
2014
Q2 		$196M Buy
2,198,044
+231,097
+12% +$20M 0.14% 110
2014
Q1 		$164M Buy
1,966,947
+340,734
+21% +$27.7M 0.12% 132
2013
Q4 		$135M Buy
1,626,213
+39,827
+3% +$3.31M 0.11% 171
2013
Q3 		$126M Buy
1,586,386
+23,968
+2% +$1.97M 0.11% 159
2013
Q2 		$128M Buy
+1,562,418
New +$128M 0.12% 144

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 $137B AUM 18.02% 1-Year Est. Return

Dimensional Fund Advisors's PEP Position: Q1 2026 in Review

Dimensional Fund Advisors increased its PepsiCo (PEP) stake by 1.4% in Q1 2026, buying an estimated $17.2M and bringing the position to 8,041,660 shares worth $1.25B. The position accounts for 0.26% of the portfolio, ranked #44.

Dimensional Fund Advisors first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.29B in Q3 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Dimensional Fund Advisors held 8,041,660 shares of PepsiCo worth $1.25B as of Q1 2026.
  • Dimensional Fund Advisors bought 110,346 PepsiCo shares in Q1 2026, an estimated $17.2M.
  • PepsiCo made up 0.26% of Dimensional Fund Advisors's portfolio in Q1 2026, its #44 holding.
  • Dimensional Fund Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's PepsiCo position peaked at $1.29B in Q3 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.