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
2024 Q4	–	Sell	-3,300	Closed	-$561K	–	1573
2024 Q3	$561K	Hold	3,300	–	–	﹤0.01%	918
2024 Q2	$544K	Sell	3,300 -600	-15%	-$104K	﹤0.01%	901
2024 Q1	$683K	Hold	3,900	–	–	﹤0.01%	787
2023 Q4	$662K	Sell	3,900 -2,000	-34%	-$332K	﹤0.01%	756
2023 Q3	$1,000K	Hold	5,900	–	–	0.01%	545
2023 Q2	$1.09M	Buy	5,900 +100	+2%	+$18.7K	0.01%	505
2023 Q1	$1.06M	Buy	5,800 +2,000	+53%	+$350K	0.01%	466
2022 Q4	$687K	Hold	3,800	–	–	0.01%	497
2022 Q3	$620K	Hold	3,800	–	–	0.01%	492
2022 Q2	$633K	Buy	3,800 +500	+15%	+$84.2K	0.01%	467
2022 Q1	$552K	Hold	3,300	–	–	0.01%	576
2021 Q4	$573K	Sell	3,300 -300	-8%	-$49K	0.01%	567
2021 Q3	$541K	Hold	3,600	–	–	0.01%	565
2021 Q2	$533K	Buy	+3,600	New	+$525K	0.01%	526
2021 Q1	–	Sell	-4,800	Closed	-$711K	–	889
2020 Q4	$711K	Hold	4,800	–	–	0.01%	390
2020 Q3	$665K	Sell	4,800 -13,600	-74%	-$1.85M	0.02%	331
2020 Q2	$2.43M	Hold	18,400	–	–	0.07%	141
2020 Q1	$2.21M	Hold	18,400	–	–	0.09%	129
2019 Q4	$2.51M	Hold	18,400	–	–	0.1%	122
2019 Q3	$2.52M	Buy	+18,400	New	+$2.44M	0.13%	107

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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. 3,533 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.
3,533 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.