CRA Financial Services’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 | $779K | Sell |
5,752
-194
| -3% | -$29K | 0.09% | 154 |
|
|
2026
Q1 | $923K | Sell |
5,946
-178
| -3% | -$27.7K | 0.12% | 129 |
|
|
2025
Q4 | $879K | Sell |
6,124
-679
| -10% | -$99.8K | 0.12% | 127 |
|
|
2025
Q3 | $955K | Buy |
6,803
+172
| +3% | +$24.6K | 0.13% | 117 |
|
|
2025
Q2 | $876K | Sell |
6,631
-385
| -5% | -$51.9K | 0.13% | 121 |
|
|
2025
Q1 | $1.05M | Sell |
7,016
-512
| -7% | -$76.2K | 0.18% | 102 |
|
|
2024
Q4 | $1.14M | Sell |
7,528
-525
| -7% | -$86K | 0.2% | 95 |
|
|
2024
Q3 | $1.37M | Sell |
8,053
-39
| -0.5% | -$6.7K | 0.25% | 74 |
|
|
2024
Q2 | $1.33M | Sell |
8,092
-62
| -0.8% | -$10.7K | 0.27% | 67 |
|
|
2024
Q1 | $1.43M | Buy |
8,154
+372
| +5% | +$62.6K | 0.31% | 60 |
|
|
2023
Q4 | $1.32M | Buy |
7,782
+488
| +7% | +$80.9K | 0.32% | 58 |
|
|
2023
Q3 | $1.24M | Buy |
7,294
+106
| +1% | +$19.3K | 0.34% | 56 |
|
|
2023
Q2 | $1.33M | Buy |
7,188
+107
| +2% | +$20K | 0.36% | 52 |
|
|
2023
Q1 | $1.29M | Buy |
7,081
+114
| +2% | +$19.9K | 0.38% | 51 |
|
|
2022
Q4 | $1.26M | Sell |
6,967
-2
| -0% | -$357 | 0.41% | 51 |
|
|
2022
Q3 | $1.14M | Sell |
6,969
-49
| -0.7% | -$8.44K | 0.41% | 50 |
|
|
2022
Q2 | $1.17M | Buy |
7,018
+109
| +2% | +$18.3K | 0.4% | 51 |
|
|
2022
Q1 | $1.16M | Buy |
6,909
+2
| +0% | +$336 | 0.35% | 55 |
|
|
2021
Q4 | $1.2M | Buy |
6,907
+72
| +1% | +$11.8K | 0.36% | 49 |
|
|
2021
Q3 | $1.03M | Buy |
6,835
+379
| +6% | +$58.7K | 0.35% | 50 |
|
|
2021
Q2 | $957K | Buy |
6,456
+468
| +8% | +$68.2K | 0.33% | 54 |
|
|
2021
Q1 | $847K | Sell |
5,988
-119
| -2% | -$16.3K | 0.33% | 57 |
|
|
2020
Q4 | $906K | Buy |
6,107
+15
| +0.2% | +$2.13K | 0.38% | 45 |
|
|
2020
Q3 | $844K | Buy |
6,092
+28
| +0.5% | +$3.81K | 0.4% | 47 |
|
|
2020
Q2 | $802K | Sell |
6,064
-50
| -0.8% | -$6.59K | 0.42% | 45 |
|
|
2020
Q1 | $734K | Buy |
6,114
+257
| +4% | +$34.7K | 0.47% | 45 |
|
|
2019
Q4 | $800K | Buy |
5,857
+17
| +0.3% | +$2.31K | 0.44% | 50 |
|
|
2019
Q3 | $801K | Sell |
5,840
-652
| -10% | -$86.6K | 0.48% | 47 |
|
|
2019
Q2 | $851K | Sell |
6,492
-106
| -2% | -$13.6K | 0.51% | 47 |
|
|
2019
Q1 | $809K | Buy |
6,598
+24
| +0.4% | +$2.73K | 0.53% | 46 |
|
|
2018
Q4 | $726K | Buy |
+6,574
| New | +$741K | 0.52% | 48 |
|
Other funds holding PEP
CRA Financial Services's PEP Position: Q2 2026 in Review
CRA Financial Services reduced its PepsiCo (PEP) stake by 3.3% in Q2 2026, selling an estimated $29K and leaving 5,752 shares worth $779K. The position accounts for 0.09% of the portfolio, ranked #154.
CRA Financial Services first reported a position in PEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.43M in Q1 2024. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- CRA Financial Services held 5,752 shares of PepsiCo worth $779K as of Q2 2026.
- CRA Financial Services sold 194 PepsiCo shares in Q2 2026, an estimated $29K.
- PepsiCo made up 0.09% of CRA Financial Services's portfolio in Q2 2026, its #154 holding.
- CRA Financial Services first reported a position in PepsiCo in Q4 2018 and has held it in 31 quarters since.
- CRA Financial Services's PepsiCo position peaked at $1.43M in Q1 2024.
- 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.