HighTower Advisors’s PepsiCo PEP Stock Holding History

HighTower 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
2018 Q1	–	Sell	-2,000	Closed	-$7K	–	2297
2017 Q4	$7K	Buy	+2,000	New	+$228K	﹤0.01%	2197
2014 Q2	–	Sell	-28,700	Closed	-$46K	–	1684
2014 Q1	$46K	Sell	28,700 -1,400	-5%	-$114K	﹤0.01%	1426
2013 Q4	$22K	Buy	+30,100	New	+$2.5M	﹤0.01%	1484

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors's PEP Position: Q2 2026 in Review

HighTower Advisors increased its PepsiCo (PEP) stake by 1.6% in Q2 2026, buying an estimated $8.98M and bringing the position to 3,756,348 shares worth $509M. The position accounts for 0.49% of the portfolio, ranked #33.

HighTower Advisors first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $574M in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

HighTower Advisors held 3,756,348 shares of PepsiCo worth $509M as of Q2 2026.
HighTower Advisors bought 60,075 PepsiCo shares in Q2 2026, an estimated $8.98M.
PepsiCo made up 0.49% of HighTower Advisors's portfolio in Q2 2026, its #33 holding.
HighTower Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
HighTower Advisors's PepsiCo position peaked at $574M in Q1 2026.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.