Bigelow Investment 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 | $1.4M | Sell |
9,011
-63
| -0.7% | -$9.82K | 0.56% | 48 |
|
|
2025
Q4 | $1.3M | Sell |
9,074
-370
| -4% | -$54.4K | 0.51% | 52 |
|
|
2025
Q3 | $1.33M | Sell |
9,444
-422
| -4% | -$60.3K | 0.53% | 52 |
|
|
2025
Q2 | $1.3M | Sell |
9,866
-157
| -2% | -$21.1K | 0.57% | 52 |
|
|
2025
Q1 | $1.5M | Sell |
10,023
-169
| -2% | -$25.2K | 0.71% | 39 |
|
|
2024
Q4 | $1.55M | Sell |
10,192
-594
| -6% | -$97.3K | 0.73% | 37 |
|
|
2024
Q3 | $1.83M | Sell |
10,786
-69
| -0.6% | -$11.9K | 0.82% | 31 |
|
|
2024
Q2 | $1.79M | Sell |
10,855
-129
| -1% | -$22.3K | 0.85% | 29 |
|
|
2024
Q1 | $1.92M | Sell |
10,984
-63
| -0.6% | -$10.6K | 0.94% | 28 |
|
|
2023
Q4 | $1.88M | Sell |
11,047
-299
| -3% | -$49.6K | 1.01% | 25 |
|
|
2023
Q3 | $1.92M | Hold |
11,346
| – | – | 1.1% | 21 |
|
|
2023
Q2 | $2.1M | Sell |
11,346
-57
| -0.5% | -$10.6K | 1.15% | 19 |
|
|
2023
Q1 | $2.08M | Sell |
11,403
-453
| -4% | -$79.2K | 1.2% | 18 |
|
|
2022
Q4 | $2.14M | Sell |
11,856
-217
| -2% | -$38.7K | 1.24% | 20 |
|
|
2022
Q3 | $1.97M | Buy |
12,073
+609
| +5% | +$105K | 1.18% | 20 |
|
|
2022
Q2 | $1.91M | Buy |
11,464
+11
| +0.1% | +$1.85K | 1.05% | 21 |
|
|
2022
Q1 | $1.92M | Buy |
11,453
+441
| +4% | +$74K | 0.9% | 30 |
|
|
2021
Q4 | $1.91M | Buy |
11,012
+198
| +2% | +$32.3K | 0.87% | 29 |
|
|
2021
Q3 | $1.63M | Sell |
10,814
-302
| -3% | -$46.7K | 0.8% | 32 |
|
|
2021
Q2 | $1.65M | Buy |
11,116
+20
| +0.2% | +$2.91K | 0.8% | 33 |
|
|
2021
Q1 | $1.57M | Buy |
11,096
+166
| +2% | +$22.8K | 0.8% | 32 |
|
|
2020
Q4 | $1.62M | Buy |
10,930
+362
| +3% | +$51.5K | 0.86% | 28 |
|
|
2020
Q3 | $1.47M | Buy |
10,568
+161
| +2% | +$21.9K | 0.87% | 27 |
|
|
2020
Q2 | $1.38M | Buy |
10,407
+1,030
| +11% | +$136K | 0.89% | 25 |
|
|
2020
Q1 | $1.13M | Buy |
9,377
+328
| +4% | +$44.3K | 0.84% | 30 |
|
|
2019
Q4 | $1.24M | Sell |
9,049
-191
| -2% | -$26K | 0.72% | 33 |
|
|
2019
Q3 | $1.27M | Sell |
9,240
-26
| -0.3% | -$3.45K | 0.81% | 33 |
|
|
2019
Q2 | $1.22M | Buy |
9,266
+15
| +0.2% | +$1.92K | 0.81% | 33 |
|
|
2019
Q1 | $1.13M | Sell |
9,251
-1,165
| -11% | -$133K | 0.79% | 34 |
|
|
2018
Q4 | $1.15M | Sell |
10,416
-15
| -0.1% | -$1.69K | 0.86% | 31 |
|
|
2018
Q3 | $1.17M | Sell |
10,431
-1,955
| -16% | -$221K | 0.78% | 35 |
|
|
2018
Q2 | $1.35M | Sell |
12,386
-57
| -0.5% | -$5.89K | 0.92% | 28 |
|
|
2018
Q1 | $1.36M | Buy |
12,443
+5,075
| +69% | +$577K | 0.92% | 26 |
|
|
2017
Q4 | $884K | Buy |
+7,368
| New | +$841K | 0.88% | 29 |
|
Other funds holding PEP
VCM
VPM
DAM
Bigelow Investment Advisors's PEP Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its PepsiCo (PEP) stake by 0.69% in Q1 2026, selling an estimated $9.82K and leaving 9,011 shares worth $1.4M. The position accounts for 0.56% of the portfolio, ranked #48.
Bigelow Investment Advisors first reported a position in PEP in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.14M in Q4 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Bigelow Investment Advisors held 9,011 shares of PepsiCo worth $1.4M as of Q1 2026.
- Bigelow Investment Advisors sold 63 PepsiCo shares in Q1 2026, an estimated $9.82K.
- PepsiCo made up 0.56% of Bigelow Investment Advisors's portfolio in Q1 2026, its #48 holding.
- Bigelow Investment Advisors first reported a position in PepsiCo in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's PepsiCo position peaked at $2.14M in Q4 2022.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.