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

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.