LGF
PEP icon

LGT Group Foundation’s PepsiCo PEP Stock Holding History

LGT Group Foundation’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 		$59.8M Buy
385,269
+59,611
+18% +$9.29M 0.73% 31
2025
Q4 		$46.9M Sell
325,658
-1,996
-0.6% -$293K 0.51% 38
2025
Q3 		$46.9M Buy
327,654
+12,528
+4% +$1.79M 0.54% 40
2025
Q2 		$41.6M Buy
315,126
+6,550
+2% +$882K 0.52% 45
2025
Q1 		$46.3M Buy
308,576
+227,242
+279% +$33.8M 0.64% 37
2024
Q4 		$12.4M Sell
81,334
-33,569
-29% -$5.5M 0.19% 86
2024
Q3 		$19.5M Buy
114,903
+32,594
+40% +$5.6M 0.32% 61
2024
Q2 		$13.6M Sell
82,309
-140,703
-63% -$24.3M 0.21% 75
2024
Q1 		$39M Sell
223,012
-20,388
-8% -$3.43M 0.92% 31
2023
Q4 		$41.2M Sell
243,400
-3,529
-1% -$585K 0.91% 31
2023
Q3 		$41.8M Buy
246,929
+13,909
+6% +$2.53M 1.03% 21
2023
Q2 		$43.2M Buy
233,020
+133,239
+134% +$24.9M 1.05% 19
2023
Q1 		$18.2M Sell
99,781
-5,730
-5% -$1M 0.52% 47
2022
Q4 		$19.1M Buy
105,511
+11,221
+12% +$2M 0.6% 39
2022
Q3 		$15.4M Sell
94,290
-13,327
-12% -$2.3M 0.6% 42
2022
Q2 		$17.9M Buy
107,617
+6,429
+6% +$1.08M 0.55% 44
2022
Q1 		$17.2M Buy
101,188
+1,898
+2% +$319K 0.4% 60
2021
Q4 		$17.2M Buy
+99,290
New +$16.2M 0.44% 51

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

LGT Group Foundation's PEP Position: Q1 2026 in Review

LGT Group Foundation increased its PepsiCo (PEP) stake by 18% in Q1 2026, buying an estimated $9.29M and bringing the position to 385,269 shares worth $59.8M. The position accounts for 0.73% of the portfolio, ranked #31.

LGT Group Foundation first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • LGT Group Foundation held 385,269 shares of PepsiCo worth $59.8M as of Q1 2026.
  • LGT Group Foundation bought 59,611 PepsiCo shares in Q1 2026, an estimated $9.29M.
  • PepsiCo made up 0.73% of LGT Group Foundation's portfolio in Q1 2026, its #31 holding.
  • LGT Group Foundation first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.