SB Capital Management’s PepsiCo PEP Stock Holding History

SB Capital Management’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	$596K	Buy	+4,152	New	+$610K	0.22%	63

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SB Capital Management's PEP Position: Q4 2025 in Review

SB Capital Management opened a new position in PepsiCo (PEP) in Q4 2025: 4,152 shares worth $596K. The stake represents 0.22% of the portfolio and ranks #63 among its holdings.

3,508 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

SB Capital Management held 4,152 shares of PepsiCo worth $596K as of Q4 2025.
PepsiCo was a new SB Capital Management position in Q4 2025.
PepsiCo made up 0.22% of SB Capital Management's portfolio in Q4 2025, its #63 holding.
3,508 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.