Atlas Capital Advisors’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 | $1.2M | Sell |
7,752
-100
| -1% | -$15.6K | 0.14% | 126 |
|
|
2025
Q4 | $1.13M | Buy |
+7,852
| New | +$1.15M | 0.13% | 138 |
|
|
2025
Q2 | $152K | Hold |
1,149
| – | – | 0.02% | 449 |
|
|
2025
Q1 | $172K | Hold |
1,149
| – | – | 0.02% | 430 |
|
|
2024
Q4 | $175K | Buy |
1,149
+100
| +10% | +$16.4K | 0.02% | 418 |
|
|
2024
Q3 | $178K | Sell |
1,049
-100
| -9% | -$17.2K | 0.03% | 393 |
|
|
2024
Q2 | $190K | Buy |
1,149
+100
| +10% | +$17.3K | 0.02% | 391 |
|
|
2024
Q1 | $184K | Sell |
1,049
-100
| -9% | -$16.8K | 0.03% | 380 |
|
|
2023
Q4 | $195K | Sell |
1,149
-100
| -8% | -$16.6K | 0.03% | 372 |
|
|
2023
Q3 | $212K | Sell |
1,249
-518
| -29% | -$94.1K | 0.03% | 345 |
|
|
2023
Q2 | $327K | Hold |
1,767
| – | – | 0.05% | 277 |
|
|
2023
Q1 | $322K | Hold |
1,767
| – | – | 0.05% | 270 |
|
|
2022
Q4 | $319K | Hold |
1,767
| – | – | 0.05% | 256 |
|
|
2022
Q3 | $288K | Buy |
1,767
+18
| +1% | +$3.1K | 0.05% | 273 |
|
|
2022
Q2 | $291K | Buy |
1,749
+200
| +13% | +$33.7K | 0.05% | 289 |
|
|
2022
Q1 | $259K | Buy |
1,549
+100
| +7% | +$16.8K | 0.04% | 310 |
|
|
2021
Q4 | $252K | Hold |
1,449
| – | – | 0.04% | 324 |
|
|
2021
Q3 | $218K | Hold |
1,449
| – | – | 0.03% | 331 |
|
|
2021
Q2 | $215K | Sell |
1,449
-651
| -31% | -$94.8K | 0.04% | 351 |
|
|
2021
Q1 | $297K | Sell |
2,100
-1,600
| -43% | -$220K | 0.06% | 271 |
|
|
2020
Q4 | $549K | Sell |
3,700
-534
| -13% | -$75.9K | 0.12% | 166 |
|
|
2020
Q3 | $587K | Sell |
4,234
-1
| -0% | -$136 | 0.14% | 162 |
|
|
2020
Q2 | $560K | Hold |
4,235
| – | – | 0.13% | 161 |
|
|
2020
Q1 | $509K | Sell |
4,235
-800
| -16% | -$108K | 0.15% | 151 |
|
|
2019
Q4 | $688K | Sell |
5,035
-601
| -11% | -$81.8K | 0.17% | 153 |
|
|
2019
Q3 | $773K | Sell |
5,636
-2,200
| -28% | -$292K | 0.23% | 129 |
|
|
2019
Q2 | $1.03M | Buy |
7,836
+6,536
| +503% | +$838K | 0.34% | 78 |
|
|
2019
Q1 | $159K | Hold |
1,300
| – | – | 0.06% | 293 |
|
|
2018
Q4 | $144K | Hold |
1,300
| – | – | 0.06% | 297 |
|
|
2018
Q3 | $140K | Hold |
1,300
| – | – | 0.05% | 324 |
|
|
2018
Q2 | $149K | Buy |
1,300
+600
| +86% | +$62K | 0.05% | 301 |
|
|
2018
Q1 | $76.4K | Buy |
+700
| New | +$79.6K | 0.02% | 388 |
|
Other funds holding PEP
VCM
VPM
DAM
Atlas Capital Advisors's PEP Position: Q1 2026 in Review
Atlas Capital Advisors reduced its PepsiCo (PEP) stake by 1.3% in Q1 2026, selling an estimated $15.6K and leaving 7,752 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #126.
Atlas Capital Advisors first reported a position in PEP in Q1 2018 and has held it in 32 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Atlas Capital Advisors held 7,752 shares of PepsiCo worth $1.2M as of Q1 2026.
- Atlas Capital Advisors sold 100 PepsiCo shares in Q1 2026, an estimated $15.6K.
- PepsiCo made up 0.14% of Atlas Capital Advisors's portfolio in Q1 2026, its #126 holding.
- Atlas Capital Advisors first reported a position in PepsiCo in Q1 2018 and has held it in 32 quarters since.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.