Signature Estate & 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
Q2 | $537K | Sell |
3,964
-89
| -2% | -$13.3K | 0.01% | 413 |
|
|
2026
Q1 | $629K | Sell |
4,053
-434
| -10% | -$67.6K | 0.01% | 371 |
|
|
2025
Q4 | $644K | Buy |
4,487
+8
| +0.2% | +$1.18K | 0.01% | 341 |
|
|
2025
Q3 | $629K | Sell |
4,479
-92
| -2% | -$13.1K | 0.01% | 339 |
|
|
2025
Q2 | $604K | Buy |
4,571
+193
| +4% | +$26K | 0.01% | 326 |
|
|
2025
Q1 | $656K | Buy |
4,378
+410
| +10% | +$61K | 0.02% | 287 |
|
|
2024
Q4 | $603K | Sell |
3,968
-291
| -7% | -$47.7K | 0.02% | 298 |
|
|
2024
Q3 | $724K | Sell |
4,259
-16,595
| -80% | -$2.85M | 0.02% | 250 |
|
|
2024
Q2 | $3.44M | Buy |
20,854
+3,615
| +21% | +$624K | 0.09% | 91 |
|
|
2024
Q1 | $3.02M | Buy |
17,239
+834
| +5% | +$140K | 0.09% | 69 |
|
|
2023
Q4 | $2.79M | Buy |
16,405
+799
| +5% | +$133K | 0.08% | 71 |
|
|
2023
Q3 | $2.64M | Buy |
15,606
+810
| +5% | +$147K | 0.09% | 64 |
|
|
2023
Q2 | $2.74M | Buy |
14,796
+700
| +5% | +$131K | 0.09% | 62 |
|
|
2023
Q1 | $2.57M | Buy |
14,096
+11,965
| +561% | +$2.09M | 0.09% | 64 |
|
|
2022
Q4 | $385K | Buy |
2,131
+113
| +6% | +$20.2K | 0.01% | 133 |
|
|
2022
Q3 | $330K | Buy |
2,018
+29
| +1% | +$5K | 0.02% | 129 |
|
|
2022
Q2 | $331K | Buy |
1,989
+119
| +6% | +$20K | 0.02% | 134 |
|
|
2022
Q1 | $313K | Sell |
1,870
-150
| -7% | -$25.2K | 0.01% | 132 |
|
|
2021
Q4 | $351K | Sell |
2,020
-767
| -28% | -$125K | 0.02% | 133 |
|
|
2021
Q3 | $419K | Buy |
2,787
+1,215
| +77% | +$188K | 0.02% | 125 |
|
|
2021
Q2 | $233K | Buy |
1,572
+54
| +4% | +$7.87K | 0.01% | 150 |
|
|
2021
Q1 | $215K | Hold |
1,518
| – | – | 0.01% | 160 |
|
|
2020
Q4 | $225K | Sell |
1,518
-131
| -8% | -$18.6K | 0.01% | 150 |
|
|
2020
Q3 | $229K | Buy |
1,649
+84
| +5% | +$11.4K | 0.01% | 137 |
|
|
2020
Q2 | $207K | Buy |
+1,565
| New | +$206K | 0.01% | 135 |
|
|
2020
Q1 | – | Sell |
-1,636
| Closed | -$223K | – | 151 |
|
|
2019
Q4 | $223K | Sell |
1,636
-837
| -34% | -$114K | 0.01% | 152 |
|
|
2019
Q3 | $339K | Buy |
+2,473
| New | +$329K | 0.02% | 123 |
|
|
2018
Q3 | – | Sell |
-1,032
| Closed | -$112K | – | 166 |
|
|
2018
Q2 | $112K | Sell |
1,032
-286
| -22% | -$29.5K | 0.01% | 152 |
|
|
2018
Q1 | $144K | Sell |
1,318
-335
| -20% | -$38.1K | 0.01% | 138 |
|
|
2017
Q4 | $198K | Buy |
1,653
+32
| +2% | +$3.65K | 0.02% | 136 |
|
|
2017
Q3 | $181K | Buy |
1,621
+114
| +8% | +$13.2K | 0.02% | 132 |
|
|
2017
Q2 | $174K | Buy |
1,507
+225
| +18% | +$25.8K | 0.02% | 126 |
|
|
2017
Q1 | $143K | Buy |
1,282
+95
| +8% | +$10.2K | 0.02% | 157 |
|
|
2016
Q4 | $124K | Hold |
1,187
| – | – | 0.02% | 142 |
|
|
2016
Q3 | $129K | Sell |
1,187
-485
| -29% | -$52.3K | 0.02% | 139 |
|
|
2016
Q2 | $177K | Buy |
1,672
+300
| +22% | +$31K | 0.03% | 125 |
|
|
2016
Q1 | $141K | Buy |
1,372
+52
| +4% | +$5.14K | 0.02% | 112 |
|
|
2015
Q4 | $132K | Buy |
1,320
+3
| +0.2% | +$299 | 0.02% | 111 |
|
|
2015
Q3 | $124K | Sell |
1,317
-20
| -1% | -$1.9K | 0.03% | 100 |
|
|
2015
Q2 | $125K | Buy |
1,337
+41
| +3% | +$3.92K | 0.03% | 85 |
|
|
2015
Q1 | $124K | Sell |
1,296
-31
| -2% | -$3K | 0.03% | 81 |
|
|
2014
Q4 | $125K | Buy |
+1,327
| New | +$127K | 0.04% | 75 |
|
Other funds holding PEP
Signature Estate & Investment Advisors's PEP Position: Q2 2026 in Review
Signature Estate & Investment Advisors reduced its PepsiCo (PEP) stake by 2.2% in Q2 2026, selling an estimated $13.3K and leaving 3,964 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #413.
Signature Estate & Investment Advisors first reported a position in PEP in Q4 2014 and has held it in 42 quarters since. The position peaked at $3.44M in Q2 2024. 2,263 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Signature Estate & Investment Advisors held 3,964 shares of PepsiCo worth $537K as of Q2 2026.
- Signature Estate & Investment Advisors sold 89 PepsiCo shares in Q2 2026, an estimated $13.3K.
- PepsiCo made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #413 holding.
- Signature Estate & Investment Advisors first reported a position in PepsiCo in Q4 2014 and has held it in 42 quarters since.
- Signature Estate & Investment Advisors's PepsiCo position peaked at $3.44M in Q2 2024.
- 2,263 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.