Evoke Wealth’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 | – | Sell |
-39,315
| Closed | -$6.11M | – | 468 |
|
|
2026
Q1 | $6.11M | Sell |
39,315
-6,824
| -15% | -$1.06M | 0.11% | 78 |
|
|
2025
Q4 | $6.69M | Buy |
46,139
+603
| +1% | +$88.6K | 0.12% | 73 |
|
|
2025
Q3 | $6.4M | Sell |
45,536
-339
| -0.7% | -$48.4K | 0.13% | 73 |
|
|
2025
Q2 | $6.06M | Buy |
45,875
+589
| +1% | +$79.3K | 0.14% | 65 |
|
|
2025
Q1 | $6.79M | Sell |
45,286
-5,342
| -11% | -$795K | 0.18% | 58 |
|
|
2024
Q4 | $7.77M | Sell |
50,628
-1,917
| -4% | -$314K | 0.22% | 53 |
|
|
2024
Q3 | $8.94M | Buy |
+52,545
| New | +$9.03M | 0.24% | 51 |
|
|
2024
Q2 | – | Sell |
-52,629
| Closed | -$9.28M | – | 310 |
|
|
2024
Q1 | $9.28M | Buy |
+52,629
| New | +$8.86M | 0.27% | 47 |
|
|
2023
Q4 | – | Sell |
-52,754
| Closed | -$8.94M | – | 279 |
|
|
2023
Q3 | $8.94M | Sell |
52,754
-65
| -0.1% | -$11.8K | 0.31% | 38 |
|
|
2023
Q2 | $9.78M | Sell |
52,819
-3,283
| -6% | -$613K | 0.34% | 36 |
|
|
2023
Q1 | $10.2M | Sell |
56,102
-685
| -1% | -$120K | 0.37% | 35 |
|
|
2022
Q4 | $10.3M | Sell |
56,787
-83
| -0.1% | -$14.8K | 0.37% | 35 |
|
|
2022
Q3 | $9.29M | Sell |
56,870
-911
| -2% | -$157K | 0.38% | 32 |
|
|
2022
Q2 | $9.63M | Buy |
57,781
+2,192
| +4% | +$369K | 0.36% | 33 |
|
|
2022
Q1 | $9.3M | Sell |
55,589
-381
| -0.7% | -$64K | 0.3% | 41 |
|
|
2021
Q4 | $9.78M | Buy |
55,970
+27
| +0% | +$4.41K | 0.31% | 43 |
|
|
2021
Q3 | $8.41M | Sell |
55,943
-572
| -1% | -$88.5K | 0.32% | 41 |
|
|
2021
Q2 | $8.37M | Buy |
56,515
+3,201
| +6% | +$466K | 0.32% | 43 |
|
|
2021
Q1 | $7.54M | Buy |
53,314
+47,858
| +877% | +$6.57M | 0.34% | 40 |
|
|
2020
Q4 | $815K | Buy |
5,456
+368
| +7% | +$52.3K | 0.06% | 109 |
|
|
2020
Q3 | $705K | Hold |
5,088
| – | – | 0.06% | 107 |
|
|
2020
Q2 | $673K | Sell |
5,088
-730
| -13% | -$96.2K | 0.07% | 90 |
|
|
2020
Q1 | $699K | Sell |
5,818
-2,108
| -27% | -$285K | 0.1% | 75 |
|
|
2019
Q4 | $1.09M | Sell |
7,926
-1,312
| -14% | -$179K | 0.14% | 69 |
|
|
2019
Q3 | $1.27M | Buy |
+9,238
| New | +$1.23M | 0.16% | 72 |
|
Other funds holding PEP
Evoke Wealth's PEP Position: Q2 2026 in Review
Evoke Wealth sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 39,315 shares — an estimated $6.11M sold.
Evoke Wealth first reported a position in PEP in Q3 2019 and held it in 25 quarters. The position peaked at $10.3M in Q4 2022. 3,413 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Evoke Wealth reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
- Evoke Wealth sold 39,315 PepsiCo shares in Q2 2026, an estimated $6.11M.
- Evoke Wealth first reported a position in PepsiCo in Q3 2019 and held it in 25 quarters.
- Evoke Wealth's PepsiCo position peaked at $10.3M in Q4 2022.
- 3,413 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.