Kovitz Investment Group Partners
PEP icon

Kovitz Investment Group Partners’s PepsiCo PEP Stock Holding History

Kovitz Investment Group 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 		$4.56M Sell
29,336
-995
-3% -$155K 0.11% 139
2025
Q4 		$4.35M Sell
30,331
-826,957
-96% -$122M 0.1% 154
2025
Q3 		$120M Buy
857,288
+29,936
+4% +$4.27M 0.47% 49
2025
Q2 		$109M Buy
827,352
+644,516
+353% +$86.8M 0.47% 57
2025
Q1 		$27.4M Buy
182,836
+27,999
+18% +$4.17M 0.14% 138
2024
Q4 		$23.5M Buy
154,837
+3,245
+2% +$532K 0.12% 153
2024
Q3 		$21.5M Buy
151,592
+55,529
+58% +$9.54M 0.15% 128
2024
Q2 		$15.8M Buy
96,063
+35,831
+59% +$6.18M 0.14% 116
2024
Q1 		$10.5M Buy
60,232
+31,465
+109% +$5.3M 0.13% 109
2023
Q4 		$4.89M Buy
28,767
+833
+3% +$138K 0.08% 154
2023
Q3 		$4.73M Sell
27,934
-1,360
-5% -$247K 0.09% 148
2023
Q2 		$5.43M Sell
29,294
-7,778
-21% -$1.45M 0.08% 131
2023
Q1 		$6.76M Sell
37,072
-2,036
-5% -$356K 0.12% 110
2022
Q4 		$7.07M Sell
39,108
-3,618
-8% -$645K 0.14% 104
2022
Q3 		$6.97M Sell
42,726
-5,951
-12% -$1.03M 0.16% 89
2022
Q2 		$8.11M Sell
48,677
-1,757
-3% -$296K 0.18% 87
2022
Q1 		$8.44M Buy
50,434
+8,293
+20% +$1.39M 0.16% 92
2021
Q4 		$6.25M Sell
42,141
-14,032
-25% -$2.29M 0.15% 103
2021
Q3 		$8.45M Sell
56,173
-7,290
-11% -$1.13M 0.17% 89
2021
Q2 		$9.4M Buy
63,463
+22,437
+55% +$3.27M 0.19% 84
2021
Q1 		$5.8M Sell
41,026
-1,115
-3% -$153K 0.14% 117
2020
Q4 		$6.25M Sell
42,141
-6,239
-13% -$887K 0.15% 100
2020
Q3 		$6.71M Buy
48,380
+15,380
+47% +$2.09M 0.19% 85
2020
Q2 		$4.36M Buy
33,000
+8,521
+35% +$1.12M 0.13% 112
2020
Q1 		$2.94M Sell
24,479
-1,750
-7% -$237K 0.11% 133
2019
Q4 		$3.58M Buy
26,229
+497
+2% +$67.6K 0.1% 137
2019
Q3 		$3.53M Sell
25,732
-6,404
-20% -$851K 0.11% 138
2019
Q2 		$4.21M Sell
32,136
-1,573
-5% -$202K 0.13% 118
2019
Q1 		$4.13M Buy
33,709
+13,944
+71% +$1.59M 0.13% 122
2018
Q4 		$2.18M Sell
19,765
-1,127
-5% -$127K 0.09% 140
2018
Q3 		$2.34M Sell
20,892
-811
-4% -$91.8K 0.11% 55
2018
Q2 		$2.36M Buy
21,703
+148
+0.7% +$15.3K 0.11% 55
2018
Q1 		$2.35M Sell
21,555
-1,199
-5% -$136K 0.11% 54
2017
Q4 		$2.73K Sell
22,754
-1,147
-5% -$131K 0.12% 53
2017
Q3 		$2.66M Buy
23,901
+255
+1% +$29.5K 0.13% 49
2017
Q2 		$2.73M Buy
23,646
+3,974
+20% +$456K 0.15% 49
2017
Q1 		$2.2M Buy
19,672
+116
+0.6% +$12.4K 0.12% 61
2016
Q4 		$2.05M Sell
19,556
-112
-0.6% -$11.7K 0.12% 57
2016
Q3 		$2.14M Sell
19,668
-90
-0.5% -$9.7K 0.13% 66
2016
Q2 		$2.09M Sell
19,758
-166
-0.8% -$17.1K 0.15% 64
2016
Q1 		$2.04M Buy
+19,924
New +$1.97M 0.12% 67

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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

Kovitz Investment Group Partners's PEP Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its PepsiCo (PEP) stake by 3.3% in Q1 2026, selling an estimated $155K and leaving 29,336 shares worth $4.56M. The position accounts for 0.11% of the portfolio, ranked #139.

Kovitz Investment Group Partners first reported a position in PEP in Q1 2016 and has held it in 41 quarters since. The position peaked at $120M in Q3 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Kovitz Investment Group Partners held 29,336 shares of PepsiCo worth $4.56M as of Q1 2026.
  • Kovitz Investment Group Partners sold 995 PepsiCo shares in Q1 2026, an estimated $155K.
  • PepsiCo made up 0.11% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #139 holding.
  • Kovitz Investment Group Partners first reported a position in PepsiCo in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's PepsiCo position peaked at $120M in Q3 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.