LPL Financial’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $339M | Buy |
2,503,539
+5,674
| +0.2% | +$848K | 0.08% | 253 |
|
|
2026
Q1 | $388M | Buy |
2,497,865
+42,402
| +2% | +$6.61M | 0.1% | 200 |
|
|
2025
Q4 | $352M | Buy |
2,455,463
+65,129
| +3% | +$9.57M | 0.1% | 198 |
|
|
2025
Q3 | $336M | Buy |
2,390,334
+122,347
| +5% | +$17.5M | 0.1% | 193 |
|
|
2025
Q2 | $299M | Buy |
2,267,987
+115,695
| +5% | +$15.6M | 0.1% | 190 |
|
|
2025
Q1 | $323M | Buy |
2,152,292
+155,361
| +8% | +$23.1M | 0.13% | 155 |
|
|
2024
Q4 | $304M | Buy |
1,996,931
+152,594
| +8% | +$25M | 0.12% | 148 |
|
|
2024
Q3 | $314M | Buy |
1,844,337
+142,191
| +8% | +$24.4M | 0.14% | 138 |
|
|
2024
Q2 | $281M | Buy |
1,702,146
+95,864
| +6% | +$16.5M | 0.14% | 138 |
|
|
2024
Q1 | $281M | Buy |
1,606,282
+94,986
| +6% | +$16M | 0.15% | 132 |
|
|
2023
Q4 | $257M | Buy |
1,511,296
+81,987
| +6% | +$13.6M | 0.16% | 123 |
|
|
2023
Q3 | $242M | Buy |
1,429,309
+87,220
| +6% | +$15.8M | 0.17% | 116 |
|
|
2023
Q2 | $249M | Buy |
1,342,089
+71,159
| +6% | +$13.3M | 0.18% | 114 |
|
|
2023
Q1 | $232M | Buy |
1,270,930
+125,077
| +11% | +$21.9M | 0.18% | 111 |
|
|
2022
Q4 | $207M | Buy |
1,145,853
+110,077
| +11% | +$19.6M | 0.18% | 113 |
|
|
2022
Q3 | $169M | Buy |
1,035,776
+26,981
| +3% | +$4.65M | 0.16% | 121 |
|
|
2022
Q2 | $168M | Buy |
1,008,795
+68,088
| +7% | +$11.5M | 0.16% | 122 |
|
|
2022
Q1 | $157M | Sell |
940,707
-1,017
| -0.1% | -$171K | 0.14% | 144 |
|
|
2021
Q4 | $164M | Sell |
941,724
-12,362
| -1% | -$2.02M | 0.14% | 139 |
|
|
2021
Q3 | $144M | Buy |
954,086
+53,840
| +6% | +$8.33M | 0.13% | 144 |
|
|
2021
Q2 | $133M | Buy |
900,246
+42,895
| +5% | +$6.25M | 0.13% | 140 |
|
|
2021
Q1 | $121M | Buy |
857,351
+41,259
| +5% | +$5.66M | 0.14% | 137 |
|
|
2020
Q4 | $121M | Buy |
816,092
+85,205
| +12% | +$12.1M | 0.16% | 127 |
|
|
2020
Q3 | $101M | Buy |
730,887
+35,632
| +5% | +$4.85M | 0.16% | 128 |
|
|
2020
Q2 | $92M | Buy |
695,255
+79,753
| +13% | +$10.5M | 0.16% | 128 |
|
|
2020
Q1 | $73.9M | Buy |
615,502
+35,587
| +6% | +$4.81M | 0.16% | 127 |
|
|
2019
Q4 | $79.3M | Sell |
579,915
-10,853
| -2% | -$1.48M | 0.14% | 134 |
|
|
2019
Q3 | $81M | Buy |
590,768
+20,753
| +4% | +$2.76M | 0.16% | 118 |
|
|
2019
Q2 | $74.7M | Buy |
570,015
+28,963
| +5% | +$3.71M | 0.16% | 118 |
|
|
2019
Q1 | $66.3M | Buy |
541,052
+10,356
| +2% | +$1.18M | 0.15% | 124 |
|
|
2018
Q4 | $58.6M | Buy |
530,696
+50,025
| +10% | +$5.64M | 0.16% | 117 |
|
|
2018
Q3 | $53.7M | Buy |
480,671
+14,450
| +3% | +$1.64M | 0.13% | 141 |
