Advisornet Financial’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 | $954K | Sell |
7,045
-437
| -6% | -$65.3K | 0.04% | 278 |
|
|
2026
Q1 | $1.16M | Sell |
7,482
-334
| -4% | -$52K | 0.06% | 238 |
|
|
2025
Q4 | $1.12M | Buy |
7,816
+89
| +1% | +$13.1K | 0.06% | 246 |
|
|
2025
Q3 | $1.09M | Sell |
7,727
-538
| -7% | -$76.8K | 0.06% | 239 |
|
|
2025
Q2 | $1.09M | Sell |
8,265
-215
| -3% | -$29K | 0.07% | 233 |
|
|
2025
Q1 | $1.27M | Sell |
8,480
-172
| -2% | -$25.6K | 0.09% | 207 |
|
|
2024
Q4 | $1.32M | Sell |
8,652
-209
| -2% | -$34.2K | 0.11% | 181 |
|
|
2024
Q3 | $1.51M | Buy |
8,861
+465
| +6% | +$79.9K | 0.11% | 178 |
|
|
2024
Q2 | $1.38M | Buy |
8,396
+141
| +2% | +$24.3K | 0.13% | 169 |
|
|
2024
Q1 | $1.44M | Sell |
8,255
-3,151
| -28% | -$530K | 0.14% | 158 |
|
|
2023
Q4 | $1.94M | Sell |
11,406
-183
| -2% | -$30.4K | 0.18% | 131 |
|
|
2023
Q3 | $1.96M | Sell |
11,589
-2,548
| -18% | -$463K | 0.18% | 123 |
|
|
2023
Q2 | $2.62M | Buy |
14,137
+553
| +4% | +$103K | 0.22% | 106 |
|
|
2023
Q1 | $2.48M | Sell |
13,584
-216
| -2% | -$37.8K | 0.23% | 106 |
|
|
2022
Q4 | $2.49M | Buy |
13,800
+375
| +3% | +$66.9K | 0.25% | 96 |
|
|
2022
Q3 | $2.19M | Sell |
13,425
-100
| -0.7% | -$17.2K | 0.22% | 114 |
|
|
2022
Q2 | $2.25M | Sell |
13,525
-1,334
| -9% | -$225K | 0.22% | 112 |
|
|
2022
Q1 | $2.49M | Buy |
14,859
+1,015
| +7% | +$170K | 0.16% | 130 |
|
|
2021
Q4 | $2.4M | Buy |
13,844
+412
| +3% | +$67.3K | 0.15% | 136 |
|
|
2021
Q3 | $2.02M | Buy |
13,432
+257
| +2% | +$39.8K | 0.14% | 142 |
|
|
2021
Q2 | $1.95M | Sell |
13,175
-234
| -2% | -$34.1K | 0.13% | 157 |
|
|
2021
Q1 | $1.9M | Buy |
13,409
+420
| +3% | +$57.6K | 0.14% | 161 |
|
|
2020
Q4 | $1.93M | Sell |
12,989
-766
| -6% | -$109K | 0.16% | 140 |
|
|
2020
Q3 | $1.91M | Sell |
13,755
-129
| -0.9% | -$17.5K | 0.16% | 138 |
|
|
2020
Q2 | $1.84M | Buy |
13,884
+160
| +1% | +$21.1K | 0.15% | 142 |
|
|
2020
Q1 | $1.65M | Buy |
13,724
+2,537
| +23% | +$343K | 0.15% | 133 |
|
|
2019
Q4 | $1.53M | Sell |
11,187
-201
| -2% | -$27.4K | 0.13% | 149 |
|
|
2019
Q3 | $1.56M | Buy |
11,388
+1,870
| +20% | +$248K | 0.14% | 144 |
|
|
2019
Q2 | $1.25M | Sell |
9,518
-43
| -0.4% | -$5.51K | 0.14% | 147 |
|
|
2019
Q1 | $1.17M | Buy |
9,561
+503
| +6% | +$57.3K | 0.14% | 156 |
|
|
2018
Q4 | $1M | Buy |
9,058
+1,449
| +19% | +$163K | 0.14% | 161 |
|
|
2018
Q3 | $851K | Sell |
7,609
-1,982
| -21% | -$224K | 0.11% | 184 |
|
|
2018
Q2 | $1.04M | Buy |
9,591
+854
| +10% | +$88.2K | 0.14% | 138 |
|
|
2018
Q1 | $954K | Sell |
8,737
-2,110
| -19% | -$240K | 0.13% | 140 |
|
|
2017
Q4 | $1.3M | Buy |
+10,847
| New | +$1.24M | 0.2% | 102 |
|
Other funds holding PEP
CAI
PAM
WT
LT
Advisornet Financial's PEP Position: Q2 2026 in Review
Advisornet Financial reduced its PepsiCo (PEP) stake by 5.8% in Q2 2026, selling an estimated $65.3K and leaving 7,045 shares worth $954K. The position accounts for 0.04% of the portfolio, ranked #278.
Advisornet Financial first reported a position in PEP in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.62M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Advisornet Financial held 7,045 shares of PepsiCo worth $954K as of Q2 2026.
- Advisornet Financial sold 437 PepsiCo shares in Q2 2026, an estimated $65.3K.
- PepsiCo made up 0.04% of Advisornet Financial's portfolio in Q2 2026, its #278 holding.
- Advisornet Financial first reported a position in PepsiCo in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's PepsiCo position peaked at $2.62M in Q2 2023.
- 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.