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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
Q2 		$372K Sell
2,750
-250
-8% -$37.4K 0.05% 99
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
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

DSG Capital Advisors's PEP Position: Q2 2026 in Review

DSG Capital Advisors reduced its PepsiCo (PEP) stake by 8.3% in Q2 2026, selling an estimated $37.4K and leaving 2,750 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #99.

DSG Capital Advisors first reported a position in PEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $466K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • DSG Capital Advisors held 2,750 shares of PepsiCo worth $372K as of Q2 2026.
  • DSG Capital Advisors sold 250 PepsiCo shares in Q2 2026, an estimated $37.4K.
  • PepsiCo made up 0.05% of DSG Capital Advisors's portfolio in Q2 2026, its #99 holding.
  • DSG Capital Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 7 quarters since.
  • DSG Capital Advisors's PepsiCo position peaked at $466K in Q1 2026.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.