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Life Cycle Investment Partners’s PepsiCo PEP Stock Holding History

Life Cycle Investment Partners’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 		$117M Buy
754,484
+258,110
+52% +$40.2M 0.75% 33
2025
Q4 		$71.2M Buy
+496,374
New +$72.9M 0.5% 35

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VCM
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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

Life Cycle Investment Partners's PEP Position: Q1 2026 in Review

Life Cycle Investment Partners increased its PepsiCo (PEP) stake by 52% in Q1 2026, buying an estimated $40.2M and bringing the position to 754,484 shares worth $117M. The position accounts for 0.75% of the portfolio, ranked #33.

Life Cycle Investment Partners first reported a position in PEP in Q4 2025 and has held it in 2 quarters since. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Life Cycle Investment Partners held 754,484 shares of PepsiCo worth $117M as of Q1 2026.
  • Life Cycle Investment Partners bought 258,110 PepsiCo shares in Q1 2026, an estimated $40.2M.
  • PepsiCo made up 0.75% of Life Cycle Investment Partners's portfolio in Q1 2026, its #33 holding.
  • Life Cycle Investment Partners first reported a position in PepsiCo in Q4 2025 and has held it in 2 quarters since.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Life Cycle Investment Partners's 13F filing for Q1 2026, filed 12 May 2026.