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Lynx Investment Advisory’s PepsiCo PEP Stock Holding History

Lynx Investment Advisory’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 		$201K Buy
+1,297
New +$202K 0.1% 179
2024
Q3 		– Sell
-542
Closed -$89.4K – 592
2024
Q2 		$89.4K Buy
+542
New +$93.5K 0.07% 189

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

Lynx Investment Advisory's PEP Position: Q1 2026 in Review

Lynx Investment Advisory opened a new position in PepsiCo (PEP) in Q1 2026: 1,297 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #179 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in PEP as recently as Q2 2024.

Lynx Investment Advisory first reported a position in PEP in Q2 2024 and has held it in 2 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Lynx Investment Advisory held 1,297 shares of PepsiCo worth $201K as of Q1 2026.
  • PepsiCo was a new Lynx Investment Advisory position in Q1 2026.
  • PepsiCo made up 0.1% of Lynx Investment Advisory's portfolio in Q1 2026, its #179 holding.
  • Lynx Investment Advisory first reported a position in PepsiCo in Q2 2024 and has held it in 2 quarters since.
  • 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.