TigerOak Management’s PepsiCo PEP Stock Holding History

TigerOak 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 Q3	$343K	Buy	2,706 +83	+3%	+$11.4K	0.09%	104
2026 Q2	$355K	Sell	2,623 -5	-0.2%	-$748	0.1%	101
2026 Q1	$408K	Sell	2,628 -40	-1%	-$6.23K	0.13%	84
2025 Q4	$383K	Sell	2,668 -70	-3%	-$10.3K	0.12%	86
2025 Q3	$385K	Sell	2,738 -157	-5%	-$22.4K	0.12%	83
2025 Q2	$382K	Sell	2,895 -13	-0.4%	-$1.75K	0.13%	79
2025 Q1	$436K	Sell	2,908 -1,654	-36%	-$246K	0.17%	68
2024 Q4	$694K	Buy	+4,562	New	+$747K	0.25%	56

Other funds holding PEP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

TigerOak Management's PEP Position: Q3 2026 in Review

TigerOak Management increased its PepsiCo (PEP) stake by 3.2% in Q3 2026, buying an estimated $11.4K and bringing the position to 2,706 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #104.

TigerOak Management first reported a position in PEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $694K in Q4 2024. 2,951 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

TigerOak Management held 2,706 shares of PepsiCo worth $343K as of Q3 2026.
TigerOak Management bought 83 PepsiCo shares in Q3 2026, an estimated $11.4K.
PepsiCo made up 0.09% of TigerOak Management's portfolio in Q3 2026, its #104 holding.
TigerOak Management first reported a position in PepsiCo in Q4 2024 and has held it in 8 quarters since.
TigerOak Management's PepsiCo position peaked at $694K in Q4 2024.
2,951 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on TigerOak Management's 13F filing for Q3 2026, filed 23 Oct 2026.