Mount Yale Investment 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 | $6.76M | Buy |
43,519
+19,091
| +78% | +$2.97M | 0.16% | 146 |
|
|
2025
Q4 | $3.54M | Sell |
24,428
-27
| -0.1% | -$3.97K | 0.17% | 130 |
|
|
2025
Q3 | $3.43M | Buy |
24,455
+6,715
| +38% | +$959K | 0.24% | 96 |
|
|
2025
Q2 | $2.34M | Sell |
17,740
-2,666
| -13% | -$359K | 0.18% | 113 |
|
|
2025
Q1 | $3.06M | Buy |
20,406
+4,392
| +27% | +$654K | 0.26% | 81 |
|
|
2024
Q4 | $2.44M | Sell |
16,014
-970
| -6% | -$159K | 0.2% | 101 |
|
|
2024
Q3 | $2.89M | Buy |
16,984
+855
| +5% | +$147K | 0.28% | 83 |
|
|
2024
Q2 | $2.66M | Sell |
16,129
-1,744
| -10% | -$301K | 0.21% | 98 |
|
|
2024
Q1 | $3.13M | Buy |
17,873
+1,261
| +8% | +$212K | 0.24% | 90 |
|
|
2023
Q4 | $2.82M | Buy |
16,612
+1,847
| +13% | +$306K | 0.27% | 89 |
|
|
2023
Q3 | $2.5M | Sell |
14,765
-104
| -0.7% | -$18.9K | 0.27% | 84 |
|
|
2023
Q2 | $2.75M | Buy |
14,869
+177
| +1% | +$33K | 0.29% | 79 |
|
|
2023
Q1 | $2.68M | Buy |
14,692
+5,219
| +55% | +$912K | 0.3% | 79 |
|
|
2022
Q4 | $1.71M | Buy |
9,473
+1,369
| +17% | +$244K | 0.19% | 121 |
|
|
2022
Q3 | $1.32M | Sell |
8,104
-787
| -9% | -$136K | 0.18% | 128 |
|
|
2022
Q2 | $1.48M | Sell |
8,891
-36
| -0.4% | -$6.06K | 0.19% | 125 |
|
|
2022
Q1 | $1.49M | Buy |
8,927
+142
| +2% | +$23.8K | 0.16% | 140 |
|
|
2021
Q4 | $1.53M | Buy |
8,785
+18
| +0.2% | +$2.94K | 0.16% | 140 |
|
|
2021
Q3 | $1.32M | Buy |
8,767
+1,149
| +15% | +$178K | 0.15% | 147 |
|
|
2021
Q2 | $1.13M | Sell |
7,618
-202
| -3% | -$29.4K | 0.14% | 161 |
|
|
2021
Q1 | $1.11M | Buy |
7,820
+429
| +6% | +$58.9K | 0.14% | 148 |
|
|
2020
Q4 | $1.1M | Buy |
7,391
+363
| +5% | +$51.6K | 0.15% | 151 |
|
|
2020
Q3 | $974K | Buy |
7,028
+831
| +13% | +$113K | 0.14% | 154 |
|
|
2020
Q2 | $820K | Sell |
6,197
-3,308
| -35% | -$436K | 0.15% | 150 |
|
|
2020
Q1 | $1.14M | Buy |
9,505
+1,176
| +14% | +$159K | 0.26% | 102 |
|
|
2019
Q4 | $1.18M | Buy |
8,329
+162
| +2% | +$22K | 0.21% | 112 |
|
|
2019
Q3 | $1.08M | Buy |
8,167
+98
| +1% | +$13K | 0.19% | 110 |
|
|
2019
Q2 | $1.03M | Sell |
8,069
-10,420
| -56% | -$1.34M | 0.19% | 110 |
|
|
2019
Q1 | $2.27M | Sell |
18,489
-121
| -0.7% | -$13.8K | 0.42% | 57 |
|
|
2018
Q4 | $2.1M | Sell |
18,610
-409
| -2% | -$46.1K | 0.43% | 57 |
|
|
2018
Q3 | $2.2M | Sell |
19,019
-381
| -2% | -$43.1K | 0.38% | 60 |
|
|
2018
Q2 | $2.11M | Buy |
19,400
+1,517
| +8% | +$157K | 0.4% | 61 |
|
|
2018
Q1 | $1.95M | Buy |
+17,883
| New | +$2.03M | 0.42% | 61 |
|
Other funds holding PEP
VCM
VPM
DAM
Mount Yale Investment Advisors's PEP Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its PepsiCo (PEP) stake by 78% in Q1 2026, buying an estimated $2.97M and bringing the position to 43,519 shares worth $6.76M. The position accounts for 0.16% of the portfolio, ranked #146.
Mount Yale Investment Advisors first reported a position in PEP in Q1 2018 and has held it in 33 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Mount Yale Investment Advisors held 43,519 shares of PepsiCo worth $6.76M as of Q1 2026.
- Mount Yale Investment Advisors bought 19,091 PepsiCo shares in Q1 2026, an estimated $2.97M.
- PepsiCo made up 0.16% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #146 holding.
- Mount Yale Investment Advisors first reported a position in PepsiCo in Q1 2018 and has held it in 33 quarters since.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.