Tortoise Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $598K | Sell |
3,853
-499
| -11% | -$77.8K | 0.05% | 147 |
|
|
2025
Q4 | $625K | Buy |
4,352
+20
| +0.5% | +$2.94K | 0.05% | 141 |
|
|
2025
Q3 | $608K | Buy |
4,332
+32
| +0.7% | +$4.57K | 0.05% | 139 |
|
|
2025
Q2 | $568K | Sell |
4,300
-25
| -0.6% | -$3.37K | 0.05% | 138 |
|
|
2025
Q1 | $649K | Buy |
4,325
+18
| +0.4% | +$2.68K | 0.07% | 129 |
|
|
2024
Q4 | $655K | Sell |
4,307
-260
| -6% | -$42.6K | 0.07% | 137 |
|
|
2024
Q3 | $777K | Sell |
4,567
-196
| -4% | -$33.7K | 0.08% | 126 |
|
|
2024
Q2 | $786K | Sell |
4,763
-231
| -5% | -$39.9K | 0.09% | 124 |
|
|
2024
Q1 | $874K | Buy |
4,994
+8
| +0.2% | +$1.35K | 0.11% | 119 |
|
|
2023
Q4 | $847K | Sell |
4,986
-15
| -0.3% | -$2.49K | 0.11% | 119 |
|
|
2023
Q3 | $847K | Sell |
5,001
-28
| -0.6% | -$5.08K | 0.13% | 115 |
|
|
2023
Q2 | $931K | Buy |
5,029
+1,100
| +28% | +$205K | 0.14% | 111 |
|
|
2023
Q1 | $716K | Hold |
3,929
| – | – | 0.11% | 116 |
|
|
2022
Q4 | $710K | Sell |
3,929
-108
| -3% | -$19.3K | 0.12% | 114 |
|
|
2022
Q3 | $659K | Buy |
4,037
+954
| +31% | +$164K | 0.13% | 110 |
|
|
2022
Q2 | $514K | Buy |
3,083
+47
| +2% | +$7.91K | 0.1% | 118 |
|
|
2022
Q1 | $508K | Hold |
3,036
| – | – | 0.09% | 120 |
|
|
2021
Q4 | $527K | Buy |
3,036
+52
| +2% | +$8.49K | 0.1% | 113 |
|
|
2021
Q3 | $449K | Sell |
2,984
-55
| -2% | -$8.51K | 0.09% | 113 |
|
|
2021
Q2 | $450K | Hold |
3,039
| – | – | 0.09% | 114 |
|
|
2021
Q1 | $430K | Hold |
3,039
| – | – | 0.09% | 114 |
|
|
2020
Q4 | $451K | Buy |
3,039
+55
| +2% | +$7.82K | 0.1% | 101 |
|
|
2020
Q3 | $414K | Buy |
2,984
+10
| +0.3% | +$1.36K | 0.1% | 103 |
|
|
2020
Q2 | $393K | Sell |
2,974
-676
| -19% | -$89.1K | 0.1% | 96 |
|
|
2020
Q1 | $438K | Sell |
3,650
-45
| -1% | -$6.08K | 0.13% | 89 |
|
|
2019
Q4 | $505K | Sell |
3,695
-342
| -8% | -$46.5K | 0.12% | 90 |
|
|
2019
Q3 | $553K | Sell |
4,037
-410
| -9% | -$54.5K | 0.14% | 88 |
|
|
2019
Q2 | $583K | Buy |
4,447
+250
| +6% | +$32K | 0.15% | 86 |
|
|
2019
Q1 | $514K | Sell |
4,197
-84
| -2% | -$9.57K | 0.13% | 88 |
|
|
2018
Q4 | $473K | Hold |
4,281
| – | – | 0.13% | 93 |
|
|
2018
Q3 | $479K | Sell |
4,281
-45
| -1% | -$5.1K | 0.13% | 94 |
|
|
2018
Q2 | $471K | Sell |
4,326
-100
| -2% | -$10.3K | 0.13% | 91 |
|
|
2018
Q1 | $483K | Sell |
4,426
-770
| -15% | -$87.6K | 0.13% | 90 |
|
|
2017
Q4 | $623K | Buy |
5,196
+303
| +6% | +$34.6K | 0.18% | 77 |
|
|
2017
Q3 | $545K | Buy |
4,893
+400
| +9% | +$46.2K | 0.17% | 78 |
|
|
2017
Q2 | $519K | Buy |
4,493
+545
| +14% | +$62.5K | 0.17% | 76 |
|
|
2017
Q1 | $442K | Sell |
3,948
-139
| -3% | -$14.9K | 0.14% | 79 |
|
|
2016
Q4 | $428K | Sell |
4,087
-532
| -12% | -$55.7K | 0.15% | 78 |
|
|
2016
Q3 | $502K | Sell |
4,619
-130
| -3% | -$14K | 0.17% | 70 |
|
|
2016
Q2 | $503K | Sell |
4,749
-225
| -5% | -$23.2K | 0.18% | 70 |
|
|
2016
Q1 | $510K | Sell |
4,974
-1,373
| -22% | -$136K | 0.18% | 70 |
|
|
2015
Q4 | $634K | Buy |
6,347
+1,073
| +20% | +$107K | 0.23% | 65 |
|
|
2015
Q3 | $497K | Sell |
5,274
-350
| -6% | -$33.3K | 0.19% | 73 |
|
|
2015
Q2 | $525K | Hold |
5,624
| – | – | 0.2% | 74 |
|
|
2015
Q1 | $538K | Sell |
5,624
-1,251
| -18% | -$121K | 0.21% | 69 |
|
|
2014
Q4 | $650K | Buy |
6,875
+411
| +6% | +$39.4K | 0.26% | 58 |
|
|
2014
Q3 | $602K | Hold |
6,464
| – | – | 0.25% | 56 |
|
|
2014
Q2 | $577K | Hold |
6,464
| – | – | 0.24% | 58 |
|
|
2014
Q1 | $540K | Hold |
6,464
| – | – | 0.25% | 57 |
|
|
2013
Q4 | $536K | Sell |
6,464
-58
| -0.9% | -$4.82K | 0.29% | 54 |
|
|
2013
Q3 | $518K | Hold |
6,522
| – | – | 0.31% | 53 |
|
|
2013
Q2 | $533K | Buy |
+6,522
| New | +$533K | 0.35% | 50 |
|
Other funds holding PEP
VCM
VPM
DAM
Tortoise Investment Management's PEP Position: Q1 2026 in Review
Tortoise Investment Management reduced its PepsiCo (PEP) stake by 11% in Q1 2026, selling an estimated $77.8K and leaving 3,853 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #147.
Tortoise Investment Management first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. The position peaked at $931K in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Tortoise Investment Management held 3,853 shares of PepsiCo worth $598K as of Q1 2026.
- Tortoise Investment Management sold 499 PepsiCo shares in Q1 2026, an estimated $77.8K.
- PepsiCo made up 0.05% of Tortoise Investment Management's portfolio in Q1 2026, its #147 holding.
- Tortoise Investment Management first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
- Tortoise Investment Management's PepsiCo position peaked at $931K in Q2 2023.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.