Kelman-Lazarov Inc’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 | $497K | Sell |
3,201
-151
| -5% | -$23.5K | 0.07% | 88 |
|
|
2025
Q4 | $481K | Sell |
3,352
-1,740
| -34% | -$256K | 0.07% | 91 |
|
|
2025
Q3 | $715K | Buy |
5,092
+3,375
| +197% | +$482K | 0.11% | 73 |
|
|
2025
Q2 | $227K | Buy |
1,717
+134
| +8% | +$18.1K | 0.04% | 113 |
|
|
2025
Q1 | $237K | Sell |
1,583
-60
| -4% | -$8.93K | 0.04% | 111 |
|
|
2024
Q4 | $250K | Buy |
1,643
+84
| +5% | +$13.8K | 0.05% | 95 |
|
|
2024
Q3 | $265K | Hold |
1,559
| – | – | 0.05% | 95 |
|
|
2024
Q2 | $257K | Buy |
1,559
+37
| +2% | +$6.39K | 0.05% | 93 |
|
|
2024
Q1 | $266K | Sell |
1,522
-606
| -28% | -$102K | 0.05% | 90 |
|
|
2023
Q4 | $361K | Buy |
2,128
+55
| +3% | +$9.12K | 0.08% | 80 |
|
|
2023
Q3 | $351K | Sell |
2,073
-36
| -2% | -$6.54K | 0.08% | 75 |
|
|
2023
Q2 | $391K | Buy |
2,109
+60
| +3% | +$11.2K | 0.09% | 73 |
|
|
2023
Q1 | $374K | Sell |
2,049
-3
| -0.1% | -$524 | 0.1% | 71 |
|
|
2022
Q4 | $371K | Sell |
2,052
-266
| -11% | -$47.4K | 0.1% | 70 |
|
|
2022
Q3 | $378K | Hold |
2,318
| – | – | 0.13% | 59 |
|
|
2022
Q2 | $386K | Sell |
2,318
-50
| -2% | -$8.42K | 0.13% | 57 |
|
|
2022
Q1 | $396K | Hold |
2,368
| – | – | 0.13% | 58 |
|
|
2021
Q4 | $411K | Hold |
2,368
| – | – | 0.13% | 59 |
|
|
2021
Q3 | $356K | Sell |
2,368
-76
| -3% | -$11.8K | 0.12% | 59 |
|
|
2021
Q2 | $362K | Sell |
2,444
-145
| -6% | -$21.1K | 0.13% | 58 |
|
|
2021
Q1 | $366K | Hold |
2,589
| – | – | 0.13% | 55 |
|
|
2020
Q4 | $384K | Buy |
2,589
+50
| +2% | +$7.11K | 0.15% | 50 |
|
|
2020
Q3 | $352K | Hold |
2,539
| – | – | 0.16% | 52 |
|
|
2020
Q2 | $336K | Sell |
2,539
-75
| -3% | -$9.89K | 0.16% | 54 |
|
|
2020
Q1 | $314K | Sell |
2,614
-100
| -4% | -$13.5K | 0.17% | 55 |
|
|
2019
Q4 | $371K | Sell |
2,714
-41
| -1% | -$5.58K | 0.17% | 67 |
|
|
2019
Q3 | $378K | Hold |
2,755
| – | – | 0.19% | 68 |
|
|
2019
Q2 | $361K | Sell |
2,755
-240
| -8% | -$30.8K | 0.19% | 68 |
|
|
2019
Q1 | $367K | Buy |
2,995
+277
| +10% | +$31.6K | 0.19% | 73 |
|
|
2018
Q4 | $300K | Sell |
2,718
-2,269
| -45% | -$256K | 0.19% | 80 |
|
|
2018
Q3 | $558K | Sell |
4,987
-2,378
| -32% | -$269K | 0.33% | 65 |
|
|
2018
Q2 | $802K | Buy |
7,365
+49
| +0.7% | +$5.06K | 0.43% | 60 |
|
|
2018
Q1 | $799K | Sell |
7,316
-264
| -3% | -$30K | 0.43% | 59 |
|
|
2017
Q4 | $909K | Sell |
7,580
-138
| -2% | -$15.8K | 0.46% | 57 |
|
|
2017
Q3 | $860K | Sell |
7,718
-50
| -0.6% | -$5.78K | 0.45% | 60 |
|
|
2017
Q2 | $897K | Sell |
7,768
-250
| -3% | -$28.7K | 0.49% | 62 |
|
|
2017
Q1 | $897K | Hold |
8,018
| – | – | 0.58% | 55 |
|
|
2016
Q4 | $839K | Sell |
8,018
-355
| -4% | -$37.2K | 0.47% | 61 |
|
|
2016
Q3 | $897K | Buy |
8,373
+35
| +0.4% | +$3.77K | 0.51% | 60 |
|
|
2016
Q2 | $881K | Buy |
8,338
+320
| +4% | +$33K | 0.5% | 60 |
|
|
2016
Q1 | $832K | Buy |
+8,018
| New | +$792K | 0.49% | 62 |
|
Other funds holding PEP
VCM
VPM
DAM
Kelman-Lazarov Inc's PEP Position: Q1 2026 in Review
Kelman-Lazarov Inc reduced its PepsiCo (PEP) stake by 4.5% in Q1 2026, selling an estimated $23.5K and leaving 3,201 shares worth $497K. The position accounts for 0.07% of the portfolio, ranked #88.
Kelman-Lazarov Inc first reported a position in PEP in Q1 2016 and has held it in 41 quarters since. The position peaked at $909K in Q4 2017. 3,534 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Kelman-Lazarov Inc held 3,201 shares of PepsiCo worth $497K as of Q1 2026.
- Kelman-Lazarov Inc sold 151 PepsiCo shares in Q1 2026, an estimated $23.5K.
- PepsiCo made up 0.07% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #88 holding.
- Kelman-Lazarov Inc first reported a position in PepsiCo in Q1 2016 and has held it in 41 quarters since.
- Kelman-Lazarov Inc's PepsiCo position peaked at $909K in Q4 2017.
- 3,534 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.