LOM Asset Management’s PepsiCo PEP Stock Holding History

LOM Asset 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	$2.02M	Sell	14,920 -1,199	-7%	-$179K	0.52%	69
2026 Q1	$2.5M	Sell	16,119 -1,239	-7%	-$193K	0.72%	49
2025 Q4	$2.49M	Sell	17,358 -1,572	-8%	-$231K	0.72%	42
2025 Q3	$2.66M	Buy	18,930 +1,193	+7%	+$170K	0.81%	35
2025 Q2	$2.34M	Buy	+17,737	New	+$2.39M	0.79%	37

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LOM Asset Management's PEP Position: Q2 2026 in Review

LOM Asset Management reduced its PepsiCo (PEP) stake by 7.4% in Q2 2026, selling an estimated $179K and leaving 14,920 shares worth $2.02M. The position accounts for 0.52% of the portfolio, ranked #69.

LOM Asset Management first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.66M in Q3 2025. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

LOM Asset Management held 14,920 shares of PepsiCo worth $2.02M as of Q2 2026.
LOM Asset Management sold 1,199 PepsiCo shares in Q2 2026, an estimated $179K.
PepsiCo made up 0.52% of LOM Asset Management's portfolio in Q2 2026, its #69 holding.
LOM Asset Management first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
LOM Asset Management's PepsiCo position peaked at $2.66M in Q3 2025.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.