OneDigital 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 | $11.5M | Sell |
73,778
-4,286
| -5% | -$668K | 0.11% | 157 |
|
|
2025
Q4 | $11.2M | Buy |
78,064
+26,748
| +52% | +$3.93M | 0.11% | 158 |
|
|
2025
Q3 | $7.21M | Sell |
51,316
-1,669
| -3% | -$238K | 0.07% | 205 |
|
|
2025
Q2 | $7M | Sell |
52,985
-2,950
| -5% | -$397K | 0.08% | 199 |
|
|
2025
Q1 | $8.39M | Sell |
55,935
-3,028
| -5% | -$451K | 0.1% | 170 |
|
|
2024
Q4 | $8.97M | Buy |
58,963
+4,452
| +8% | +$729K | 0.1% | 160 |
|
|
2024
Q3 | $9.27M | Sell |
54,511
-1,926
| -3% | -$331K | 0.11% | 165 |
|
|
2024
Q2 | $9.31M | Buy |
56,437
+9,304
| +20% | +$1.61M | 0.12% | 154 |
|
|
2024
Q1 | $8.25M | Sell |
47,133
-2,822
| -6% | -$475K | 0.13% | 149 |
|
|
2023
Q4 | $8.48M | Buy |
49,955
+6,284
| +14% | +$1.04M | 0.15% | 134 |
|
|
2023
Q3 | $7.4M | Buy |
43,671
+3,101
| +8% | +$563K | 0.16% | 119 |
|
|
2023
Q2 | $7.51M | Sell |
40,570
-6,031
| -13% | -$1.13M | 0.17% | 112 |
|
|
2023
Q1 | $8.5M | Buy |
46,601
+6,442
| +16% | +$1.13M | 0.2% | 97 |
|
|
2022
Q4 | $7.26M | Buy |
40,159
+10,870
| +37% | +$1.94M | 0.21% | 96 |
|
|
2022
Q3 | $4.78M | Buy |
29,289
+1,508
| +5% | +$260K | 0.18% | 92 |
|
|
2022
Q2 | $4.63M | Buy |
27,781
+798
| +3% | +$134K | 0.2% | 77 |
|
|
2022
Q1 | $4.52M | Buy |
26,983
+4,335
| +19% | +$728K | 0.17% | 83 |
|
|
2021
Q4 | $3.94M | Buy |
22,648
+46
| +0.2% | +$7.51K | 0.14% | 100 |
|
|
2021
Q3 | $3.4M | Buy |
22,602
+510
| +2% | +$78.9K | 0.13% | 101 |
|
|
2021
Q2 | $3.27M | Buy |
22,092
+996
| +5% | +$145K | 0.13% | 101 |
|
|
2021
Q1 | $2.98M | Buy |
21,096
+218
| +1% | +$29.9K | 0.14% | 101 |
|
|
2020
Q4 | $3.08M | Buy |
20,878
+933
| +5% | +$133K | 0.16% | 92 |
|
|
2020
Q3 | $2.76M | Sell |
19,945
-2,422
| -11% | -$329K | 0.19% | 92 |
|
|
2020
Q2 | $2.97M | Buy |
22,367
+440
| +2% | +$58K | 0.21% | 91 |
|
|
2020
Q1 | $2.67M | Buy |
21,927
+783
| +4% | +$106K | 0.24% | 92 |
|
|
2019
Q4 | $2.89M | Sell |
21,144
-298
| -1% | -$40.6K | 0.23% | 100 |
|
|
2019
Q3 | $2.94M | Sell |
21,442
-2,532
| -11% | -$336K | 0.26% | 85 |
|
|
2019
Q2 | $3.14M | Buy |
23,974
+10,869
| +83% | +$1.39M | 0.24% | 66 |
|
|
2019
Q1 | $1.61M | Buy |
13,105
+58
| +0.4% | +$6.61K | 0.23% | 83 |
|
|
2018
Q4 | $1.44M | Buy |
13,047
+2,063
| +19% | +$233K | 0.24% | 87 |
|
|
2018
Q3 | $1.23M | Buy |
10,984
+262
| +2% | +$29.7K | 0.29% | 54 |
|
|
2018
Q2 | $1.17M | Sell |
10,722
-1,464
| -12% | -$151K | 0.24% | 60 |
|
|
2018
Q1 | $1.17M | Buy |
12,186
+1,910
| +19% | +$217K | 0.26% | 67 |
|
|
2017
Q4 | $1.23M | Buy |
10,276
+2,834
| +38% | +$324K | 0.14% | 65 |
|
|
2017
Q3 | $829K | Sell |
7,442
-2,309
| -24% | -$267K | 0.3% | 45 |
|
|
2017
Q2 | $1.13M | Buy |
+9,751
| New | +$1.12M | 0.34% | 54 |
|
Other funds holding PEP
VCM
VPM
DAM
OneDigital Investment Advisors's PEP Position: Q1 2026 in Review
OneDigital Investment Advisors reduced its PepsiCo (PEP) stake by 5.5% in Q1 2026, selling an estimated $668K and leaving 73,778 shares worth $11.5M. The position accounts for 0.11% of the portfolio, ranked #157.
OneDigital Investment Advisors first reported a position in PEP in Q2 2017 and has held it in 36 quarters since. 3,535 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- OneDigital Investment Advisors held 73,778 shares of PepsiCo worth $11.5M as of Q1 2026.
- OneDigital Investment Advisors sold 4,286 PepsiCo shares in Q1 2026, an estimated $668K.
- PepsiCo made up 0.11% of OneDigital Investment Advisors's portfolio in Q1 2026, its #157 holding.
- OneDigital Investment Advisors first reported a position in PepsiCo in Q2 2017 and has held it in 36 quarters since.
- 3,535 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.