Lane & Associates’s PepsiCo PEP Stock Holding History

Lane & Associates’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
2025 Q1	$333K	Buy	2,221 +122	+6%	+$18.2K	0.18%	87
2024 Q4	$316K	Sell	2,099 -123	-6%	-$20.2K	0.16%	99
2024 Q3	$378K	Sell	2,222 -253	-10%	-$43.5K	0.21%	77
2024 Q2	$408K	Buy	2,475 +184	+8%	+$31.8K	0.24%	71
2024 Q1	$401K	Sell	2,291 -138	-6%	-$23.2K	0.25%	71
2023 Q4	$413K	Sell	2,429 -1,059	-30%	-$176K	0.3%	67
2023 Q3	$591K	Buy	3,488 +14	+0.4%	+$2.54K	0.47%	47
2023 Q2	$643K	Buy	3,474 +121	+4%	+$22.6K	0.51%	40
2023 Q1	$611K	Sell	3,353 -220	-6%	-$38.5K	0.55%	41
2022 Q4	$646K	Buy	+3,573	New	+$637K	0.61%	39

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lane & Associates's PEP Position: Q1 2025 in Review

Lane & Associates increased its PepsiCo (PEP) stake by 5.8% in Q1 2025, buying an estimated $18.2K and bringing the position to 2,221 shares worth $333K. The position accounts for 0.18% of the portfolio, ranked #87.

Lane & Associates first reported a position in PEP in Q4 2022 and has held it in 10 quarters since. The position peaked at $646K in Q4 2022. 3,421 funds tracked by Wall St. Rank hold PEP as of Q1 2025.

Lane & Associates held 2,221 shares of PepsiCo worth $333K as of Q1 2025.
Lane & Associates bought 122 PepsiCo shares in Q1 2025, an estimated $18.2K.
PepsiCo made up 0.18% of Lane & Associates's portfolio in Q1 2025, its #87 holding.
Lane & Associates first reported a position in PepsiCo in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's PepsiCo position peaked at $646K in Q4 2022.
3,421 funds tracked by Wall St. Rank held PepsiCo as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.