Doliver 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
Q3 | $887K | Sell |
6,996
-263
| -4% | -$36.2K | 0.19% | 76 |
|
|
2026
Q2 | $983K | Buy |
7,259
+166
| +2% | +$24.8K | 0.22% | 71 |
|
|
2026
Q1 | $1.1M | Sell |
7,093
-297
| -4% | -$46.3K | 0.25% | 64 |
|
|
2025
Q4 | $1.06M | Sell |
7,390
-51
| -0.7% | -$7.49K | 0.27% | 70 |
|
|
2025
Q3 | $1.05M | Sell |
7,441
-685
| -8% | -$97.8K | 0.27% | 70 |
|
|
2025
Q2 | $1.07M | Buy |
8,126
+2,851
| +54% | +$384K | 0.29% | 63 |
|
|
2025
Q1 | $791K | Sell |
5,275
-136
| -3% | -$20.2K | 0.22% | 71 |
|
|
2024
Q4 | $823K | Buy |
5,411
+93
| +2% | +$15.2K | 0.23% | 70 |
|
|
2024
Q3 | $904K | Buy |
5,318
+145
| +3% | +$24.9K | 0.25% | 67 |
|
|
2024
Q2 | $853K | Sell |
5,173
-29
| -0.6% | -$5K | 0.24% | 63 |
|
|
2024
Q1 | $910K | Buy |
5,202
+2,624
| +102% | +$442K | 0.26% | 64 |
|
|
2023
Q4 | $438K | Sell |
2,578
-125
| -5% | -$20.7K | 0.13% | 99 |
|
|
2023
Q3 | $458K | Sell |
2,703
-4
| -0.1% | -$726 | 0.14% | 93 |
|
|
2023
Q2 | $501K | Buy |
2,707
+488
| +22% | +$91.1K | 0.15% | 96 |
|
|
2023
Q1 | $405K | Buy |
2,219
+31
| +1% | +$5.42K | 0.13% | 103 |
|
|
2022
Q4 | $395K | Hold |
2,188
| – | – | 0.13% | 94 |
|
|
2022
Q3 | $357K | Buy |
2,188
+235
| +12% | +$40.5K | 0.13% | 98 |
|
|
2022
Q2 | $325K | Sell |
1,953
-567
| -23% | -$95.5K | 0.12% | 115 |
|
|
2022
Q1 | $422K | Buy |
+2,520
| New | +$423K | 0.13% | 108 |
|
|
2021
Q4 | – | Sell |
-7,661
| Closed | -$1.15M | – | 182 |
|
|
2021
Q3 | $1.15M | Buy |
7,661
+816
| +12% | +$126K | 0.39% | 49 |
|
|
2021
Q2 | $1.01M | Buy |
6,845
+675
| +11% | +$98.3K | 0.34% | 49 |
|
|
2021
Q1 | $873K | Buy |
6,170
+1,895
| +44% | +$260K | 0.32% | 50 |
|
|
2020
Q4 | $634K | Buy |
4,275
+842
| +25% | +$120K | 0.28% | 63 |
|
|
2020
Q3 | $476K | Buy |
3,433
+265
| +8% | +$36K | 0.24% | 75 |
|
|
2020
Q2 | $419K | Sell |
3,168
-397
| -11% | -$52.3K | 0.19% | 75 |
|
|
2020
Q1 | $479K | Buy |
3,565
+920
| +35% | +$124K | 0.24% | 58 |
|
|
2019
Q4 | $361K | Buy |
2,645
+210
| +9% | +$28.6K | 0.14% | 67 |
|
|
2019
Q3 | $332K | Buy |
+2,435
| New | +$323K | 0.13% | 73 |
|
|
2019
Q2 | – | Sell |
-2,040
| Closed | -$250K | – | 161 |
|
|
2019
Q1 | $250K | Buy |
+2,040
| New | +$232K | 0.1% | 85 |
|
|
2018
Q4 | – | Sell |
-3,589
| Closed | -$401K | – | 197 |
|
|
2018
Q3 | $401K | Buy |
3,589
+540
| +18% | +$61.2K | 0.17% | 74 |
|
|
2018
Q2 | $332K | Buy |
3,049
+85
| +3% | +$8.78K | 0.14% | 103 |
|
|
2018
Q1 | $324K | Sell |
2,964
-15
| -0.5% | -$1.71K | 0.14% | 125 |
|
|
2017
Q4 | $357K | Buy |
2,979
+10
| +0.3% | +$1.14K | 0.14% | 117 |
|
|
2017
Q3 | $331K | Buy |
2,969
+590
| +25% | +$68.2K | 0.15% | 144 |
|
|
2017
Q2 | $275K | Buy |
+2,379
| New | +$273K | 0.13% | 165 |
|
Other funds holding PEP
Doliver Advisors's PEP Position: Q3 2026 in Review
Doliver Advisors reduced its PepsiCo (PEP) stake by 3.6% in Q3 2026, selling an estimated $36.2K and leaving 6,996 shares worth $887K. The position accounts for 0.19% of the portfolio, ranked #76.
Doliver Advisors first reported a position in PEP in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.15M in Q3 2021. 1,481 funds tracked by Wall St. Rank hold PEP as of Q3 2026.
- Doliver Advisors held 6,996 shares of PepsiCo worth $887K as of Q3 2026.
- Doliver Advisors sold 263 PepsiCo shares in Q3 2026, an estimated $36.2K.
- PepsiCo made up 0.19% of Doliver Advisors's portfolio in Q3 2026, its #76 holding.
- Doliver Advisors first reported a position in PepsiCo in Q2 2017 and has held it in 35 quarters since.
- Doliver Advisors's PepsiCo position peaked at $1.15M in Q3 2021.
- 1,481 funds tracked by Wall St. Rank held PepsiCo as of Q3 2026.
Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.