J. Goldman & Co’s PepsiCo PEP Stock Holding History

J. Goldman & Co’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	$1.8M	Buy	+11,600	New	+$1.81M	0.05%	336
2016 Q4	–	Sell	-331,200	Closed	-$36M	–	364
2016 Q3	$36M	Sell	331,200 -311,400	-48%	-$33.6M	2.03%	4
2016 Q2	$68.1M	Buy	642,600 +61,950	+11%	+$6.39M	3.56%	3
2016 Q1	$59.5M	Buy	+580,650	New	+$57.4M	3.69%	2
2015 Q3	–	Sell	-715,594	Closed	-$66.8M	–	288
2015 Q2	$66.8M	Buy	+715,594	New	+$68.4M	4.06%	4
2014 Q1	–	Sell	-26,000	Closed	-$2.16M	–	283
2013 Q4	$2.16M	Buy	+26,000	New	+$2.16M	0.27%	109

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

J. Goldman & Co's PEP Position: Q1 2026 in Review

J. Goldman & Co opened a new position in PepsiCo (PEP) in Q1 2026: 11,600 shares worth $1.8M. The stake represents 0.05% of the portfolio and ranks #336 among its holdings. This is a return to the name: J. Goldman & Co previously reported a position in PEP as recently as Q3 2016.

J. Goldman & Co first reported a position in PEP in Q4 2013 and has held it in 6 quarters since. The position peaked at $68.1M in Q2 2016. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

J. Goldman & Co held 11,600 shares of PepsiCo worth $1.8M as of Q1 2026.
PepsiCo was a new J. Goldman & Co position in Q1 2026.
PepsiCo made up 0.05% of J. Goldman & Co's portfolio in Q1 2026, its #336 holding.
J. Goldman & Co first reported a position in PepsiCo in Q4 2013 and has held it in 6 quarters since.
J. Goldman & Co's PepsiCo position peaked at $68.1M in Q2 2016.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.