Greenwich 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 | $528K | Sell |
3,900
-241
| -6% | -$36K | 0.02% | 201 |
|
|
2026
Q1 | $643K | Buy |
4,141
+21
| +0.5% | +$3.27K | 0.03% | 182 |
|
|
2025
Q4 | $591K | Hold |
4,120
| – | – | 0.03% | 189 |
|
|
2025
Q3 | $579K | Sell |
4,120
-42
| -1% | -$6K | 0.03% | 190 |
|
|
2025
Q2 | $550K | Sell |
4,162
-6
| -0.1% | -$808 | 0.03% | 171 |
|
|
2025
Q1 | $625K | Sell |
4,168
-129
| -3% | -$19.2K | 0.05% | 146 |
|
|
2024
Q4 | $653K | Buy |
4,297
+25
| +0.6% | +$4.1K | 0.05% | 144 |
|
|
2024
Q3 | $726K | Buy |
4,272
+1
| +0% | +$172 | 0.05% | 141 |
|
|
2024
Q2 | $704K | Sell |
4,271
-18
| -0.4% | -$3.11K | 0.05% | 131 |
|
|
2024
Q1 | $751K | Sell |
4,289
-186
| -4% | -$31.3K | 0.06% | 129 |
|
|
2023
Q4 | $760K | Buy |
4,475
+16
| +0.4% | +$2.65K | 0.08% | 130 |
|
|
2023
Q3 | $756K | Sell |
4,459
-5
| -0.1% | -$908 | 0.08% | 122 |
|
|
2023
Q2 | $827K | Sell |
4,464
-12
| -0.3% | -$2.24K | 0.09% | 119 |
|
|
2023
Q1 | $816K | Buy |
4,476
+19
| +0.4% | +$3.32K | 0.09% | 119 |
|
|
2022
Q4 | $805K | Sell |
4,457
-13
| -0.3% | -$2.32K | 0.09% | 119 |
|
|
2022
Q3 | $730K | Sell |
4,470
-315
| -7% | -$54.3K | 0.08% | 125 |
|
|
2022
Q2 | $797K | Sell |
4,785
-68
| -1% | -$11.4K | 0.11% | 123 |
|
|
2022
Q1 | $812K | Sell |
4,853
-36
| -0.7% | -$6.04K | 0.08% | 123 |
|
|
2021
Q4 | $849K | Sell |
4,889
-71
| -1% | -$11.6K | 0.07% | 125 |
|
|
2021
Q3 | $746K | Buy |
4,960
+1,992
| +67% | +$308K | 0.06% | 130 |
|
|
2021
Q2 | $440K | Buy |
2,968
+430
| +17% | +$62.6K | 0.04% | 155 |
|
|
2021
Q1 | $359K | Buy |
2,538
+38
| +2% | +$5.21K | 0.03% | 155 |
|
|
2020
Q4 | $371K | Buy |
2,500
+5
| +0.2% | +$711 | 0.03% | 140 |
|
|
2020
Q3 | $346K | Buy |
2,495
+8
| +0.3% | +$1.09K | 0.06% | 141 |
|
|
2020
Q2 | $329K | Sell |
2,487
-4
| -0.2% | -$527 | 0.06% | 136 |
|
|
2020
Q1 | $299K | Buy |
2,491
+22
| +0.9% | +$2.97K | 0.06% | 133 |
|
|
2019
Q4 | $337K | Sell |
2,469
-226
| -8% | -$30.8K | 0.07% | 147 |
|
|
2019
Q3 | $369K | Buy |
+2,695
| New | +$358K | 0.07% | 140 |
|
|
2018
Q1 | – | Sell |
-1,796
| Closed | -$215K | – | 190 |
|
|
2017
Q4 | $215K | Sell |
1,796
-226
| -11% | -$25.8K | 0.04% | 166 |
|
|
2017
Q3 | $225K | Buy |
+2,022
| New | +$234K | 0.04% | 158 |
|
|
2017
Q2 | – | Sell |
-1,947
| Closed | -$218K | – | 192 |
|
|
2017
Q1 | $218K | Buy |
+1,947
| New | +$209K | 0.03% | 159 |
|
Other funds holding PEP
Greenwich Wealth Management's PEP Position: Q2 2026 in Review
Greenwich Wealth Management reduced its PepsiCo (PEP) stake by 5.8% in Q2 2026, selling an estimated $36K and leaving 3,900 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #201.
Greenwich Wealth Management first reported a position in PEP in Q1 2017 and has held it in 31 quarters since. The position peaked at $849K in Q4 2021. 3,415 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Greenwich Wealth Management held 3,900 shares of PepsiCo worth $528K as of Q2 2026.
- Greenwich Wealth Management sold 241 PepsiCo shares in Q2 2026, an estimated $36K.
- PepsiCo made up 0.02% of Greenwich Wealth Management's portfolio in Q2 2026, its #201 holding.
- Greenwich Wealth Management first reported a position in PepsiCo in Q1 2017 and has held it in 31 quarters since.
- Greenwich Wealth Management's PepsiCo position peaked at $849K in Q4 2021.
- 3,415 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.