LPL Financial
PEP icon

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
Q2 		$582K Hold
4,300
– – ﹤0.01% 4892
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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. 3,407 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.
  • 3,407 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.