SG
PEP icon

StoneX Group’s PepsiCo PEP Stock Holding History

StoneX 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 		$3.74M Sell
24,088
-11,862
-33% -$1.85M 0.2% 86
2025
Q4 		$5.21M Sell
35,950
-2,046
-5% -$301K 0.23% 79
2025
Q3 		$5.34M Sell
37,996
-7,209
-16% -$1.03M 0.23% 87
2025
Q2 		$5.97M Buy
45,205
+7,901
+21% +$1.06M 0.29% 68
2025
Q1 		$5.6M Sell
37,304
-1,051
-3% -$156K 0.31% 70
2024
Q4 		$5.87M Buy
+38,355
New +$6.28M 0.32% 68
2022
Q2 		– Sell
-12,743
Closed -$2.13M – 681
2022
Q1 		$2.13M Buy
12,743
+1,726
+16% +$290K 0.2% 100
2021
Q4 		$1.93M Buy
11,017
+3,002
+37% +$490K 0.22% 93
2021
Q3 		$1.21M Sell
8,015
-767
-9% -$119K 0.17% 129
2021
Q2 		$1.3M Buy
8,782
+864
+11% +$126K 0.19% 115
2021
Q1 		$1.12M Buy
7,918
+527
+7% +$72.3K 0.2% 97
2020
Q4 		$1.1M Buy
7,391
+370
+5% +$52.6K 0.24% 82
2020
Q3 		$973K Buy
7,021
+580
+9% +$78.9K 0.31% 76
2020
Q2 		$852K Sell
6,441
-637
-9% -$84K 0.32% 83
2020
Q1 		$850K Buy
7,078
+50
+0.7% +$6.76K 0.45% 61
2019
Q4 		$967K Buy
7,028
+2,131
+44% +$290K 0.39% 78
2019
Q3 		$671K Buy
4,897
+1,619
+49% +$215K 0.42% 75
2019
Q2 		$430K Buy
3,278
+341
+12% +$43.7K 0.28% 116
2019
Q1 		$360K Buy
2,937
+688
+31% +$78.4K 0.27% 127
2018
Q4 		$251K Sell
2,249
-1,026
-31% -$116K 0.24% 162
2018
Q3 		$366K Buy
3,275
+386
+13% +$43.7K 0.27% 134
2018
Q2 		$315K Buy
2,889
+742
+35% +$76.6K 0.27% 135
2018
Q1 		$234K Buy
2,147
+176
+9% +$20K 0.22% 184
2017
Q4 		$236K Buy
+1,971
New +$225K 0.25% 170
2017
Q3 		– Sell
-12,654
Closed -$1.46M – 309
2017
Q2 		$1.46M Buy
+12,654
New +$1.45M 0.46% 64

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

StoneX Group's PEP Position: Q1 2026 in Review

StoneX Group reduced its PepsiCo (PEP) stake by 33% in Q1 2026, selling an estimated $1.85M and leaving 24,088 shares worth $3.74M. The position accounts for 0.2% of the portfolio, ranked #86.

StoneX Group first reported a position in PEP in Q2 2017 and has held it in 25 quarters since. The position peaked at $5.97M in Q2 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • StoneX Group held 24,088 shares of PepsiCo worth $3.74M as of Q1 2026.
  • StoneX Group sold 11,862 PepsiCo shares in Q1 2026, an estimated $1.85M.
  • PepsiCo made up 0.2% of StoneX Group's portfolio in Q1 2026, its #86 holding.
  • StoneX Group first reported a position in PepsiCo in Q2 2017 and has held it in 25 quarters since.
  • StoneX Group's PepsiCo position peaked at $5.97M in Q2 2025.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.