Iron Gate Global 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
Q1 | $751K | Sell |
4,836
-214
| -4% | -$33.3K | 0.08% | 46 |
|
|
2025
Q4 | $725K | Sell |
5,050
-618
| -11% | -$90.8K | 0.07% | 48 |
|
|
2025
Q3 | $796K | Sell |
5,668
-437
| -7% | -$62.4K | 0.08% | 48 |
|
|
2025
Q2 | $806K | Sell |
6,105
-2,379
| -28% | -$320K | 0.09% | 42 |
|
|
2025
Q1 | $1.27M | Sell |
8,484
-3,864
| -31% | -$575K | 0.18% | 35 |
|
|
2024
Q4 | $1.88M | Sell |
12,348
-804
| -6% | -$132K | 0.26% | 32 |
|
|
2024
Q3 | $2.24M | Sell |
13,152
-549
| -4% | -$94.3K | 0.35% | 27 |
|
|
2024
Q2 | $2.26M | Sell |
13,701
-1,331
| -9% | -$230K | 0.37% | 26 |
|
|
2024
Q1 | $2.6M | Sell |
15,032
-2,642
| -15% | -$445K | 0.46% | 24 |
|
|
2023
Q4 | $3M | Sell |
17,674
-317
| -2% | -$52.6K | 0.59% | 21 |
|
|
2023
Q3 | $3.05M | Sell |
17,991
-311
| -2% | -$56.5K | 0.69% | 20 |
|
|
2023
Q2 | $3.39M | Sell |
18,302
-432
| -2% | -$80.6K | 0.73% | 18 |
|
|
2023
Q1 | $3.42M | Sell |
18,734
-1,493
| -7% | -$261K | 0.84% | 17 |
|
|
2022
Q4 | $3.65M | Sell |
20,227
-20
| -0.1% | -$3.57K | 1% | 20 |
|
|
2022
Q3 | $3.31M | Buy |
20,247
+693
| +4% | +$119K | 0.93% | 17 |
|
|
2022
Q2 | $3.25M | Buy |
19,554
+934
| +5% | +$157K | 0.9% | 18 |
|
|
2022
Q1 | $3.12M | Buy |
18,620
+776
| +4% | +$130K | 0.71% | 19 |
|
|
2021
Q4 | $3.09M | Buy |
17,844
+925
| +5% | +$151K | 0.73% | 19 |
|
|
2021
Q3 | $2.55M | Buy |
16,919
+899
| +6% | +$139K | 0.69% | 19 |
|
|
2021
Q2 | $2.38M | Buy |
16,020
+1,853
| +13% | +$270K | 0.67% | 20 |
|
|
2021
Q1 | $2M | Buy |
14,167
+1,180
| +9% | +$162K | 0.64% | 23 |
|
|
2020
Q4 | $1.93M | Buy |
12,987
+318
| +3% | +$45.2K | 0.71% | 25 |
|
|
2020
Q3 | $1.76M | Buy |
12,669
+758
| +6% | +$103K | 0.74% | 23 |
|
|
2020
Q2 | $1.57M | Buy |
11,911
+4,436
| +59% | +$585K | 0.76% | 24 |
|
|
2020
Q1 | $898K | Buy |
7,475
+223
| +3% | +$30.1K | 0.61% | 30 |
|
|
2019
Q4 | $991K | Sell |
7,252
-2
| -0% | -$272 | 0.57% | 27 |
|
|
2019
Q3 | $995K | Buy |
7,254
+51
| +0.7% | +$6.78K | 0.6% | 28 |
|
|
2019
Q2 | $945K | Buy |
7,203
+2,449
| +52% | +$314K | 0.63% | 28 |
|
|
2019
Q1 | $583K | Buy |
4,754
+509
| +12% | +$58K | 0.23% | 37 |
|
|
2018
Q4 | $469K | Sell |
4,245
-102
| -2% | -$11.5K | 0.35% | 35 |
|
|
2018
Q3 | $507K | Buy |
4,347
+1,101
| +34% | +$125K | 0.33% | 32 |
|
|
2018
Q2 | $353K | Hold |
3,246
| – | – | 0.26% | 35 |
|
|
2018
Q1 | $354K | Sell |
3,246
-129
| -4% | -$14.7K | 0.27% | 35 |
|
|
2017
Q4 | $405K | Hold |
3,375
| – | – | 0.34% | 31 |
|
|
2017
Q3 | $376K | Buy |
3,375
+1
| +0% | +$116 | 0.35% | 34 |
|
|
2017
Q2 | $390K | Buy |
+3,374
| New | +$387K | 0.43% | 28 |
|
Other funds holding PEP
VCM
VPM
DAM
Iron Gate Global Advisors's PEP Position: Q1 2026 in Review
Iron Gate Global Advisors reduced its PepsiCo (PEP) stake by 4.2% in Q1 2026, selling an estimated $33.3K and leaving 4,836 shares worth $751K. The position accounts for 0.08% of the portfolio, ranked #46.
Iron Gate Global Advisors first reported a position in PEP in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.65M in Q4 2022. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Iron Gate Global Advisors held 4,836 shares of PepsiCo worth $751K as of Q1 2026.
- Iron Gate Global Advisors sold 214 PepsiCo shares in Q1 2026, an estimated $33.3K.
- PepsiCo made up 0.08% of Iron Gate Global Advisors's portfolio in Q1 2026, its #46 holding.
- Iron Gate Global Advisors first reported a position in PepsiCo in Q2 2017 and has held it in 36 quarters since.
- Iron Gate Global Advisors's PepsiCo position peaked at $3.65M in Q4 2022.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.