DSG Capital Advisors’s PepsiCo PEP Stock Holding History

DSG Capital 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	$466K	Hold	3,000	–	–	0.07%	98
2025 Q4	$440K	Hold	3,000	–	–	0.07%	99
2025 Q3	$421K	Hold	3,000	–	–	0.07%	101
2025 Q2	$396K	Sell	3,000 -34	-1%	-$4.58K	0.07%	102
2025 Q1	$455K	Hold	3,034	–	–	0.09%	97
2024 Q4	$461K	Buy	+3,034	New	+$497K	0.08%	96

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

DSG Capital Advisors's PEP Position: Q1 2026 in Review

DSG Capital Advisors held its PepsiCo (PEP) position steady in Q1 2026 at 3,000 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #98.

DSG Capital Advisors first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

DSG Capital Advisors held 3,000 shares of PepsiCo worth $466K as of Q1 2026.
DSG Capital Advisors left its PepsiCo share count unchanged in Q1 2026.
PepsiCo made up 0.07% of DSG Capital Advisors's portfolio in Q1 2026, its #98 holding.
DSG Capital Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.