Braun-Bostich & Associates’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 | $332K | Buy |
2,449
+59
| +2% | +$8.82K | 0.19% | 89 |
|
|
2026
Q1 | $371K | Sell |
2,390
-60
| -2% | -$9.35K | 0.23% | 74 |
|
|
2025
Q4 | $352K | Sell |
2,450
-631
| -20% | -$92.7K | 0.22% | 78 |
|
|
2025
Q3 | $433K | Buy |
3,081
+270
| +10% | +$38.6K | 0.27% | 67 |
|
|
2025
Q2 | $371K | Buy |
2,811
+178
| +7% | +$24K | 0.25% | 71 |
|
|
2025
Q1 | $395K | Buy |
2,633
+27
| +1% | +$4.02K | 0.29% | 70 |
|
|
2024
Q4 | $396K | Sell |
2,606
-172
| -6% | -$28.2K | 0.29% | 66 |
|
|
2024
Q3 | $472K | Sell |
2,778
-65
| -2% | -$11.2K | 0.33% | 57 |
|
|
2024
Q2 | $469K | Buy |
2,843
+244
| +9% | +$42.1K | 0.35% | 58 |
|
|
2024
Q1 | $455K | Buy |
2,599
+99
| +4% | +$16.7K | 0.38% | 68 |
|
|
2023
Q4 | $425K | Buy |
+2,500
| New | +$415K | 0.38% | 66 |
|
|
2023
Q3 | – | Sell |
-2,727
| Closed | -$505K | – | 90 |
|
|
2023
Q2 | $505K | Buy |
2,727
+432
| +19% | +$80.6K | 1.08% | 38 |
|
|
2023
Q1 | $418K | Buy |
2,295
+207
| +10% | +$36.2K | 0.99% | 39 |
|
|
2022
Q4 | $377K | Buy |
2,088
+230
| +12% | +$41K | 1.09% | 33 |
|
|
2022
Q3 | $303K | Buy |
1,858
+37
| +2% | +$6.38K | 0.93% | 46 |
|
|
2022
Q2 | $303K | Sell |
1,821
-126
| -6% | -$21.2K | 0.79% | 46 |
|
|
2022
Q1 | $326K | Buy |
+1,947
| New | +$327K | 0.7% | 43 |
|
|
2021
Q4 | – | Sell |
-2,143
| Closed | -$322K | – | 141 |
|
|
2021
Q3 | $322K | Buy |
2,143
+11
| +0.5% | +$1.7K | 0.61% | 48 |
|
|
2021
Q2 | $316K | Sell |
2,132
-128
| -6% | -$18.6K | 0.58% | 48 |
|
|
2021
Q1 | $320K | Buy |
2,260
+292
| +15% | +$40.1K | 0.62% | 42 |
|
|
2020
Q4 | $292K | Sell |
1,968
-5,159
| -72% | -$733K | 0.59% | 41 |
|
|
2020
Q3 | $988K | Sell |
7,127
-2,404
| -25% | -$327K | 0.98% | 21 |
|
|
2020
Q2 | $1.26M | Hold |
9,531
| – | – | 1.23% | 14 |
|
|
2020
Q1 | $1.13M | Sell |
9,531
-180
| -2% | -$24.3K | 1.43% | 15 |
|
|
2019
Q4 | $1.32M | Buy |
9,711
+50
| +0.5% | +$6.8K | 1.3% | 16 |
|
|
2019
Q3 | $1.32M | Buy |
9,661
+133
| +1% | +$17.7K | 1.54% | 13 |
|
|
2019
Q2 | $1.25M | Sell |
9,528
-64
| -0.7% | -$8.2K | 1.31% | 14 |
|
|
2019
Q1 | $1.18M | Sell |
9,592
-1,721
| -15% | -$196K | 1.22% | 16 |
|
|
2018
Q4 | $1.25M | Buy |
11,313
+72
| +0.6% | +$8.12K | 1.33% | 21 |
|
|
2018
Q3 | $1.26M | Buy |
11,241
+46
| +0.4% | +$5.21K | 1.21% | 21 |
|
|
2018
Q2 | $1.22M | Sell |
11,195
-379
| -3% | -$39.1K | 1.22% | 22 |
|
|
2018
Q1 | $1.26M | Buy |
11,574
+7
| +0.1% | +$796 | 1.09% | 27 |
|
|
2017
Q4 | $1.39M | Buy |
+11,567
| New | +$1.32M | 1.17% | 27 |
|
Other funds holding PEP
CAI
PAM
WT
LT
Braun-Bostich & Associates's PEP Position: Q2 2026 in Review
Braun-Bostich & Associates increased its PepsiCo (PEP) stake by 2.5% in Q2 2026, buying an estimated $8.82K and bringing the position to 2,449 shares worth $332K. The position accounts for 0.19% of the portfolio, ranked #89.
Braun-Bostich & Associates first reported a position in PEP in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.39M in Q4 2017. 1,240 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Braun-Bostich & Associates held 2,449 shares of PepsiCo worth $332K as of Q2 2026.
- Braun-Bostich & Associates bought 59 PepsiCo shares in Q2 2026, an estimated $8.82K.
- PepsiCo made up 0.19% of Braun-Bostich & Associates's portfolio in Q2 2026, its #89 holding.
- Braun-Bostich & Associates first reported a position in PepsiCo in Q4 2017 and has held it in 33 quarters since.
- Braun-Bostich & Associates's PepsiCo position peaked at $1.39M in Q4 2017.
- 1,240 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.