LCM
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
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% +$4.45K 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

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 $3.37T AUM 44.26% 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

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

LCM Capital Management increased its PepsiCo (PEP) stake by 1.5% in Q2 2026, buying an estimated $16.9K and bringing the position to 7,446 shares worth $1.01M. The position accounts for 0.44% of the portfolio, ranked #37.

LCM Capital Management first reported a position in PEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.3M in Q2 2023. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • LCM Capital Management held 7,446 shares of PepsiCo worth $1.01M as of Q2 2026.
  • LCM Capital Management bought 113 PepsiCo shares in Q2 2026, an estimated $16.9K.
  • PepsiCo made up 0.44% of LCM Capital Management's portfolio in Q2 2026, its #37 holding.
  • LCM Capital Management first reported a position in PepsiCo in Q4 2020 and has held it in 23 quarters since.
  • LCM Capital Management's PepsiCo position peaked at $1.3M in Q2 2023.
  • 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.