LP
PEP icon

LMR Partners’s PepsiCo PEP Stock Holding History

LMR 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
-10,000
Closed -$1.44M – 1768
2025
Q4 		$1.44M Sell
10,000
-72,400
-88% -$10.6M ﹤0.01% 894
2025
Q3 		$11.6M Buy
82,400
+75,400
+1,077% +$10.8M 0.05% 284
2025
Q2 		$924K Sell
7,000
-7,700
-52% -$1.04M 0.01% 815
2025
Q1 		$2.2M Buy
+14,700
New +$2.19M 0.02% 650

Other funds holding PEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LMR Partners's PEP Position: Q2 2026 in Review

LMR Partners increased its PepsiCo (PEP) stake by 160% in Q2 2026, buying an estimated $3.64M and bringing the position to 39,555 shares worth $5.36M. The position accounts for 0.02% of the portfolio, ranked #619.

LMR Partners first reported a position in PEP in Q1 2014 and has held it in 15 quarters since. The position peaked at $9.65M in Q4 2025. 3,414 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • LMR Partners held 39,555 shares of PepsiCo worth $5.36M as of Q2 2026.
  • LMR Partners bought 24,364 PepsiCo shares in Q2 2026, an estimated $3.64M.
  • PepsiCo made up 0.02% of LMR Partners's portfolio in Q2 2026, its #619 holding.
  • LMR Partners first reported a position in PepsiCo in Q1 2014 and has held it in 15 quarters since.
  • LMR Partners's PepsiCo position peaked at $9.65M in Q4 2025.
  • 3,414 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.