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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LOM Asset Management's PEP Position: Q1 2026 in Review

LOM Asset Management reduced its PepsiCo (PEP) stake by 7.1% in Q1 2026, selling an estimated $193K and leaving 16,119 shares worth $2.5M. The position accounts for 0.72% of the portfolio, ranked #49.

LOM Asset Management first reported a position in PEP in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.66M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

LOM Asset Management held 16,119 shares of PepsiCo worth $2.5M as of Q1 2026.
LOM Asset Management sold 1,239 PepsiCo shares in Q1 2026, an estimated $193K.
PepsiCo made up 0.72% of LOM Asset Management's portfolio in Q1 2026, its #49 holding.
LOM Asset Management first reported a position in PepsiCo in Q2 2025 and has held it in 4 quarters since.
LOM Asset Management's PepsiCo position peaked at $2.66M in Q3 2025.
3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.