LCM Capital Management
PEP icon

LCM Capital Management’s PepsiCo PEP Stock Holding History

LCM 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
Q3 		$939K Sell
7,406
-40
-0.5% -$5.51K 0.4% 38
2026
Q2 		$1.01M Buy
7,446
+113
+2% +$16.9K 0.44% 37
2026
Q1 		$1.14M Buy
7,333
+68
+0.9% +$10.6K 0.57% 30
2025
Q4 		$1.04M Sell
7,265
-488
-6% -$71.7K 0.5% 34
2025
Q3 		$1.09M Hold
7,753
– – 0.52% 31
2025
Q2 		$1.02M Buy
7,753
+33
+0.4% +$4.44K 0.53% 36
2025
Q1 		$1.16M Buy
7,720
+172
+2% +$25.6K 0.68% 28
2024
Q4 		$1.15M Sell
7,548
-25
-0.3% -$4.1K 0.65% 29
2024
Q3 		$1.29M Buy
7,573
+62
+0.8% +$10.7K 0.74% 24
2024
Q2 		$1.24M Buy
7,511
+134
+2% +$23.1K 0.77% 24
2024
Q1 		$1.29M Buy
7,377
+46
+0.6% +$7.74K 0.83% 20
2023
Q4 		$1.25M Sell
7,331
-15
-0.2% -$2.49K 0.9% 18
2023
Q3 		$1.24M Buy
7,346
+325
+5% +$59K 1.02% 19
2023
Q2 		$1.3M Buy
7,021
+95
+1% +$17.7K 1.06% 15
2023
Q1 		$1.26M Buy
6,926
+305
+5% +$53.3K 1.1% 15
2022
Q4 		$1.2M Buy
6,621
+48
+0.7% +$8.56K 1.16% 16
2022
Q3 		$1.07M Sell
6,573
-174
-3% -$30K 1.13% 15
2022
Q2 		$1.12M Sell
6,747
-34
-0.5% -$5.72K 1.11% 14
2022
Q1 		$1.14M Buy
6,781
+214
+3% +$35.9K 0.92% 17
2021
Q4 		$1.14M Buy
6,567
+237
+4% +$38.7K 0.88% 18
2021
Q3 		$952K Sell
6,330
-96
-1% -$14.9K 0.8% 18
2021
Q2 		$952K Sell
6,426
-8
-0.1% -$1.17K 0.79% 19
2021
Q1 		$910K Sell
6,434
-206
-3% -$28.3K 0.81% 17
2020
Q4 		$987K Buy
+6,640
New +$944K 0.94% 19

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LCM Capital Management's PEP Position: Q3 2026 in Review

LCM Capital Management reduced its PepsiCo (PEP) stake by 0.54% in Q3 2026, selling an estimated $5.51K and leaving 7,406 shares worth $939K. The position accounts for 0.4% of the portfolio, ranked #38.

LCM Capital Management first reported a position in PEP in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.3M in Q2 2023. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • LCM Capital Management held 7,406 shares of PepsiCo worth $939K as of Q3 2026.
  • LCM Capital Management sold 40 PepsiCo shares in Q3 2026, an estimated $5.51K.
  • PepsiCo made up 0.4% of LCM Capital Management's portfolio in Q3 2026, its #38 holding.
  • LCM Capital Management first reported a position in PepsiCo in Q4 2020 and has held it in 24 quarters since.
  • LCM Capital Management's PepsiCo position peaked at $1.3M in Q2 2023.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on LCM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.