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
-4,000
Closed -$574K – 1769
2025
Q4 		$574K Buy
4,000
+500
+14% +$73.5K ﹤0.01% 1094
2025
Q3 		$492K Hold
3,500
– – ﹤0.01% 1089
2025
Q2 		$462K Sell
3,500
-13,100
-79% -$1.76M ﹤0.01% 967
2025
Q1 		$2.49M Buy
+16,600
New +$2.47M 0.02% 617

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

LMR Partners's PEP Position: Q1 2026 in Review

LMR Partners reduced its PepsiCo (PEP) stake by 77% in Q1 2026, selling an estimated $8.11M and leaving 15,191 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #822.

LMR Partners first reported a position in PEP in Q1 2014 and has held it in 14 quarters since. The position peaked at $9.65M in Q4 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • LMR Partners held 15,191 shares of PepsiCo worth $2.36M as of Q1 2026.
  • LMR Partners sold 52,066 PepsiCo shares in Q1 2026, an estimated $8.11M.
  • PepsiCo made up 0.01% of LMR Partners's portfolio in Q1 2026, its #822 holding.
  • LMR Partners first reported a position in PepsiCo in Q1 2014 and has held it in 14 quarters since.
  • LMR Partners's PepsiCo position peaked at $9.65M in Q4 2025.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.