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 $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

HighTower Advisors's PEP Position: Q1 2026 in Review

HighTower Advisors increased its PepsiCo (PEP) stake by 8% in Q1 2026, buying an estimated $42.7M and bringing the position to 3,696,273 shares worth $574M. The position accounts for 0.61% of the portfolio, ranked #25.

HighTower Advisors first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

HighTower Advisors held 3,696,273 shares of PepsiCo worth $574M as of Q1 2026.
HighTower Advisors bought 274,252 PepsiCo shares in Q1 2026, an estimated $42.7M.
PepsiCo made up 0.61% of HighTower Advisors's portfolio in Q1 2026, its #25 holding.
HighTower Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.