Lyell Wealth Management
PEP icon

Lyell Wealth Management’s PepsiCo PEP Stock Holding History

Lyell Wealth Management’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
Q3 		$838K Sell
6,614
-435
-6% -$59.9K 0.05% 139
2026
Q2 		$954K Sell
7,049
-645
-8% -$96.4K 0.06% 128
2026
Q1 		$1.19M Sell
7,694
-152
-2% -$23.7K 0.09% 111
2025
Q4 		$1.13M Sell
7,846
-464
-6% -$68.2K 0.08% 114
2025
Q3 		$1.17M Sell
8,310
-738
-8% -$105K 0.09% 112
2025
Q2 		$1.19M Sell
9,048
-3,173
-26% -$427K 0.09% 112
2025
Q1 		$1.83M Sell
12,221
-1,601
-12% -$238K 0.17% 96
2024
Q4 		$2.1M Sell
13,822
-16,832
-55% -$2.76M 0.19% 94
2024
Q3 		$5.21M Sell
30,654
-182
-0.6% -$31.3K 0.47% 65
2024
Q2 		$5.09M Buy
30,836
+2,364
+8% +$408K 0.49% 64
2024
Q1 		$4.98M Sell
28,472
-1,431
-5% -$241K 0.51% 67
2023
Q4 		$5.08M Buy
29,903
+1,905
+7% +$316K 0.58% 63
2023
Q3 		$4.74M Buy
27,998
+1,113
+4% +$202K 0.64% 58
2023
Q2 		$4.98M Buy
26,885
+2,358
+10% +$440K 0.64% 58
2023
Q1 		$4.47M Sell
24,527
-633
-3% -$111K 0.63% 57
2022
Q4 		$4.55M Buy
25,160
+27
+0.1% +$4.82K 0.72% 51
2022
Q3 		$4.1M Buy
25,133
+210
+0.8% +$36.2K 0.7% 55
2022
Q2 		$4.15M Sell
24,923
-1,763
-7% -$297K 0.68% 54
2022
Q1 		$4.47M Sell
26,686
-836
-3% -$140K 0.57% 66
2021
Q4 		$4.81M Buy
27,522
+597
+2% +$97.5K 0.55% 64
2021
Q3 		$4.05M Buy
26,925
+1,901
+8% +$294K 0.49% 69
2021
Q2 		$3.71M Buy
25,024
+1,598
+7% +$233K 0.46% 69
2021
Q1 		$3.31M Buy
23,426
+3,199
+16% +$439K 0.48% 70
2020
Q4 		$3.02M Buy
20,227
+2,913
+17% +$414K 0.48% 64
2020
Q3 		$2.4M Buy
17,314
+4,494
+35% +$611K 0.45% 63
2020
Q2 		$1.7M Buy
12,820
+7,561
+144% +$997K 0.37% 66
2020
Q1 		$632K Buy
+5,259
New +$711K 0.19% 77

Other funds holding PEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Lyell Wealth Management's PEP Position: Q3 2026 in Review

Lyell Wealth Management reduced its PepsiCo (PEP) stake by 6.2% in Q3 2026, selling an estimated $59.9K and leaving 6,614 shares worth $838K. The position accounts for 0.05% of the portfolio, ranked #139.

Lyell Wealth Management first reported a position in PEP in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.21M in Q3 2024. 2,351 funds tracked by Wall St. Rank hold PEP as of Q3 2026.

  • Lyell Wealth Management held 6,614 shares of PepsiCo worth $838K as of Q3 2026.
  • Lyell Wealth Management sold 435 PepsiCo shares in Q3 2026, an estimated $59.9K.
  • PepsiCo made up 0.05% of Lyell Wealth Management's portfolio in Q3 2026, its #139 holding.
  • Lyell Wealth Management first reported a position in PepsiCo in Q1 2020 and has held it in 27 quarters since.
  • Lyell Wealth Management's PepsiCo position peaked at $5.21M in Q3 2024.
  • 2,351 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.