|
|
2018
Q2 | $50.8M | Sell |
466,221
-19,521
| -4% | -$2.02M | 0.13% | 139 |
|
|
2018
Q1 | $53M | Buy |
485,742
+58,665
| +14% | +$6.67M | 0.15% | 130 |
|
|
2017
Q4 | $51.2M | Buy |
427,077
+30,602
| +8% | +$3.49M | 0.16% | 124 |
|
|
2017
Q3 | $44.2M | Buy |
396,475
+18,414
| +5% | +$2.13M | 0.16% | 124 |
|
|
2017
Q2 | $43.7M | Buy |
378,061
+323,244
| +590% | +$37.1M | 0.17% | 119 |
|
|
2017
Q1 | $6.13M | Sell |
54,817
-11,041
| -17% | -$1.18M | 0.04% | 363 |
|
|
2016
Q4 | $6.89M | Sell |
65,858
-4,518
| -6% | -$473K | 0.05% | 315 |
|
|
2016
Q3 | $7.54M | Sell |
70,376
-2,102
| -3% | -$227K | 0.07% | 259 |
|
|
2016
Q2 | $7.68M | Sell |
72,478
-536,285
| -88% | -$55.3M | 0.06% | 246 |
|
|
2016
Q1 | $62.8M | Sell |
608,763
-20,762
| -3% | -$2.05M | 0.17% | 122 |
|
|
2015
Q4 | $62.6M | Buy |
629,525
+282,298
| +81% | +$28.2M | 0.17% | 118 |
|
|
2015
Q3 | $33.3M | Buy |
347,227
+11,445
| +3% | +$1.09M | 0.18% | 118 |
|
|
2015
Q2 | $31.7M | Sell |
335,782
-10,466
| -3% | -$1M | 0.16% | 132 |
|
|
2015
Q1 | $32.9M | Sell |
346,248
-3,005
| -0.9% | -$291K | 0.17% | 122 |
|
|
2014
Q4 | $33M | Buy |
349,253
+15,482
| +5% | +$1.48M | 0.18% | 116 |
|
|
2014
Q3 | $30.9M | Sell |
333,771
-2,711
| -0.8% | -$248K | 0.18% | 114 |
|
|
2014
Q2 | $30.1M | Sell |
336,482
-31,338
| -9% | -$2.71M | 0.18% | 125 |
|
|
2014
Q1 | $30.7M | Sell |
367,820
-5,837
| -2% | -$474K | 0.19% | 114 |
|
|
2013
Q4 | $31M | Sell |
373,657
-4,683
| -1% | -$389K | 0.19% | 107 |
|
|
2013
Q3 | $30.7M | Buy |
378,340
+10,430
| +3% | +$857K | 0.2% | 98 |
|
|
2013
Q2 | $30.1M | Buy |
+367,910
| New | +$30M | 0.22% | 91 |
|
Other funds holding PEP
LPL Financial's PEP Position: Q2 2026 in Review
LPL Financial increased its PepsiCo (PEP) stake by 0.23% in Q2 2026, buying an estimated $848K and bringing the position to 2,503,539 shares worth $339M. The position accounts for 0.08% of the portfolio, ranked #253.
LPL Financial first reported a position in PEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $388M in Q1 2026. 3,387 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- LPL Financial held 2,503,539 shares of PepsiCo worth $339M as of Q2 2026.
- LPL Financial bought 5,674 PepsiCo shares in Q2 2026, an estimated $848K.
- PepsiCo made up 0.08% of LPL Financial's portfolio in Q2 2026, its #253 holding.
- LPL Financial first reported a position in PepsiCo in Q2 2013 and has held it in 53 quarters since.
- LPL Financial's PepsiCo position peaked at $388M in Q1 2026.
- 3,387 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.