Morgan Stanley’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.13B | Buy |
26,581,174
+1,625,092
| +7% | +$253M | 0.25% | 64 |
|
|
2025
Q4 | $3.58B | Buy |
24,956,082
+22,201
| +0.1% | +$3.26M | 0.21% | 79 |
|
|
2025
Q3 | $3.5B | Buy |
24,933,881
+277,260
| +1% | +$39.6M | 0.21% | 82 |
|
|
2025
Q2 | $3.26B | Sell |
24,656,621
-1,462,281
| -6% | -$197M | 0.21% | 86 |
|
|
2025
Q1 | $3.92B | Sell |
26,118,902
-1,083,804
| -4% | -$161M | 0.28% | 58 |
|
|
2024
Q4 | $4.14B | Sell |
27,202,706
-693,349
| -2% | -$114M | 0.29% | 55 |
|
|
2024
Q3 | $4.74B | Buy |
27,896,055
+930,790
| +3% | +$160M | 0.34% | 45 |
|
|
2024
Q2 | $4.45B | Buy |
26,965,265
+1,031,443
| +4% | +$178M | 0.34% | 47 |
|
|
2024
Q1 | $4.54B | Sell |
25,933,822
-24,111,652
| -48% | -$4.06B | 0.36% | 44 |
|
|
2023
Q4 | $8.5B | Buy |
50,045,474
+24,412,498
| +95% | +$4.05B | 0.37% | 43 |
|
|
2023
Q3 | $4.34B | Sell |
25,632,976
-1,224,676
| -5% | -$222M | 0.44% | 36 |
|
|
2023
Q2 | $4.97B | Buy |
26,857,652
+797,510
| +3% | +$149M | 0.49% | 32 |
|
|
2023
Q1 | $4.75B | Sell |
26,060,142
-659,885
| -2% | -$115M | 0.51% | 31 |
|
|
2022
Q4 | $4.83B | Buy |
26,720,027
+4,629,947
| +21% | +$826M | 0.55% | 22 |
|
|
2022
Q3 | $3.61B | Buy |
22,090,080
+76,318
| +0.3% | +$13.2M | 0.49% | 33 |
|
|
2022
Q2 | $3.67B | Buy |
22,013,762
+6,955,244
| +46% | +$1.17B | 0.48% | 36 |
|
|
2022
Q1 | $2.52B | Sell |
15,058,518
-1,064,105
| -7% | -$179M | 0.34% | 58 |
|
|
2021
Q4 | $2.8B | Buy |
16,122,623
+2,395,766
| +17% | +$391M | 0.35% | 57 |
|
|
2021
Q3 | $2.06B | Buy |
13,726,857
+738,582
| +6% | +$114M | 0.28% | 83 |
|
|
2021
Q2 | $1.92B | Sell |
12,988,275
-545,032
| -4% | -$79.4M | 0.25% | 91 |
|
|
2021
Q1 | $1.91B | Buy |
13,533,307
+605,381
| +5% | +$83.1M | 0.28% | 78 |
|
|
2020
Q4 | $1.92B | Buy |
12,927,926
+1,122,678
| +10% | +$160M | 0.3% | 75 |
|
|
2020
Q3 | $1.64B | Buy |
11,805,248
+720,076
| +6% | +$97.9M | 0.32% | 76 |
|
|
2020
Q2 | $1.47B | Sell |
11,085,172
-205,303
| -2% | -$27.1M | 0.32% | 75 |
|
|
2020
Q1 | $1.36B | Sell |
11,290,475
-481,149
| -4% | -$65M | 0.37% | 65 |
|
|
2019
Q4 | $1.61B | Buy |
11,771,624
+425,747
| +4% | +$57.9M | 0.37% | 50 |
|
|
2019
Q3 | $1.56B | Buy |
11,345,877
+287,452
| +3% | +$38.2M | 0.41% | 41 |
|
|
2019
Q2 | $1.45B | Buy |
11,058,425
+117,564
| +1% | +$15.1M | 0.39% | 46 |
|
|
2019
Q1 | $1.34B | Sell |
10,940,861
-658,037
| -6% | -$75M | 0.38% | 52 |
|
|
2018
Q4 | $1.28B | Buy |
11,598,898
+471,361
| +4% | +$53.1M | 0.38% | 50 |
|
|
2018
Q3 | $1.24B | Sell |
11,127,537
-261,504
| -2% | -$29.6M | 0.31% | 58 |
