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Lugano Financial Advisors SA (LFA)’s PepsiCo PEP Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$94.4K Hold
697
– – 0.06% 115
2026
Q1 		$108K Hold
697
– – 0.06% 107
2025
Q4 		$100K Hold
697
– – 0.05% 121
2025
Q3 		$97.9K Buy
697
+25
+4% +$3.57K 0.05% 115
2025
Q2 		$88.7K Buy
672
+309
+85% +$41.6K 0.05% 118
2025
Q1 		$54.4K Sell
363
-190
-34% -$28.3K 0.04% 127
2024
Q4 		$84.1K Sell
553
-274
-33% -$44.9K 0.06% 121
2024
Q3 		$141K Buy
827
+93
+13% +$16K 0.1% 93
2024
Q2 		$121K Buy
734
+274
+60% +$47.3K 0.09% 92
2024
Q1 		$80.5K Buy
460
+303
+193% +$51K 0.06% 115
2023
Q4 		$26.7K Buy
157
+70
+80% +$11.6K 0.02% 132
2023
Q3 		$14.7K Buy
+87
New +$15.8K 0.01% 140
2020
Q4 		– Sell
-170
Closed -$24K – 114
2020
Q3 		$24K Buy
+170
New +$23.1K 0.02% 98
2019
Q1 		– Sell
-95
Closed -$11K – 166
2018
Q4 		$11K Hold
95
– – 0.01% 155
2018
Q3 		$11K Hold
95
– – 0.01% 155
2018
Q2 		$10K Buy
+95
New +$9.81K 0.01% 127

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

Lugano Financial Advisors SA (LFA)'s PEP Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its PepsiCo (PEP) position steady in Q2 2026 at 697 shares worth $94.4K. The position accounts for 0.06% of the portfolio, ranked #115.

Lugano Financial Advisors SA (LFA) first reported a position in PEP in Q2 2018 and has held it in 16 quarters since. The position peaked at $141K in Q3 2024. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 697 shares of PepsiCo worth $94.4K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its PepsiCo share count unchanged in Q2 2026.
  • PepsiCo made up 0.06% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #115 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in PepsiCo in Q2 2018 and has held it in 16 quarters since.
  • Lugano Financial Advisors SA (LFA)'s PepsiCo position peaked at $141K in Q3 2024.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.