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
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 $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

LCM Capital Management's PEP Position: Q1 2026 in Review

LCM Capital Management increased its PepsiCo (PEP) stake by 0.94% in Q1 2026, buying an estimated $10.6K and bringing the position to 7,333 shares worth $1.14M. The position accounts for 0.57% of the portfolio, ranked #30.

LCM Capital Management first reported a position in PEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.3M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • LCM Capital Management held 7,333 shares of PepsiCo worth $1.14M as of Q1 2026.
  • LCM Capital Management bought 68 PepsiCo shares in Q1 2026, an estimated $10.6K.
  • PepsiCo made up 0.57% of LCM Capital Management's portfolio in Q1 2026, its #30 holding.
  • LCM Capital Management first reported a position in PepsiCo in Q4 2020 and has held it in 22 quarters since.
  • LCM Capital Management's PepsiCo position peaked at $1.3M in Q2 2023.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.