UBS Group’s PepsiCo PEP Stock Holding History

UBS Group’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	$1.1B	Buy	7,106,908 +147,795	+2%	+$23M	0.17%	117
2025 Q4	$999M	Buy	6,959,113 +1,031,277	+17%	+$152M	0.16%	116
2025 Q3	$833M	Sell	5,927,836 -1,040,699	-15%	-$149M	0.13%	129
2025 Q2	$920M	Sell	6,968,535 -531,318	-7%	-$71.6M	0.16%	117
2025 Q1	$1.12B	Sell	7,499,853 -584,128	-7%	-$86.9M	0.21%	79
2024 Q4	$1.23B	Buy	8,083,981 +1,714,272	+27%	+$281M	0.23%	73
2024 Q3	$1.08B	Sell	6,369,709 -217,267	-3%	-$37.3M	0.24%	74
2024 Q2	$1.09B	Buy	6,586,976 +403,514	+7%	+$69.6M	0.27%	66
2024 Q1	$1.08B	Buy	6,183,462 +937,994	+18%	+$158M	0.27%	57
2023 Q4	$891M	Sell	5,245,468 -570,498	-10%	-$94.6M	0.27%	67
2023 Q3	$985M	Buy	5,815,966 +898,024	+18%	+$163M	0.34%	51
2023 Q2	$911M	Sell	4,917,942 -399,322	-8%	-$74.5M	0.31%	64
2023 Q1	$969M	Buy	5,317,264 +90,149	+2%	+$15.8M	0.35%	51
2022 Q4	$944M	Buy	5,227,115 +488,671	+10%	+$87.2M	0.35%	53
2022 Q3	$774M	Sell	4,738,444 -60,002	-1%	-$10.3M	0.34%	54
2022 Q2	$800M	Sell	4,798,446 -18,460	-0.4%	-$3.11M	0.33%	62
2022 Q1	$806M	Sell	4,816,906 -854,811	-15%	-$144M	0.27%	75
2021 Q4	$985M	Sell	5,671,717 -208,477	-4%	-$34.1M	0.28%	69
2021 Q3	$884M	Buy	5,880,194 +777,775	+15%	+$120M	0.28%	69
2021 Q2	$756M	Buy	5,102,419 +344,447	+7%	+$50.2M	0.24%	89
2021 Q1	$673M	Sell	4,757,972 -176,598	-4%	-$24.2M	0.22%	102
2020 Q4	$732M	Sell	4,934,570 -519,284	-10%	-$73.8M	0.25%	88
2020 Q3	$756M	Buy	5,453,854 +775,585	+17%	+$105M	0.28%	77
2020 Q2	$619M	Sell	4,678,269 -1,389,330	-23%	-$183M	0.26%	82
2020 Q1	$729M	Buy	6,067,599 +59,461	+1%	+$8.04M	0.34%	60
2019 Q4	$821M	Buy	6,008,138 +500,432	+9%	+$68.1M	0.29%	72
2019 Q3	$755M	Sell	5,507,706 -540,124	-9%	-$71.8M	0.29%	72
2019 Q2	$793M	Sell	6,047,830 -180,104	-3%	-$23.1M	0.31%	70
2019 Q1	$763M	Buy	6,227,934 +469,206	+8%	+$53.5M	0.32%	67
2018 Q4	$636M	Sell	5,758,728 -224,017	-4%	-$25.3M	0.29%	78
2018 Q3	$669M	Buy	5,982,745 +375,479	+7%	+$42.5M	0.27%	81
2018 Q2	$610M	Buy	5,607,266 +710,580	+15%	+$73.4M	0.26%	80
2018 Q1	$534M	Sell	4,896,686 -3,400,953	-41%	-$387M	0.23%	100
2017 Q4	$995M	Buy	8,297,639 +335,676	+4%	+$38.3M	0.41%	40
2017 Q3	$887M	Sell	7,961,963 -130,739	-2%	-$15.1M	0.41%	38
2017 Q2	$935M	Buy	8,092,702 +52,454	+0.7%	+$6.02M	0.48%	25
2017 Q1	$899M	Buy	8,040,248 +29,482	+0.4%	+$3.16M	0.49%	26
2016 Q4	$838M	Sell	8,010,766 -20,873	-0.3%	-$2.19M	0.46%	28
2016 Q3	$874M	Buy	8,031,639 +385,455	+5%	+$41.5M	0.52%	22
2016 Q2	$810M	Sell	7,646,184 -19,954	-0.3%	-$2.06M	0.51%	24
2016 Q1	$786M	Sell	7,666,138 -247,303	-3%	-$24.4M	0.53%	17
2015 Q4	$791M	Buy	7,913,441 +379,181	+5%	+$37.8M	0.51%	17
2015 Q3	$710M	Buy	7,534,260 +3,112,964	+70%	+$296M	0.5%	20
2015 Q2	$413M	Sell	4,421,296 -1,830	-0%	-$175K	0.27%	69
2015 Q1	$423M	Sell	4,423,126 -87,809	-2%	-$8.5M	0.29%	69
2014 Q4	$427M	Buy	+4,510,935	New	+$433M	0.3%	62

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

UBS Group's PEP Position: Q1 2026 in Review

UBS Group increased its PepsiCo (PEP) stake by 2.1% in Q1 2026, buying an estimated $23M and bringing the position to 7,106,908 shares worth $1.1B. The position accounts for 0.17% of the portfolio, ranked #117.

UBS Group first reported a position in PEP in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.23B in Q4 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

UBS Group held 7,106,908 shares of PepsiCo worth $1.1B as of Q1 2026.
UBS Group bought 147,795 PepsiCo shares in Q1 2026, an estimated $23M.
PepsiCo made up 0.17% of UBS Group's portfolio in Q1 2026, its #117 holding.
UBS Group first reported a position in PepsiCo in Q4 2014 and has held it in 46 quarters since.
UBS Group's PepsiCo position peaked at $1.23B in Q4 2024.
3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.