Mutual 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 | $5.22M | Buy |
33,600
+719
| +2% | +$112K | 0.11% | 182 |
|
|
2025
Q4 | $4.72M | Buy |
32,881
+1,517
| +5% | +$223K | 0.1% | 194 |
|
|
2025
Q3 | $4.75M | Sell |
31,364
-42,707
| -58% | -$6.1M | 0.1% | 191 |
|
|
2025
Q2 | $10.6M | Buy |
74,071
+20,171
| +37% | +$2.72M | 0.27% | 62 |
|
|
2025
Q1 | $7.19M | Buy |
53,900
+19,424
| +56% | +$2.89M | 0.21% | 96 |
|
|
2024
Q4 | $5.05M | Buy |
34,476
+7,210
| +26% | +$1.18M | 0.15% | 134 |
|
|
2024
Q3 | $4.69M | Buy |
27,266
+177
| +0.7% | +$30.4K | 0.14% | 141 |
|
|
2024
Q2 | $4.69M | Buy |
27,089
+243
| +0.9% | +$41.9K | 0.14% | 146 |
|
|
2024
Q1 | $4.7M | Buy |
26,846
+3,468
| +15% | +$584K | 0.15% | 136 |
|
|
2023
Q4 | $3.97M | Sell |
23,378
-2,461
| -10% | -$408K | 0.14% | 156 |
|
|
2023
Q3 | $4.38M | Buy |
25,839
+4,854
| +23% | +$882K | 0.17% | 120 |
|
|
2023
Q2 | $3.89M | Buy |
20,985
+1,535
| +8% | +$286K | 0.15% | 144 |
|
|
2023
Q1 | $3.55M | Buy |
19,450
+2,157
| +12% | +$377K | 0.15% | 146 |
|
|
2022
Q4 | $3.12M | Buy |
17,293
+1,111
| +7% | +$198K | 0.14% | 153 |
|
|
2022
Q3 | $2.64M | Buy |
16,182
+6,310
| +64% | +$1.09M | 0.14% | 153 |
|
|
2022
Q2 | $1.65M | Buy |
9,872
+423
| +4% | +$71.2K | 0.11% | 221 |
|
|
2022
Q1 | $1.58M | Buy |
9,449
+246
| +3% | +$41.3K | 0.09% | 255 |
|
|
2021
Q4 | $1.6M | Buy |
9,203
+1,022
| +12% | +$167K | 0.08% | 270 |
|
|
2021
Q3 | $1.23M | Buy |
8,181
+22
| +0.3% | +$3.4K | 0.07% | 312 |
|
|
2021
Q2 | $1.21M | Sell |
8,159
-5,322
| -39% | -$775K | 0.07% | 319 |
|
|
2021
Q1 | $1.91M | Sell |
13,481
-3,425
| -20% | -$470K | 0.13% | 191 |
|
|
2020
Q4 | $2.51M | Sell |
16,906
-917
| -5% | -$130K | 0.19% | 120 |
|
|
2020
Q3 | $2.47M | Sell |
17,823
-628
| -3% | -$85.4K | 0.21% | 109 |
|
|
2020
Q2 | $2.44M | Buy |
18,451
+4,369
| +31% | +$576K | 0.24% | 97 |
|
|
2020
Q1 | $1.69M | Buy |
14,082
+134
| +1% | +$18.1K | 0.23% | 112 |
|
|
2019
Q4 | $1.91M | Buy |
13,948
+1,876
| +16% | +$255K | 0.2% | 123 |
|
|
2019
Q3 | $1.66M | Buy |
12,072
+197
| +2% | +$26.2K | 0.22% | 113 |
|
|
2019
Q2 | $1.56M | Buy |
11,875
+728
| +7% | +$93.3K | 0.2% | 117 |
|
|
2019
Q1 | $1.37M | Sell |
11,147
-1,213
| -10% | -$138K | 0.2% | 121 |
|
|
2018
Q4 | $1.36M | Buy |
12,360
+1,063
| +9% | +$120K | 0.27% | 91 |
|
|
2018
Q3 | $1.26M | Buy |
11,297
+241
| +2% | +$27.3K | 0.19% | 134 |
|
|
2018
Q2 | $1.2M | Sell |
11,056
-288
| -3% | -$29.7K | 0.27% | 112 |
|
|
2018
Q1 | $1.24M | Buy |
11,344
+622
| +6% | +$70.7K | 0.31% | 99 |
|
|
2017
Q4 | $1.29M | Buy |
+10,722
| New | +$1.22M | 0.49% | 62 |
|
Other funds holding PEP
VCM
VPM
DAM
Mutual Advisors's PEP Position: Q1 2026 in Review
Mutual Advisors increased its PepsiCo (PEP) stake by 2.2% in Q1 2026, buying an estimated $112K and bringing the position to 33,600 shares worth $5.22M. The position accounts for 0.11% of the portfolio, ranked #182.
Mutual Advisors first reported a position in PEP in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.6M in Q2 2025. 3,532 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Mutual Advisors held 33,600 shares of PepsiCo worth $5.22M as of Q1 2026.
- Mutual Advisors bought 719 PepsiCo shares in Q1 2026, an estimated $112K.
- PepsiCo made up 0.11% of Mutual Advisors's portfolio in Q1 2026, its #182 holding.
- Mutual Advisors first reported a position in PepsiCo in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's PepsiCo position peaked at $10.6M in Q2 2025.
- 3,532 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.