Evermay 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
Q1 | $1.19M | Sell |
7,649
-764
| -9% | -$119K | 0.13% | 70 |
|
|
2025
Q4 | $1.22M | Sell |
8,413
-1,217
| -13% | -$179K | 0.14% | 72 |
|
|
2025
Q3 | $1.35M | Sell |
9,630
-476
| -5% | -$68K | 0.15% | 63 |
|
|
2025
Q2 | $1.33M | Sell |
10,106
-24
| -0.2% | -$3.23K | 0.16% | 57 |
|
|
2025
Q1 | $1.52M | Sell |
10,130
-70
| -0.7% | -$10.4K | 0.2% | 50 |
|
|
2024
Q4 | $1.56M | Sell |
10,200
-993
| -9% | -$163K | 0.24% | 53 |
|
|
2024
Q3 | $1.9M | Sell |
11,193
-11
| -0.1% | -$1.89K | 0.31% | 44 |
|
|
2024
Q2 | $1.85M | Buy |
11,204
+38
| +0.3% | +$6.56K | 0.3% | 44 |
|
|
2024
Q1 | $1.97M | Buy |
11,166
+83
| +0.7% | +$14K | 0.3% | 46 |
|
|
2023
Q4 | $1.89M | Sell |
11,083
-1,925
| -15% | -$319K | 0.35% | 33 |
|
|
2023
Q3 | $2.2M | Buy |
13,008
+116
| +0.9% | +$21.1K | 0.45% | 29 |
|
|
2023
Q2 | $2.39M | Sell |
12,892
-638
| -5% | -$119K | 0.46% | 25 |
|
|
2023
Q1 | $2.47M | Buy |
13,530
+133
| +1% | +$23.2K | 0.5% | 24 |
|
|
2022
Q4 | $2.43M | Sell |
13,397
-357
| -3% | -$63.7K | 0.5% | 25 |
|
|
2022
Q3 | $2.25M | Sell |
13,754
-137
| -1% | -$23.6K | 0.45% | 27 |
|
|
2022
Q2 | $2.31M | Buy |
13,891
+934
| +7% | +$157K | 0.45% | 24 |
|
|
2022
Q1 | $2.17M | Sell |
12,957
-319
| -2% | -$53.6K | 0.36% | 33 |
|
|
2021
Q4 | $2.31M | Sell |
13,276
-6
| -0% | -$980 | 0.41% | 23 |
|
|
2021
Q3 | $2M | Sell |
13,282
-825
| -6% | -$128K | 0.39% | 22 |
|
|
2021
Q2 | $2.09M | Sell |
14,107
-495
| -3% | -$72.1K | 0.39% | 23 |
|
|
2021
Q1 | $2.06M | Buy |
14,602
+641
| +5% | +$88K | 0.41% | 25 |
|
|
2020
Q4 | $2.07M | Sell |
13,961
-17
| -0.1% | -$2.42K | 0.46% | 25 |
|
|
2020
Q3 | $1.94M | Buy |
13,978
+156
| +1% | +$21.2K | 0.48% | 26 |
|
|
2020
Q2 | $1.83M | Hold |
13,822
| – | – | 0.48% | 25 |
|
|
2020
Q1 | $1.66M | Sell |
13,822
-462
| -3% | -$62.4K | 0.5% | 23 |
|
|
2019
Q4 | $1.95M | Buy |
14,284
+967
| +7% | +$132K | 0.48% | 25 |
|
|
2019
Q3 | $1.83M | Sell |
13,317
-8,920
| -40% | -$1.19M | 0.5% | 23 |
|
|
2019
Q2 | $2.92M | Sell |
22,237
-1,637
| -7% | -$210K | 0.81% | 12 |
|
|
2019
Q1 | $2.93M | Buy |
23,874
+315
| +1% | +$35.9K | 0.83% | 12 |
|
|
2018
Q4 | $2.6M | Sell |
23,559
-31
| -0.1% | -$3.5K | 0.84% | 13 |
|
|
2018
Q3 | $2.64M | Sell |
23,590
-650
| -3% | -$73.6K | 0.82% | 17 |
|
|
2018
Q2 | $2.64M | Sell |
24,240
-1,509
| -6% | -$156K | 0.88% | 15 |
|
|
2018
Q1 | $2.81M | Buy |
25,749
+966
| +4% | +$110K | 0.97% | 13 |
|
|
2017
Q4 | $2.97M | Buy |
24,783
+15,443
| +165% | +$1.76M | 1.09% | 12 |
|
|
2017
Q3 | $1.04M | Sell |
9,340
-168
| -2% | -$19.4K | 0.45% | 22 |
|
|
2017
Q2 | $1.1M | Sell |
9,508
-100
| -1% | -$11.5K | 0.49% | 21 |
|
|
2017
Q1 | $1.07M | Buy |
9,608
+1,081
| +13% | +$116K | 0.48% | 22 |
|
|
2016
Q4 | $892K | Sell |
8,527
-295
| -3% | -$30.9K | 0.44% | 24 |
|
|
2016
Q3 | $960K | Sell |
8,822
-300
| -3% | -$32.3K | 0.48% | 22 |
|
|
2016
Q2 | $966K | Sell |
9,122
-1,000
| -10% | -$103K | 0.5% | 21 |
|
|
2016
Q1 | $1.04M | Buy |
10,122
+1,150
| +13% | +$114K | 0.58% | 21 |
|
|
2015
Q4 | $896K | Sell |
8,972
-955
| -10% | -$95.3K | 0.53% | 23 |
|
|
2015
Q3 | $936K | Hold |
9,927
| – | – | 0.56% | 21 |
|
|
2015
Q2 | $927K | Hold |
9,927
| – | – | 0.55% | 22 |
|
|
2015
Q1 | $949K | Buy |
9,927
+1,600
| +19% | +$155K | 0.56% | 21 |
|
|
2014
Q4 | $787K | Sell |
8,327
-279
| -3% | -$26.8K | 0.51% | 25 |
|
|
2014
Q3 | $801K | Sell |
8,606
-32
| -0.4% | -$2.92K | 0.69% | 19 |
|
|
2014
Q2 | $772K | Buy |
8,638
+1,894
| +28% | +$164K | 0.67% | 20 |
|
|
2014
Q1 | $563K | Buy |
6,744
+1,909
| +39% | +$155K | 0.6% | 25 |
|
|
2013
Q4 | $401K | Buy |
+4,835
| New | +$401K | 0.56% | 27 |
|
Other funds holding PEP
VCM
VPM
DAM
Evermay Wealth Management's PEP Position: Q1 2026 in Review
Evermay Wealth Management reduced its PepsiCo (PEP) stake by 9.1% in Q1 2026, selling an estimated $119K and leaving 7,649 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #70.
Evermay Wealth Management first reported a position in PEP in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.97M in Q4 2017. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Evermay Wealth Management held 7,649 shares of PepsiCo worth $1.19M as of Q1 2026.
- Evermay Wealth Management sold 764 PepsiCo shares in Q1 2026, an estimated $119K.
- PepsiCo made up 0.13% of Evermay Wealth Management's portfolio in Q1 2026, its #70 holding.
- Evermay Wealth Management first reported a position in PepsiCo in Q4 2013 and has held it in 50 quarters since.
- Evermay Wealth Management's PepsiCo position peaked at $2.97M in Q4 2017.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.