Lazari Capital Management’s PepsiCo PEP Stock Holding History

Lazari Capital 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	$231K	Buy	1,709 +25	+1%	+$3.74K	0.07%	155
2026 Q1	$262K	Sell	1,684 -13	-0.8%	-$2.03K	0.09%	130
2025 Q4	$244K	Buy	1,697 +5	+0.3%	+$735	0.08%	132
2025 Q3	$238K	Buy	1,692 +8	+0.5%	+$1.14K	0.08%	135
2025 Q2	$222K	Sell	1,684 -13	-0.8%	-$1.75K	0.08%	133
2025 Q1	$254K	Sell	1,697 -58	-3%	-$8.63K	0.1%	112
2024 Q4	$267K	Sell	1,755 -24	-1%	-$3.93K	0.11%	111
2024 Q3	$303K	Buy	1,779 +56	+3%	+$9.62K	0.13%	100
2024 Q2	$284K	Buy	1,723 +49	+3%	+$8.46K	0.13%	104
2024 Q1	$293K	Buy	1,674 +54	+3%	+$9.09K	0.16%	81
2023 Q4	$275K	Hold	1,620	–	–	0.16%	83
2023 Q3	$274K	Sell	1,620 -150	-8%	-$27.2K	0.16%	84
2023 Q2	$328K	Buy	+1,770	New	+$330K	0.18%	78

Other funds holding PEP

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Lazari Capital Management's PEP Position: Q2 2026 in Review

Lazari Capital Management increased its PepsiCo (PEP) stake by 1.5% in Q2 2026, buying an estimated $3.74K and bringing the position to 1,709 shares worth $231K. The position accounts for 0.07% of the portfolio, ranked #155.

Lazari Capital Management first reported a position in PEP in Q2 2023 and has held it in 13 quarters since. The position peaked at $328K in Q2 2023. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Lazari Capital Management held 1,709 shares of PepsiCo worth $231K as of Q2 2026.
Lazari Capital Management bought 25 PepsiCo shares in Q2 2026, an estimated $3.74K.
PepsiCo made up 0.07% of Lazari Capital Management's portfolio in Q2 2026, its #155 holding.
Lazari Capital Management first reported a position in PepsiCo in Q2 2023 and has held it in 13 quarters since.
Lazari Capital Management's PepsiCo position peaked at $328K in Q2 2023.
1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.