LWM
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Lodestone Wealth Management’s PepsiCo PEP Stock Holding History

Lodestone Wealth Management’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 		$58.2K Sell
430
-175
-29% -$26.2K 0.02% 295
2026
Q1 		$93.9K Sell
605
-10
-2% -$1.56K 0.04% 227
2025
Q4 		$88.3K Buy
+615
New +$90.4K 0.04% 231

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

Lodestone Wealth Management's PEP Position: Q2 2026 in Review

Lodestone Wealth Management reduced its PepsiCo (PEP) stake by 29% in Q2 2026, selling an estimated $26.2K and leaving 430 shares worth $58.2K. The position accounts for 0.02% of the portfolio, ranked #295.

Lodestone Wealth Management first reported a position in PEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $93.9K in Q1 2026. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Lodestone Wealth Management held 430 shares of PepsiCo worth $58.2K as of Q2 2026.
  • Lodestone Wealth Management sold 175 PepsiCo shares in Q2 2026, an estimated $26.2K.
  • PepsiCo made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Lodestone Wealth Management first reported a position in PepsiCo in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's PepsiCo position peaked at $93.9K in Q1 2026.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.