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
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 $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

Marshall Wace's PEP Position: Q1 2026 in Review

Marshall Wace increased its PepsiCo (PEP) stake by 211% in Q1 2026, buying an estimated $28.6M and bringing the position to 270,670 shares worth $42M. The position accounts for 0.04% of the portfolio, ranked #427.

Marshall Wace first reported a position in PEP in Q1 2014 and has held it in 33 quarters since. The position peaked at $166M in Q2 2022. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Marshall Wace held 270,670 shares of PepsiCo worth $42M as of Q1 2026.
  • Marshall Wace bought 183,541 PepsiCo shares in Q1 2026, an estimated $28.6M.
  • PepsiCo made up 0.04% of Marshall Wace's portfolio in Q1 2026, its #427 holding.
  • Marshall Wace first reported a position in PepsiCo in Q1 2014 and has held it in 33 quarters since.
  • Marshall Wace's PepsiCo position peaked at $166M in Q2 2022.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.