HEIP
PEP icon

Hudson Edge Investment Partners’s PepsiCo PEP Stock Holding History

Hudson Edge Investment Partners’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
Q1 		$7.7M Buy
+49,608
New +$7.73M 1.13% 20
2025
Q1 		– Sell
-9,571
Closed -$1.46M – 170
2024
Q4 		$1.46M Sell
9,571
-374
-4% -$61.3K 0.27% 60
2024
Q3 		$1.69M Sell
9,945
-125
-1% -$21.5K 0.31% 59
2024
Q2 		$1.66M Hold
10,070
– – 0.32% 61
2024
Q1 		$1.76M Sell
10,070
-250
-2% -$42.1K 0.34% 60
2023
Q4 		$1.75M Buy
10,320
+180
+2% +$29.9K 0.41% 57
2023
Q3 		$1.72M Hold
10,140
– – 0.56% 53
2023
Q2 		$1.88M Sell
10,140
-26
-0.3% -$4.85K 0.6% 52
2023
Q1 		$1.85M Hold
10,166
– – 0.58% 52
2022
Q4 		$1.84M Hold
10,166
– – 0.63% 52
2022
Q3 		$1.66M Hold
10,166
– – 0.62% 53
2022
Q2 		$1.69M Buy
10,166
+340
+3% +$57.2K 0.62% 52
2022
Q1 		$1.65M Sell
9,826
-885
-8% -$149K 0.52% 56
2021
Q4 		$1.86M Sell
10,711
-130
-1% -$21.2K 0.58% 54
2021
Q3 		$1.63M Sell
10,841
-30
-0.3% -$4.64K 0.54% 56
2021
Q2 		$1.61M Sell
10,871
-20
-0.2% -$2.91K 0.51% 57
2021
Q1 		$1.54M Buy
10,891
+527
+5% +$72.3K 0.51% 56
2020
Q4 		$1.54M Sell
10,364
-65
-0.6% -$9.24K 0.55% 56
2020
Q3 		$1.45M Hold
10,429
– – 0.58% 59
2020
Q2 		$1.38M Sell
10,429
-615
-6% -$81.1K 0.44% 55
2020
Q1 		$1.33M Sell
11,044
-100
-0.9% -$13.5K 0.5% 51
2019
Q4 		$1.52M Buy
11,144
+10
+0.1% +$1.36K 0.4% 53
2019
Q3 		$1.53M Sell
11,134
-110
-1% -$14.6K 0.43% 54
2019
Q2 		$1.47M Hold
11,244
– – 0.43% 53
2019
Q1 		$1.38M Sell
11,244
-250
-2% -$28.5K 0.42% 50
2018
Q4 		$1.27M Buy
11,494
+934
+9% +$105K 0.39% 49
2018
Q3 		$1.18M Sell
10,560
-50
-0.5% -$5.66K 0.21% 55
2018
Q2 		$1.16M Sell
10,610
-407
-4% -$42K 0.22% 56
2018
Q1 		$1.2M Sell
11,017
-221
-2% -$25.1K 0.18% 54
2017
Q4 		$1.35M Buy
11,238
+5
+0% +$571 0.19% 54
2017
Q3 		$1.25M Hold
11,233
– – 0.18% 53
2017
Q2 		$1.3M Sell
11,233
-10
-0.1% -$1.15K 0.18% 52
2017
Q1 		$1.26M Buy
11,243
+600
+6% +$64.4K 0.17% 52
2016
Q4 		$1.11M Sell
10,643
-20
-0.2% -$2.09K 0.15% 55
2016
Q3 		$1.16M Sell
10,663
-100
-0.9% -$10.8K 0.17% 53
2016
Q2 		$1.14M Sell
10,763
-520
-5% -$53.7K 0.17% 53
2016
Q1 		$1.16M Sell
11,283
-20
-0.2% -$1.98K 0.11% 100
2015
Q4 		$1.13M Sell
11,303
-22
-0.2% -$2.19K 0.11% 100
2015
Q3 		$1.07M Buy
11,325
+150
+1% +$14.3K 0.06% 99
2015
Q2 		$1.04M Sell
11,175
-125
-1% -$11.9K 0.04% 101
2015
Q1 		$1.08M Sell
11,300
-55
-0.5% -$5.32K 0.04% 102
2014
Q4 		$1.07M Sell
11,355
-5
-0% -$479 0.04% 100
2014
Q3 		$1.06M Buy
11,360
+450
+4% +$41.1K 0.04% 99
2014
Q2 		$975K Buy
10,910
+230
+2% +$19.9K 0.03% 98
2014
Q1 		$892K Sell
10,680
-430
-4% -$34.9K 0.03% 100
2013
Q4 		$921K Sell
11,110
-425
-4% -$35.3K 0.04% 99
2013
Q3 		$917K Sell
11,535
-740
-6% -$60.8K 0.04% 100
2013
Q2 		$1M Buy
+12,275
New +$1M 0.04% 98

Other funds holding PEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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

Hudson Edge Investment Partners's PEP Position: Q1 2026 in Review

Hudson Edge Investment Partners opened a new position in PepsiCo (PEP) in Q1 2026: 49,608 shares worth $7.7M. The stake represents 1.13% of the portfolio and ranks #20 among its holdings. This is a return to the name: Hudson Edge Investment Partners previously reported a position in PEP as recently as Q4 2024.

Hudson Edge Investment Partners first reported a position in PEP in Q2 2013 and has held it in 48 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Hudson Edge Investment Partners held 49,608 shares of PepsiCo worth $7.7M as of Q1 2026.
  • PepsiCo was a new Hudson Edge Investment Partners position in Q1 2026.
  • PepsiCo made up 1.13% of Hudson Edge Investment Partners's portfolio in Q1 2026, its #20 holding.
  • Hudson Edge Investment Partners first reported a position in PepsiCo in Q2 2013 and has held it in 48 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2026, filed 27 Apr 2026.