TIM
PEP icon

Tortoise Investment Management’s PepsiCo PEP Stock Holding History

Tortoise Investment 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
2014
Q1 		– Sell
-1,300
Closed -$2K – 373
2013
Q4 		$2K Buy
1,300
+400
+44% +$33.2K ﹤0.01% 302
2013
Q3 		$1K Hold
900
– – ﹤0.01% 340
2013
Q2 		$1K Buy
+900
New +$73.5K ﹤0.01% 366

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 $147M AUM 25.76% 1-Year Est. Return

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. 3,536 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.
  • 3,536 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.