Lafayette Investments’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.22M Sell
45,908
-51
-0.1% -$7.63K 1.15% 20
2026
Q1
$7.14M Sell
45,959
-973
-2% -$152K 1.45% 19
2025
Q4
$6.74M Sell
46,932
-1,251
-3% -$184K 1.27% 19
2025
Q3
$6.77M Sell
48,183
-433
-0.9% -$61.8K 1.3% 20
2025
Q2
$6.42M Buy
48,616
+811
+2% +$109K 1.3% 21
2025
Q1
$7.17M Buy
47,805
+3,638
+8% +$541K 1.52% 17
2024
Q4
$6.72M Buy
44,167
+3,892
+10% +$638K 1.44% 19
2024
Q3
$6.85M Sell
40,275
-85
-0.2% -$14.6K 1.44% 20
2024
Q2
$6.66M Buy
40,360
+190
+0.5% +$32.8K 1.51% 21
2024
Q1
$7.03M Buy
40,170
+906
+2% +$153K 1.58% 20
2023
Q4
$6.67M Buy
39,264
+3,553
+10% +$589K 1.66% 20
2023
Q3
$6.05M Buy
35,711
+110
+0.3% +$20K 1.65% 20
2023
Q2
$6.59M Sell
35,601
-282
-0.8% -$52.6K 1.73% 19
2023
Q1
$6.54M Sell
35,883
-1,248
-3% -$218K 1.81% 17
2022
Q4
$6.71M Sell
37,131
-183
-0.5% -$32.6K 1.89% 17
2022
Q3
$6.09M Sell
37,314
-5,640
-13% -$972K 1.88% 17
2022
Q2
$7.16M Sell
42,954
-682
-2% -$115K 2.07% 14
2022
Q1
$7.3M Buy
43,636
+74
+0.2% +$12.4K 1.81% 14
2021
Q4
$7.57M Buy
43,562
+582
+1% +$95.1K 1.89% 14
2021
Q3
$6.46M Buy
42,980
+764
+2% +$118K 1.75% 17
2021
Q2
$6.25M Sell
42,216
-167
-0.4% -$24.3K 1.7% 19
2021
Q1
$6M Buy
42,383
+1,165
+3% +$160K 1.92% 17
2020
Q4
$6.11M Sell
41,218
-699
-2% -$99.4K 2.08% 16
2020
Q3
$5.81M Sell
41,917
-1,183
-3% -$161K 2.22% 10
2020
Q2
$5.7M Sell
43,100
-474
-1% -$62.5K 2.38% 8
2020
Q1
$5.23M Sell
43,574
-1,260
-3% -$170K 2.52% 9
2019
Q4
$6.13M Sell
44,834
-2,951
-6% -$402K 2.13% 17
2019
Q3
$6.55M Sell
47,785
-231
-0.5% -$30.7K 2.37% 12
2019
Q2
$6.3M Sell
48,016
-254
-0.5% -$32.6K 2.23% 16
2019
Q1
$5.92M Sell
48,270
-733
-1% -$83.5K 2.18% 18
2018
Q4
$5.41M Sell
49,003
-796
-2% -$89.8K 2.18% 17
2018
Q3
$5.57M Sell
49,799
-298
-0.6% -$33.7K 1.92% 22
2018
Q2
$5.45M Buy
50,097
+4
+0% +$413 2% 20
2018
Q1
$5.47M Sell
50,093
-3,045
-6% -$346K 2.04% 21
2017
Q4
$6.37M Sell
53,138
-701
-1% -$80.1K 2.28% 19
2017
Q3
$6M Sell
53,839
-5,161
-9% -$596K 2.23% 19
2017
Q2
$6.81M Sell
59,000
-333
-0.6% -$38.2K 2.53% 17
2017
Q1
$6.64M Buy
59,333
+34
+0.1% +$3.65K 2.46% 18
2016
Q4
$6.21M Sell
59,299
-150
-0.3% -$15.7K 2.38% 19
2016
Q3
$6.47M Sell
59,449
-84
-0.1% -$9.05K 2.61% 15
2016
Q2
$6.31M Sell
59,533
-402
-0.7% -$41.5K 2.56% 15
2016
Q1
$6.14M Sell
59,935
-251
-0.4% -$24.8K 2.55% 14
2015
Q4
$6.01M Sell
60,186
-150
-0.2% -$15K 2.5% 13
2015
Q3
$5.69M Buy
60,336
+16
+0% +$1.52K 2.48% 17
2015
Q2
$5.63M Sell
60,320
-98
-0.2% -$9.37K 2.36% 18
2015
Q1
$5.78M Sell
60,418
-1,480
-2% -$143K 2.45% 17
2014
Q4
$5.85M Sell
61,898
-400
-0.6% -$38.4K 2.45% 18
2014
Q3
$5.8M Buy
62,298
+3
+0% +$274 2.6% 16
2014
Q2
$5.57M Sell
62,295
-197
-0.3% -$17K 2.45% 17
2014
Q1
$5.22M Buy
62,492
+2,006
+3% +$163K 2.38% 16
2013
Q4
$5.02M Sell
60,486
-300
-0.5% -$24.9K 2.35% 19
2013
Q3
$4.83M Sell
60,786
-97
-0.2% -$7.97K 2.35% 18
2013
Q2
$4.98M Buy
+60,883
New +$4.97M 2.39% 18

Other funds holding PEP

Lafayette Investments's PEP Position: Q2 2026 in Review

Lafayette Investments reduced its PepsiCo (PEP) stake by 0.11% in Q2 2026, selling an estimated $7.63K and leaving 45,908 shares worth $6.22M. The position accounts for 1.15% of the portfolio, ranked #20.

Lafayette Investments first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.57M in Q4 2021. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Lafayette Investments held 45,908 shares of PepsiCo worth $6.22M as of Q2 2026.
  • Lafayette Investments sold 51 PepsiCo shares in Q2 2026, an estimated $7.63K.
  • PepsiCo made up 1.15% of Lafayette Investments's portfolio in Q2 2026, its #20 holding.
  • Lafayette Investments first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
  • Lafayette Investments's PepsiCo position peaked at $7.57M in Q4 2021.
  • 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.