LA
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Latitude Advisors’s PepsiCo PEP Stock Holding History

Latitude 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 		$367K Buy
2,361
+91
+4% +$14.2K 0.17% 142
2025
Q4 		$326K Sell
2,270
-38
-2% -$5.58K 0.14% 153
2025
Q3 		$324K Sell
2,308
-808
-26% -$115K 0.15% 141
2025
Q2 		$411K Sell
3,116
-11
-0.4% -$1.48K 0.21% 109
2025
Q1 		$469K Buy
3,127
+814
+35% +$121K 0.27% 94
2024
Q4 		$352K Sell
2,313
-247
-10% -$40.5K 0.2% 110
2024
Q3 		$435K Sell
2,560
-30
-1% -$5.15K 0.25% 102
2024
Q2 		$427K Sell
2,590
-345
-12% -$59.5K 0.26% 84
2024
Q1 		$514K Sell
2,935
-455
-13% -$76.6K 0.32% 70
2023
Q4 		$576K Sell
3,390
-182
-5% -$30.2K 0.4% 61
2023
Q3 		$605K Buy
3,572
+22
+0.6% +$4K 0.43% 48
2023
Q2 		$657K Buy
3,550
+876
+33% +$163K 0.46% 44
2023
Q1 		$487K Sell
2,674
-265
-9% -$46.3K 0.35% 71
2022
Q4 		$531K Buy
2,939
+267
+10% +$47.6K 0.4% 50
2022
Q3 		$436K Sell
2,672
-605
-18% -$104K 0.36% 61
2022
Q2 		$546K Sell
3,277
-5,903
-64% -$994K 0.5% 45
2022
Q1 		$1.54M Buy
9,180
+3,421
+59% +$574K 0.35% 63
2021
Q4 		$1M Sell
5,759
-171
-3% -$27.9K 0.28% 73
2021
Q3 		$892K Buy
5,930
+3,404
+135% +$527K 0.28% 68
2021
Q2 		$374K Buy
2,526
+4
+0.2% +$583 0.28% 89
2021
Q1 		$357K Sell
2,522
-2,023
-45% -$278K 0.29% 85
2020
Q4 		$674K Buy
+4,545
New +$646K 0.6% 41

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

Latitude Advisors's PEP Position: Q1 2026 in Review

Latitude Advisors increased its PepsiCo (PEP) stake by 4% in Q1 2026, buying an estimated $14.2K and bringing the position to 2,361 shares worth $367K. The position accounts for 0.17% of the portfolio, ranked #142.

Latitude Advisors first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.54M in Q1 2022. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Latitude Advisors held 2,361 shares of PepsiCo worth $367K as of Q1 2026.
  • Latitude Advisors bought 91 PepsiCo shares in Q1 2026, an estimated $14.2K.
  • PepsiCo made up 0.17% of Latitude Advisors's portfolio in Q1 2026, its #142 holding.
  • Latitude Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • Latitude Advisors's PepsiCo position peaked at $1.54M in Q1 2022.
  • 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.