Prime Capital 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 | Buy |
74,234
+1,380
| +2% | +$215K | 0.13% | 130 |
|
|
2025
Q4 | $10.5M | Sell |
72,854
-12,668
| -15% | -$1.86M | 0.13% | 132 |
|
|
2025
Q3 | $12M | Sell |
85,522
-8,711
| -9% | -$1.24M | 0.15% | 115 |
|
|
2025
Q2 | $12.4M | Sell |
94,233
-30,112
| -24% | -$4.06M | 0.17% | 102 |
|
|
2025
Q1 | $18.6M | Buy |
124,345
+10,116
| +9% | +$1.51M | 0.22% | 88 |
|
|
2024
Q4 | $17.4M | Sell |
114,229
-49,707
| -30% | -$8.14M | 0.25% | 76 |
|
|
2024
Q3 | $27.9M | Sell |
163,936
-1,317
| -0.8% | -$226K | 0.4% | 55 |
|
|
2024
Q2 | $27.3M | Sell |
165,253
-32,503
| -16% | -$5.61M | 0.4% | 54 |
|
|
2024
Q1 | $34.6M | Buy |
197,756
+30,514
| +18% | +$5.14M | 0.48% | 48 |
|
|
2023
Q4 | $28.4M | Buy |
167,242
+17,093
| +11% | +$2.83M | 0.43% | 54 |
|
|
2023
Q3 | $25.4M | Buy |
150,149
+4,591
| +3% | +$834K | 0.52% | 44 |
|
|
2023
Q2 | $27M | Buy |
145,558
+73,391
| +102% | +$13.7M | 0.53% | 44 |
|
|
2023
Q1 | $13.2M | Sell |
72,167
-49,716
| -41% | -$8.69M | 0.54% | 42 |
|
|
2022
Q4 | $22M | Buy |
121,883
+72,748
| +148% | +$13M | 0.84% | 29 |
|
|
2022
Q3 | $8.02M | Buy |
49,135
+42,171
| +606% | +$7.27M | 0.46% | 43 |
|
|
2022
Q2 | $1.16M | Buy |
6,964
+3,902
| +127% | +$657K | 0.07% | 167 |
|
|
2022
Q1 | $532K | Hold |
3,062
| – | – | 0.03% | 231 |
|
|
2021
Q4 | $532K | Sell |
3,062
-12,841
| -81% | -$2.1M | 0.03% | 234 |
|
|
2021
Q3 | $2.39M | Buy |
15,903
+11,803
| +288% | +$1.83M | 0.15% | 117 |
|
|
2021
Q2 | $607K | Sell |
4,100
-4,460
| -52% | -$650K | 0.04% | 230 |
|
|
2021
Q1 | $298K | Sell |
8,560
-821
| -9% | -$113K | 0.02% | 227 |
|
|
2020
Q4 | $434K | Sell |
9,381
-398
| -4% | -$56.6K | 0.03% | 188 |
|
|
2020
Q3 | $461K | Sell |
9,779
-4,388
| -31% | -$597K | 0.04% | 193 |
|
|
2020
Q2 | $1.02M | Buy |
14,167
+2,044
| +17% | +$269K | 0.1% | 148 |
|
|
2020
Q1 | $682K | Sell |
12,123
-17,495
| -59% | -$2.36M | 0.08% | 130 |
|
|
2019
Q4 | $3.17M | Buy |
29,618
+1,447
| +5% | +$197K | 0.36% | 63 |
|
|
2019
Q3 | $2.98M | Buy |
28,171
+28,070
| +27,792% | +$3.73M | 0.46% | 54 |
|
|
2019
Q2 | $13K | Buy |
+101
| New | +$12.9K | ﹤0.01% | 313 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$22K | – | 421 |
|
|
2018
Q4 | $22K | Sell |
200
-703
| -78% | -$79.3K | 0.01% | 206 |
|
|
2018
Q3 | $101K | Buy |
903
+703
| +352% | +$79.6K | 0.03% | 162 |
|
|
2018
Q2 | $22K | Buy |
+200
| New | +$20.7K | 0.01% | 236 |
|
|
2018
Q1 | – | Sell |
-26
| Closed | -$3K | – | 267 |
|
|
2017
Q4 | $3K | Buy |
+26
| New | +$2.97K | ﹤0.01% | 228 |
|
Other funds holding PEP
VCM
VPM
DAM
Prime Capital Investment Advisors's PEP Position: Q1 2026 in Review
Prime Capital Investment Advisors increased its PepsiCo (PEP) stake by 1.9% in Q1 2026, buying an estimated $215K and bringing the position to 74,234 shares worth $11.5M. The position accounts for 0.13% of the portfolio, ranked #130.
Prime Capital Investment Advisors first reported a position in PEP in Q4 2017 and has held it in 32 quarters since. The position peaked at $34.6M in Q1 2024. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Prime Capital Investment Advisors held 74,234 shares of PepsiCo worth $11.5M as of Q1 2026.
- Prime Capital Investment Advisors bought 1,380 PepsiCo shares in Q1 2026, an estimated $215K.
- PepsiCo made up 0.13% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #130 holding.
- Prime Capital Investment Advisors first reported a position in PepsiCo in Q4 2017 and has held it in 32 quarters since.
- Prime Capital Investment Advisors's PepsiCo position peaked at $34.6M in Q1 2024.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.