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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
Q3 		$301K Buy
2,374
+7
+0.3% +$964 0.09% 197
2026
Q2 		$320K Buy
2,367
+6
+0.3% +$897 0.13% 180
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Latitude Advisors's PEP Position: Q3 2026 in Review

Latitude Advisors increased its PepsiCo (PEP) stake by 0.3% in Q3 2026, buying an estimated $964 and bringing the position to 2,374 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #197.

Latitude Advisors first reported a position in PEP in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.54M in Q1 2022. 2,297 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Latitude Advisors held 2,374 shares of PepsiCo worth $301K as of Q3 2026.
  • Latitude Advisors bought 7 PepsiCo shares in Q3 2026, an estimated $964.
  • PepsiCo made up 0.09% of Latitude Advisors's portfolio in Q3 2026, its #197 holding.
  • Latitude Advisors first reported a position in PepsiCo in Q4 2020 and has held it in 24 quarters since.
  • Latitude Advisors's PepsiCo position peaked at $1.54M in Q1 2022.
  • 2,297 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.