Sequoia Financial 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
Q2
$15.7M Sell
115,964
-4,389
-4% -$656K 0.08% 163
2026
Q1
$18.7M Sell
120,353
-7,926
-6% -$1.24M 0.1% 132
2025
Q4
$18.4M Buy
128,279
+13,009
+11% +$1.91M 0.1% 139
2025
Q3
$16.2M Buy
115,270
+9,680
+9% +$1.38M 0.1% 146
2025
Q2
$13.9M Sell
105,590
-119,744
-53% -$16.1M 0.1% 161
2025
Q1
$33.8M Buy
225,334
+11,426
+5% +$1.7M 0.26% 83
2024
Q4
$32.5M Buy
213,908
+7,959
+4% +$1.3M 0.31% 74
2024
Q3
$35M Buy
205,949
+5,065
+3% +$870K 0.38% 65
2024
Q2
$33.1M Buy
200,884
+63,698
+46% +$11M 0.4% 57
2024
Q1
$24M Sell
137,186
-9,704
-7% -$1.63M 0.3% 78
2023
Q4
$24.9M Buy
146,890
+64,156
+78% +$10.6M 0.31% 68
2023
Q3
$14M Sell
82,734
-3,209
-4% -$583K 0.25% 79
2023
Q2
$15.9M Sell
85,943
-15,561
-15% -$2.9M 0.27% 72
2023
Q1
$18.5M Buy
101,504
+4,935
+5% +$863K 0.41% 43
2022
Q4
$17.4M Buy
96,569
+42,293
+78% +$7.54M 0.43% 44
2022
Q3
$8.86M Buy
54,276
+2,114
+4% +$364K 0.28% 73
2022
Q2
$8.69M Sell
52,162
-7,852
-13% -$1.32M 0.25% 77
2022
Q1
$10M Buy
60,014
+6,746
+13% +$1.13M 0.25% 81
2021
Q4
$9.25M Buy
53,268
+33,323
+167% +$5.44M 0.25% 81
2021
Q3
$3M Sell
19,945
-26,188
-57% -$4.05M 0.3% 53
2021
Q2
$6.84M Buy
46,133
+7,232
+19% +$1.05M 0.25% 71
2021
Q1
$5.5M Buy
38,901
+10,652
+38% +$1.46M 0.23% 65
2020
Q4
$4.19M Buy
28,249
+1,403
+5% +$199K 0.19% 74
2020
Q3
$3.72M Sell
26,846
-175
-0.6% -$23.8K 0.2% 67
2020
Q2
$3.57M Sell
27,021
-589
-2% -$77.6K 0.21% 59
2020
Q1
$3.32M Sell
27,610
-1,141
-4% -$154K 0.24% 55
2019
Q4
$3.93M Sell
28,751
-2,407
-8% -$328K 0.25% 58
2019
Q3
$4.27M Buy
31,158
+675
+2% +$89.7K 0.31% 51
2019
Q2
$4M Sell
30,483
-949
-3% -$122K 0.3% 54
2019
Q1
$3.85M Buy
31,432
+5,684
+22% +$648K 0.32% 50
2018
Q4
$2.85M Buy
25,748
+191
+0.7% +$21.5K 0.33% 54
2018
Q3
$2.86M Sell
25,557
-1,383
-5% -$157K 0.28% 62
2018
Q2
$2.93M Sell
26,940
-537
-2% -$55.5K 0.31% 57
2018
Q1
$3M Buy
27,477
+63
+0.2% +$7.17K 0.32% 60
2017
Q4
$3.29M Buy
27,414
+446
+2% +$50.9K 0.35% 60
2017
Q3
$3M Sell
26,968
-893
-3% -$103K 0.36% 56
2017
Q2
$3.22M Sell
27,861
-31,573
-53% -$3.62M 0.4% 56
2017
Q1
$6.65M Sell
59,434
-16,603
-22% -$1.78M 0.85% 26
2016
Q4
$7.96M Buy
76,037
+3,328
+5% +$348K 1.14% 23
2016
Q3
$7.91M Sell
72,709
-1,314
-2% -$142K 1.47% 16
2016
Q2
$7.84M Buy
74,023
+63,688
+616% +$6.57M 2.2% 10
2016
Q1
$1.06M Sell
10,335
-247
-2% -$24.4K 0.34% 58
2015
Q4
$1.06M Sell
10,582
-223
-2% -$22.3K 0.43% 48
2015
Q3
$1.02M Sell
10,805
-116
-1% -$11K 0.44% 49
2015
Q2
$1.02M Buy
10,921
+1,265
+13% +$121K 0.43% 54
2015
Q1
$923K Buy
9,656
+2,397
+33% +$232K 0.42% 58
2014
Q4
$686K Buy
7,259
+1,015
+16% +$97.3K 0.47% 53
2014
Q3
$581K Buy
6,244
+6
+0.1% +$548 0.4% 63
2014
Q2
$557K Buy
6,238
+213
+4% +$18.4K 0.42% 59
2014
Q1
$503K Sell
6,025
-48
-0.8% -$3.9K 0.42% 69
2013
Q4
$504K Buy
+6,073
New +$504K 0.42% 70

Other funds holding PEP

Sequoia Financial Advisors's PEP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its PepsiCo (PEP) stake by 3.6% in Q2 2026, selling an estimated $656K and leaving 115,964 shares worth $15.7M. The position accounts for 0.08% of the portfolio, ranked #163.

Sequoia Financial Advisors first reported a position in PEP in Q4 2013 and has held it in 51 quarters since. The position peaked at $35M in Q3 2024. 3,391 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Sequoia Financial Advisors held 115,964 shares of PepsiCo worth $15.7M as of Q2 2026.
  • Sequoia Financial Advisors sold 4,389 PepsiCo shares in Q2 2026, an estimated $656K.
  • PepsiCo made up 0.08% of Sequoia Financial Advisors's portfolio in Q2 2026, its #163 holding.
  • Sequoia Financial Advisors first reported a position in PepsiCo in Q4 2013 and has held it in 51 quarters since.
  • Sequoia Financial Advisors's PepsiCo position peaked at $35M in Q3 2024.
  • 3,391 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.