JGC
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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 		$3.48M Buy
+22,400
New +$3.49M 0.1% 237
2017
Q3 		– Sell
-300,000
Closed -$34.6M – 379
2017
Q2 		$34.6M Buy
+300,000
New +$34.4M 1.88% 5
2016
Q3 		– Sell
-12,500
Closed -$1.32M – 376
2016
Q2 		$1.32M Sell
12,500
-60,000
-83% -$6.19M 0.07% 234
2016
Q1 		$7.43M Buy
+72,500
New +$7.16M 0.46% 63

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

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.