Creative Financial Designs’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 | $2.23M | Buy |
14,358
+2,084
| +17% | +$325K | 0.14% | 136 |
|
|
2025
Q4 | $1.76M | Sell |
12,274
-95
| -0.8% | -$14K | 0.11% | 161 |
|
|
2025
Q3 | $1.74M | Buy |
12,369
+10,124
| +451% | +$1.45M | 0.12% | 160 |
|
|
2025
Q2 | $296K | Sell |
2,245
-187
| -8% | -$25.2K | 0.02% | 405 |
|
|
2025
Q1 | $365K | Sell |
2,432
-35
| -1% | -$5.21K | 0.03% | 331 |
|
|
2024
Q4 | $375K | Sell |
2,467
-41
| -2% | -$6.72K | 0.03% | 328 |
|
|
2024
Q3 | $426K | Sell |
2,508
-40
| -2% | -$6.87K | 0.04% | 313 |
|
|
2024
Q2 | $420K | Buy |
2,548
+1,756
| +222% | +$303K | 0.04% | 298 |
|
|
2024
Q1 | $139K | Buy |
792
+252
| +47% | +$42.4K | 0.01% | 499 |
|
|
2023
Q4 | $91.7K | Hold |
540
| – | – | 0.01% | 553 |
|
|
2023
Q3 | $91.5K | Sell |
540
-3
| -0.6% | -$545 | 0.01% | 506 |
|
|
2023
Q2 | $101K | Buy |
543
+32
| +6% | +$5.97K | 0.01% | 488 |
|
|
2023
Q1 | $93.2K | Buy |
511
+2
| +0.4% | +$350 | 0.01% | 472 |
|
|
2022
Q4 | $92K | Buy |
509
+20
| +4% | +$3.57K | 0.01% | 463 |
|
|
2022
Q3 | $80K | Buy |
489
+161
| +49% | +$27.7K | 0.01% | 479 |
|
|
2022
Q2 | $55K | Sell |
328
-91
| -22% | -$15.3K | 0.01% | 529 |
|
|
2022
Q1 | $70K | Buy |
419
+96
| +30% | +$16.1K | 0.01% | 490 |
|
|
2021
Q4 | $56K | Buy |
323
+225
| +230% | +$36.8K | 0.01% | 553 |
|
|
2021
Q3 | $15K | Sell |
98
-420
| -81% | -$65K | ﹤0.01% | 930 |
|
|
2021
Q2 | $77K | Buy |
518
+420
| +429% | +$61.2K | 0.01% | 495 |
|
|
2021
Q1 | $14K | Hold |
98
| – | – | ﹤0.01% | 870 |
|
|
2020
Q4 | $15K | Sell |
98
-103
| -51% | -$14.6K | ﹤0.01% | 776 |
|
|
2020
Q3 | $28K | Buy |
201
+1
| +0.5% | +$136 | 0.01% | 589 |
|
|
2020
Q2 | $26K | Buy |
+200
| New | +$26.4K | 0.01% | 546 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$20K | – | 566 |
|
|
2019
Q4 | $20K | Sell |
150
-18
| -11% | -$2.45K | 0.01% | 329 |
|
|
2019
Q3 | $23K | Buy |
168
+23
| +16% | +$3.06K | 0.01% | 321 |
|
|
2019
Q2 | $19K | Sell |
145
-457
| -76% | -$58.6K | 0.01% | 330 |
|
|
2019
Q1 | $74K | Buy |
602
+108
| +22% | +$12.3K | 0.04% | 192 |
|
|
2018
Q4 | $55K | Sell |
494
-21
| -4% | -$2.37K | 0.04% | 185 |
|
|
2018
Q3 | $58K | Buy |
515
+7
| +1% | +$793 | 0.03% | 204 |
|
|
2018
Q2 | $55K | Buy |
508
+7
| +1% | +$723 | 0.03% | 229 |
|
|
2018
Q1 | $55K | Buy |
501
+3
| +0.6% | +$341 | 0.04% | 219 |
|
|
2017
Q4 | $59K | Sell |
498
-156
| -24% | -$17.8K | 0.04% | 205 |
|
|
2017
Q3 | $73K | Buy |
654
+8
| +1% | +$924 | 0.04% | 208 |
|
|
2017
Q2 | $75K | Buy |
646
+3
| +0.5% | +$344 | 0.05% | 204 |
|
|
2017
Q1 | $72K | Sell |
643
-16
| -2% | -$1.72K | 0.05% | 199 |
|
|
2016
Q4 | $68K | Buy |
+659
| New | +$69K | 0.06% | 197 |
|
Other funds holding PEP
VCM
VPM
DAM
Creative Financial Designs's PEP Position: Q1 2026 in Review
Creative Financial Designs increased its PepsiCo (PEP) stake by 17% in Q1 2026, buying an estimated $325K and bringing the position to 14,358 shares worth $2.23M. The position accounts for 0.14% of the portfolio, ranked #136.
Creative Financial Designs first reported a position in PEP in Q4 2016 and has held it in 37 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Creative Financial Designs held 14,358 shares of PepsiCo worth $2.23M as of Q1 2026.
- Creative Financial Designs bought 2,084 PepsiCo shares in Q1 2026, an estimated $325K.
- PepsiCo made up 0.14% of Creative Financial Designs's portfolio in Q1 2026, its #136 holding.
- Creative Financial Designs first reported a position in PepsiCo in Q4 2016 and has held it in 37 quarters since.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.