Crewe Advisors’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 | $252K | Buy |
1,858
+43
| +2% | +$6.43K | 0.02% | 206 |
|
|
2026
Q1 | $282K | Sell |
1,815
-104
| -5% | -$16.2K | 0.02% | 180 |
|
|
2025
Q4 | $275K | Buy |
1,919
+48
| +3% | +$7.05K | 0.02% | 178 |
|
|
2025
Q3 | $263K | Sell |
1,871
-220
| -11% | -$31.4K | 0.03% | 180 |
|
|
2025
Q2 | $276K | Sell |
2,091
-318
| -13% | -$42.8K | 0.04% | 130 |
|
|
2025
Q1 | $361K | Sell |
2,409
-52
| -2% | -$7.74K | 0.05% | 100 |
|
|
2024
Q4 | $374K | Sell |
2,461
-534
| -18% | -$87.5K | 0.05% | 102 |
|
|
2024
Q3 | $509K | Sell |
2,995
-96
| -3% | -$16.5K | 0.06% | 81 |
|
|
2024
Q2 | $510K | Buy |
3,091
+1,571
| +103% | +$271K | 0.06% | 105 |
|
|
2024
Q1 | $266K | Buy |
+1,520
| New | +$256K | 0.03% | 144 |
|
|
2023
Q3 | – | Sell |
-540
| Closed | -$100K | – | 835 |
|
|
2023
Q2 | $100K | Sell |
540
-402
| -43% | -$75K | 0.01% | 203 |
|
|
2023
Q1 | $172K | Buy |
942
+220
| +30% | +$38.5K | 0.03% | 171 |
|
|
2022
Q4 | $130K | Sell |
722
-122
| -14% | -$21.8K | 0.02% | 194 |
|
|
2022
Q3 | $138K | Buy |
844
+137
| +19% | +$23.6K | 0.02% | 189 |
|
|
2022
Q2 | $118K | Buy |
707
+563
| +391% | +$94.8K | 0.03% | 188 |
|
|
2022
Q1 | $24K | Hold |
144
| – | – | ﹤0.01% | 288 |
|
|
2021
Q4 | $25K | Buy |
144
+23
| +19% | +$3.76K | 0.01% | 242 |
|
|
2021
Q3 | $18K | Hold |
121
| – | – | ﹤0.01% | 220 |
|
|
2021
Q2 | $18K | Sell |
121
-287
| -70% | -$41.8K | ﹤0.01% | 224 |
|
|
2021
Q1 | $58K | Sell |
408
-21
| -5% | -$2.88K | 0.01% | 141 |
|
|
2020
Q4 | $64K | Sell |
429
-38
| -8% | -$5.4K | 0.03% | 120 |
|
|
2020
Q3 | $65K | Buy |
+467
| New | +$63.5K | 0.03% | 107 |
|
|
2020
Q1 | – | Sell |
-25
| Closed | -$3K | – | 228 |
|
|
2019
Q4 | $3K | Buy |
+25
| New | +$3.4K | ﹤0.01% | 224 |
|
|
2019
Q3 | – | Sell |
-56
| Closed | -$7K | – | 291 |
|
|
2019
Q2 | $7K | Sell |
56
-610
| -92% | -$78.2K | ﹤0.01% | 230 |
|
|
2019
Q1 | $82K | Buy |
666
+406
| +156% | +$46.3K | 0.03% | 100 |
|
|
2018
Q4 | $29K | Hold |
260
| – | – | 0.01% | 144 |
|
|
2018
Q3 | $29K | Sell |
260
-65
| -20% | -$7.36K | 0.02% | 152 |
|
|
2018
Q2 | $35K | Buy |
325
+1
| +0.3% | +$103 | 0.03% | 146 |
|
|
2018
Q1 | $35K | Buy |
324
+64
| +25% | +$7.28K | 0.03% | 141 |
|
|
2017
Q4 | $31K | Buy |
+260
| New | +$29.7K | 0.03% | 158 |
|
Other funds holding PEP
CAI
PAM
WT
LT
Crewe Advisors's PEP Position: Q2 2026 in Review
Crewe Advisors increased its PepsiCo (PEP) stake by 2.4% in Q2 2026, buying an estimated $6.43K and bringing the position to 1,858 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #206.
Crewe Advisors first reported a position in PEP in Q4 2017 and has held it in 30 quarters since. The position peaked at $510K in Q2 2024. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Crewe Advisors held 1,858 shares of PepsiCo worth $252K as of Q2 2026.
- Crewe Advisors bought 43 PepsiCo shares in Q2 2026, an estimated $6.43K.
- PepsiCo made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #206 holding.
- Crewe Advisors first reported a position in PepsiCo in Q4 2017 and has held it in 30 quarters since.
- Crewe Advisors's PepsiCo position peaked at $510K in Q2 2024.
- 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.