LIG
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Lokken Investment Group’s PepsiCo PEP Stock Holding History

Lokken Investment Group’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
2025
Q3 		$1.38M Buy
9,814
+550
+6% +$78.5K 0.47% 59
2025
Q2 		$1.22M Buy
9,264
+619
+7% +$83.4K 0.47% 59
2025
Q1 		$1.3M Buy
8,645
+946
+12% +$141K 0.55% 51
2024
Q4 		$1.17M Buy
7,699
+70
+0.9% +$11.5K 0.51% 54
2024
Q3 		$1.3M Buy
7,629
+561
+8% +$96.4K 0.54% 48
2024
Q2 		$1.17M Buy
7,068
+711
+11% +$123K 0.55% 44
2024
Q1 		$1.11M Buy
6,357
+402
+7% +$67.7K 0.55% 43
2023
Q4 		$1.01M Buy
5,955
+3,621
+155% +$601K 0.57% 43
2023
Q3 		$395K Buy
2,334
+503
+27% +$91.4K 0.26% 82
2023
Q2 		$339K Buy
1,831
+52
+3% +$9.7K 0.22% 96
2023
Q1 		$324K Buy
1,779
+37
+2% +$6.47K 0.25% 92
2022
Q4 		$315K Hold
1,742
– – 0.25% 87
2022
Q3 		$284K Buy
1,742
+103
+6% +$17.8K 0.24% 91
2022
Q2 		$273K Buy
1,639
+2
+0.1% +$337 0.22% 97
2022
Q1 		$281K Sell
1,637
-41
-2% -$6.88K 0.22% 99
2021
Q4 		$291K Hold
1,678
– – 0.21% 104
2021
Q3 		$252K Sell
1,678
-63
-4% -$9.75K 0.2% 104
2021
Q2 		$258K Sell
1,741
-57
-3% -$8.3K 0.21% 98
2021
Q1 		$254K Buy
1,798
+144
+9% +$19.8K 0.22% 96
2020
Q4 		$245K Buy
+1,654
New +$235K 0.22% 87

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lokken Investment Group's PEP Position: Q3 2025 in Review

Lokken Investment Group increased its PepsiCo (PEP) stake by 5.9% in Q3 2025, buying an estimated $78.5K and bringing the position to 9,814 shares worth $1.38M. The position accounts for 0.47% of the portfolio, ranked #59.

Lokken Investment Group first reported a position in PEP in Q4 2020 and has held it in 20 quarters since. 3,311 funds tracked by Wall St. Rank hold PEP as of Q3 2025.

  • Lokken Investment Group held 9,814 shares of PepsiCo worth $1.38M as of Q3 2025.
  • Lokken Investment Group bought 550 PepsiCo shares in Q3 2025, an estimated $78.5K.
  • PepsiCo made up 0.47% of Lokken Investment Group's portfolio in Q3 2025, its #59 holding.
  • Lokken Investment Group first reported a position in PepsiCo in Q4 2020 and has held it in 20 quarters since.
  • 3,311 funds tracked by Wall St. Rank held PepsiCo as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.