Arax Advisory Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.92M | Buy |
31,713
+6,182
| +24% | +$963K | 0.14% | 136 |
|
|
2025
Q4 | $3.66M | Sell |
25,531
-199,263
| -89% | -$29.3M | 0.11% | 154 |
|
|
2025
Q3 | $31.6M | Buy |
224,794
+215,233
| +2,251% | +$30.7M | 0.45% | 27 |
|
|
2025
Q2 | $1.37M | Sell |
9,561
-442
| -4% | -$59.5K | 0.06% | 200 |
|
|
2025
Q1 | $1.5M | Sell |
10,003
-6,275
| -39% | -$934K | 0.1% | 134 |
|
|
2024
Q4 | $2.48M | Buy |
16,278
+11,555
| +245% | +$1.89M | 0.16% | 96 |
|
|
2024
Q3 | $803K | Buy |
4,723
+203
| +4% | +$34.9K | 0.07% | 137 |
|
|
2024
Q2 | $746K | Buy |
4,520
+1,654
| +58% | +$285K | 0.07% | 139 |
|
|
2024
Q1 | $502K | Sell |
2,866
-1,015
| -26% | -$171K | 0.05% | 173 |
|
|
2023
Q4 | $659K | Sell |
3,881
-163
| -4% | -$27K | 0.07% | 132 |
|
|
2023
Q3 | $685K | Buy |
4,044
+748
| +23% | +$136K | 0.09% | 120 |
|
|
2023
Q2 | $611K | Buy |
3,296
+646
| +24% | +$121K | 0.08% | 101 |
|
|
2023
Q1 | $483K | Buy |
2,650
+19
| +0.7% | +$3.32K | 0.06% | 117 |
|
|
2022
Q4 | $475K | Buy |
2,631
+6
| +0.2% | +$1.07K | 0.07% | 111 |
|
|
2022
Q3 | $429K | Sell |
2,625
-6
| -0.2% | -$1.03K | 0.07% | 102 |
|
|
2022
Q2 | $439K | Buy |
2,631
+12
| +0.5% | +$2.02K | 0.07% | 101 |
|
|
2022
Q1 | $438K | Buy |
2,619
+235
| +10% | +$39.5K | 0.06% | 119 |
|
|
2021
Q4 | $414K | Sell |
2,384
-79
| -3% | -$12.9K | 0.05% | 133 |
|
|
2021
Q3 | $370K | Buy |
2,463
+105
| +4% | +$16.3K | 0.05% | 135 |
|
|
2021
Q2 | $349K | Buy |
+2,358
| New | +$344K | 0.05% | 149 |
|
|
2020
Q4 | $346K | Sell |
2,331
-37
| -2% | -$5.26K | 0.05% | 117 |
|
|
2020
Q3 | $328K | Buy |
2,368
+14
| +0.6% | +$1.9K | 0.06% | 111 |
|
|
2020
Q2 | $311K | Buy |
2,354
+14
| +0.6% | +$1.84K | 0.06% | 107 |
|
|
2020
Q1 | $281K | Sell |
2,340
-180
| -7% | -$24.3K | 0.06% | 104 |
|
|
2019
Q4 | $344K | Buy |
2,520
+122
| +5% | +$16.6K | 0.1% | 91 |
|
|
2019
Q3 | $329K | Buy |
2,398
+13
| +0.5% | +$1.73K | 0.1% | 88 |
|
|
2019
Q2 | $313K | Buy |
+2,385
| New | +$306K | 0.1% | 93 |
|
|
2018
Q4 | $311K | Buy |
2,811
+256
| +10% | +$28.9K | 0.12% | 87 |
|
|
2018
Q3 | $286K | Sell |
2,555
-324
| -11% | -$36.7K | 0.12% | 94 |
|
|
2018
Q2 | $313K | Sell |
2,879
-45
| -2% | -$4.65K | 0.14% | 69 |
|
|
2018
Q1 | $319K | Sell |
2,924
-94
| -3% | -$10.7K | 0.17% | 62 |
|
|
2017
Q4 | $361K | Sell |
3,018
-67
| -2% | -$7.65K | 0.16% | 56 |
|
|
2017
Q3 | $343K | Sell |
3,085
-91
| -3% | -$10.5K | 0.16% | 51 |
|
|
2017
Q2 | $367K | Buy |
3,176
+466
| +17% | +$53.5K | 0.18% | 52 |
|
|
2017
Q1 | $303K | Buy |
2,710
+20
| +0.7% | +$2.15K | 0.15% | 50 |
|
|
2016
Q4 | $282K | Buy |
+2,690
| New | +$282K | 0.14% | 45 |
|
Other funds holding PEP
VCM
VPM
DAM
Arax Advisory Partners's PEP Position: Q1 2026 in Review
Arax Advisory Partners increased its PepsiCo (PEP) stake by 24% in Q1 2026, buying an estimated $963K and bringing the position to 31,713 shares worth $4.92M. The position accounts for 0.14% of the portfolio, ranked #136.
Arax Advisory Partners first reported a position in PEP in Q4 2016 and has held it in 36 quarters since. The position peaked at $31.6M in Q3 2025. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Arax Advisory Partners held 31,713 shares of PepsiCo worth $4.92M as of Q1 2026.
- Arax Advisory Partners bought 6,182 PepsiCo shares in Q1 2026, an estimated $963K.
- PepsiCo made up 0.14% of Arax Advisory Partners's portfolio in Q1 2026, its #136 holding.
- Arax Advisory Partners first reported a position in PepsiCo in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's PepsiCo position peaked at $31.6M in Q3 2025.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.