Peak Asset Management’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 | $1.27M | Sell |
8,207
-998
| -11% | -$156K | 0.22% | 68 |
|
|
2025
Q4 | $1.32M | Sell |
9,205
-845
| -8% | -$124K | 0.22% | 70 |
|
|
2025
Q3 | $1.41M | Sell |
10,050
-170
| -2% | -$24.3K | 0.25% | 65 |
|
|
2025
Q2 | $1.35M | Sell |
10,220
-932
| -8% | -$126K | 0.25% | 67 |
|
|
2025
Q1 | $1.67M | Sell |
11,152
-212
| -2% | -$31.6K | 0.32% | 59 |
|
|
2024
Q4 | $1.73M | Sell |
11,364
-205
| -2% | -$33.6K | 0.32% | 60 |
|
|
2024
Q3 | $1.97M | Hold |
11,569
| – | – | 0.37% | 53 |
|
|
2024
Q2 | $1.91M | Sell |
11,569
-3,752
| -24% | -$648K | 0.37% | 50 |
|
|
2024
Q1 | $2.68M | Sell |
15,321
-2,711
| -15% | -$456K | 0.53% | 44 |
|
|
2023
Q4 | $3.06M | Hold |
18,032
| – | – | 0.67% | 38 |
|
|
2023
Q3 | $3.06M | Sell |
18,032
-1,105
| -6% | -$201K | 0.74% | 37 |
|
|
2023
Q2 | $3.54M | Sell |
19,137
-58,946
| -75% | -$11M | 0.82% | 32 |
|
|
2023
Q1 | $14.2M | Buy |
78,083
+828
| +1% | +$145K | 3.48% | 5 |
|
|
2022
Q4 | $14M | Sell |
77,255
-3,095
| -4% | -$552K | 3.64% | 5 |
|
|
2022
Q3 | $13.1M | Buy |
80,350
+877
| +1% | +$151K | 3.74% | 4 |
|
|
2022
Q2 | $13.2M | Sell |
79,473
-361
| -0.5% | -$60.8K | 3.62% | 5 |
|
|
2022
Q1 | $13.4M | Sell |
79,834
-688
| -0.9% | -$116K | 3.11% | 7 |
|
|
2021
Q4 | $14M | Sell |
80,522
-78
| -0.1% | -$12.7K | 3.23% | 6 |
|
|
2021
Q3 | $12.1M | Buy |
80,600
+556
| +0.7% | +$86.1K | 2.99% | 11 |
|
|
2021
Q2 | $11.9M | Sell |
80,044
-2,220
| -3% | -$323K | 2.95% | 11 |
|
|
2021
Q1 | $11.6M | Buy |
82,264
+3,286
| +4% | +$451K | 2.81% | 10 |
|
|
2020
Q4 | $11.7M | Sell |
78,978
-971
| -1% | -$138K | 3.06% | 8 |
|
|
2020
Q3 | $11.1M | Sell |
79,949
-1,804
| -2% | -$245K | 3.31% | 7 |
|
|
2020
Q2 | $10.8M | Buy |
81,753
+8,408
| +11% | +$1.11M | 3.45% | 6 |
|
|
2020
Q1 | $8.81M | Sell |
73,345
-39
| -0.1% | -$5.27K | 3.4% | 9 |
|
|
2019
Q4 | $10M | Buy |
73,384
+162
| +0.2% | +$22K | 3.04% | 10 |
|
|
2019
Q3 | $10M | Sell |
73,222
-1,141
| -2% | -$152K | 3.28% | 9 |
|
|
2019
Q2 | $9.75M | Sell |
74,363
-1,181
| -2% | -$151K | 3.19% | 10 |
|
|
2019
Q1 | $9.26M | Buy |
75,544
+50
| +0.1% | +$5.7K | 3.15% | 10 |
|
|
2018
Q4 | $8.34M | Buy |
75,494
+1,816
| +2% | +$205K | 3.13% | 9 |
|
|
2018
Q3 | $8.24M | Buy |
73,678
+646
| +0.9% | +$73.2K | 2.78% | 13 |
|
|
2018
Q2 | $7.95M | Buy |
73,032
+2,376
| +3% | +$245K | 2.89% | 11 |
|
|
2018
Q1 | $7.71M | Buy |
70,656
+5,136
| +8% | +$584K | 2.83% | 11 |
|
|
2017
Q4 | $7.86M | Sell |
65,520
-1,274
| -2% | -$145K | 2.87% | 11 |
|
|
2017
Q3 | $7.44M | Buy |
66,794
+2,252
| +3% | +$260K | 2.67% | 11 |
|
|
2017
Q2 | $7.45M | Buy |
64,542
+277
| +0.4% | +$31.8K | 2.77% | 11 |
|
|
2017
Q1 | $7.19M | Buy |
64,265
+1,043
| +2% | +$112K | 2.72% | 11 |
|
|
2016
Q4 | $6.62M | Buy |
63,222
+4,896
| +8% | +$513K | 2.65% | 10 |
|
|
2016
Q3 | $6.34M | Sell |
58,326
-327
| -0.6% | -$35.2K | 2.67% | 11 |
|
|
2016
Q2 | $6.21M | Sell |
58,653
-27
| -0% | -$2.79K | 2.75% | 9 |
|
|
2016
Q1 | $6.01M | Buy |
58,680
+532
| +0.9% | +$52.6K | 2.85% | 11 |
|
|
2015
Q4 | $5.81M | Buy |
58,148
+2,936
| +5% | +$293K | 2.85% | 13 |
|
|
2015
Q3 | $5.21M | Sell |
55,212
-468
| -0.8% | -$44.5K | 2.78% | 13 |
|
|
2015
Q2 | $5.2M | Buy |
55,680
+5,430
| +11% | +$519K | 2.73% | 11 |
|
|
2015
Q1 | $4.8M | Sell |
50,250
-330
| -0.7% | -$31.9K | 2.38% | 14 |
|
|
2014
Q4 | $4.78M | Buy |
+50,580
| New | +$4.85M | 2.52% | 16 |
|
Other funds holding PEP
VCM
VPM
DAM
Peak Asset Management's PEP Position: Q1 2026 in Review
Peak Asset Management reduced its PepsiCo (PEP) stake by 11% in Q1 2026, selling an estimated $156K and leaving 8,207 shares worth $1.27M. The position accounts for 0.22% of the portfolio, ranked #68.
Peak Asset Management first reported a position in PEP in Q4 2014 and has held it in 46 quarters since. The position peaked at $14.2M in Q1 2023. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Peak Asset Management held 8,207 shares of PepsiCo worth $1.27M as of Q1 2026.
- Peak Asset Management sold 998 PepsiCo shares in Q1 2026, an estimated $156K.
- PepsiCo made up 0.22% of Peak Asset Management's portfolio in Q1 2026, its #68 holding.
- Peak Asset Management first reported a position in PepsiCo in Q4 2014 and has held it in 46 quarters since.
- Peak Asset Management's PepsiCo position peaked at $14.2M in Q1 2023.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.