JP Morgan Chase’s PepsiCo PEP Stock Holding History

JP Morgan Chase’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	$37.9M	Buy	241,800 +241,500	+80,500%	+$37.6M	﹤0.01%	1578
2025 Q4	$43.1K	Sell	300 -112,200	-100%	-$16.5M	﹤0.01%	6287
2025 Q3	$15.8M	Hold	112,500	–	–	﹤0.01%	2294
2025 Q2	$14.9M	Buy	112,500 +92,500	+463%	+$12.5M	﹤0.01%	2195
2025 Q1	$3M	Sell	20,000 -38,500	-66%	-$5.73M	﹤0.01%	3572
2024 Q4	$8.9M	Buy	58,500 +18,500	+46%	+$3.03M	﹤0.01%	2805
2024 Q3	$6.8M	Sell	40,000 -113,200	-74%	-$19.4M	﹤0.01%	2961
2024 Q2	$25.3M	Buy	153,200 +99,800	+187%	+$17.2M	﹤0.01%	1684
2024 Q1	$9.35M	Sell	53,400 -45,900	-46%	-$7.73M	﹤0.01%	2553
2023 Q4	$16.9M	Buy	99,300 +10,300	+12%	+$1.71M	﹤0.01%	1987
2023 Q3	$15.1M	Sell	89,000 -9,900	-10%	-$1.8M	﹤0.01%	1909
2023 Q2	$18.3M	Buy	98,900 +8,800	+10%	+$1.64M	﹤0.01%	1769
2023 Q1	$16.4M	Sell	90,100 -6,200	-6%	-$1.08M	﹤0.01%	1836
2022 Q4	$17.4M	Buy	96,300 +40,900	+74%	+$7.3M	﹤0.01%	1771
2022 Q3	$9.04M	Buy	55,400 +27,000	+95%	+$4.65M	﹤0.01%	2227
2022 Q2	$4.73M	Sell	28,400 -95,400	-77%	-$16.1M	﹤0.01%	2834
2022 Q1	$20.7M	Buy	123,800 +38,400	+45%	+$6.45M	﹤0.01%	1742
2021 Q4	$14.8M	Buy	85,400 +1,500	+2%	+$245K	﹤0.01%	2089
2021 Q3	$12.6M	Sell	83,900 -1,300	-2%	-$201K	﹤0.01%	2185
2021 Q2	$12.6M	Sell	85,200 -32,100	-27%	-$4.68M	﹤0.01%	2229
2021 Q1	$16.6M	Sell	117,300 -136,500	-54%	-$18.7M	﹤0.01%	1910
2020 Q4	$37.6M	Buy	253,800 +165,900	+189%	+$23.6M	0.01%	1214
2020 Q3	$12.1M	Buy	87,900 +49,800	+131%	+$6.77M	﹤0.01%	1891
2020 Q2	$5.04M	Sell	38,100 -28,500	-43%	-$3.76M	﹤0.01%	2450
2020 Q1	$8M	Sell	66,600 -106,800	-62%	-$14.4M	﹤0.01%	1907
2019 Q4	$23.7M	Hold	173,400	–	–	﹤0.01%	1449
2019 Q3	$23.8M	Buy	173,400 +63,100	+57%	+$8.38M	﹤0.01%	1458
2019 Q2	$14.5M	Buy	110,300 +65,000	+143%	+$8.33M	﹤0.01%	1814
2019 Q1	$5.55M	Buy	45,300 +35,000	+340%	+$3.99M	﹤0.01%	2506
2018 Q4	$1.14M	Hold	10,300	–	–	﹤0.01%	3661
2018 Q3	$1.15M	Buy	10,300 +9,600	+1,371%	+$1.09M	﹤0.01%	3821
2018 Q2	$76K	Buy	+700	New	+$72.3K	﹤0.01%	4938
2018 Q1	–	Sell	-175,700	Closed	-$21.1M	–	5568
2017 Q4	$21.1M	Buy	175,700 +700	+0.4%	+$79.9K	﹤0.01%	1534
2017 Q3	$19.5M	Hold	175,000	–	–	﹤0.01%	1511
2017 Q2	$20.2M	Hold	175,000	–	–	﹤0.01%	1446
2017 Q1	$19.6M	Buy	175,000 +141,200	+418%	+$15.1M	﹤0.01%	1481
2016 Q4	$3.54M	Sell	33,800 -109,392	-76%	-$11.5M	﹤0.01%	2707
2016 Q3	$15.6M	Buy	143,192 +48,900	+52%	+$5.27M	﹤0.01%	1526
2016 Q2	$9.99M	Sell	94,292 -35,821	-28%	-$3.7M	﹤0.01%	1839
2016 Q1	$13.3M	Sell	130,113 -36,987	-22%	-$3.65M	﹤0.01%	1612
2015 Q4	$16.7M	Buy	167,100 +79,000	+90%	+$7.88M	﹤0.01%	1468
2015 Q3	$8.31M	Hold	88,100	–	–	﹤0.01%	1904
2015 Q2	$8.22M	Sell	88,100 -7,000	-7%	-$669K	﹤0.01%	2071
2015 Q1	$9.09M	Sell	95,100 -246,100	-72%	-$23.8M	﹤0.01%	1967
2014 Q4	$32.3M	Buy	341,200 +159,700	+88%	+$15.3M	0.01%	1185
2014 Q3	$16.9M	Buy	181,500 +121,500	+203%	+$11.1M	﹤0.01%	1557
2014 Q2	$5.36M	Buy	+60,000	New	+$5.18M	﹤0.01%	2038
2014 Q1	–	Sell	-18,700	Closed	-$1.55M	–	3850
2013 Q4	$1.55M	Sell	18,700 -2,100	-10%	-$174K	﹤0.01%	2913
2013 Q3	$1.65M	Sell	20,800 -3,000	-13%	-$247K	﹤0.01%	2936
2013 Q2	$1.95M	Buy	+23,800	New	+$1.94M	﹤0.01%	2814

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase's PEP Position: Q1 2026 in Review

JP Morgan Chase increased its PepsiCo (PEP) stake by 18% in Q1 2026, buying an estimated $811M and bringing the position to 34,798,932 shares worth $5.46B. The position accounts for 0.35% of the portfolio, ranked #53.

JP Morgan Chase first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

JP Morgan Chase held 34,798,932 shares of PepsiCo worth $5.46B as of Q1 2026.
JP Morgan Chase bought 5,204,430 PepsiCo shares in Q1 2026, an estimated $811M.
PepsiCo made up 0.35% of JP Morgan Chase's portfolio in Q1 2026, its #53 holding.
JP Morgan Chase first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.