Marshall Wace
PEP icon

Marshall Wace’s PepsiCo PEP Stock Holding History

Marshall Wace’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
Q2 		$54.2K Buy
+400
New +$59.8K ﹤0.01% 2986
2025
Q4 		– Sell
-100
Closed -$14K – 3358
2025
Q3 		$14K Buy
+100
New +$14.3K ﹤0.01% 2792
2024
Q2 		– Sell
-54,200
Closed -$9.75M – 2855
2024
Q1 		$9.75M Sell
54,200
-53,000
-49% -$8.92M 0.01% 755
2023
Q4 		$18.2M Buy
107,200
+91,900
+601% +$15.2M 0.03% 498
2023
Q3 		$2.59M Sell
15,300
-33,500
-69% -$6.08M 0.01% 1104
2023
Q2 		$9.04M Buy
48,800
+7,500
+18% +$1.4M 0.02% 780
2023
Q1 		$7.53M Buy
41,300
+1,600
+4% +$280K 0.02% 817
2022
Q4 		$7.17M Buy
+39,700
New +$7.08M 0.02% 987

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace's PEP Position: Q2 2026 in Review

Marshall Wace increased its PepsiCo (PEP) stake by 406% in Q2 2026, buying an estimated $164M and bringing the position to 1,368,975 shares worth $185M. The position accounts for 0.15% of the portfolio, ranked #100.

Marshall Wace first reported a position in PEP in Q1 2014 and has held it in 34 quarters since. 3,405 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Marshall Wace held 1,368,975 shares of PepsiCo worth $185M as of Q2 2026.
  • Marshall Wace bought 1,098,305 PepsiCo shares in Q2 2026, an estimated $164M.
  • PepsiCo made up 0.15% of Marshall Wace's portfolio in Q2 2026, its #100 holding.
  • Marshall Wace first reported a position in PepsiCo in Q1 2014 and has held it in 34 quarters since.
  • 3,405 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.