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 Q2	$148K	Buy	1,096 +725	+195%	+$108K	0.06%	146
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lloyd Advisory Services's PEP Position: Q2 2026 in Review

Lloyd Advisory Services increased its PepsiCo (PEP) stake by 195% in Q2 2026, buying an estimated $108K and bringing the position to 1,096 shares worth $148K. The position accounts for 0.06% of the portfolio, ranked #146.

Lloyd Advisory Services first reported a position in PEP in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.07M in Q2 2021. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Lloyd Advisory Services held 1,096 shares of PepsiCo worth $148K as of Q2 2026.
Lloyd Advisory Services bought 725 PepsiCo shares in Q2 2026, an estimated $108K.
PepsiCo made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #146 holding.
Lloyd Advisory Services first reported a position in PepsiCo in Q4 2019 and has held it in 16 quarters since.
Lloyd Advisory Services's PepsiCo position peaked at $2.07M in Q2 2021.
3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.