Elmwood Wealth Management’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 | $1.19M | Sell |
8,782
-47
| -0.5% | -$7.03K | 0.3% | 79 |
|
|
2026
Q1 | $1.37M | Sell |
8,829
-442
| -5% | -$68.9K | 0.38% | 65 |
|
|
2025
Q4 | $1.33M | Buy |
9,271
+16
| +0.2% | +$2.35K | 0.42% | 65 |
|
|
2025
Q3 | $1.3M | Sell |
9,255
-25
| -0.3% | -$3.57K | 0.46% | 66 |
|
|
2025
Q2 | $1.23M | Sell |
9,280
-70
| -0.7% | -$9.43K | 0.49% | 69 |
|
|
2025
Q1 | $1.4M | Sell |
9,350
-839
| -8% | -$125K | 0.58% | 58 |
|
|
2024
Q4 | $1.55M | Sell |
10,189
-2
| -0% | -$328 | 0.63% | 58 |
|
|
2024
Q3 | $1.73M | Sell |
10,191
-198
| -2% | -$34K | 0.71% | 55 |
|
|
2024
Q2 | $1.71M | Sell |
10,389
-75
| -0.7% | -$12.9K | 0.76% | 51 |
|
|
2024
Q1 | $1.83M | Buy |
10,464
+1,591
| +18% | +$268K | 0.78% | 49 |
|
|
2023
Q4 | $1.51M | Sell |
8,873
-5,125
| -37% | -$850K | 1.06% | 28 |
|
|
2023
Q3 | $2.37M | Sell |
13,998
-1
| -0% | -$182 | 1.14% | 26 |
|
|
2023
Q2 | $2.59M | Sell |
13,999
-207
| -1% | -$38.6K | 1.21% | 26 |
|
|
2023
Q1 | $2.59M | Sell |
14,206
-405
| -3% | -$70.8K | 1.22% | 24 |
|
|
2022
Q4 | $2.64M | Hold |
14,611
| – | – | 1.32% | 19 |
|
|
2022
Q3 | $2.38M | Buy |
14,611
+240
| +2% | +$41.4K | 1.19% | 27 |
|
|
2022
Q2 | $2.4M | Sell |
14,371
-500
| -3% | -$84.2K | 1.36% | 23 |
|
|
2022
Q1 | $2.49M | Sell |
14,871
-195
| -1% | -$32.7K | 1.28% | 28 |
|
|
2021
Q4 | $2.62M | Buy |
+15,066
| New | +$2.46M | 1.25% | 26 |
|
|
2021
Q2 | $2.22M | Sell |
14,991
-25
| -0.2% | -$3.64K | 1.17% | 29 |
|
|
2021
Q1 | $2.12M | Buy |
+15,016
| New | +$2.06M | 1.3% | 21 |
|
|
2020
Q3 | $2.02M | Hold |
15,303
| – | – | 1.64% | 11 |
|
|
2020
Q2 | $2.02M | Buy |
15,303
+810
| +6% | +$107K | 1.64% | 11 |
|
|
2020
Q1 | $1.58M | Sell |
14,493
-669
| -4% | -$90.4K | 1.51% | 16 |
|
|
2019
Q4 | $2.07M | Buy |
15,162
+181
| +1% | +$24.6K | 1.81% | 12 |
|
|
2019
Q3 | $2.05M | Buy |
14,981
+200
| +1% | +$26.6K | 2.08% | 7 |
|
|
2019
Q2 | $1.94M | Sell |
14,781
-25
| -0.2% | -$3.21K | 1.71% | 10 |
|
|
2019
Q1 | $1.81M | Buy |
14,806
+51
| +0.3% | +$5.81K | 1.68% | 10 |
|
|
2018
Q4 | $1.63M | Sell |
14,755
-249
| -2% | -$28.1K | 1.57% | 16 |
|
|
2018
Q3 | $1.68M | Buy |
15,004
+136
| +0.9% | +$15.4K | 1.39% | 20 |
|
|
2018
Q2 | $1.62M | Buy |
14,868
+375
| +3% | +$38.7K | 1.47% | 20 |
|
|
2018
Q1 | $1.58M | Buy |
+14,493
| New | +$1.65M | 1.51% | 16 |
|
Other funds holding PEP
Elmwood Wealth Management's PEP Position: Q2 2026 in Review
Elmwood Wealth Management reduced its PepsiCo (PEP) stake by 0.53% in Q2 2026, selling an estimated $7.03K and leaving 8,782 shares worth $1.19M. The position accounts for 0.3% of the portfolio, ranked #79.
Elmwood Wealth Management first reported a position in PEP in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.64M in Q4 2022. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Elmwood Wealth Management held 8,782 shares of PepsiCo worth $1.19M as of Q2 2026.
- Elmwood Wealth Management sold 47 PepsiCo shares in Q2 2026, an estimated $7.03K.
- PepsiCo made up 0.3% of Elmwood Wealth Management's portfolio in Q2 2026, its #79 holding.
- Elmwood Wealth Management first reported a position in PepsiCo in Q1 2018 and has held it in 32 quarters since.
- Elmwood Wealth Management's PepsiCo position peaked at $2.64M in Q4 2022.
- 3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.