Bedel Financial Consulting’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 | $1.62M | Sell |
11,961
-469
| -4% | -$70.1K | 0.15% | 77 |
|
|
2026
Q1 | $1.93M | Sell |
12,430
-60
| -0.5% | -$9.35K | 0.22% | 60 |
|
|
2025
Q4 | $1.79M | Hold |
12,490
| – | – | 0.19% | 63 |
|
|
2025
Q3 | $1.75M | Buy |
12,490
+239
| +2% | +$34.1K | 0.22% | 61 |
|
|
2025
Q2 | $1.62M | Buy |
12,251
+2
| +0% | +$269 | 0.22% | 62 |
|
|
2025
Q1 | $1.6M | Sell |
12,249
-102
| -0.8% | -$15.2K | 0.23% | 58 |
|
|
2024
Q4 | $1.8M | Sell |
12,351
-129
| -1% | -$21.1K | 0.25% | 54 |
|
|
2024
Q3 | $2.12M | Buy |
12,480
+385
| +3% | +$66.1K | 0.3% | 43 |
|
|
2024
Q2 | $1.99M | Sell |
12,095
-28
| -0.2% | -$4.83K | 0.29% | 39 |
|
|
2024
Q1 | $2.12M | Sell |
12,123
-46
| -0.4% | -$7.74K | 0.33% | 37 |
|
|
2023
Q4 | $2.07M | Sell |
12,169
-621
| -5% | -$103K | 0.38% | 33 |
|
|
2023
Q3 | $2.17M | Sell |
12,790
-32
| -0.2% | -$5.81K | 0.44% | 28 |
|
|
2023
Q2 | $2.37M | Buy |
12,822
+948
| +8% | +$177K | 0.5% | 26 |
|
|
2023
Q1 | $2.16M | Sell |
11,874
-881
| -7% | -$154K | 0.53% | 26 |
|
|
2022
Q4 | $2.3M | Buy |
12,755
+77
| +0.6% | +$13.7K | 0.57% | 24 |
|
|
2022
Q3 | $2.29M | Sell |
12,678
-75
| -0.6% | -$12.9K | 0.61% | 22 |
|
|
2022
Q2 | $2.13M | Buy |
12,753
+268
| +2% | +$45.1K | 0.62% | 19 |
|
|
2022
Q1 | $2.09M | Buy |
12,485
+192
| +2% | +$32.2K | 0.66% | 15 |
|
|
2021
Q4 | $2.13M | Sell |
12,293
-1,084
| -8% | -$177K | 0.66% | 15 |
|
|
2021
Q3 | $2.01M | Sell |
13,377
-8
| -0.1% | -$1.24K | 0.69% | 14 |
|
|
2021
Q2 | $1.98M | Buy |
13,385
+269
| +2% | +$39.2K | 0.69% | 14 |
|
|
2021
Q1 | $1.85M | Buy |
13,116
+261
| +2% | +$35.8K | 0.72% | 13 |
|
|
2020
Q4 | $1.91M | Buy |
12,855
+93
| +0.7% | +$13.2K | 0.85% | 12 |
|
|
2020
Q3 | $1.77M | Buy |
12,762
+11
| +0.1% | +$1.5K | 0.88% | 12 |
|
|
2020
Q2 | $1.69M | Sell |
12,751
-554
| -4% | -$73K | 0.91% | 11 |
|
|
2020
Q1 | $1.6M | Sell |
13,305
-185
| -1% | -$25K | 1.06% | 11 |
|
|
2019
Q4 | $1.84M | Hold |
13,490
| – | – | 1.05% | 11 |
|
|
2019
Q3 | $1.85M | Buy |
13,490
+64
| +0.5% | +$8.5K | 1.11% | 11 |
|
|
2019
Q2 | $1.76M | Sell |
13,426
-706
| -5% | -$90.5K | 1.07% | 12 |
|
|
2019
Q1 | $1.73M | Hold |
14,132
| – | – | 1.1% | 13 |
|
|
2018
Q4 | $1.56M | Hold |
14,132
| – | – | 1.12% | 10 |
|
|
2018
Q3 | $1.52M | Buy |
14,132
+865
| +7% | +$98K | 1.01% | 13 |
|
|
2018
Q2 | $1.44M | Sell |
13,267
-29
| -0.2% | -$3K | 1.06% | 13 |
|
|
2018
Q1 | $1.45M | Sell |
13,296
-367
| -3% | -$41.7K | 1.1% | 12 |
|
|
2017
Q4 | $1.64M | Buy |
+13,663
| New | +$1.56M | 1.47% | 11 |
|
Other funds holding PEP
CAI
PAM
WT
GAM
Bedel Financial Consulting's PEP Position: Q2 2026 in Review
Bedel Financial Consulting reduced its PepsiCo (PEP) stake by 3.8% in Q2 2026, selling an estimated $70.1K and leaving 11,961 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #77.
Bedel Financial Consulting first reported a position in PEP in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.37M in Q2 2023. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Bedel Financial Consulting held 11,961 shares of PepsiCo worth $1.62M as of Q2 2026.
- Bedel Financial Consulting sold 469 PepsiCo shares in Q2 2026, an estimated $70.1K.
- PepsiCo made up 0.15% of Bedel Financial Consulting's portfolio in Q2 2026, its #77 holding.
- Bedel Financial Consulting first reported a position in PepsiCo in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's PepsiCo position peaked at $2.37M in Q2 2023.
- 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.