CX Institutional’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 | $3.14M | Sell |
23,182
-1,640
| -7% | -$245K | 0.09% | 202 |
|
|
2026
Q1 | $3.85M | Sell |
24,822
-61,202
| -71% | -$9.54M | 0.12% | 187 |
|
|
2025
Q4 | $12.3M | Buy |
86,024
+1,395
| +2% | +$205K | 0.37% | 55 |
|
|
2025
Q3 | $11.9M | Buy |
84,629
+16,322
| +24% | +$2.33M | 0.36% | 56 |
|
|
2025
Q2 | $9.02M | Sell |
68,307
-2,539
| -4% | -$342K | 0.31% | 63 |
|
|
2025
Q1 | $10.6M | Buy |
70,846
+26,812
| +61% | +$3.99M | 0.4% | 59 |
|
|
2024
Q4 | $6.7M | Buy |
44,034
+2,850
| +7% | +$467K | 0.27% | 89 |
|
|
2024
Q3 | $7M | Buy |
41,184
+27,643
| +204% | +$4.75M | 0.31% | 81 |
|
|
2024
Q2 | $2.23M | Sell |
13,541
-1,042
| -7% | -$180K | 0.1% | 194 |
|
|
2024
Q1 | $2.55M | Buy |
14,583
+812
| +6% | +$137K | 0.12% | 181 |
|
|
2023
Q4 | $2.34M | Sell |
13,771
-1,391
| -9% | -$231K | 0.13% | 184 |
|
|
2023
Q3 | $2.57M | Sell |
15,162
-50
| -0.3% | -$9.08K | 0.14% | 178 |
|
|
2023
Q2 | $2.82M | Buy |
15,212
+263
| +2% | +$49.1K | 0.15% | 192 |
|
|
2023
Q1 | $2.73M | Buy |
14,949
+2,557
| +21% | +$447K | 0.15% | 191 |
|
|
2022
Q4 | $2.24M | Buy |
12,392
+742
| +6% | +$132K | 0.14% | 188 |
|
|
2022
Q3 | $1.9M | Sell |
11,650
-112
| -1% | -$19.3K | 0.13% | 192 |
|
|
2022
Q2 | $1.96M | Buy |
11,762
+159
| +1% | +$26.8K | 0.15% | 172 |
|
|
2022
Q1 | $1.94M | Sell |
11,603
-6,568
| -36% | -$1.1M | 0.16% | 156 |
|
|
2021
Q4 | $3.16M | Sell |
18,171
-1,904
| -9% | -$311K | 0.25% | 125 |
|
|
2021
Q3 | $3.02M | Sell |
20,075
-10,345
| -34% | -$1.6M | 0.25% | 104 |
|
|
2021
Q2 | $4.51M | Sell |
30,420
-507
| -2% | -$73.9K | 0.37% | 81 |
|
|
2021
Q1 | $4.38M | Sell |
30,927
-6,247
| -17% | -$857K | 0.39% | 81 |
|
|
2020
Q4 | $5.51M | Sell |
37,174
-6,156
| -14% | -$875K | 0.53% | 50 |
|
|
2020
Q3 | $6.01M | Buy |
43,330
+2,803
| +7% | +$381K | 0.65% | 45 |
|
|
2020
Q2 | $5.36M | Buy |
40,527
+2,796
| +7% | +$369K | 0.7% | 33 |
|
|
2020
Q1 | $4.53M | Buy |
37,731
+28,405
| +305% | +$3.84M | 0.74% | 33 |
|
|
2019
Q4 | $1.27M | Buy |
9,326
+182
| +2% | +$24.8K | 0.22% | 92 |
|
|
2019
Q3 | $1.25M | Sell |
9,144
-16,589
| -64% | -$2.2M | 0.2% | 108 |
|
|
2019
Q2 | $3.37M | Buy |
25,733
+16,159
| +169% | +$2.07M | 0.54% | 45 |
|
|
2019
Q1 | $1.17M | Buy |
9,574
+2,190
| +30% | +$250K | 0.21% | 121 |
|
|
2018
Q4 | $816K | Buy |
+7,384
| New | +$833K | 0.17% | 105 |
|
Other funds holding PEP
CX Institutional's PEP Position: Q2 2026 in Review
CX Institutional reduced its PepsiCo (PEP) stake by 6.6% in Q2 2026, selling an estimated $245K and leaving 23,182 shares worth $3.14M. The position accounts for 0.09% of the portfolio, ranked #202.
CX Institutional first reported a position in PEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.3M in Q4 2025. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- CX Institutional held 23,182 shares of PepsiCo worth $3.14M as of Q2 2026.
- CX Institutional sold 1,640 PepsiCo shares in Q2 2026, an estimated $245K.
- PepsiCo made up 0.09% of CX Institutional's portfolio in Q2 2026, its #202 holding.
- CX Institutional first reported a position in PepsiCo in Q4 2018 and has held it in 31 quarters since.
- CX Institutional's PepsiCo position peaked at $12.3M in Q4 2025.
- 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.