TSG Advice Partners’s PepsiCo PEP Stock Holding History

TSG Advice Partners’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	$717K	Sell	4,620 -66	-1%	-$10.3K	0.11%	66
2025 Q4	$673K	Buy	+4,686	New	+$689K	0.1%	50

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

TSG Advice Partners's PEP Position: Q1 2026 in Review

TSG Advice Partners reduced its PepsiCo (PEP) stake by 1.4% in Q1 2026, selling an estimated $10.3K and leaving 4,620 shares worth $717K. The position accounts for 0.11% of the portfolio, ranked #66.

TSG Advice Partners first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

TSG Advice Partners held 4,620 shares of PepsiCo worth $717K as of Q1 2026.
TSG Advice Partners sold 66 PepsiCo shares in Q1 2026, an estimated $10.3K.
PepsiCo made up 0.11% of TSG Advice Partners's portfolio in Q1 2026, its #66 holding.
TSG Advice Partners first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.