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Lifeworks Advisors’s PepsiCo PEP Stock Holding History

Lifeworks 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 		$992K Buy
6,390
+490
+8% +$76.4K 0.13% 127
2025
Q4 		$847K Buy
5,900
+133
+2% +$19.5K 0.11% 153
2025
Q3 		$810K Sell
5,767
-279
-5% -$39.8K 0.11% 155
2025
Q2 		$798K Sell
6,046
-47
-0.8% -$6.33K 0.12% 152
2025
Q1 		$914K Buy
6,093
+7
+0.1% +$1.04K 0.15% 134
2024
Q4 		$925K Sell
6,086
-5,350
-47% -$877K 0.17% 123
2024
Q3 		$1.94M Buy
11,436
+367
+3% +$63.1K 0.38% 77
2024
Q2 		$1.83M Buy
11,069
+618
+6% +$107K 0.51% 63
2024
Q1 		$1.83M Buy
10,451
+4,182
+67% +$704K 0.51% 62
2023
Q4 		$1.06M Sell
6,269
-453
-7% -$75.1K 0.37% 80
2023
Q3 		$1.14M Buy
6,722
+1,233
+22% +$224K 0.44% 74
2023
Q2 		$1.02M Buy
5,489
+40
+0.7% +$7.46K 0.43% 76
2023
Q1 		$993K Buy
5,449
+198
+4% +$34.6K 0.47% 77
2022
Q4 		$949K Sell
5,251
-18
-0.3% -$3.21K 0.53% 67
2022
Q3 		$957K Sell
5,269
-262
-5% -$45.2K 0.54% 65
2022
Q2 		$922K Buy
5,531
+154
+3% +$25.9K 0.58% 57
2022
Q1 		$900K Sell
5,377
-4,666
-46% -$783K 0.59% 58
2021
Q4 		$1.75M Buy
+10,043
New +$1.64M 1.39% 17

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

Lifeworks Advisors's PEP Position: Q1 2026 in Review

Lifeworks Advisors increased its PepsiCo (PEP) stake by 8.3% in Q1 2026, buying an estimated $76.4K and bringing the position to 6,390 shares worth $992K. The position accounts for 0.13% of the portfolio, ranked #127.

Lifeworks Advisors first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.94M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Lifeworks Advisors held 6,390 shares of PepsiCo worth $992K as of Q1 2026.
  • Lifeworks Advisors bought 490 PepsiCo shares in Q1 2026, an estimated $76.4K.
  • PepsiCo made up 0.13% of Lifeworks Advisors's portfolio in Q1 2026, its #127 holding.
  • Lifeworks Advisors first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's PepsiCo position peaked at $1.94M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.