Mark Sheptoff Financial Planning’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 | $5.7M | Sell |
36,737
-4,049
| -10% | -$631K | 3.02% | 8 |
|
|
2025
Q4 | $5.85M | Sell |
40,786
-1,483
| -4% | -$218K | 2.79% | 10 |
|
|
2025
Q3 | $5.94M | Sell |
42,269
-1,697
| -4% | -$242K | 2.84% | 10 |
|
|
2025
Q2 | $5.81M | Sell |
43,966
-898
| -2% | -$121K | 3.09% | 6 |
|
|
2025
Q1 | $6.73M | Sell |
44,864
-1,035
| -2% | -$154K | 3.71% | 5 |
|
|
2024
Q4 | $6.98M | Sell |
45,899
-530
| -1% | -$86.8K | 3.74% | 5 |
|
|
2024
Q3 | $7.9M | Sell |
46,429
-1,498
| -3% | -$257K | 4.2% | 5 |
|
|
2024
Q2 | $7.9M | Sell |
47,927
-1,815
| -4% | -$313K | 4.42% | 5 |
|
|
2024
Q1 | $8.71M | Sell |
49,742
-591
| -1% | -$99.5K | 4.83% | 5 |
|
|
2023
Q4 | $8.55M | Buy |
50,333
+164
| +0.3% | +$27.2K | 5.15% | 5 |
|
|
2023
Q3 | $8.5M | Buy |
50,169
+1,034
| +2% | +$188K | 5.46% | 5 |
|
|
2023
Q2 | $9.1M | Sell |
49,135
-466
| -0.9% | -$87K | 5.19% | 5 |
|
|
2023
Q1 | $9.04M | Sell |
49,601
-205
| -0.4% | -$35.8K | 5.25% | 5 |
|
|
2022
Q4 | $9M | Sell |
49,806
-5
| -0% | -$892 | 5.28% | 4 |
|
|
2022
Q3 | $8.13M | Buy |
49,811
+433
| +0.9% | +$74.6K | 4.95% | 4 |
|
|
2022
Q2 | $8.23M | Sell |
49,378
-3,459
| -7% | -$582K | 4.73% | 4 |
|
|
2022
Q1 | $8.84M | Sell |
52,837
-4
| -0% | -$672 | 4.45% | 5 |
|
|
2021
Q4 | $9.18M | Sell |
52,841
-265
| -0.5% | -$43.3K | 4.38% | 5 |
|
|
2021
Q3 | $7.99M | Sell |
53,106
-492
| -0.9% | -$76.2K | 4.4% | 6 |
|
|
2021
Q2 | $7.94M | Sell |
53,598
-549
| -1% | -$80K | 4.26% | 6 |
|
|
2021
Q1 | $7.66M | Buy |
54,147
+16
| +0% | +$2.19K | 4.4% | 5 |
|
|
2020
Q4 | $8.03M | Sell |
54,131
-1,612
| -3% | -$229K | 4.57% | 5 |
|
|
2020
Q3 | $7.73M | Sell |
55,743
-272
| -0.5% | -$37K | 4.75% | 5 |
|
|
2020
Q2 | $7.41M | Sell |
56,015
-1,297
| -2% | -$171K | 4.81% | 4 |
|
|
2020
Q1 | $6.88M | Sell |
57,312
-2,315
| -4% | -$313K | 5.2% | 4 |
|
|
2019
Q4 | $8.15M | Sell |
59,627
-750
| -1% | -$102K | 5.13% | 4 |
|
|
2019
Q3 | $8.28M | Buy |
60,377
+876
| +1% | +$116K | 5.58% | 2 |
|
|
2019
Q2 | $7.8M | Buy |
59,501
+361
| +0.6% | +$46.3K | 5.33% | 4 |
|
|
2019
Q1 | $7.25M | Buy |
59,140
+1,221
| +2% | +$139K | 5.22% | 4 |
|
|
2018
Q4 | $6.4M | Sell |
57,919
-217
| -0.4% | -$24.5K | 5.32% | 4 |
|
|
2018
Q3 | $6.5M | Sell |
58,136
-416
| -0.7% | -$47.1K | 4.46% | 4 |
|
|
2018
Q2 | $6.38M | Sell |
58,552
-585
| -1% | -$60.4K | 4.72% | 4 |
|
|
2018
Q1 | $6.46M | Buy |
59,137
+228
| +0.4% | +$25.9K | 4.48% | 3 |
|
|
2017
Q4 | $7.06M | Hold |
58,909
| – | – | 4.59% | 3 |
|
|
2017
Q3 | $6.56M | Buy |
58,909
+16
| +0% | +$1.85K | 4.41% | 3 |
|
|
2017
Q2 | $6.8M | Buy |
58,893
+89
| +0.2% | +$10.2K | 4.67% | 3 |
|
|
2017
Q1 | $6.58M | Sell |
58,804
-471
| -0.8% | -$50.5K | 4.69% | 3 |
|
|
2016
Q4 | $6.2M | Sell |
59,275
-50
| -0.1% | -$5.24K | 4.6% | 3 |
|
|
2016
Q3 | $6.45M | Buy |
59,325
+92
| +0.2% | +$9.91K | 4.8% | 3 |
|
|
2016
Q2 | $6.28M | Sell |
59,233
-1,011
| -2% | -$104K | 4.69% | 3 |
|
|
2016
Q1 | $6.17M | Sell |
60,244
-1,063
| -2% | -$105K | 5.02% | 3 |
|
|
2015
Q4 | $6.13M | Buy |
61,307
+3,000
| +5% | +$299K | 4.96% | 2 |
|
|
2015
Q3 | $5.5M | Buy |
58,307
+911
| +2% | +$86.7K | 4.82% | 2 |
|
|
2015
Q2 | $5.36M | Sell |
57,396
-84
| -0.1% | -$8.03K | 4.33% | 2 |
|
|
2015
Q1 | $5.5M | Buy |
57,480
+729
| +1% | +$70.5K | 4.58% | 2 |
|
|
2014
Q4 | $5.37M | Buy |
56,751
+500
| +0.9% | +$47.9K | 4.75% | 2 |
|
|
2014
Q3 | $5.24M | Buy |
56,251
+3,989
| +8% | +$364K | 4.63% | 2 |
|
|
2014
Q2 | $4.67M | Sell |
52,262
-1,387
| -3% | -$120K | 3.99% | 3 |
|
|
2014
Q1 | $4.48M | Buy |
+53,649
| New | +$4.36M | 3.97% | 3 |
|
Other funds holding PEP
VCM
VPM
DAM
Mark Sheptoff Financial Planning's PEP Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its PepsiCo (PEP) stake by 9.9% in Q1 2026, selling an estimated $631K and leaving 36,737 shares worth $5.7M. The position accounts for 3.02% of the portfolio, ranked #8.
Mark Sheptoff Financial Planning first reported a position in PEP in Q1 2014 and has held it in 49 quarters since. The position peaked at $9.18M in Q4 2021. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Mark Sheptoff Financial Planning held 36,737 shares of PepsiCo worth $5.7M as of Q1 2026.
- Mark Sheptoff Financial Planning sold 4,049 PepsiCo shares in Q1 2026, an estimated $631K.
- PepsiCo made up 3.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #8 holding.
- Mark Sheptoff Financial Planning first reported a position in PepsiCo in Q1 2014 and has held it in 49 quarters since.
- Mark Sheptoff Financial Planning's PepsiCo position peaked at $9.18M in Q4 2021.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.