Bragg Financial 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 | $11.2M | Buy |
72,124
+2,557
| +4% | +$398K | 0.35% | 103 |
|
|
2025
Q4 | $9.98M | Buy |
69,567
+1,476
| +2% | +$217K | 0.33% | 105 |
|
|
2025
Q3 | $9.56M | Buy |
68,091
+630
| +0.9% | +$90K | 0.32% | 107 |
|
|
2025
Q2 | $8.91M | Buy |
67,461
+2,679
| +4% | +$361K | 0.32% | 111 |
|
|
2025
Q1 | $9.71M | Buy |
64,782
+2,992
| +5% | +$445K | 0.4% | 95 |
|
|
2024
Q4 | $9.4M | Buy |
61,790
+208
| +0.3% | +$34.1K | 0.38% | 101 |
|
|
2024
Q3 | $10.5M | Buy |
61,582
+5,375
| +10% | +$923K | 0.43% | 89 |
|
|
2024
Q2 | $9.27M | Buy |
56,207
+1,087
| +2% | +$188K | 0.41% | 96 |
|
|
2024
Q1 | $9.65M | Buy |
55,120
+1,334
| +2% | +$225K | 0.43% | 93 |
|
|
2023
Q4 | $9.13M | Buy |
53,786
+957
| +2% | +$159K | 0.43% | 92 |
|
|
2023
Q3 | $8.95M | Buy |
52,829
+726
| +1% | +$132K | 0.47% | 82 |
|
|
2023
Q2 | $9.65M | Buy |
52,103
+1,723
| +3% | +$322K | 0.53% | 81 |
|
|
2023
Q1 | $9.18M | Buy |
50,380
+1,184
| +2% | +$207K | 0.54% | 77 |
|
|
2022
Q4 | $8.89M | Buy |
49,196
+2,296
| +5% | +$410K | 0.54% | 77 |
|
|
2022
Q3 | $7.66M | Buy |
46,900
+2,054
| +5% | +$354K | 0.53% | 78 |
|
|
2022
Q2 | $7.47M | Buy |
44,846
+2,796
| +7% | +$471K | 0.5% | 85 |
|
|
2022
Q1 | $7.04M | Buy |
42,050
+3,644
| +9% | +$612K | 0.41% | 96 |
|
|
2021
Q4 | $5.78M | Hold |
38,406
| – | – | 0.37% | 99 |
|
|
2021
Q3 | $5.78M | Buy |
38,406
+891
| +2% | +$138K | 0.37% | 99 |
|
|
2021
Q2 | $5.56M | Buy |
37,515
+3,165
| +9% | +$461K | 0.36% | 103 |
|
|
2021
Q1 | $4.86M | Buy |
34,350
+2,502
| +8% | +$343K | 0.33% | 109 |
|
|
2020
Q4 | $4.72M | Buy |
31,848
+1,580
| +5% | +$225K | 0.41% | 82 |
|
|
2020
Q3 | $4.2M | Buy |
30,268
+1,361
| +5% | +$185K | 0.43% | 79 |
|
|
2020
Q2 | $3.82M | Buy |
28,907
+590
| +2% | +$77.8K | 0.43% | 83 |
|
|
2020
Q1 | $3.4M | Sell |
28,317
-903
| -3% | -$122K | 0.46% | 71 |
|
|
2019
Q4 | $3.99M | Sell |
29,220
-389
| -1% | -$52.9K | 0.45% | 80 |
|
|
2019
Q3 | $4.06M | Sell |
29,609
-986
| -3% | -$131K | 0.49% | 71 |
|
|
2019
Q2 | $4.01M | Sell |
30,595
-877
| -3% | -$112K | 0.49% | 68 |
|
|
2019
Q1 | $3.86M | Sell |
31,472
-791
| -2% | -$90.1K | 0.5% | 69 |
|
|
2018
Q4 | $3.56M | Sell |
32,263
-1,928
| -6% | -$217K | 0.54% | 63 |
|
|
2018
Q3 | $3.82M | Sell |
34,191
-936
| -3% | -$106K | 0.51% | 67 |
|
|
2018
Q2 | $3.82M | Sell |
35,127
-2,373
| -6% | -$245K | 0.55% | 64 |
