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 Q2	$339K	Buy	+2,500	New	+$374K	﹤0.01%	1698

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors's PEP Position: Q2 2026 in Review

Lido Advisors increased its PepsiCo (PEP) stake by 24% in Q2 2026, buying an estimated $6.12M and bringing the position to 212,417 shares worth $28.8M. The position accounts for 0.08% of the portfolio, ranked #169.

Lido Advisors first reported a position in PEP in Q1 2016 and has held it in 42 quarters since. The position peaked at $32.3M in Q4 2022. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Lido Advisors held 212,417 shares of PepsiCo worth $28.8M as of Q2 2026.
Lido Advisors bought 40,900 PepsiCo shares in Q2 2026, an estimated $6.12M.
PepsiCo made up 0.08% of Lido Advisors's portfolio in Q2 2026, its #169 holding.
Lido Advisors first reported a position in PepsiCo in Q1 2016 and has held it in 42 quarters since.
Lido Advisors's PepsiCo position peaked at $32.3M in Q4 2022.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.