Buckley Wealth Management’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 | $934K | Buy |
6,016
+1,412
| +31% | +$220K | 0.24% | 76 |
|
|
2025
Q4 | $661K | Sell |
4,604
-222
| -5% | -$32.6K | 0.18% | 83 |
|
|
2025
Q3 | $678K | Sell |
4,826
-248
| -5% | -$35.4K | 0.19% | 83 |
|
|
2025
Q2 | $670K | Sell |
5,074
-121
| -2% | -$16.3K | 0.2% | 81 |
|
|
2025
Q1 | $779K | Sell |
5,195
-882
| -15% | -$131K | 0.24% | 74 |
|
|
2024
Q4 | $924K | Buy |
6,077
+131
| +2% | +$21.5K | 0.28% | 62 |
|
|
2024
Q3 | $1.01M | Buy |
5,946
+186
| +3% | +$32K | 0.31% | 60 |
|
|
2024
Q2 | $950K | Sell |
5,760
-212
| -4% | -$36.6K | 0.3% | 56 |
|
|
2024
Q1 | $1.05M | Sell |
5,972
-126
| -2% | -$21.2K | 0.34% | 55 |
|
|
2023
Q4 | $1.04M | Sell |
6,098
-38
| -0.6% | -$6.3K | 0.36% | 50 |
|
|
2023
Q3 | $1.04M | Sell |
6,136
-1,303
| -18% | -$237K | 0.39% | 42 |
|
|
2023
Q2 | $1.38M | Buy |
7,439
+1,200
| +19% | +$224K | 0.47% | 38 |
|
|
2023
Q1 | $1.14M | Sell |
6,239
-29
| -0.5% | -$5.07K | 0.42% | 37 |
|
|
2022
Q4 | $1.13M | Buy |
6,268
+61
| +1% | +$10.9K | 0.41% | 37 |
|
|
2022
Q3 | $1.01M | Sell |
6,207
-1,179
| -16% | -$203K | 0.37% | 41 |
|
|
2022
Q2 | $1.23M | Sell |
7,386
-225
| -3% | -$37.9K | 0.4% | 43 |
|
|
2022
Q1 | $1.27M | Buy |
7,611
+2,446
| +47% | +$411K | 0.34% | 49 |
|
|
2021
Q4 | $897K | Sell |
5,165
-16
| -0.3% | -$2.61K | 0.26% | 69 |
|
|
2021
Q3 | $779K | Buy |
5,181
+804
| +18% | +$124K | 0.25% | 67 |
|
|
2021
Q2 | $649K | Sell |
4,377
-48
| -1% | -$6.99K | 0.22% | 77 |
|
|
2021
Q1 | $626K | Buy |
4,425
+948
| +27% | +$130K | 0.23% | 75 |
|
|
2020
Q4 | $516K | Buy |
3,477
+61
| +2% | +$8.67K | 0.21% | 78 |
|
|
2020
Q3 | $474K | Sell |
3,416
-3,424
| -50% | -$466K | 0.21% | 75 |
|
|
2020
Q2 | $905K | Sell |
6,840
-1
| -0% | -$132 | 0.41% | 45 |
|
|
2020
Q1 | $822K | Buy |
6,841
+2,068
| +43% | +$279K | 0.45% | 40 |
|
|
2019
Q4 | $652K | Sell |
4,773
-195
| -4% | -$26.5K | 0.3% | 65 |
|
|
2019
Q3 | $681K | Sell |
4,968
-826
| -14% | -$110K | 0.33% | 55 |
|
|
2019
Q2 | $760K | Sell |
5,794
-584
| -9% | -$74.9K | 0.36% | 51 |
|
|
2019
Q1 | $782K | Sell |
6,378
-651
| -9% | -$74.2K | 0.37% | 48 |
|
|
2018
Q4 | $777K | Sell |
7,029
-40
| -0.6% | -$4.51K | 0.4% | 45 |
|
|
2018
Q3 | $790K | Sell |
7,069
-81
| -1% | -$9.17K | 0.35% | 57 |
|
|
2018
Q2 | $778K | Buy |
7,150
+654
| +10% | +$67.6K | 0.37% | 53 |
|
|
2018
Q1 | $709K | Buy |
6,496
+646
| +11% | +$73.5K | 0.35% | 60 |
|
|
2017
Q4 | $702K | Buy |
+5,850
| New | +$668K | 0.35% | 62 |
|
Other funds holding PEP
VCM
VPM
DAM
Buckley Wealth Management's PEP Position: Q1 2026 in Review
Buckley Wealth Management increased its PepsiCo (PEP) stake by 31% in Q1 2026, buying an estimated $220K and bringing the position to 6,016 shares worth $934K. The position accounts for 0.24% of the portfolio, ranked #76.
Buckley Wealth Management first reported a position in PEP in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.38M in Q2 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Buckley Wealth Management held 6,016 shares of PepsiCo worth $934K as of Q1 2026.
- Buckley Wealth Management bought 1,412 PepsiCo shares in Q1 2026, an estimated $220K.
- PepsiCo made up 0.24% of Buckley Wealth Management's portfolio in Q1 2026, its #76 holding.
- Buckley Wealth Management first reported a position in PepsiCo in Q4 2017 and has held it in 34 quarters since.
- Buckley Wealth Management's PepsiCo position peaked at $1.38M in Q2 2023.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Buckley Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.