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LMG Wealth Partners’s PepsiCo PEP Stock Holding History

LMG Wealth 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 		$5.5M Buy
35,421
+4,287
+14% +$668K 1% 34
2025
Q4 		$4.47M Sell
31,134
-5,664
-15% -$832K 0.83% 41
2025
Q3 		$5.17M Sell
36,798
-14,339
-28% -$2.05M 0.96% 36
2025
Q2 		$6.75M Buy
51,137
+2,490
+5% +$335K 1.39% 22
2025
Q1 		$7.29M Buy
48,647
+1,483
+3% +$221K 1.63% 18
2024
Q4 		$7.17M Buy
47,164
+1,511
+3% +$248K 1.56% 19
2024
Q3 		$7.76M Buy
45,653
+1,327
+3% +$228K 1.78% 18
2024
Q2 		$7.31M Buy
44,326
+3,372
+8% +$582K 1.82% 16
2024
Q1 		$7.17M Sell
40,954
-1,474
-3% -$248K 1.81% 18
2023
Q4 		$7.21M Buy
42,428
+642
+2% +$106K 2% 15
2023
Q3 		$7.08M Buy
41,786
+776
+2% +$141K 2.16% 12
2023
Q2 		$7.6M Buy
41,010
+383
+0.9% +$71.5K 2.32% 11
2023
Q1 		$7.41M Buy
40,627
+1,667
+4% +$291K 2.39% 11
2022
Q4 		$6.86M Buy
+38,960
New +$6.95M 2.27% 11

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

LMG Wealth Partners's PEP Position: Q1 2026 in Review

LMG Wealth Partners increased its PepsiCo (PEP) stake by 14% in Q1 2026, buying an estimated $668K and bringing the position to 35,421 shares worth $5.5M. The position accounts for 1% of the portfolio, ranked #34.

LMG Wealth Partners first reported a position in PEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.76M in Q3 2024. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • LMG Wealth Partners held 35,421 shares of PepsiCo worth $5.5M as of Q1 2026.
  • LMG Wealth Partners bought 4,287 PepsiCo shares in Q1 2026, an estimated $668K.
  • PepsiCo made up 1% of LMG Wealth Partners's portfolio in Q1 2026, its #34 holding.
  • LMG Wealth Partners first reported a position in PepsiCo in Q4 2022 and has held it in 14 quarters since.
  • LMG Wealth Partners's PepsiCo position peaked at $7.76M in Q3 2024.
  • 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.