Scopus Asset Management’s PepsiCo PEP Stock Holding History

Scopus Asset 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
2021 Q4	–	Sell	-325,000	Closed	-$48.9M	–	379
2021 Q3	$48.9M	Buy	+325,000	New	+$50.3M	0.83%	27
2018 Q1	–	Sell	-1,000,000	Closed	-$120M	–	352
2017 Q4	$120M	Buy	1,000,000 +650,000	+186%	+$74.2M	1.13%	13
2017 Q3	$39M	Sell	350,000 -650,000	-65%	-$75.1M	0.4%	69
2017 Q2	$115M	Buy	+1,000,000	New	+$115M	1.24%	17

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Scopus Asset Management's PEP Position: Q1 2026 in Review

Scopus Asset Management increased its PepsiCo (PEP) stake by 41% in Q1 2026, buying an estimated $20.5M and bringing the position to 456,875 shares worth $70.9M. The position accounts for 1.23% of the portfolio, ranked #11.

Scopus Asset Management first reported a position in PEP in Q2 2017 and has held it in 10 quarters since. The position peaked at $115M in Q2 2017. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Scopus Asset Management held 456,875 shares of PepsiCo worth $70.9M as of Q1 2026.
Scopus Asset Management bought 131,875 PepsiCo shares in Q1 2026, an estimated $20.5M.
PepsiCo made up 1.23% of Scopus Asset Management's portfolio in Q1 2026, its #11 holding.
Scopus Asset Management first reported a position in PepsiCo in Q2 2017 and has held it in 10 quarters since.
Scopus Asset Management's PepsiCo position peaked at $115M in Q2 2017.
3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Scopus Asset Management's 13F filing for Q1 2026, filed 15 May 2026.