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Lloyd Advisory Services’s PepsiCo PEP Stock Holding History

Lloyd Advisory Services’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 		$57.5K Sell
371
-799
-68% -$125K 0.02% 254
2025
Q4 		$168K Buy
+1,170
New +$172K 0.07% 132
2024
Q2 		– Sell
-9,810
Closed -$1.72M – 169
2024
Q1 		$1.72M Buy
9,810
+8,039
+454% +$1.35M 0.37% 38
2023
Q4 		$301K Sell
1,771
-3,549
-67% -$589K 0.14% 85
2023
Q3 		$901K Buy
+5,320
New +$966K 0.3% 76
2022
Q2 		– Sell
-643
Closed -$108K – 416
2022
Q1 		$108K Buy
643
+288
+81% +$48.4K 0.05% 155
2021
Q4 		$62K Sell
355
-593
-63% -$96.9K 0.03% 176
2021
Q3 		$143K Sell
948
-13,039
-93% -$2.02M 0.07% 106
2021
Q2 		$2.07M Buy
13,987
+12,984
+1,295% +$1.89M 1.05% 24
2021
Q1 		$142K Sell
1,003
-20
-2% -$2.74K 0.08% 84
2020
Q4 		$152K Sell
1,023
-70
-6% -$9.95K 0.08% 65
2020
Q3 		$152K Sell
1,093
-349
-24% -$47.5K 0.09% 63
2020
Q2 		$191K Buy
1,442
+197
+16% +$26K 0.12% 56
2020
Q1 		$150K Buy
1,245
+14
+1% +$1.89K 0.11% 60
2019
Q4 		$168K Buy
+1,231
New +$168K 0.15% 77

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

Lloyd Advisory Services's PEP Position: Q1 2026 in Review

Lloyd Advisory Services reduced its PepsiCo (PEP) stake by 68% in Q1 2026, selling an estimated $125K and leaving 371 shares worth $57.5K. The position accounts for 0.02% of the portfolio, ranked #254.

Lloyd Advisory Services first reported a position in PEP in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.07M in Q2 2021. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Lloyd Advisory Services held 371 shares of PepsiCo worth $57.5K as of Q1 2026.
  • Lloyd Advisory Services sold 799 PepsiCo shares in Q1 2026, an estimated $125K.
  • PepsiCo made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #254 holding.
  • Lloyd Advisory Services first reported a position in PepsiCo in Q4 2019 and has held it in 15 quarters since.
  • Lloyd Advisory Services's PepsiCo position peaked at $2.07M in Q2 2021.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.