Measured Wealth Private Client Group’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 | $363K | Buy |
2,683
+171
| +7% | +$25.6K | 0.09% | 135 |
|
|
2026
Q1 | $390K | Sell |
2,512
-27
| -1% | -$4.21K | 0.11% | 125 |
|
|
2025
Q4 | $364K | Sell |
2,539
-54
| -2% | -$7.93K | 0.1% | 126 |
|
|
2025
Q3 | $364K | Sell |
2,593
-8
| -0.3% | -$1.14K | 0.1% | 123 |
|
|
2025
Q2 | $343K | Sell |
2,601
-14
| -0.5% | -$1.89K | 0.1% | 132 |
|
|
2025
Q1 | $392K | Sell |
2,615
-391
| -13% | -$58.2K | 0.13% | 114 |
|
|
2024
Q4 | $457K | Buy |
3,006
+41
| +1% | +$6.72K | 0.15% | 95 |
|
|
2024
Q3 | $504K | Sell |
2,965
-526
| -15% | -$90.4K | 0.17% | 74 |
|
|
2024
Q2 | $576K | Sell |
3,491
-227
| -6% | -$39.2K | 0.2% | 76 |
|
|
2024
Q1 | $651K | Sell |
3,718
-15
| -0.4% | -$2.52K | 0.23% | 75 |
|
|
2023
Q4 | $634K | Sell |
3,733
-42
| -1% | -$6.97K | 0.23% | 73 |
|
|
2023
Q3 | $640K | Sell |
3,775
-138
| -4% | -$25.1K | 0.26% | 67 |
|
|
2023
Q2 | $725K | Sell |
3,913
-8
| -0.2% | -$1.49K | 0.28% | 49 |
|
|
2023
Q1 | $715K | Sell |
3,921
-129
| -3% | -$22.5K | 0.28% | 51 |
|
|
2022
Q4 | $732K | Hold |
4,050
| – | – | 0.3% | 47 |
|
|
2022
Q3 | $661K | Sell |
4,050
-40
| -1% | -$6.89K | 0.29% | 45 |
|
|
2022
Q2 | $682K | Buy |
4,090
+123
| +3% | +$20.7K | 0.3% | 51 |
|
|
2022
Q1 | $664K | Sell |
3,967
-394
| -9% | -$66.1K | 0.24% | 48 |
|
|
2021
Q4 | $758K | Buy |
4,361
+156
| +4% | +$25.5K | 0.27% | 54 |
|
|
2021
Q3 | $633K | Sell |
4,205
-1,545
| -27% | -$239K | 0.24% | 60 |
|
|
2021
Q2 | $852K | Buy |
5,750
+638
| +12% | +$93K | 0.27% | 57 |
|
|
2021
Q1 | $723K | Buy |
5,112
+1,309
| +34% | +$180K | 0.26% | 60 |
|
|
2020
Q4 | $564K | Sell |
3,803
-516
| -12% | -$73.3K | 0.23% | 55 |
|
|
2020
Q3 | $599K | Buy |
4,319
+246
| +6% | +$33.5K | 0.29% | 55 |
|
|
2020
Q2 | $539K | Buy |
4,073
+2,325
| +133% | +$306K | 0.31% | 49 |
|
|
2020
Q1 | $210K | Buy |
1,748
+228
| +15% | +$30.8K | 0.16% | 83 |
|
|
2019
Q4 | $208K | Sell |
1,520
-422
| -22% | -$57.4K | 0.14% | 95 |
|
|
2019
Q3 | $266K | Sell |
1,942
-1,113
| -36% | -$148K | 0.17% | 89 |
|
|
2019
Q2 | $401K | Sell |
3,055
-273
| -8% | -$35K | 0.23% | 90 |
|
|
2019
Q1 | $408K | Buy |
+3,328
| New | +$379K | 0.25% | 83 |
|
|
2018
Q4 | – | Sell |
-2,826
| Closed | -$312K | – | 521 |
|
|
2018
Q3 | $312K | Buy |
2,826
+1
| +0% | +$113 | 0.19% | 105 |
|
|
2018
Q2 | $307K | Buy |
+2,825
| New | +$292K | 0.25% | 96 |
|
Other funds holding PEP
Measured Wealth Private Client Group's PEP Position: Q2 2026 in Review
Measured Wealth Private Client Group increased its PepsiCo (PEP) stake by 6.8% in Q2 2026, buying an estimated $25.6K and bringing the position to 2,683 shares worth $363K. The position accounts for 0.09% of the portfolio, ranked #135.
Measured Wealth Private Client Group first reported a position in PEP in Q2 2018 and has held it in 32 quarters since. The position peaked at $852K in Q2 2021. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Measured Wealth Private Client Group held 2,683 shares of PepsiCo worth $363K as of Q2 2026.
- Measured Wealth Private Client Group bought 171 PepsiCo shares in Q2 2026, an estimated $25.6K.
- PepsiCo made up 0.09% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #135 holding.
- Measured Wealth Private Client Group first reported a position in PepsiCo in Q2 2018 and has held it in 32 quarters since.
- Measured Wealth Private Client Group's PepsiCo position peaked at $852K in Q2 2021.
- 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.