Lionsbridge Wealth Management LLC / PEP
Lionsbridge Wealth Management LLC’s Pepsico Inc Position
Does Lionsbridge Wealth Management LLC own Pepsico Inc (PEP)? Not currently — the last reported position was 8.7K shares worth $1M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$1M
Q4 2023
Shares
8.7K
% of Portfolio
+1.18%
Quarters Held
16
position exited
Position History PEP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 8.7K | $1M | +1.18% |
| Q3 2023 | 8.5K | $1M | +1.36% |
| Q2 2023 | 8.4K | $2M | +1.39% |
| Q1 2023 | 8.7K | $2M | +1.46% |
| Q4 2022 | 8.9K | $2M | +1.57% |
| Q3 2022 | 8.7K | $1M | +1.67% |
| Q1 2022 | 9.3K | $2M | +1.81% |
| Q4 2021 | 9.7K | $2M | +1.81% |
| Q3 2021 | 9.9K | $1M | +1.61% |
| Q2 2021 | 10.1K | $1M | +1.60% |
| Q1 2021 | 9.1K | $1M | +1.26% |
| Q4 2020 | 8.7K | $1M | +1.39% |
| Q3 2020 | 8.4K | $1M | +1.40% |
| Q2 2020 | 8.4K | $1M | +1.25% |
| Q1 2020 | 8.4K | $1M | +1.20% |
| Q4 2019 | 8.5K | $1M | +1.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of PEP.