Bell & Brown Wealth 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 | $3.32M | Buy |
21,371
+449
| +2% | +$70K | 1.08% | 39 |
|
|
2025
Q4 | $3M | Buy |
20,922
+688
| +3% | +$101K | 0.97% | 39 |
|
|
2025
Q3 | $2.84M | Buy |
20,234
+286
| +1% | +$40.8K | 0.93% | 41 |
|
|
2025
Q2 | $2.63M | Buy |
19,948
+288
| +1% | +$38.8K | 0.94% | 41 |
|
|
2025
Q1 | $2.95M | Buy |
19,660
+1,428
| +8% | +$213K | 1.15% | 39 |
|
|
2024
Q4 | $2.77M | Buy |
18,232
+431
| +2% | +$70.6K | 1.03% | 36 |
|
|
2024
Q3 | $3.03M | Buy |
17,801
+351
| +2% | +$60.3K | 1.18% | 35 |
|
|
2024
Q2 | $2.88M | Buy |
17,450
+1,767
| +11% | +$305K | 1.1% | 29 |
|
|
2024
Q1 | $2.74M | Buy |
15,683
+159
| +1% | +$26.8K | 1.17% | 32 |
|
|
2023
Q4 | $2.64M | Buy |
+15,524
| New | +$2.57M | 1.22% | 35 |
|
|
2023
Q2 | $2.73M | Sell |
14,731
-197
| -1% | -$36.8K | 1.37% | 29 |
|
|
2023
Q1 | $2.72M | Sell |
14,928
-299
| -2% | -$52.3K | 1.45% | 30 |
|
|
2022
Q4 | $2.75M | Buy |
15,227
+318
| +2% | +$56.7K | 1.51% | 27 |
|
|
2022
Q3 | $2.43M | Sell |
14,909
-451
| -3% | -$77.7K | 1.5% | 28 |
|
|
2022
Q2 | $2.56M | Buy |
15,360
+25
| +0.2% | +$4.21K | 1.37% | 28 |
|
|
2022
Q1 | $2.57M | Buy |
15,335
+540
| +4% | +$90.7K | 1.16% | 33 |
|
|
2021
Q4 | $2.53M | Buy |
14,795
+1,189
| +9% | +$194K | 1.22% | 36 |
|
|
2021
Q3 | $2.05M | Buy |
+13,606
| New | +$2.11M | 1.1% | 37 |
|
|
2020
Q3 | $1.54M | Buy |
11,080
+192
| +2% | +$26.1K | 1.12% | 35 |
|
|
2020
Q2 | $1.49M | Buy |
10,888
+236
| +2% | +$31.1K | 1.16% | 34 |
|
|
2020
Q1 | $1.43M | Sell |
10,652
-114
| -1% | -$15.4K | 1.33% | 31 |
|
|
2019
Q4 | $1.5M | Sell |
10,766
-990
| -8% | -$135K | 1.11% | 36 |
|
|
2019
Q3 | $1.61M | Buy |
11,756
+224
| +2% | +$29.8K | 1.32% | 32 |
|
|
2019
Q2 | $1.51M | Buy |
11,532
+49
| +0.4% | +$6.28K | 1.33% | 29 |
|
|
2019
Q1 | $1.41M | Buy |
11,483
+114
| +1% | +$13K | 1.28% | 31 |
|
|
2018
Q4 | $1.26M | Buy |
11,369
+50
| +0.4% | +$5.64K | 1.34% | 30 |
|
|
2018
Q3 | $1.27M | Buy |
11,319
+347
| +3% | +$39.3K | 1.18% | 36 |
|
|
2018
Q2 | $1.2M | Buy |
10,972
+1,670
| +18% | +$172K | 1.18% | 37 |
|
|
2018
Q1 | $934K | Sell |
9,302
-664
| -7% | -$75.5K | 0.98% | 44 |
|
|
2017
Q4 | $1.2M | Buy |
+9,966
| New | +$1.14M | 1.24% | 33 |
|
Other funds holding PEP
VCM
VPM
DAM
Bell & Brown Wealth Advisors's PEP Position: Q1 2026 in Review
Bell & Brown Wealth Advisors increased its PepsiCo (PEP) stake by 2.1% in Q1 2026, buying an estimated $70K and bringing the position to 21,371 shares worth $3.32M. The position accounts for 1.08% of the portfolio, ranked #39.
Bell & Brown Wealth Advisors first reported a position in PEP in Q4 2017 and has held it in 30 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Bell & Brown Wealth Advisors held 21,371 shares of PepsiCo worth $3.32M as of Q1 2026.
- Bell & Brown Wealth Advisors bought 449 PepsiCo shares in Q1 2026, an estimated $70K.
- PepsiCo made up 1.08% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #39 holding.
- Bell & Brown Wealth Advisors first reported a position in PepsiCo in Q4 2017 and has held it in 30 quarters since.
- 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.