ZIG
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Zuckerman Investment Group’s PepsiCo PEP Stock Holding History

Zuckerman Investment 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
Q2 		$2.85M Sell
21,030
-269
-1% -$40.2K 0.24% 53
2026
Q1 		$3.31M Buy
21,299
+738
+4% +$115K 0.31% 49
2025
Q4 		$2.95M Buy
20,561
+706
+4% +$104K 0.26% 50
2025
Q3 		$2.79M Buy
19,855
+567
+3% +$81K 0.26% 52
2025
Q2 		$2.55M Buy
19,288
+2,668
+16% +$359K 0.25% 53
2025
Q1 		$2.49M Buy
16,620
+338
+2% +$50.3K 0.27% 56
2024
Q4 		$2.45M Buy
16,282
+2,457
+18% +$403K 0.23% 54
2024
Q3 		$2.35M Buy
13,825
+475
+4% +$81.6K 0.24% 54
2024
Q2 		$2.2M Buy
13,350
+2,198
+20% +$379K 0.25% 50
2024
Q1 		$1.95M Buy
11,152
+2,864
+35% +$482K 0.22% 56
2023
Q4 		$1.41M Buy
8,288
+5,086
+159% +$844K 0.18% 61
2023
Q3 		$543K Buy
3,202
+357
+13% +$64.8K 0.08% 78
2023
Q2 		$527K Buy
2,845
+1,014
+55% +$189K 0.08% 77
2023
Q1 		$334K Buy
1,831
+78
+4% +$13.6K 0.05% 93
2022
Q4 		$317K Sell
1,753
-205
-10% -$36.6K 0.05% 103
2022
Q3 		$320K Sell
1,958
-84
-4% -$14.5K 0.06% 91
2022
Q2 		$340K Buy
2,042
+290
+17% +$48.8K 0.06% 84
2022
Q1 		$293K Buy
1,752
+157
+10% +$26.4K 0.05% 90
2021
Q4 		$277K Buy
1,595
+111
+7% +$18.1K 0.04% 95
2021
Q3 		$223K Buy
+1,484
New +$230K 0.04% 104

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zuckerman Investment Group's PEP Position: Q2 2026 in Review

Zuckerman Investment Group reduced its PepsiCo (PEP) stake by 1.3% in Q2 2026, selling an estimated $40.2K and leaving 21,030 shares worth $2.85M. The position accounts for 0.24% of the portfolio, ranked #53.

Zuckerman Investment Group first reported a position in PEP in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.31M in Q1 2026. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Zuckerman Investment Group held 21,030 shares of PepsiCo worth $2.85M as of Q2 2026.
  • Zuckerman Investment Group sold 269 PepsiCo shares in Q2 2026, an estimated $40.2K.
  • PepsiCo made up 0.24% of Zuckerman Investment Group's portfolio in Q2 2026, its #53 holding.
  • Zuckerman Investment Group first reported a position in PepsiCo in Q3 2021 and has held it in 20 quarters since.
  • Zuckerman Investment Group's PepsiCo position peaked at $3.31M in Q1 2026.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.