Lighthouse Investment Partners’s PepsiCo PEP Stock Holding History

Lighthouse 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	–	Sell	-3,490	Closed	-$501K	–	978
2025 Q4	$501K	Buy	+3,490	New	+$513K	0.02%	602
2025 Q1	–	Sell	-6,514	Closed	-$991K	–	598
2024 Q4	$991K	Buy	+6,514	New	+$1.07M	0.03%	372
2024 Q3	–	Sell	-25,000	Closed	-$4.12M	–	526
2024 Q2	$4.12M	Buy	+25,000	New	+$4.31M	0.16%	155
2023 Q2	–	Sell	-106,000	Closed	-$19.3M	–	365
2023 Q1	$19.3M	Buy	106,000 +36,000	+51%	+$6.29M	1.29%	10
2022 Q4	$12.6M	Buy	+70,000	New	+$12.5M	1.4%	9

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 $147M AUM 25.76% 1-Year Est. Return

Lighthouse Investment Partners's PEP Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of PepsiCo (PEP) in Q1 2026, closing a stake of 3,490 shares — an estimated $501K sold.

Lighthouse Investment Partners first reported a position in PEP in Q4 2022 and held it in 5 quarters. The position peaked at $19.3M in Q1 2023. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Lighthouse Investment Partners reported no remaining PepsiCo position as of Q1 2026 after selling out during the quarter.
Lighthouse Investment Partners sold 3,490 PepsiCo shares in Q1 2026, an estimated $501K.
Lighthouse Investment Partners first reported a position in PepsiCo in Q4 2022 and held it in 5 quarters.
Lighthouse Investment Partners's PepsiCo position peaked at $19.3M in Q1 2023.
3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.