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Wright Investors Service’s PepsiCo PEP Stock Holding History

Wright Investors Service’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 		$1.49M Sell
9,574
-290
-3% -$45.2K 0.47% 63
2025
Q4 		$1.42M Sell
9,864
-28
-0.3% -$4.11K 0.43% 65
2025
Q3 		$1.39M Buy
+9,892
New +$1.41M 0.4% 64
2024
Q3 		– Sell
-2,574
Closed -$425K – 153
2024
Q2 		$425K Sell
2,574
-5,919
-70% -$1.02M 0.11% 132
2024
Q1 		$1.49M Sell
8,493
-4,701
-36% -$791K 0.38% 81
2023
Q4 		$2.24M Buy
+13,194
New +$2.19M 0.63% 56
2021
Q3 		– Sell
-7,008
Closed -$1.04M – 157
2021
Q2 		$1.04M Buy
+7,008
New +$1.02M 0.28% 94
2020
Q2 		– Sell
-3,410
Closed -$410K – 151
2020
Q1 		$410K Buy
3,410
+18
+0.5% +$2.43K 0.18% 111
2019
Q4 		$464K Buy
+3,392
New +$462K 0.16% 119
2018
Q2 		– Sell
-10,388
Closed -$1.13M – 173
2018
Q1 		$1.13M Sell
10,388
-7,366
-41% -$838K 0.39% 72
2017
Q4 		$2.13M Sell
17,754
-4,260
-19% -$486K 0.71% 44
2017
Q3 		$2.45M Sell
22,014
-266
-1% -$30.7K 0.89% 32
2017
Q2 		$2.57M Buy
22,280
+9,110
+69% +$1.05M 0.97% 30
2017
Q1 		$1.47M Buy
13,170
+525
+4% +$56.3K 0.6% 46
2016
Q4 		$1.32M Sell
12,645
-10,375
-45% -$1.09M 0.57% 54
2016
Q3 		$2.5M Sell
23,020
-89
-0.4% -$9.59K 1.04% 27
2016
Q2 		$2.45M Buy
23,109
+37
+0.2% +$3.82K 1.01% 30
2016
Q1 		$2.36M Buy
23,072
+11,977
+108% +$1.18M 0.94% 29
2015
Q4 		$1.11M Buy
11,095
+4,876
+78% +$487K 0.41% 83
2015
Q3 		$586K Buy
6,219
+2,731
+78% +$260K 0.26% 118
2015
Q2 		$326K Sell
3,488
-43
-1% -$4.11K 0.16% 163
2015
Q1 		$338K Sell
3,531
-1,589
-31% -$154K 0.16% 170
2014
Q4 		$484K Sell
5,120
-615
-11% -$59K 0.24% 134
2014
Q3 		$534K Sell
5,735
-1,387
-19% -$127K 0.26% 110
2014
Q2 		$636K Buy
+7,122
New +$615K 0.29% 114

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

Wright Investors Service's PEP Position: Q1 2026 in Review

Wright Investors Service reduced its PepsiCo (PEP) stake by 2.9% in Q1 2026, selling an estimated $45.2K and leaving 9,574 shares worth $1.49M. The position accounts for 0.47% of the portfolio, ranked #63.

Wright Investors Service first reported a position in PEP in Q2 2014 and has held it in 25 quarters since. The position peaked at $2.57M in Q2 2017. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Wright Investors Service held 9,574 shares of PepsiCo worth $1.49M as of Q1 2026.
  • Wright Investors Service sold 290 PepsiCo shares in Q1 2026, an estimated $45.2K.
  • PepsiCo made up 0.47% of Wright Investors Service's portfolio in Q1 2026, its #63 holding.
  • Wright Investors Service first reported a position in PepsiCo in Q2 2014 and has held it in 25 quarters since.
  • Wright Investors Service's PepsiCo position peaked at $2.57M in Q2 2017.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.