KA
PEP icon

KDT Advisors’s PepsiCo PEP Stock Holding History

KDT 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
2026
Q1 		$447K Buy
2,877
+70
+2% +$10.9K 0.71% 42
2025
Q4 		$403K Buy
2,807
+1,090
+63% +$160K 0.56% 52
2025
Q3 		$241K Sell
1,717
-648
-27% -$92.5K 0.35% 62
2025
Q2 		$312K Buy
2,365
+350
+17% +$47.1K 0.5% 52
2025
Q1 		$302K Buy
2,015
+35
+2% +$5.21K 0.44% 61
2024
Q4 		$301K Buy
+1,980
New +$324K 0.44% 60

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

KDT Advisors's PEP Position: Q1 2026 in Review

KDT Advisors increased its PepsiCo (PEP) stake by 2.5% in Q1 2026, buying an estimated $10.9K and bringing the position to 2,877 shares worth $447K. The position accounts for 0.71% of the portfolio, ranked #42.

KDT Advisors first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • KDT Advisors held 2,877 shares of PepsiCo worth $447K as of Q1 2026.
  • KDT Advisors bought 70 PepsiCo shares in Q1 2026, an estimated $10.9K.
  • PepsiCo made up 0.71% of KDT Advisors's portfolio in Q1 2026, its #42 holding.
  • KDT Advisors first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on KDT Advisors's 13F filing for Q1 2026, filed 15 May 2026.