PAG
PEP icon

Private Advisor Group’s PepsiCo PEP Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-25,500
Closed -$43.2K – 2439
2023
Q3 		$43.2K Buy
+25,500
New +$4.63M ﹤0.01% 2050

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

Private Advisor Group's PEP Position: Q1 2026 in Review

Private Advisor Group increased its PepsiCo (PEP) stake by 2.8% in Q1 2026, buying an estimated $715K and bringing the position to 166,671 shares worth $25.9M. The position accounts for 0.12% of the portfolio, ranked #178.

Private Advisor Group first reported a position in PEP in Q4 2013 and has held it in 50 quarters since. The position peaked at $37.1M in Q3 2021. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Private Advisor Group held 166,671 shares of PepsiCo worth $25.9M as of Q1 2026.
  • Private Advisor Group bought 4,586 PepsiCo shares in Q1 2026, an estimated $715K.
  • PepsiCo made up 0.12% of Private Advisor Group's portfolio in Q1 2026, its #178 holding.
  • Private Advisor Group first reported a position in PepsiCo in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's PepsiCo position peaked at $37.1M in Q3 2021.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.