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WPG Advisers’s PepsiCo PEP Stock Holding History

WPG Advisers’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 		$142K Sell
917
-36
-4% -$5.61K 0.1% 111
2025
Q4 		$137K Buy
953
+104
+12% +$15.3K 0.1% 131
2025
Q3 		$119K Sell
849
-175
-17% -$25K 0.09% 136
2025
Q2 		$135K Buy
1,024
+178
+21% +$24K 0.11% 120
2025
Q1 		$127K Sell
846
-232
-22% -$34.5K 0.12% 131
2024
Q4 		$164K Buy
+1,078
New +$177K 0.15% 113

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 $137B AUM 18.02% 1-Year Est. Return

WPG Advisers's PEP Position: Q1 2026 in Review

WPG Advisers reduced its PepsiCo (PEP) stake by 3.8% in Q1 2026, selling an estimated $5.61K and leaving 917 shares worth $142K. The position accounts for 0.1% of the portfolio, ranked #111.

WPG Advisers first reported a position in PEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $164K in Q4 2024. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • WPG Advisers held 917 shares of PepsiCo worth $142K as of Q1 2026.
  • WPG Advisers sold 36 PepsiCo shares in Q1 2026, an estimated $5.61K.
  • PepsiCo made up 0.1% of WPG Advisers's portfolio in Q1 2026, its #111 holding.
  • WPG Advisers first reported a position in PepsiCo in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's PepsiCo position peaked at $164K in Q4 2024.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.