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
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 $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

Zuckerman Investment Group's PEP Position: Q1 2026 in Review

Zuckerman Investment Group increased its PepsiCo (PEP) stake by 3.6% in Q1 2026, buying an estimated $115K and bringing the position to 21,299 shares worth $3.31M. The position accounts for 0.31% of the portfolio, ranked #49.

Zuckerman Investment Group first reported a position in PEP in Q3 2021 and has held it in 19 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Zuckerman Investment Group held 21,299 shares of PepsiCo worth $3.31M as of Q1 2026.
  • Zuckerman Investment Group bought 738 PepsiCo shares in Q1 2026, an estimated $115K.
  • PepsiCo made up 0.31% of Zuckerman Investment Group's portfolio in Q1 2026, its #49 holding.
  • Zuckerman Investment Group first reported a position in PepsiCo in Q3 2021 and has held it in 19 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.