Frisch Financial Group’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 | $370K | Sell |
2,736
-262
| -9% | -$39.2K | 0.06% | 130 |
|
|
2026
Q1 | $466K | Buy |
2,998
+20
| +0.7% | +$3.12K | 0.1% | 107 |
|
|
2025
Q4 | $432K | Sell |
2,978
-167
| -5% | -$24.5K | 0.1% | 101 |
|
|
2025
Q3 | $442K | Sell |
3,145
-20
| -0.6% | -$2.86K | 0.1% | 98 |
|
|
2025
Q2 | $418K | Buy |
3,165
+339
| +12% | +$45.7K | 0.1% | 96 |
|
|
2025
Q1 | $424K | Sell |
2,826
-30
| -1% | -$4.46K | 0.12% | 82 |
|
|
2024
Q4 | $438K | Buy |
2,856
+325
| +13% | +$53.2K | 0.13% | 79 |
|
|
2024
Q3 | $430K | Buy |
2,531
+73
| +3% | +$12.5K | 0.13% | 75 |
|
|
2024
Q2 | $405K | Sell |
2,458
-179
| -7% | -$30.9K | 0.12% | 81 |
|
|
2024
Q1 | $461K | Sell |
2,637
-464
| -15% | -$78.1K | 0.15% | 70 |
|
|
2023
Q4 | $527K | Buy |
3,101
+400
| +15% | +$66.3K | 0.2% | 58 |
|
|
2023
Q3 | $458K | Hold |
2,701
| – | – | 0.19% | 64 |
|
|
2023
Q2 | $500K | Buy |
2,701
+358
| +15% | +$66.8K | 0.24% | 62 |
|
|
2023
Q1 | $427K | Buy |
2,343
+82
| +4% | +$14.3K | 0.17% | 74 |
|
|
2022
Q4 | $408K | Sell |
2,261
-56
| -2% | -$9.99K | 0.15% | 83 |
|
|
2022
Q3 | $378K | Sell |
2,317
-514
| -18% | -$88.6K | 0.16% | 76 |
|
|
2022
Q2 | $472K | Sell |
2,831
-36
| -1% | -$6.06K | 0.18% | 66 |
|
|
2022
Q1 | $480K | Sell |
2,867
-180
| -6% | -$30.2K | 0.15% | 77 |
|
|
2021
Q4 | $502K | Buy |
3,047
+160
| +6% | +$26.1K | 0.16% | 82 |
|
|
2021
Q3 | $434K | Sell |
2,887
-471
| -14% | -$72.9K | 0.14% | 79 |
|
|
2021
Q2 | $497K | Sell |
3,358
-1,875
| -36% | -$273K | 0.16% | 76 |
|
|
2021
Q1 | $741K | Buy |
5,233
+451
| +9% | +$61.9K | 0.25% | 58 |
|
|
2020
Q4 | $709K | Sell |
4,782
-705
| -13% | -$100K | 0.26% | 51 |
|
|
2020
Q3 | $760K | Sell |
5,487
-954
| -15% | -$130K | 0.33% | 40 |
|
|
2020
Q2 | $852K | Sell |
6,441
-40
| -0.6% | -$5.27K | 0.4% | 33 |
|
|
2020
Q1 | $778K | Sell |
6,481
-188
| -3% | -$25.4K | 0.45% | 37 |
|
|
2019
Q4 | $911K | Buy |
6,669
+212
| +3% | +$28.9K | 0.43% | 40 |
|
|
2019
Q3 | $885K | Buy |
6,457
+2,649
| +70% | +$352K | 0.53% | 34 |
|
|
2019
Q2 | $499K | Sell |
3,808
-2,546
| -40% | -$326K | 0.33% | 49 |
|
|
2019
Q1 | $778K | Buy |
6,354
+2,318
| +57% | +$264K | 0.48% | 40 |
|
|
2018
Q4 | $446K | Buy |
+4,036
| New | +$455K | 0.31% | 57 |
|
Other funds holding PEP
Frisch Financial Group's PEP Position: Q2 2026 in Review
Frisch Financial Group reduced its PepsiCo (PEP) stake by 8.7% in Q2 2026, selling an estimated $39.2K and leaving 2,736 shares worth $370K. The position accounts for 0.06% of the portfolio, ranked #130.
Frisch Financial Group first reported a position in PEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $911K in Q4 2019. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Frisch Financial Group held 2,736 shares of PepsiCo worth $370K as of Q2 2026.
- Frisch Financial Group sold 262 PepsiCo shares in Q2 2026, an estimated $39.2K.
- PepsiCo made up 0.06% of Frisch Financial Group's portfolio in Q2 2026, its #130 holding.
- Frisch Financial Group first reported a position in PepsiCo in Q4 2018 and has held it in 31 quarters since.
- Frisch Financial Group's PepsiCo position peaked at $911K in Q4 2019.
- 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.