Lakeridge Wealth Management’s PepsiCo PEP Stock Holding History

Lakeridge Wealth Management’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	$736K	Sell	5,439 -2	-0%	-$299	0.27%	73
2026 Q1	$845K	Buy	5,441 +25	+0.5%	+$3.9K	0.36%	56
2025 Q4	$777K	Buy	5,416 +75	+1%	+$11K	0.35%	52
2025 Q3	$750K	Sell	5,341 -68	-1%	-$9.71K	0.33%	53
2025 Q2	$714K	Buy	5,409 +86	+2%	+$11.6K	0.33%	51
2025 Q1	$798K	Buy	5,323 +44	+0.8%	+$6.55K	0.4%	46
2024 Q4	$803K	Sell	5,279 -51	-1%	-$8.36K	0.41%	43
2024 Q3	$906K	Sell	5,330 -153	-3%	-$26.3K	0.5%	39
2024 Q2	$904K	Sell	5,483 -109	-2%	-$18.8K	0.54%	36
2024 Q1	$979K	Buy	5,592 +6	+0.1%	+$1.01K	0.63%	31
2023 Q4	$949K	Buy	+5,586	New	+$926K	0.69%	31

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lakeridge Wealth Management's PEP Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its PepsiCo (PEP) stake by 0.04% in Q2 2026, selling an estimated $299 and leaving 5,439 shares worth $736K. The position accounts for 0.27% of the portfolio, ranked #73.

Lakeridge Wealth Management first reported a position in PEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $979K in Q1 2024. 1,140 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Lakeridge Wealth Management held 5,439 shares of PepsiCo worth $736K as of Q2 2026.
Lakeridge Wealth Management sold 2 PepsiCo shares in Q2 2026, an estimated $299.
PepsiCo made up 0.27% of Lakeridge Wealth Management's portfolio in Q2 2026, its #73 holding.
Lakeridge Wealth Management first reported a position in PepsiCo in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's PepsiCo position peaked at $979K in Q1 2024.
1,140 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.