SCM
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SCS Capital Management’s PepsiCo PEP Stock Holding History

SCS 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
2026
Q1 		$1.05M Sell
6,790
-1,816
-21% -$283K 0.01% 270
2025
Q4 		$1.24M Sell
8,606
-458
-5% -$67.3K 0.01% 260
2025
Q3 		$1.27M Sell
9,064
-2,654
-23% -$379K 0.01% 260
2025
Q2 		$1.55M Buy
11,718
+1,075
+10% +$145K 0.02% 243
2025
Q1 		$1.6M Buy
+10,643
New +$1.58M 0.02% 225

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

SCS Capital Management's PEP Position: Q1 2026 in Review

SCS Capital Management reduced its PepsiCo (PEP) stake by 21% in Q1 2026, selling an estimated $283K and leaving 6,790 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #270.

SCS Capital Management first reported a position in PEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.6M in Q1 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • SCS Capital Management held 6,790 shares of PepsiCo worth $1.05M as of Q1 2026.
  • SCS Capital Management sold 1,816 PepsiCo shares in Q1 2026, an estimated $283K.
  • PepsiCo made up 0.01% of SCS Capital Management's portfolio in Q1 2026, its #270 holding.
  • SCS Capital Management first reported a position in PepsiCo in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's PepsiCo position peaked at $1.6M in Q1 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.