Howard Financial Services’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 | $2.06M | Sell |
15,202
-374
| -2% | -$55.9K | 0.21% | 54 |
|
|
2026
Q1 | $2.42M | Sell |
15,576
-72
| -0.5% | -$11.2K | 0.27% | 45 |
|
|
2025
Q4 | $2.25M | Sell |
15,648
-190
| -1% | -$27.9K | 0.26% | 49 |
|
|
2025
Q3 | $2.22M | Sell |
15,838
-265
| -2% | -$37.8K | 0.27% | 45 |
|
|
2025
Q2 | $2.13M | Sell |
16,103
-1,639
| -9% | -$221K | 0.28% | 43 |
|
|
2025
Q1 | $2.66M | Buy |
17,742
+495
| +3% | +$73.7K | 0.36% | 39 |
|
|
2024
Q4 | $2.62M | Buy |
17,247
+1,177
| +7% | +$193K | 0.36% | 39 |
|
|
2024
Q3 | $2.73M | Sell |
16,070
-1,324
| -8% | -$227K | 0.39% | 37 |
|
|
2024
Q2 | $2.87M | Sell |
17,394
-451
| -3% | -$77.8K | 0.47% | 34 |
|
|
2024
Q1 | $3.12M | Sell |
17,845
-20
| -0.1% | -$3.37K | 0.54% | 33 |
|
|
2023
Q4 | $3.03M | Sell |
17,865
-28
| -0.2% | -$4.64K | 0.58% | 31 |
|
|
2023
Q3 | $3.03M | Buy |
17,893
+741
| +4% | +$135K | 0.7% | 28 |
|
|
2023
Q2 | $3.18M | Buy |
17,152
+19
| +0.1% | +$3.55K | 0.76% | 25 |
|
|
2023
Q1 | $3.12M | Buy |
17,133
+182
| +1% | +$31.8K | 0.76% | 26 |
|
|
2022
Q4 | $3.06M | Buy |
16,951
+328
| +2% | +$58.5K | 0.8% | 25 |
|
|
2022
Q3 | $2.71M | Sell |
16,623
-404
| -2% | -$69.6K | 0.88% | 23 |
|
|
2022
Q2 | $2.84M | Buy |
17,027
+403
| +2% | +$67.8K | 0.96% | 15 |
|
|
2022
Q1 | $2.78M | Sell |
16,624
-2,102
| -11% | -$353K | 0.82% | 18 |
|
|
2021
Q4 | $3.25M | Sell |
18,726
-219
| -1% | -$35.8K | 0.98% | 15 |
|
|
2021
Q3 | $2.85M | Buy |
18,945
+9,251
| +95% | +$1.43M | 1.07% | 16 |
|
|
2021
Q2 | $1.44M | Buy |
9,694
+186
| +2% | +$27.1K | 0.56% | 23 |
|
|
2021
Q1 | $1.34M | Buy |
9,508
+83
| +0.9% | +$11.4K | 0.6% | 22 |
|
|
2020
Q4 | $1.4M | Sell |
9,425
-100
| -1% | -$14.2K | 0.74% | 23 |
|
|
2020
Q3 | $1.32M | Buy |
9,525
+676
| +8% | +$91.9K | 0.85% | 22 |
|
|
2020
Q2 | $1.17M | Buy |
8,849
+131
| +2% | +$17.3K | 0.83% | 22 |
|
|
2020
Q1 | $1.05M | Sell |
8,718
-62,000
| -88% | -$8.38M | 0.93% | 20 |
|
|
2019
Q4 | $9.66M | Hold |
70,718
| – | – | 5.94% | 5 |
|
|
2019
Q3 | $9.7M | Hold |
70,718
| – | – | 6.42% | 4 |
|
|
2019
Q2 | $9.27M | Buy |
70,718
+15
| +0% | +$1.92K | 6.34% | 4 |
|
|
2019
Q1 | $8.66M | Hold |
70,703
| – | – | 6.14% | 4 |
|
|
2018
Q4 | $7.81M | Buy |
+70,703
| New | +$7.97M | 6% | 4 |
|
Other funds holding PEP
Howard Financial Services's PEP Position: Q2 2026 in Review
Howard Financial Services reduced its PepsiCo (PEP) stake by 2.4% in Q2 2026, selling an estimated $55.9K and leaving 15,202 shares worth $2.06M. The position accounts for 0.21% of the portfolio, ranked #54.
Howard Financial Services first reported a position in PEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.7M in Q3 2019. 3,410 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Howard Financial Services held 15,202 shares of PepsiCo worth $2.06M as of Q2 2026.
- Howard Financial Services sold 374 PepsiCo shares in Q2 2026, an estimated $55.9K.
- PepsiCo made up 0.21% of Howard Financial Services's portfolio in Q2 2026, its #54 holding.
- Howard Financial Services first reported a position in PepsiCo in Q4 2018 and has held it in 31 quarters since.
- Howard Financial Services's PepsiCo position peaked at $9.7M in Q3 2019.
- 3,410 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.