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Lavaca Capital’s PepsiCo PEP Stock Holding History

Lavaca Capital’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
2023
Q2 		– Sell
-22,400
Closed -$3.83M – 176
2023
Q1 		$3.83M Buy
22,400
+400
+2% +$69.9K 0.8% 23
2022
Q4 		$3.99M Hold
22,000
– – 1.25% 20
2022
Q3 		$3.59M Hold
22,000
– – 1.29% 17
2022
Q2 		$3.67M Hold
22,000
– – 0.55% 20
2022
Q1 		$3.68M Buy
+22,000
New +$3.69M 0.4% 30

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

Lavaca Capital's PEP Position: Q1 2026 in Review

Lavaca Capital increased its PepsiCo (PEP) stake by 324% in Q1 2026, buying an estimated $690K and bringing the position to 5,796 shares worth $900K. The position accounts for 0.16% of the portfolio, ranked #55.

Lavaca Capital first reported a position in PEP in Q4 2018 and has held it in 26 quarters since. The position peaked at $6.55M in Q1 2021. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Lavaca Capital held 5,796 shares of PepsiCo worth $900K as of Q1 2026.
  • Lavaca Capital bought 4,430 PepsiCo shares in Q1 2026, an estimated $690K.
  • PepsiCo made up 0.16% of Lavaca Capital's portfolio in Q1 2026, its #55 holding.
  • Lavaca Capital first reported a position in PepsiCo in Q4 2018 and has held it in 26 quarters since.
  • Lavaca Capital's PepsiCo position peaked at $6.55M in Q1 2021.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.