Lido Advisors
PEP icon

Lido Advisors’s PepsiCo PEP Stock Holding History

Lido Advisors’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 		$26.6M Buy
171,517
+39,507
+30% +$6.16M 0.08% 162
2025
Q4 		$18.6M Buy
132,010
+1,066
+0.8% +$157K 0.06% 219
2025
Q3 		$18.4M Buy
130,944
+31,223
+31% +$4.46M 0.06% 213
2025
Q2 		$13.2M Buy
99,721
+4,117
+4% +$555K 0.05% 213
2025
Q1 		$14.3M Buy
95,604
+6,825
+8% +$1.02M 0.06% 183
2024
Q4 		$13.6M Buy
88,779
+5,819
+7% +$953K 0.06% 178
2024
Q3 		$14.1M Sell
82,960
-1,850
-2% -$318K 0.07% 152
2024
Q2 		$14M Buy
84,810
+1,848
+2% +$319K 0.08% 136
2024
Q1 		$14.6M Sell
82,962
-83,720
-50% -$14.1M 0.09% 128
2023
Q4 		$28.5M Buy
166,682
+8,020
+5% +$1.33M 0.19% 54
2023
Q3 		$26.9M Buy
158,662
+7,952
+5% +$1.44M 0.2% 52
2023
Q2 		$27.9M Sell
150,710
-3,231
-2% -$603K 0.2% 56
2023
Q1 		$28.1M Sell
153,941
-24,813
-14% -$4.34M 0.27% 46
2022
Q4 		$32.3M Buy
178,754
+34,397
+24% +$6.14M 0.39% 31
2022
Q3 		$23.6M Sell
144,357
-2,522
-2% -$435K 0.3% 39
2022
Q2 		$24.5M Buy
146,879
+8,253
+6% +$1.39M 0.32% 36
2022
Q1 		$23.2M Buy
138,626
+18,079
+15% +$3.04M 0.26% 39
2021
Q4 		$20.9M Buy
120,547
+14,233
+13% +$2.32M 0.23% 42
2021
Q3 		$16M Buy
106,314
+19,175
+22% +$2.97M 0.22% 54
2021
Q2 		$12.9M Sell
87,139
-6,714
-7% -$978K 0.18% 68
2021
Q1 		$13.3M Buy
93,853
+14,750
+19% +$2.02M 0.23% 53
2020
Q4 		$11.8M Buy
79,103
+10,604
+15% +$1.51M 0.25% 48
2020
Q3 		$9.49M Sell
68,499
-5,212
-7% -$709K 0.24% 49
2020
Q2 		$9.75M Buy
73,711
+20,483
+38% +$2.7M 0.29% 43
2020
Q1 		$6.39M Buy
53,228
+11,260
+27% +$1.52M 0.27% 51
2019
Q4 		$5.77M Buy
41,968
+4,560
+12% +$621K 0.23% 66
2019
Q3 		$5.13M Buy
37,408
+19,526
+109% +$2.59M 0.26% 57
2019
Q2 		$2.34M Sell
17,882
-97
-0.5% -$12.4K 0.13% 96
2019
Q1 		$2.2M Buy
17,979
+4,110
+30% +$468K 0.14% 97
2018
Q4 		$1.54M Buy
13,869
+880
+7% +$99.2K 0.15% 92
2018
Q3 		$1.45M Buy
12,989
+709
+6% +$80.3K 0.14% 92
2018
Q2 		$1.34M Buy
12,280
+704
+6% +$72.7K 0.15% 94
2018
Q1 		$1.26M Buy
11,576
+2,851
+33% +$324K 0.17% 82
2017
Q4 		$1.05M Buy
8,725
+1,037
+13% +$118K 0.15% 83
2017
Q3 		$847K Sell
7,688
-1,560
-17% -$180K 0.14% 92
2017
Q2 		$1.07M Buy
9,248
+555
+6% +$63.7K 0.22% 62
2017
Q1 		$984K Sell
8,693
-116
-1% -$12.4K 0.27% 55
2016
Q4 		$922K Buy
8,809
+2,389
+37% +$250K 0.23% 44
2016
Q3 		$698K Buy
6,420
+1,274
+25% +$137K 0.21% 47
2016
Q2 		$545K Buy
5,146
+335
+7% +$34.6K 0.17% 57
2016
Q1 		$493K Buy
+4,811
New +$475K 0.17% 60

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

Lido Advisors's PEP Position: Q1 2026 in Review

Lido Advisors increased its PepsiCo (PEP) stake by 30% in Q1 2026, buying an estimated $6.16M and bringing the position to 171,517 shares worth $26.6M. The position accounts for 0.08% of the portfolio, ranked #162.

Lido Advisors first reported a position in PEP in Q1 2016 and has held it in 41 quarters since. The position peaked at $32.3M in Q4 2022. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Lido Advisors held 171,517 shares of PepsiCo worth $26.6M as of Q1 2026.
  • Lido Advisors bought 39,507 PepsiCo shares in Q1 2026, an estimated $6.16M.
  • PepsiCo made up 0.08% of Lido Advisors's portfolio in Q1 2026, its #162 holding.
  • Lido Advisors first reported a position in PepsiCo in Q1 2016 and has held it in 41 quarters since.
  • Lido Advisors's PepsiCo position peaked at $32.3M in Q4 2022.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.