Strategic 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
Q1 | $394K | Buy |
2,536
+1
| +0% | +$156 | 0.03% | 220 |
|
|
2025
Q4 | $364K | Sell |
2,535
-136
| -5% | -$20K | 0.02% | 239 |
|
|
2025
Q3 | $375K | Sell |
2,671
-392
| -13% | -$56K | 0.03% | 255 |
|
|
2025
Q2 | $404K | Buy |
+3,063
| New | +$413K | 0.03% | 236 |
|
|
2024
Q4 | $540K | Sell |
3,738
-98
| -3% | -$16.1K | 0.04% | 202 |
|
|
2024
Q3 | $652K | Buy |
3,836
+374
| +11% | +$64.3K | 0.06% | 177 |
|
|
2024
Q2 | $571K | Buy |
3,462
+24
| +0.7% | +$4.14K | 0.06% | 180 |
|
|
2024
Q1 | $602K | Buy |
3,438
+102
| +3% | +$17.2K | 0.07% | 178 |
|
|
2023
Q4 | $567K | Sell |
3,336
-172
| -5% | -$28.5K | 0.07% | 170 |
|
|
2023
Q3 | $594K | Buy |
3,508
+80
| +2% | +$14.5K | 0.08% | 185 |
|
|
2023
Q2 | $635K | Sell |
3,428
-291
| -8% | -$54.3K | 0.08% | 186 |
|
|
2023
Q1 | $678K | Buy |
3,719
+229
| +7% | +$40K | 0.1% | 149 |
|
|
2022
Q4 | $631K | Sell |
3,490
-19
| -0.5% | -$3.39K | 0.12% | 154 |
|
|
2022
Q3 | $573K | Buy |
3,509
+387
| +12% | +$66.7K | 0.12% | 164 |
|
|
2022
Q2 | $520K | Buy |
3,122
+272
| +10% | +$45.8K | 0.11% | 157 |
|
|
2022
Q1 | $477K | Sell |
2,850
-2,042
| -42% | -$343K | 0.09% | 181 |
|
|
2021
Q4 | $850K | Buy |
4,892
+1,164
| +31% | +$190K | 0.16% | 149 |
|
|
2021
Q3 | $561K | Buy |
3,728
+1,403
| +60% | +$217K | 0.16% | 161 |
|
|
2021
Q2 | $344K | Sell |
2,325
-472
| -17% | -$68.8K | 0.11% | 184 |
|
|
2021
Q1 | $396K | Sell |
2,797
-6,059
| -68% | -$831K | 0.16% | 138 |
|
|
2020
Q4 | $1.31M | Sell |
8,856
-376
| -4% | -$53.4K | 0.55% | 51 |
|
|
2020
Q3 | $1.28M | Sell |
9,232
-836
| -8% | -$114K | 0.65% | 42 |
|
|
2020
Q2 | $1.33M | Buy |
10,068
+227
| +2% | +$29.9K | 0.69% | 40 |
|
|
2020
Q1 | $1.34M | Hold |
9,841
| – | – | 0.7% | 37 |
|
|
2019
Q4 | $1.34M | Sell |
9,841
-399
| -4% | -$54.3K | 0.7% | 37 |
|
|
2019
Q3 | $93.9K | Sell |
10,240
-1,573
| -13% | -$209K | 0.48% | 59 |
|
|
2019
Q2 | $1.55M | Sell |
11,813
-743
| -6% | -$95.2K | 0.75% | 35 |
|
|
2019
Q1 | $1.53M | Buy |
12,556
+1,329
| +12% | +$151K | 0.7% | 38 |
|
|
2018
Q4 | $1.24M | Buy |
11,227
+244
| +2% | +$27.5K | 0.63% | 39 |
|
|
2018
Q3 | $1.23M | Buy |
10,983
+963
| +10% | +$109K | 0.65% | 45 |
|
|
2018
Q2 | $1.09M | Sell |
10,020
-347
| -3% | -$35.8K | 0.63% | 42 |
|
|
2018
Q1 | $1.13M | Buy |
10,367
+741
| +8% | +$84.3K | 0.58% | 49 |
|
|
2017
Q4 | $1.07M | Buy |
+9,626
| New | +$1.1M | 0.6% | 54 |
|
Other funds holding PEP
VCM
VPM
DAM
Strategic Wealth Partners's PEP Position: Q1 2026 in Review
Strategic Wealth Partners increased its PepsiCo (PEP) stake by 0.04% in Q1 2026, buying an estimated $156 and bringing the position to 2,536 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #220.
Strategic Wealth Partners first reported a position in PEP in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.55M in Q2 2019. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Strategic Wealth Partners held 2,536 shares of PepsiCo worth $394K as of Q1 2026.
- Strategic Wealth Partners bought 1 PepsiCo share in Q1 2026, an estimated $156.
- PepsiCo made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #220 holding.
- Strategic Wealth Partners first reported a position in PepsiCo in Q4 2017 and has held it in 33 quarters since.
- Strategic Wealth Partners's PepsiCo position peaked at $1.55M in Q2 2019.
- 3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.