Principle Wealth Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.47M | Buy |
25,630
+583
| +2% | +$87.2K | 0.17% | 107 |
|
|
2026
Q1 | $3.89M | Buy |
25,047
+288
| +1% | +$44.9K | 0.22% | 88 |
|
|
2025
Q4 | $3.55M | Buy |
24,759
+6,045
| +32% | +$888K | 0.2% | 91 |
|
|
2025
Q3 | $2.63M | Sell |
18,714
-2,447
| -12% | -$349K | 0.15% | 109 |
|
|
2025
Q2 | $2.79M | Sell |
21,161
-8,159
| -28% | -$1.1M | 0.17% | 103 |
|
|
2025
Q1 | $4.4M | Sell |
29,320
-99
| -0.3% | -$14.7K | 0.31% | 75 |
|
|
2024
Q4 | $4.47M | Sell |
29,419
-2,565
| -8% | -$420K | 0.31% | 73 |
|
|
2024
Q3 | $5.44M | Buy |
31,984
+363
| +1% | +$62.4K | 0.39% | 62 |
|
|
2024
Q2 | $5.22M | Buy |
31,621
+200
| +0.6% | +$34.5K | 0.4% | 60 |
|
|
2024
Q1 | $5.5M | Buy |
31,421
+1,501
| +5% | +$253K | 0.43% | 57 |
|
|
2023
Q4 | $5.08M | Buy |
29,920
+826
| +3% | +$137K | 0.44% | 54 |
|
|
2023
Q3 | $4.93M | Buy |
29,094
+749
| +3% | +$136K | 0.5% | 52 |
|
|
2023
Q2 | $5.25M | Buy |
28,345
+117
| +0.4% | +$21.8K | 0.53% | 45 |
|
|
2023
Q1 | $5.15M | Sell |
28,228
-476
| -2% | -$83.2K | 0.55% | 48 |
|
|
2022
Q4 | $5.19M | Sell |
28,704
-224
| -0.8% | -$40K | 0.59% | 46 |
|
|
2022
Q3 | $4.72M | Buy |
28,928
+687
| +2% | +$118K | 0.45% | 42 |
|
|
2022
Q2 | $4.71M | Sell |
28,241
-1,626
| -5% | -$274K | 0.57% | 42 |
|
|
2022
Q1 | $5M | Sell |
29,867
-127
| -0.4% | -$21.3K | 0.53% | 43 |
|
|
2021
Q4 | $5.21M | Buy |
29,994
+169
| +0.6% | +$27.6K | 0.55% | 40 |
|
|
2021
Q3 | $4.49M | Sell |
29,825
-704
| -2% | -$109K | 0.52% | 38 |
|
|
2021
Q2 | $4.52M | Sell |
30,529
-237
| -0.8% | -$34.5K | 0.51% | 41 |
|
|
2021
Q1 | $4.35M | Buy |
30,766
+6,372
| +26% | +$874K | 0.51% | 45 |
|
|
2020
Q4 | $3.62M | Buy |
24,394
+20,187
| +480% | +$2.87M | 0.48% | 44 |
|
|
2020
Q3 | $583K | Sell |
4,207
-558
| -12% | -$75.9K | 0.16% | 77 |
|
|
2020
Q2 | $630K | Sell |
4,765
-47
| -1% | -$6.2K | 0.19% | 70 |
|
|
2020
Q1 | $578K | Sell |
4,812
-28
| -0.6% | -$3.78K | 0.22% | 73 |
|
|
2019
Q4 | $661K | Hold |
4,840
| – | – | 0.21% | 82 |
|
|
2019
Q3 | $664K | Buy |
4,840
+585
| +14% | +$77.7K | 0.23% | 76 |
|
|
2019
Q2 | $558K | Buy |
4,255
+1,364
| +47% | +$175K | 0.29% | 65 |
|
|
2019
Q1 | $354K | Sell |
2,891
-721
| -20% | -$82.2K | 0.2% | 90 |
|
|
2018
Q4 | $399K | Buy |
+3,612
| New | +$407K | 0.33% | 67 |
|
Other funds holding PEP
Principle Wealth Partners's PEP Position: Q2 2026 in Review
Principle Wealth Partners increased its PepsiCo (PEP) stake by 2.3% in Q2 2026, buying an estimated $87.2K and bringing the position to 25,630 shares worth $3.47M. The position accounts for 0.17% of the portfolio, ranked #107.
Principle Wealth Partners first reported a position in PEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.5M in Q1 2024. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Principle Wealth Partners held 25,630 shares of PepsiCo worth $3.47M as of Q2 2026.
- Principle Wealth Partners bought 583 PepsiCo shares in Q2 2026, an estimated $87.2K.
- PepsiCo made up 0.17% of Principle Wealth Partners's portfolio in Q2 2026, its #107 holding.
- Principle Wealth Partners first reported a position in PepsiCo in Q4 2018 and has held it in 31 quarters since.
- Principle Wealth Partners's PepsiCo position peaked at $5.5M in Q1 2024.
- 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.