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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lavaca Capital's PEP Position: Q2 2026 in Review

Lavaca Capital increased its PepsiCo (PEP) stake by 182% in Q2 2026, buying an estimated $1.57M and bringing the position to 16,320 shares worth $2.21M. The position accounts for 0.22% of the portfolio, ranked #30.

Lavaca Capital first reported a position in PEP in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.55M in Q1 2021. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Lavaca Capital held 16,320 shares of PepsiCo worth $2.21M as of Q2 2026.
  • Lavaca Capital bought 10,524 PepsiCo shares in Q2 2026, an estimated $1.57M.
  • PepsiCo made up 0.22% of Lavaca Capital's portfolio in Q2 2026, its #30 holding.
  • Lavaca Capital first reported a position in PepsiCo in Q4 2018 and has held it in 27 quarters since.
  • Lavaca Capital's PepsiCo position peaked at $6.55M in Q1 2021.
  • 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.