|
|
2018
Q1 | $4.09M | Sell |
37,500
-1,583
| -4% | -$180K | 0.6% | 59 |
|
|
2017
Q4 | $4.69M | Sell |
39,083
-1,050
| -3% | -$120K | 0.67% | 53 |
|
|
2017
Q3 | $4.47M | Sell |
40,133
-394
| -1% | -$45.5K | 0.69% | 52 |
|
|
2017
Q2 | $4.7M | Sell |
40,527
-15,515
| -28% | -$1.78M | 0.74% | 45 |
|
|
2017
Q1 | $4.61M | Buy |
56,042
+14,798
| +36% | +$1.59M | 0.74% | 49 |
|
|
2016
Q4 | $4.32M | Sell |
41,244
-835
| -2% | -$87.4K | 0.71% | 51 |
|
|
2016
Q3 | $4.58M | Sell |
42,079
-375
| -0.9% | -$40.4K | 0.82% | 35 |
|
|
2016
Q2 | $4.5M | Buy |
42,454
+476
| +1% | +$49.1K | 0.81% | 38 |
|
|
2016
Q1 | $4.3M | Buy |
41,978
+220
| +0.5% | +$21.7K | 0.83% | 36 |
|
|
2015
Q4 | $4.17M | Sell |
41,758
-367
| -0.9% | -$36.6K | 0.89% | 37 |
|
|
2015
Q3 | $3.97M | Buy |
42,125
+2,699
| +7% | +$257K | 0.95% | 32 |
|
|
2015
Q2 | $3.68M | Buy |
39,426
+505
| +1% | +$48.3K | 0.84% | 39 |
|
|
2015
Q1 | $3.72M | Buy |
38,921
+3,640
| +10% | +$352K | 0.86% | 38 |
|
|
2014
Q4 | $3.34M | Sell |
35,281
-675
| -2% | -$64.7K | 0.81% | 39 |
|
|
2014
Q3 | $3.35M | Sell |
35,956
-679
| -2% | -$62K | 0.85% | 40 |
|
|
2014
Q2 | $3.27M | Buy |
36,635
+340
| +0.9% | +$29.4K | 0.78% | 42 |
|
|
2014
Q1 | $3.03M | Sell |
36,295
-437
| -1% | -$35.5K | 0.74% | 44 |
|
|
2013
Q4 | $3.05M | Sell |
36,732
-915
| -2% | -$76K | 0.74% | 44 |
|
|
2013
Q3 | $2.99M | Buy |
37,647
+580
| +2% | +$47.7K | 0.78% | 38 |
|
|
2013
Q2 | $3.03M | Buy |
+37,067
| New | +$3.03M | 0.83% | 36 |
|
Other funds holding PEP
VCM
VPM
DAM
Bragg Financial Advisors's PEP Position: Q1 2026 in Review
Bragg Financial Advisors increased its PepsiCo (PEP) stake by 3.7% in Q1 2026, buying an estimated $398K and bringing the position to 72,124 shares worth $11.2M. The position accounts for 0.35% of the portfolio, ranked #103.
Bragg Financial Advisors first reported a position in PEP in Q2 2013 and has held it in 52 quarters since. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Bragg Financial Advisors held 72,124 shares of PepsiCo worth $11.2M as of Q1 2026.
- Bragg Financial Advisors bought 2,557 PepsiCo shares in Q1 2026, an estimated $398K.
- PepsiCo made up 0.35% of Bragg Financial Advisors's portfolio in Q1 2026, its #103 holding.
- Bragg Financial Advisors first reported a position in PepsiCo in Q2 2013 and has held it in 52 quarters since.
- 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.