|
|
2018
Q2 | $1.24B | Sell |
11,389,041
-2,429,048
| -18% | -$251M | 0.34% | 55 |
|
|
2018
Q1 | $1.51B | Sell |
13,818,089
-1,454,358
| -10% | -$165M | 0.42% | 41 |
|
|
2017
Q4 | $1.83B | Buy |
15,272,447
+676,225
| +5% | +$77.2M | 0.5% | 24 |
|
|
2017
Q3 | $1.63B | Sell |
14,596,222
-512,424
| -3% | -$59.2M | 0.49% | 27 |
|
|
2017
Q2 | $1.74B | Buy |
15,108,646
+364,081
| +2% | +$41.8M | 0.53% | 22 |
|
|
2017
Q1 | $1.65B | Sell |
14,744,565
-346,616
| -2% | -$37.2M | 0.51% | 25 |
|
|
2016
Q4 | $1.58B | Buy |
15,091,181
+746,552
| +5% | +$78.2M | 0.52% | 22 |
|
|
2016
Q3 | $1.56B | Sell |
14,344,629
-209,520
| -1% | -$22.6M | 0.53% | 19 |
|
|
2016
Q2 | $1.54B | Buy |
14,554,149
+903,283
| +7% | +$93.2M | 0.56% | 16 |
|
|
2016
Q1 | $1.4B | Sell |
13,650,866
-908,809
| -6% | -$89.8M | 0.54% | 17 |
|
|
2015
Q4 | $1.45B | Buy |
14,559,675
+821,168
| +6% | +$81.9M | 0.53% | 16 |
|
|
2015
Q3 | $1.3B | Sell |
13,738,507
-1,243,173
| -8% | -$118M | 0.48% | 16 |
|
|
2015
Q2 | $1.4B | Buy |
14,981,680
+822,750
| +6% | +$78.6M | 0.48% | 19 |
|
|
2015
Q1 | $1.35B | Sell |
14,158,930
-180,868
| -1% | -$17.5M | 0.5% | 18 |
|
|
2014
Q4 | $1.36B | Buy |
14,339,798
+1,844,170
| +15% | +$177M | 0.5% | 18 |
|
|
2014
Q3 | $1.16B | Sell |
12,495,628
-1,813,871
| -13% | -$166M | 0.45% | 20 |
|
|
2014
Q2 | $1.28B | Buy |
14,309,499
+1,897,476
| +15% | +$164M | 0.5% | 18 |
|
|
2014
Q1 | $1.04B | Sell |
12,412,023
-365,411
| -3% | -$29.7M | 0.43% | 21 |
|
|
2013
Q4 | $1.06B | Sell |
12,777,434
-643,713
| -5% | -$53.5M | 0.45% | 25 |
|
|
2013
Q3 | $1.07B | Buy |
13,421,147
+2,581,073
| +24% | +$212M | 0.5% | 17 |
|
|
2013
Q2 | $887M | Buy |
+10,840,074
| New | +$885M | 0.45% | 24 |
|
Other funds holding PEP
VCM
VPM
DAM
Morgan Stanley's PEP Position: Q1 2026 in Review
Morgan Stanley increased its PepsiCo (PEP) stake by 6.5% in Q1 2026, buying an estimated $253M and bringing the position to 26,581,174 shares worth $4.13B. The position accounts for 0.25% of the portfolio, ranked #64.
Morgan Stanley first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.5B in Q4 2023. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Morgan Stanley held 26,581,174 shares of PepsiCo worth $4.13B as of Q1 2026.
- Morgan Stanley bought 1,625,092 PepsiCo shares in Q1 2026, an estimated $253M.
- PepsiCo made up 0.25% of Morgan Stanley's portfolio in Q1 2026, its #64 holding.
- Morgan Stanley first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's PepsiCo position peaked at $8.5B in Q4 2023.
- 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.