White Lighthouse Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $260K | Buy |
1,918
+13
| +0.7% | +$1.94K | 0.03% | 134 |
|
|
2026
Q1 | $296K | Buy |
1,905
+27
| +1% | +$4.21K | 0.04% | 123 |
|
|
2025
Q4 | $269K | Buy |
1,878
+167
| +10% | +$24.5K | 0.04% | 128 |
|
|
2025
Q3 | $240K | Sell |
1,711
-51
| -3% | -$7.28K | 0.04% | 130 |
|
|
2025
Q2 | $233K | Buy |
1,762
+11
| +0.6% | +$1.48K | 0.04% | 131 |
|
|
2025
Q1 | $263K | Sell |
1,751
-602
| -26% | -$89.6K | 0.05% | 118 |
|
|
2024
Q4 | $358K | Buy |
2,353
+18
| +0.8% | +$2.95K | 0.06% | 106 |
|
|
2024
Q3 | $397K | Hold |
2,335
| – | – | 0.07% | 95 |
|
|
2024
Q2 | $385K | Hold |
2,335
| – | – | 0.07% | 95 |
|
|
2024
Q1 | $409K | Hold |
2,335
| – | – | 0.08% | 87 |
|
|
2023
Q4 | $397K | Hold |
2,335
| – | – | 0.09% | 89 |
|
|
2023
Q3 | $396K | Hold |
2,335
| – | – | 0.1% | 87 |
|
|
2023
Q2 | $432K | Hold |
2,335
| – | – | 0.1% | 84 |
|
|
2023
Q1 | $426K | Hold |
2,335
| – | – | 0.11% | 84 |
|
|
2022
Q4 | $422K | Sell |
2,335
-75
| -3% | -$13.4K | 0.11% | 84 |
|
|
2022
Q3 | $393K | Hold |
2,410
| – | – | 0.11% | 81 |
|
|
2022
Q2 | $402K | Sell |
2,410
-4
| -0.2% | -$673 | 0.12% | 82 |
|
|
2022
Q1 | $404K | Hold |
2,414
| – | – | 0.1% | 83 |
|
|
2021
Q4 | $419K | Buy |
2,414
+4
| +0.2% | +$653 | 0.1% | 83 |
|
|
2021
Q3 | $362K | Sell |
2,410
-194
| -7% | -$30K | 0.1% | 87 |
|
|
2021
Q2 | $386K | Buy |
2,604
+105
| +4% | +$15.3K | 0.11% | 87 |
|
|
2021
Q1 | $353K | Hold |
2,499
| – | – | 0.11% | 87 |
|
|
2020
Q4 | $371K | Hold |
2,499
| – | – | 0.12% | 86 |
|
|
2020
Q3 | $346K | Sell |
2,499
-150
| -6% | -$20.4K | 0.12% | 86 |
|
|
2020
Q2 | $350K | Sell |
2,649
-75
| -3% | -$9.89K | 0.13% | 89 |
|
|
2020
Q1 | $327K | Buy |
2,724
+225
| +9% | +$30.4K | 0.14% | 89 |
|
|
2019
Q4 | $342K | Buy |
2,499
+164
| +7% | +$22.3K | 0.13% | 100 |
|
|
2019
Q3 | $320K | Hold |
2,335
| – | – | 0.13% | 97 |
|
|
2019
Q2 | $306K | Buy |
2,335
+300
| +15% | +$38.5K | 0.13% | 100 |
|
|
2019
Q1 | $249K | Buy |
2,035
+35
| +2% | +$3.99K | 0.11% | 105 |
|
|
2018
Q4 | $221K | Hold |
2,000
| – | – | 0.12% | 104 |
|
|
2018
Q3 | $224K | Hold |
2,000
| – | – | 0.11% | 108 |
|
|
2018
Q2 | $218K | Hold |
2,000
| – | – | 0.12% | 108 |
|
|
2018
Q1 | $218K | Hold |
2,000
| – | – | 0.13% | 111 |
|
|
2017
Q4 | $240K | Buy |
+2,000
| New | +$228K | 0.14% | 110 |
|
Other funds holding PEP
White Lighthouse Investment Management's PEP Position: Q2 2026 in Review
White Lighthouse Investment Management increased its PepsiCo (PEP) stake by 0.68% in Q2 2026, buying an estimated $1.94K and bringing the position to 1,918 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #134.
White Lighthouse Investment Management first reported a position in PEP in Q4 2017 and has held it in 35 quarters since. The position peaked at $432K in Q2 2023. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- White Lighthouse Investment Management held 1,918 shares of PepsiCo worth $260K as of Q2 2026.
- White Lighthouse Investment Management bought 13 PepsiCo shares in Q2 2026, an estimated $1.94K.
- PepsiCo made up 0.03% of White Lighthouse Investment Management's portfolio in Q2 2026, its #134 holding.
- White Lighthouse Investment Management first reported a position in PepsiCo in Q4 2017 and has held it in 35 quarters since.
- White Lighthouse Investment Management's PepsiCo position peaked at $432K in Q2 2023.
- 3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.