Cornerstone Wealth Group’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 | $7.16M | Sell |
52,844
-5,494
| -9% | -$821K | 0.42% | 66 |
|
|
2026
Q1 | $9.04M | Buy |
58,338
+980
| +2% | +$153K | 0.58% | 44 |
|
|
2025
Q4 | $8.23M | Sell |
57,358
-25,699
| -31% | -$3.78M | 0.56% | 47 |
|
|
2025
Q3 | $11.7M | Buy |
83,057
+2,686
| +3% | +$384K | 0.79% | 28 |
|
|
2025
Q2 | $10.6M | Buy |
80,371
+2,060
| +3% | +$277K | 0.8% | 31 |
|
|
2025
Q1 | $11.7M | Buy |
78,311
+6,090
| +8% | +$906K | 0.97% | 24 |
|
|
2024
Q4 | $11M | Sell |
72,221
-262
| -0.4% | -$42.9K | 0.9% | 26 |
|
|
2024
Q3 | $12.3M | Buy |
72,483
+3,089
| +4% | +$531K | 1.02% | 22 |
|
|
2024
Q2 | $11.4M | Buy |
69,394
+28,959
| +72% | +$5M | 1.02% | 23 |
|
|
2024
Q1 | $7.08M | Buy |
40,435
+4,579
| +13% | +$771K | 0.65% | 43 |
|
|
2023
Q4 | $6.09M | Buy |
35,856
+7,759
| +28% | +$1.29M | 0.87% | 26 |
|
|
2023
Q3 | $4.76M | Sell |
28,097
-535
| -2% | -$97.2K | 0.84% | 32 |
|
|
2023
Q2 | $5.3M | Sell |
28,632
-302
| -1% | -$56.4K | 0.96% | 32 |
|
|
2023
Q1 | $5.27M | Sell |
28,934
-129
| -0.4% | -$22.5K | 0.94% | 30 |
|
|
2022
Q4 | $5.25M | Buy |
29,063
+277
| +1% | +$49.4K | 0.99% | 31 |
|
|
2022
Q3 | $4.7M | Sell |
28,786
-403
| -1% | -$69.5K | 1.04% | 33 |
|
|
2022
Q2 | $4.86M | Buy |
29,189
+2,581
| +10% | +$434K | 1.02% | 32 |
|
|
2022
Q1 | $4.45M | Buy |
26,608
+2,914
| +12% | +$489K | 0.82% | 35 |
|
|
2021
Q4 | $4.12M | Buy |
23,694
+818
| +4% | +$134K | 0.7% | 44 |
|
|
2021
Q3 | $3.44M | Buy |
22,876
+751
| +3% | +$116K | 0.61% | 54 |
|
|
2021
Q2 | $3.45M | Buy |
22,125
+1,000
| +5% | +$146K | 0.7% | 44 |
|
|
2021
Q1 | $3.1M | Sell |
21,125
-378
| -2% | -$51.9K | 0.63% | 60 |
|
|
2020
Q4 | $3.19M | Sell |
21,503
-880
| -4% | -$125K | 0.78% | 32 |
|
|
2020
Q3 | $3.1M | Buy |
22,383
+63
| +0.3% | +$8.57K | 0.85% | 34 |
|
|
2020
Q2 | $2.95M | Buy |
22,320
+781
| +4% | +$103K | 0.74% | 36 |
|
|
2020
Q1 | $2.59M | Buy |
21,539
+4,957
| +30% | +$670K | 0.91% | 32 |
|
|
2019
Q4 | $2.27M | Sell |
16,582
-310
| -2% | -$42.2K | 0.61% | 57 |
|
|
2019
Q3 | $2.32M | Buy |
16,892
+13,415
| +386% | +$1.78M | 0.58% | 55 |
|
|
2019
Q2 | $456K | Sell |
3,477
-128
| -4% | -$16.4K | 0.12% | 118 |
|
|
2019
Q1 | $442K | Buy |
+3,605
| New | +$411K | 0.11% | 122 |
|
Other funds holding PEP
Cornerstone Wealth Group's PEP Position: Q2 2026 in Review
Cornerstone Wealth Group reduced its PepsiCo (PEP) stake by 9.4% in Q2 2026, selling an estimated $821K and leaving 52,844 shares worth $7.16M. The position accounts for 0.42% of the portfolio, ranked #66.
Cornerstone Wealth Group first reported a position in PEP in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.3M in Q3 2024. 3,427 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Cornerstone Wealth Group held 52,844 shares of PepsiCo worth $7.16M as of Q2 2026.
- Cornerstone Wealth Group sold 5,494 PepsiCo shares in Q2 2026, an estimated $821K.
- PepsiCo made up 0.42% of Cornerstone Wealth Group's portfolio in Q2 2026, its #66 holding.
- Cornerstone Wealth Group first reported a position in PepsiCo in Q1 2019 and has held it in 30 quarters since.
- Cornerstone Wealth Group's PepsiCo position peaked at $12.3M in Q3 2024.
- 3,427 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.