Heck Capital Advisors’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 | $285K | Buy |
2,102
+161
| +8% | +$24.1K | 0.02% | 191 |
|
|
2026
Q1 | $301K | Sell |
1,941
-2,029
| -51% | -$316K | 0.02% | 178 |
|
|
2025
Q4 | $574K | Buy |
3,970
+71
| +2% | +$10.4K | 0.04% | 138 |
|
|
2025
Q3 | $548K | Buy |
3,899
+83
| +2% | +$11.9K | 0.04% | 140 |
|
|
2025
Q2 | $504K | Buy |
3,816
+408
| +12% | +$55K | 0.04% | 132 |
|
|
2025
Q1 | $511K | Buy |
3,408
+1,830
| +116% | +$272K | 0.06% | 113 |
|
|
2024
Q4 | $240K | Sell |
1,578
-5
| -0.3% | -$819 | 0.03% | 139 |
|
|
2024
Q3 | $269K | Sell |
1,583
-48
| -3% | -$8.25K | 0.03% | 137 |
|
|
2024
Q2 | $269K | Sell |
1,631
-4
| -0.2% | -$690 | 0.03% | 130 |
|
|
2024
Q1 | $286K | Buy |
1,635
+19
| +1% | +$3.2K | 0.04% | 122 |
|
|
2023
Q4 | $274K | Sell |
1,616
-100
| -6% | -$16.6K | 0.04% | 118 |
|
|
2023
Q3 | $291K | Sell |
1,716
-24
| -1% | -$4.36K | 0.05% | 109 |
|
|
2023
Q2 | $322K | Sell |
1,740
-41
| -2% | -$7.65K | 0.06% | 106 |
|
|
2023
Q1 | $325K | Buy |
1,781
+61
| +4% | +$10.7K | 0.06% | 96 |
|
|
2022
Q4 | $311K | Buy |
1,720
+27
| +2% | +$4.82K | 0.06% | 102 |
|
|
2022
Q3 | $276K | Buy |
1,693
+28
| +2% | +$4.83K | 0.06% | 101 |
|
|
2022
Q2 | $277K | Sell |
1,665
-204
| -11% | -$34.3K | 0.06% | 102 |
|
|
2022
Q1 | $313K | Sell |
1,869
-648
| -26% | -$109K | 0.06% | 101 |
|
|
2021
Q4 | $437K | Sell |
2,517
-183
| -7% | -$29.9K | 0.08% | 90 |
|
|
2021
Q3 | $406K | Sell |
2,700
-41
| -1% | -$6.35K | 0.08% | 92 |
|
|
2021
Q2 | $406K | Buy |
2,741
+38
| +1% | +$5.54K | 0.08% | 93 |
|
|
2021
Q1 | $382K | Sell |
2,703
-64
| -2% | -$8.78K | 0.08% | 88 |
|
|
2020
Q4 | $410K | Sell |
2,767
-2
| -0.1% | -$284 | 0.1% | 81 |
|
|
2020
Q3 | $384K | Buy |
2,769
+215
| +8% | +$29.2K | 0.11% | 68 |
|
|
2020
Q2 | $338K | Buy |
2,554
+599
| +31% | +$79K | 0.07% | 73 |
|
|
2020
Q1 | $235K | Sell |
1,955
-61
| -3% | -$8.24K | 0.07% | 69 |
|
|
2019
Q4 | $276K | Buy |
2,016
+73
| +4% | +$9.94K | 0.07% | 77 |
|
|
2019
Q3 | $266K | Buy |
1,943
+65
| +3% | +$8.63K | 0.08% | 73 |
|
|
2019
Q2 | $246K | Buy |
1,878
+79
| +4% | +$10.1K | 0.07% | 75 |
|
|
2019
Q1 | $220K | Buy |
1,799
+72
| +4% | +$8.21K | 0.07% | 74 |
|
|
2018
Q4 | $191K | Sell |
1,727
-39
| -2% | -$4.4K | 0.07% | 73 |
|
|
2018
Q3 | $197K | Sell |
1,766
-102
| -5% | -$11.6K | 0.07% | 73 |
|
|
2018
Q2 | $203K | Buy |
1,868
+10
| +0.5% | +$1.03K | 0.07% | 70 |
|
|
2018
Q1 | $203K | Sell |
1,858
-5
| -0.3% | -$569 | 0.09% | 61 |
|
|
2017
Q4 | $223K | Buy |
1,863
+20
| +1% | +$2.28K | 0.11% | 55 |
|
|
2017
Q3 | $205K | Buy |
1,843
+52
| +3% | +$6.01K | 0.11% | 52 |
|
|
2017
Q2 | $207K | Sell |
1,791
-134
| -7% | -$15.4K | 0.12% | 44 |
|
|
2017
Q1 | $215K | Sell |
1,925
-86
| -4% | -$9.23K | 0.13% | 39 |
|
|
2016
Q4 | $210K | Buy |
+2,011
| New | +$211K | 0.15% | 39 |
|
Other funds holding PEP
CAI
PAM
WT
GAM
Heck Capital Advisors's PEP Position: Q2 2026 in Review
Heck Capital Advisors increased its PepsiCo (PEP) stake by 8.3% in Q2 2026, buying an estimated $24.1K and bringing the position to 2,102 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #191.
Heck Capital Advisors first reported a position in PEP in Q4 2016 and has held it in 39 quarters since. The position peaked at $574K in Q4 2025. 1,662 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Heck Capital Advisors held 2,102 shares of PepsiCo worth $285K as of Q2 2026.
- Heck Capital Advisors bought 161 PepsiCo shares in Q2 2026, an estimated $24.1K.
- PepsiCo made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #191 holding.
- Heck Capital Advisors first reported a position in PepsiCo in Q4 2016 and has held it in 39 quarters since.
- Heck Capital Advisors's PepsiCo position peaked at $574K in Q4 2025.
- 1,662 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.