LGG
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Luts & Greenleigh Group’s PepsiCo PEP Stock Holding History

Luts & Greenleigh Group’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 		$248K Buy
1,834
+56
+3% +$8.37K 0.19% 86
2026
Q1 		$276K Sell
1,778
-195
-10% -$30.4K 0.22% 71
2025
Q4 		$283K Sell
1,973
-123
-6% -$18.1K 0.24% 64
2025
Q3 		$294K Buy
2,096
+121
+6% +$17.3K 0.26% 62
2025
Q2 		$261K Sell
1,975
-69
-3% -$9.29K 0.25% 67
2025
Q1 		$306K Buy
2,044
+154
+8% +$22.9K 0.3% 57
2024
Q4 		$287K Sell
1,890
-295
-14% -$48.3K 0.28% 63
2024
Q3 		$372K Sell
2,185
-115
-5% -$19.8K 0.36% 51
2024
Q2 		$379K Buy
+2,300
New +$397K 0.39% 46
2023
Q1 		– Sell
-1,262
Closed -$228K – 66
2022
Q4 		$228K Buy
+1,262
New +$225K 0.29% 54

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

Luts & Greenleigh Group's PEP Position: Q2 2026 in Review

Luts & Greenleigh Group increased its PepsiCo (PEP) stake by 3.1% in Q2 2026, buying an estimated $8.37K and bringing the position to 1,834 shares worth $248K. The position accounts for 0.19% of the portfolio, ranked #86.

Luts & Greenleigh Group first reported a position in PEP in Q4 2022 and has held it in 10 quarters since. The position peaked at $379K in Q2 2024. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Luts & Greenleigh Group held 1,834 shares of PepsiCo worth $248K as of Q2 2026.
  • Luts & Greenleigh Group bought 56 PepsiCo shares in Q2 2026, an estimated $8.37K.
  • PepsiCo made up 0.19% of Luts & Greenleigh Group's portfolio in Q2 2026, its #86 holding.
  • Luts & Greenleigh Group first reported a position in PepsiCo in Q4 2022 and has held it in 10 quarters since.
  • Luts & Greenleigh Group's PepsiCo position peaked at $379K in Q2 2024.
  • 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.