LWM
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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
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

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

Lyell Wealth Management's PEP Position: Q2 2026 in Review

Lyell Wealth Management reduced its PepsiCo (PEP) stake by 8.4% in Q2 2026, selling an estimated $96.4K and leaving 7,049 shares worth $954K. The position accounts for 0.06% of the portfolio, ranked #128.

Lyell Wealth Management first reported a position in PEP in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.21M in Q3 2024. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Lyell Wealth Management held 7,049 shares of PepsiCo worth $954K as of Q2 2026.
  • Lyell Wealth Management sold 645 PepsiCo shares in Q2 2026, an estimated $96.4K.
  • PepsiCo made up 0.06% of Lyell Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Lyell Wealth Management first reported a position in PepsiCo in Q1 2020 and has held it in 26 quarters since.
  • Lyell Wealth Management's PepsiCo position peaked at $5.21M in Q3 2024.
  • 3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.