Certified Advisory Corp’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 | $512K | Buy |
3,785
+529
| +16% | +$79.1K | 0.04% | 221 |
|
|
2026
Q1 | $506K | Buy |
3,256
+252
| +8% | +$39.3K | 0.05% | 211 |
|
|
2025
Q4 | $431K | Sell |
3,004
-96
| -3% | -$14.1K | 0.04% | 221 |
|
|
2025
Q3 | $435K | Sell |
3,100
-1
| -0% | -$143 | 0.04% | 223 |
|
|
2025
Q2 | $409K | Buy |
3,101
+7
| +0.2% | +$943 | 0.04% | 220 |
|
|
2025
Q1 | $464K | Sell |
3,094
-63
| -2% | -$9.38K | 0.05% | 198 |
|
|
2024
Q4 | $480K | Buy |
3,157
+32
| +1% | +$5.24K | 0.05% | 194 |
|
|
2024
Q3 | $531K | Buy |
3,125
+1,008
| +48% | +$173K | 0.06% | 189 |
|
|
2024
Q2 | $349K | Buy |
2,117
+82
| +4% | +$14.2K | 0.04% | 217 |
|
|
2024
Q1 | $356K | Buy |
2,035
+268
| +15% | +$45.1K | 0.05% | 205 |
|
|
2023
Q4 | $300K | Buy |
1,767
+19
| +1% | +$3.15K | 0.05% | 221 |
|
|
2023
Q3 | $296K | Buy |
1,748
+10
| +0.6% | +$1.82K | 0.05% | 191 |
|
|
2023
Q2 | $322K | Buy |
1,738
+349
| +25% | +$65.1K | 0.06% | 182 |
|
|
2023
Q1 | $253K | Buy |
1,389
+1
| +0.1% | +$175 | 0.05% | 212 |
|
|
2022
Q4 | $251K | Sell |
1,388
-288
| -17% | -$51.4K | 0.05% | 200 |
|
|
2022
Q3 | $274K | Buy |
1,676
+391
| +30% | +$67.4K | 0.06% | 183 |
|
|
2022
Q2 | $214K | Buy |
1,285
+3
| +0.2% | +$505 | 0.05% | 194 |
|
|
2022
Q1 | $215K | Buy |
1,282
+5
| +0.4% | +$839 | 0.05% | 203 |
|
|
2021
Q4 | $222K | Buy |
1,277
+1,255
| +5,705% | +$205K | 0.05% | 204 |
|
|
2021
Q3 | $3K | Buy |
+22
| New | +$3.4K | ﹤0.01% | 217 |
|
|
2021
Q2 | – | Sell |
-1,219
| Closed | -$172K | – | 578 |
|
|
2021
Q1 | $172K | Buy |
+1,219
| New | +$167K | 0.04% | 205 |
|
|
2020
Q2 | $203K | Buy |
1,536
+3
| +0.2% | +$395 | 0.07% | 179 |
|
|
2020
Q1 | $184K | Sell |
1,533
-97
| -6% | -$13.1K | 0.07% | 167 |
|
|
2019
Q4 | $223K | Sell |
1,630
-101
| -6% | -$13.7K | 0.07% | 178 |
|
|
2019
Q3 | $237K | Sell |
1,731
-696
| -29% | -$92.5K | 0.08% | 170 |
|
|
2019
Q2 | $318K | Buy |
2,427
+323
| +15% | +$41.4K | 0.12% | 140 |
|
|
2019
Q1 | $258K | Buy |
2,104
+513
| +32% | +$58.5K | 0.11% | 146 |
|
|
2018
Q4 | $175K | Buy |
1,591
+25
| +2% | +$2.82K | 0.09% | 153 |
|
|
2018
Q3 | $175K | Sell |
1,566
-62
| -4% | -$7.02K | 0.08% | 158 |
|
|
2018
Q2 | $177K | Buy |
1,628
+104
| +7% | +$10.7K | 0.1% | 150 |
|
|
2018
Q1 | $166K | Buy |
1,524
+399
| +35% | +$45.4K | 0.1% | 155 |
|
|
2017
Q4 | $134K | Buy |
+1,125
| New | +$128K | 0.1% | 144 |
|
Other funds holding PEP
CAI
PAM
WT
LT
Certified Advisory Corp's PEP Position: Q2 2026 in Review
Certified Advisory Corp increased its PepsiCo (PEP) stake by 16% in Q2 2026, buying an estimated $79.1K and bringing the position to 3,785 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #221.
Certified Advisory Corp first reported a position in PEP in Q4 2017 and has held it in 32 quarters since. The position peaked at $531K in Q3 2024. 1,218 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Certified Advisory Corp held 3,785 shares of PepsiCo worth $512K as of Q2 2026.
- Certified Advisory Corp bought 529 PepsiCo shares in Q2 2026, an estimated $79.1K.
- PepsiCo made up 0.04% of Certified Advisory Corp's portfolio in Q2 2026, its #221 holding.
- Certified Advisory Corp first reported a position in PepsiCo in Q4 2017 and has held it in 32 quarters since.
- Certified Advisory Corp's PepsiCo position peaked at $531K in Q3 2024.
- 1,218 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.