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Tidal Investments’s PepsiCo PEP Stock Holding History

Tidal Investments’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 		– Sell
-1,000
Closed -$144K – 2522
2025
Q4 		$144K Buy
+1,000
New +$147K ﹤0.01% 2028
2025
Q3 		– Sell
-3
Closed -$336 – 2151
2025
Q2 		$336 Sell
3
-1
-25% -$135 ﹤0.01% 1883
2025
Q1 		$356 Buy
+4
New +$595 ﹤0.01% 1815

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

Tidal Investments's PEP Position: Q1 2026 in Review

Tidal Investments increased its PepsiCo (PEP) stake by 67% in Q1 2026, buying an estimated $14.9M and bringing the position to 238,536 shares worth $37.1M. The position accounts for 0.08% of the portfolio, ranked #233.

Tidal Investments first reported a position in PEP in Q3 2019 and has held it in 27 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Tidal Investments held 238,536 shares of PepsiCo worth $37.1M as of Q1 2026.
  • Tidal Investments bought 95,455 PepsiCo shares in Q1 2026, an estimated $14.9M.
  • PepsiCo made up 0.08% of Tidal Investments's portfolio in Q1 2026, its #233 holding.
  • Tidal Investments first reported a position in PepsiCo in Q3 2019 and has held it in 27 quarters since.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.