LPL Financial’s PepsiCo PEP Stock Holding History

LPL Financial’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	$668K	Buy	4,300 +800	+23%	+$125K	﹤0.01%	4516
2025 Q4	$502K	Buy	+3,500	New	+$514K	﹤0.01%	4710
2025 Q2	–	Sell	-1,900	Closed	-$285K	–	5659
2025 Q1	$285K	Buy	+1,900	New	+$283K	﹤0.01%	4607

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

LPL Financial's PEP Position: Q1 2026 in Review

LPL Financial increased its PepsiCo (PEP) stake by 1.7% in Q1 2026, buying an estimated $6.61M and bringing the position to 2,497,865 shares worth $388M. The position accounts for 0.1% of the portfolio, ranked #200.

LPL Financial first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

LPL Financial held 2,497,865 shares of PepsiCo worth $388M as of Q1 2026.
LPL Financial bought 42,402 PepsiCo shares in Q1 2026, an estimated $6.61M.
PepsiCo made up 0.1% of LPL Financial's portfolio in Q1 2026, its #200 holding.
LPL Financial first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.