PMG
PEP icon

Private Management Group’s PepsiCo PEP Stock Holding History

Private Management 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
2026
Q1 		$335K Buy
2,155
+101
+5% +$15.7K 0.01% 262
2025
Q4 		$295K Hold
2,054
– – 0.01% 265
2025
Q3 		$288K Sell
2,054
-134
-6% -$19.1K 0.01% 254
2025
Q2 		$289K Buy
2,188
+755
+53% +$102K 0.01% 239
2025
Q1 		$215K Buy
1,433
+15
+1% +$2.23K 0.01% 202
2024
Q4 		$216K Hold
1,418
– – 0.01% 201
2024
Q3 		$241K Sell
1,418
-85
-6% -$14.6K 0.01% 193
2024
Q2 		$248K Sell
1,503
-30
-2% -$5.18K 0.01% 191
2024
Q1 		$268K Sell
1,533
-38
-2% -$6.4K 0.01% 184
2023
Q4 		$267K Sell
1,571
-50
-3% -$8.29K 0.01% 182
2023
Q3 		$275K Buy
1,621
+92
+6% +$16.7K 0.01% 168
2023
Q2 		$283K Buy
1,529
+199
+15% +$37.1K 0.01% 167
2023
Q1 		$242K Buy
1,330
+38
+3% +$6.64K 0.01% 167
2022
Q4 		$233K Buy
+1,292
New +$230K 0.01% 170

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 Management Group's PEP Position: Q1 2026 in Review

Private Management Group increased its PepsiCo (PEP) stake by 4.9% in Q1 2026, buying an estimated $15.7K and bringing the position to 2,155 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #262.

Private Management Group first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Private Management Group held 2,155 shares of PepsiCo worth $335K as of Q1 2026.
  • Private Management Group bought 101 PepsiCo shares in Q1 2026, an estimated $15.7K.
  • PepsiCo made up 0.01% of Private Management Group's portfolio in Q1 2026, its #262 holding.
  • Private Management Group first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Private Management Group's 13F filing for Q1 2026, filed 8 May 2026.