HighTower Advisors
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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
2024
Q2 		– Sell
-100
Closed -$6 – 3855
2024
Q1 		$6 Buy
+100
New +$16.8K ﹤0.01% 3604
2023
Q2 		– Sell
-100
Closed -$42 – 3621
2023
Q1 		$42 Buy
+100
New +$17.5K ﹤0.01% 3387
2021
Q2 		– Sell
-668
Closed -$9K – 3328
2021
Q1 		$9K Sell
668
-9
-1% -$1.24K ﹤0.01% 2934
2020
Q4 		$68K Sell
677
-65,923
-99% -$9.37M ﹤0.01% 2382
2020
Q3 		$282K Sell
66,600
-22,000
-25% -$2.99M ﹤0.01% 1868
2020
Q2 		$594K Buy
88,600
+34,700
+64% +$4.57M ﹤0.01% 1375
2020
Q1 		$938K Sell
53,900
-200
-0.4% -$27K 0.01% 1036
2019
Q4 		$151K Buy
54,100
+1,500
+3% +$204K ﹤0.01% 2029
2019
Q3 		$94K Buy
52,600
+500
+1% +$66.4K ﹤0.01% 2172
2019
Q2 		$219K Buy
52,100
+2,400
+5% +$308K ﹤0.01% 2000
2019
Q1 		$28K Sell
49,700
-100
-0.2% -$11.4K ﹤0.01% 2163
2018
Q4 		$77K Hold
49,800
– – ﹤0.01% 1995
2018
Q3 		$77K Sell
49,800
-700
-1% -$79.3K ﹤0.01% 2089
2018
Q2 		$95K Buy
50,500
+11,400
+29% +$1.18M ﹤0.01% 2010
2018
Q1 		$183K Sell
39,100
-1,700
-4% -$193K ﹤0.01% 1894
2017
Q4 		$18K Buy
+40,800
New +$4.66M ﹤0.01% 2164
2016
Q4 		– Sell
-15,500
Closed -$17K – 2009
2016
Q3 		$17K Buy
+15,500
New +$1.67M ﹤0.01% 1826

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

HighTower Advisors's PEP Position: Q3 2026 in Review

HighTower Advisors increased its PepsiCo (PEP) stake by 1.9% in Q3 2026, buying an estimated $9.9M and bringing the position to 3,827,982 shares worth $485M. The position accounts for 0.46% of the portfolio, ranked #36.

HighTower Advisors first reported a position in PEP in Q2 2013 and has held it in 54 quarters since. The position peaked at $574M in Q1 2026. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • HighTower Advisors held 3,827,982 shares of PepsiCo worth $485M as of Q3 2026.
  • HighTower Advisors bought 71,634 PepsiCo shares in Q3 2026, an estimated $9.9M.
  • PepsiCo made up 0.46% of HighTower Advisors's portfolio in Q3 2026, its #36 holding.
  • HighTower Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 54 quarters since.
  • HighTower Advisors's PepsiCo position peaked at $574M in Q1 2026.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.