Intelligent Financial Strategies’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$122K Hold
783
0.06% 41
2025
Q4
$114K Hold
783
0.05% 44
2025
Q3
$110K Sell
783
-1,812
-70% -$259K 0.05% 42
2025
Q2
$343K Hold
2,595
0.18% 30
2025
Q1
$389K Sell
2,595
-650
-20% -$96.7K 0.2% 28
2024
Q4
$493K Sell
3,245
-176
-5% -$28.8K 0.27% 27
2024
Q3
$582K Hold
3,421
0.32% 26
2024
Q2
$564K Sell
3,421
-285
-8% -$49.2K 0.35% 27
2024
Q1
$653K Hold
3,706
0.41% 24
2023
Q4
$634K Sell
3,706
-3
-0.1% -$498 0.44% 27
2023
Q3
$628K Buy
3,709
+4
+0.1% +$726 0.47% 26
2023
Q2
$686K Buy
3,705
+3
+0.1% +$560 0.5% 26
2023
Q1
$675K Sell
3,702
-21
-0.6% -$3.67K 0.53% 29
2022
Q4
$677K Buy
3,723
+669
+22% +$119K 0.57% 29
2022
Q3
$499K Buy
3,054
+5
+0.2% +$862 0.52% 36
2022
Q2
$508K Sell
3,049
-96
-3% -$16.2K 0.52% 35
2022
Q1
$526K Sell
3,145
-662
-17% -$111K 0.51% 35
2021
Q4
$661K Buy
+3,807
New +$622K 0.59% 34

Other funds holding PEP

Intelligent Financial Strategies's PEP Position: Q1 2026 in Review

Intelligent Financial Strategies held its PepsiCo (PEP) position steady in Q1 2026 at 783 shares worth $122K. The position accounts for 0.06% of the portfolio, ranked #41.

Intelligent Financial Strategies first reported a position in PEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $686K in Q2 2023. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

  • Intelligent Financial Strategies held 783 shares of PepsiCo worth $122K as of Q1 2026.
  • Intelligent Financial Strategies left its PepsiCo share count unchanged in Q1 2026.
  • PepsiCo made up 0.06% of Intelligent Financial Strategies's portfolio in Q1 2026, its #41 holding.
  • Intelligent Financial Strategies first reported a position in PepsiCo in Q4 2021 and has held it in 18 quarters since.
  • Intelligent Financial Strategies's PepsiCo position peaked at $686K in Q2 2023.
  • 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.