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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Lyell Wealth Management's PEP Position: Q1 2026 in Review

Lyell Wealth Management reduced its PepsiCo (PEP) stake by 1.9% in Q1 2026, selling an estimated $23.7K and leaving 7,694 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #111.

Lyell Wealth Management first reported a position in PEP in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.21M in Q3 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Lyell Wealth Management held 7,694 shares of PepsiCo worth $1.19M as of Q1 2026.
  • Lyell Wealth Management sold 152 PepsiCo shares in Q1 2026, an estimated $23.7K.
  • PepsiCo made up 0.09% of Lyell Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Lyell Wealth Management first reported a position in PepsiCo in Q1 2020 and has held it in 25 quarters since.
  • Lyell Wealth Management's PepsiCo position peaked at $5.21M in Q3 2024.
  • 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.