Cypress Wealth 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 | $538K | Sell |
3,975
-111
| -3% | -$16.6K | 0.07% | 222 |
|
|
2026
Q1 | $634K | Buy |
4,086
+181
| +5% | +$28.2K | 0.09% | 181 |
|
|
2025
Q4 | $560K | Buy |
3,905
+626
| +19% | +$92K | 0.08% | 201 |
|
|
2025
Q3 | $461K | Buy |
3,279
+940
| +40% | +$134K | 0.08% | 192 |
|
|
2025
Q2 | $309K | Buy |
2,339
+220
| +10% | +$29.6K | 0.06% | 227 |
|
|
2025
Q1 | $318K | Sell |
2,119
-101
| -5% | -$15K | 0.06% | 210 |
|
|
2024
Q4 | $338K | Buy |
2,220
+37
| +2% | +$6.06K | 0.07% | 192 |
|
|
2024
Q3 | $371K | Sell |
2,183
-820
| -27% | -$141K | 0.08% | 188 |
|
|
2024
Q2 | $495K | Buy |
3,003
+431
| +17% | +$74.4K | 0.11% | 145 |
|
|
2024
Q1 | $450K | Buy |
2,572
+699
| +37% | +$118K | 0.1% | 153 |
|
|
2023
Q4 | $318K | Sell |
1,873
-113
| -6% | -$18.7K | 0.08% | 185 |
|
|
2023
Q3 | $336K | Sell |
1,986
-144
| -7% | -$26.2K | 0.09% | 172 |
|
|
2023
Q2 | $395K | Buy |
2,130
+101
| +5% | +$18.8K | 0.1% | 157 |
|
|
2023
Q1 | $370K | Sell |
2,029
-258
| -11% | -$45.1K | 0.11% | 159 |
|
|
2022
Q4 | $413K | Buy |
2,287
+151
| +7% | +$26.9K | 0.13% | 145 |
|
|
2022
Q3 | $345K | Sell |
2,136
-605
| -22% | -$104K | 0.12% | 149 |
|
|
2022
Q2 | $457K | Buy |
2,741
+197
| +8% | +$33.2K | 0.15% | 120 |
|
|
2022
Q1 | $426K | Buy |
2,544
+58
| +2% | +$9.74K | 0.12% | 137 |
|
|
2021
Q4 | $432K | Buy |
2,486
+32
| +1% | +$5.23K | 0.12% | 137 |
|
|
2021
Q3 | $369K | Sell |
2,454
-868
| -26% | -$134K | 0.11% | 145 |
|
|
2021
Q2 | $492K | Sell |
3,322
-287
| -8% | -$41.8K | 0.13% | 128 |
|
|
2021
Q1 | $510K | Sell |
3,609
-159
| -4% | -$21.8K | 0.11% | 149 |
|
|
2020
Q4 | $559K | Buy |
+3,768
| New | +$536K | 0.12% | 135 |
|
|
2020
Q3 | – | Sell |
-21,868
| Closed | -$2.97M | – | 430 |
|
|
2020
Q2 | $2.89M | Buy |
21,868
+72
| +0.3% | +$9.49K | 0.69% | 45 |
|
|
2020
Q1 | $2.62M | Buy |
21,796
+216
| +1% | +$29.2K | 0.77% | 42 |
|
|
2019
Q4 | $2.95M | Sell |
21,580
-130
| -0.6% | -$17.7K | 0.74% | 42 |
|
|
2019
Q3 | $2.98M | Sell |
21,710
-1,079
| -5% | -$143K | 0.82% | 38 |
|
|
2019
Q2 | $2.99M | Buy |
22,789
+162
| +0.7% | +$20.8K | 0.86% | 36 |
|
|
2019
Q1 | $2.77M | Buy |
22,627
+1,792
| +9% | +$204K | 0.88% | 33 |
|
|
2018
Q4 | $2.3M | Sell |
20,835
-1,069
| -5% | -$121K | 0.91% | 33 |
|
|
2018
Q3 | $2.45M | Sell |
21,904
-53
| -0.2% | -$6K | 0.88% | 35 |
|
|
2018
Q2 | $2.39M | Buy |
21,957
+1,611
| +8% | +$166K | 0.91% | 33 |
|
|
2018
Q1 | $2.22M | Sell |
20,346
-136
| -0.7% | -$15.5K | 0.95% | 32 |
|
|
2017
Q4 | $2.46M | Buy |
+20,482
| New | +$2.34M | 1.02% | 30 |
|
Other funds holding PEP
CAI
PAM
WT
LT
Cypress Wealth Services's PEP Position: Q2 2026 in Review
Cypress Wealth Services reduced its PepsiCo (PEP) stake by 2.7% in Q2 2026, selling an estimated $16.6K and leaving 3,975 shares worth $538K. The position accounts for 0.07% of the portfolio, ranked #222.
Cypress Wealth Services first reported a position in PEP in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.99M in Q2 2019. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Cypress Wealth Services held 3,975 shares of PepsiCo worth $538K as of Q2 2026.
- Cypress Wealth Services sold 111 PepsiCo shares in Q2 2026, an estimated $16.6K.
- PepsiCo made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #222 holding.
- Cypress Wealth Services first reported a position in PepsiCo in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's PepsiCo position peaked at $2.99M in Q2 2019.
- 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.