Mercer Global Advisors
PEP icon

Mercer Global Advisors’s PepsiCo PEP Stock Holding History

Mercer Global 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 		$65.3M Buy
420,299
+10,290
+3% +$1.6M 0.1% 121
2025
Q4 		$60.3M Buy
410,009
+32,401
+9% +$4.76M 0.09% 133
2025
Q3 		$53M Buy
377,608
+149,201
+65% +$21.3M 0.09% 132
2025
Q2 		$30.2M Buy
228,407
+2,517
+1% +$339K 0.06% 172
2025
Q1 		$33.9M Buy
225,890
+2,260
+1% +$336K 0.08% 150
2024
Q4 		$34M Sell
223,630
-11,715
-5% -$1.92M 0.08% 136
2024
Q3 		$40.3M Buy
235,345
+4,175
+2% +$717K 0.09% 128
2024
Q2 		$32.9M Buy
231,170
+4,912
+2% +$848K 0.09% 138
2024
Q1 		$39.6M Buy
226,258
+2,861
+1% +$482K 0.11% 122
2023
Q4 		$37.9M Sell
223,397
-4,266
-2% -$708K 0.11% 125
2023
Q3 		$38.6M Sell
227,663
-29,920
-12% -$5.43M 0.15% 95
2023
Q2 		$47.7M Buy
257,583
+34,505
+15% +$6.44M 0.19% 84
2023
Q1 		$40.7M Buy
223,078
+4,507
+2% +$788K 0.18% 87
2022
Q4 		$39.5M Buy
218,571
+71,785
+49% +$12.8M 0.2% 83
2022
Q3 		$24M Buy
146,786
+15,832
+12% +$2.73M 0.14% 114
2022
Q2 		$21.8M Buy
130,954
+9,195
+8% +$1.55M 0.13% 122
2022
Q1 		$20.4M Buy
121,759
+6,157
+5% +$1.03M 0.12% 133
2021
Q4 		$20.1M Buy
115,602
+3,286
+3% +$537K 0.12% 132
2021
Q3 		$16.9M Buy
112,316
+11,733
+12% +$1.82M 0.12% 146
2021
Q2 		$14.9M Buy
100,583
+5,501
+6% +$801K 0.11% 142
2021
Q1 		$13.4M Buy
95,082
+11,175
+13% +$1.53M 0.12% 136
2020
Q4 		$12.4M Buy
83,907
+8,271
+11% +$1.18M 0.16% 97
2020
Q3 		$10.5M Buy
75,636
+7,460
+11% +$1.01M 0.16% 102
2020
Q2 		$9.02M Sell
68,176
-28,906
-30% -$3.81M 0.16% 92
2020
Q1 		$11.7M Buy
97,082
+12,412
+15% +$1.68M 0.26% 76
2019
Q4 		$11.6M Buy
84,670
+2,004
+2% +$273K 0.23% 88
2019
Q3 		$11.3M Buy
82,666
+8,966
+12% +$1.19M 0.27% 77
2019
Q2 		$9.66M Buy
73,700
+10,981
+18% +$1.41M 0.26% 82
2019
Q1 		$7.69M Buy
+62,719
New +$7.15M 0.28% 69

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

Mercer Global Advisors's PEP Position: Q1 2026 in Review

Mercer Global Advisors increased its PepsiCo (PEP) stake by 2.5% in Q1 2026, buying an estimated $1.6M and bringing the position to 420,299 shares worth $65.3M. The position accounts for 0.1% of the portfolio, ranked #121.

Mercer Global Advisors first reported a position in PEP in Q1 2019 and has held it in 29 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Mercer Global Advisors held 420,299 shares of PepsiCo worth $65.3M as of Q1 2026.
  • Mercer Global Advisors bought 10,290 PepsiCo shares in Q1 2026, an estimated $1.6M.
  • PepsiCo made up 0.1% of Mercer Global Advisors's portfolio in Q1 2026, its #121 holding.
  • Mercer Global Advisors first reported a position in PepsiCo in Q1 2019 and has held it in 29 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.