Sowell Financial Services’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 | $5.37M | Sell |
39,691
-2,156
| -5% | -$322K | 0.18% | 125 |
|
|
2026
Q1 | $6.5M | Buy |
41,847
+703
| +2% | +$110K | 0.24% | 88 |
|
|
2025
Q4 | $5.91M | Buy |
41,144
+2,154
| +6% | +$316K | 0.22% | 100 |
|
|
2025
Q3 | $5.48M | Buy |
38,990
+3,549
| +10% | +$507K | 0.21% | 102 |
|
|
2025
Q2 | $4.68M | Buy |
35,441
+2,506
| +8% | +$338K | 0.19% | 111 |
|
|
2025
Q1 | $4.94M | Buy |
32,935
+917
| +3% | +$136K | 0.22% | 99 |
|
|
2024
Q4 | $4.87M | Buy |
32,018
+2,629
| +9% | +$431K | 0.26% | 94 |
|
|
2024
Q3 | $5M | Sell |
29,389
-502
| -2% | -$86.2K | 0.23% | 110 |
|
|
2024
Q2 | $4.93M | Sell |
29,891
-513
| -2% | -$88.5K | 0.24% | 103 |
|
|
2024
Q1 | $5.36M | Sell |
30,404
-1,339
| -4% | -$225K | 0.25% | 99 |
|
|
2023
Q4 | $5.43M | Buy |
31,743
+1,897
| +6% | +$315K | 0.29% | 85 |
|
|
2023
Q3 | $5.06M | Sell |
29,846
-5,031
| -14% | -$914K | 0.32% | 83 |
|
|
2023
Q2 | $6.46M | Buy |
34,877
+8,207
| +31% | +$1.53M | 0.36% | 65 |
|
|
2023
Q1 | $4.86M | Buy |
26,670
+1,640
| +7% | +$287K | 0.38% | 56 |
|
|
2022
Q4 | $4.55M | Buy |
25,030
+5,519
| +28% | +$984K | 0.29% | 85 |
|
|
2022
Q3 | $3.19M | Sell |
19,511
-182
| -0.9% | -$31.4K | 0.32% | 88 |
|
|
2022
Q2 | $3.28M | Buy |
19,693
+9,374
| +91% | +$1.58M | 0.3% | 74 |
|
|
2022
Q1 | $1.74M | Sell |
10,319
-7,797
| -43% | -$1.31M | 0.3% | 60 |
|
|
2021
Q4 | $3.17M | Buy |
18,116
+466
| +3% | +$76.1K | 0.18% | 131 |
|
|
2021
Q3 | $2.65M | Buy |
17,650
+1,793
| +11% | +$278K | 0.18% | 137 |
|
|
2021
Q2 | $2.35M | Sell |
15,857
-8,355
| -35% | -$1.22M | 0.16% | 163 |
|
|
2021
Q1 | $3.52M | Sell |
24,212
-5,211
| -18% | -$715K | 0.12% | 160 |
|
|
2020
Q4 | $4.36M | Sell |
29,423
-26
| -0.1% | -$3.7K | 0.19% | 113 |
|
|
2020
Q3 | $4.08M | Sell |
29,449
-1,736
| -6% | -$236K | 0.2% | 107 |
|
|
2020
Q2 | $4.13M | Buy |
31,185
+1,925
| +7% | +$254K | 0.23% | 101 |
|
|
2020
Q1 | $3.51M | Sell |
29,260
-2,601
| -8% | -$352K | 0.26% | 95 |
|
|
2019
Q4 | $4.35M | Buy |
31,861
+7,584
| +31% | +$1.03M | 0.33% | 61 |
|
|
2019
Q3 | $3.33M | Buy |
+24,277
| New | +$3.23M | 0.28% | 78 |
|
|
2019
Q1 | $1.69M | Buy |
13,754
+163
| +1% | +$18.6K | 0.19% | 121 |
|
|
2018
Q4 | $1.5M | Buy |
13,591
+1,597
| +13% | +$180K | 0.21% | 103 |
|
|
2018
Q3 | $1.34M | Buy |
+11,994
| New | +$1.36M | 0.19% | 94 |
|
Other funds holding PEP
Sowell Financial Services's PEP Position: Q2 2026 in Review
Sowell Financial Services reduced its PepsiCo (PEP) stake by 5.2% in Q2 2026, selling an estimated $322K and leaving 39,691 shares worth $5.37M. The position accounts for 0.18% of the portfolio, ranked #125.
Sowell Financial Services first reported a position in PEP in Q3 2018 and has held it in 31 quarters since. The position peaked at $6.5M in Q1 2026. 3,400 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Sowell Financial Services held 39,691 shares of PepsiCo worth $5.37M as of Q2 2026.
- Sowell Financial Services sold 2,156 PepsiCo shares in Q2 2026, an estimated $322K.
- PepsiCo made up 0.18% of Sowell Financial Services's portfolio in Q2 2026, its #125 holding.
- Sowell Financial Services first reported a position in PepsiCo in Q3 2018 and has held it in 31 quarters since.
- Sowell Financial Services's PepsiCo position peaked at $6.5M in Q1 2026.
- 3,400 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.