Tower View Wealth Management’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 | $764K | Sell |
4,921
-1,963
| -29% | -$306K | 0.39% | 46 |
|
|
2025
Q4 | $988K | Sell |
6,884
-1,143
| -14% | -$168K | 0.49% | 45 |
|
|
2025
Q3 | $1.13M | Sell |
8,027
-1,257
| -14% | -$179K | 0.58% | 36 |
|
|
2025
Q2 | $1.23M | Sell |
9,284
-5,788
| -38% | -$780K | 0.64% | 37 |
|
|
2025
Q1 | $2.26M | Sell |
15,072
-195
| -1% | -$29K | 1.32% | 33 |
|
|
2024
Q4 | $2.32M | Sell |
15,267
-156
| -1% | -$25.6K | 1.23% | 36 |
|
|
2024
Q3 | $2.62M | Sell |
15,423
-1,092
| -7% | -$188K | 1.44% | 33 |
|
|
2024
Q2 | $2.72M | Buy |
16,515
+330
| +2% | +$57K | 1.56% | 28 |
|
|
2024
Q1 | $2.83M | Buy |
16,185
+874
| +6% | +$147K | 1.66% | 28 |
|
|
2023
Q4 | $2.6M | Buy |
15,311
+569
| +4% | +$94.4K | 1.61% | 31 |
|
|
2023
Q3 | $2.5M | Buy |
14,742
+332
| +2% | +$60.3K | 1.75% | 29 |
|
|
2023
Q2 | $2.67M | Buy |
14,410
+3,081
| +27% | +$575K | 1.81% | 28 |
|
|
2023
Q1 | $2.06M | Sell |
11,329
-153
| -1% | -$26.7K | 1.39% | 35 |
|
|
2022
Q4 | $2.07M | Sell |
11,482
-24
| -0.2% | -$4.28K | 1.44% | 34 |
|
|
2022
Q3 | $1.88M | Buy |
11,506
+175
| +2% | +$30.2K | 1.43% | 35 |
|
|
2022
Q2 | $1.89M | Buy |
11,331
+8
| +0.1% | +$1.35K | 1.39% | 33 |
|
|
2022
Q1 | $1.9M | Sell |
11,323
-93
| -0.8% | -$15.6K | 1.02% | 41 |
|
|
2021
Q4 | $1.98M | Buy |
11,416
+14
| +0.1% | +$2.29K | 1.01% | 39 |
|
|
2021
Q3 | $1.72M | Sell |
11,402
-390
| -3% | -$60.4K | 0.95% | 40 |
|
|
2021
Q2 | $1.75M | Sell |
11,792
-5,386
| -31% | -$785K | 0.88% | 45 |
|
|
2021
Q1 | $2.43M | Sell |
17,178
-8,987
| -34% | -$1.23M | 1.33% | 34 |
|
|
2020
Q4 | $3.88M | Sell |
26,165
-2,734
| -9% | -$389K | 2.21% | 15 |
|
|
2020
Q3 | $4M | Buy |
28,899
+308
| +1% | +$41.9K | 2.61% | 5 |
|
|
2020
Q2 | $3.78M | Buy |
28,591
+826
| +3% | +$109K | 2.77% | 6 |
|
|
2020
Q1 | $3.33M | Buy |
27,765
+832
| +3% | +$112K | 3.01% | 6 |
|
|
2019
Q4 | $3.68M | Buy |
26,933
+273
| +1% | +$37.2K | 2.79% | 6 |
|
|
2019
Q3 | $3.65M | Buy |
26,660
+630
| +2% | +$83.7K | 3.02% | 6 |
|
|
2019
Q2 | $3.41M | Buy |
26,030
+157
| +0.6% | +$20.1K | 2.91% | 6 |
|
|
2019
Q1 | $3.17M | Buy |
25,873
+642
| +3% | +$73.2K | 2.81% | 5 |
|
|
2018
Q4 | $2.79M | Buy |
25,231
+400
| +2% | +$45.1K | 2.88% | 6 |
|
|
2018
Q3 | $2.78M | Buy |
24,831
+182
| +0.7% | +$20.6K | 2.43% | 10 |
|
|
2018
Q2 | $2.68M | Buy |
24,649
+240
| +1% | +$24.8K | 2.53% | 6 |
|
|
2018
Q1 | $2.66M | Buy |
24,409
+260
| +1% | +$29.6K | 2.66% | 7 |
|
|
2017
Q4 | $2.9M | Buy |
+24,149
| New | +$2.76M | 2.67% | 6 |
|
Other funds holding PEP
VCM
VPM
DAM
Tower View Wealth Management's PEP Position: Q1 2026 in Review
Tower View Wealth Management reduced its PepsiCo (PEP) stake by 29% in Q1 2026, selling an estimated $306K and leaving 4,921 shares worth $764K. The position accounts for 0.39% of the portfolio, ranked #46.
Tower View Wealth Management first reported a position in PEP in Q4 2017 and has held it in 34 quarters since. The position peaked at $4M in Q3 2020. 3,531 funds tracked by Wall St. Rank hold PEP as of Q1 2026.
- Tower View Wealth Management held 4,921 shares of PepsiCo worth $764K as of Q1 2026.
- Tower View Wealth Management sold 1,963 PepsiCo shares in Q1 2026, an estimated $306K.
- PepsiCo made up 0.39% of Tower View Wealth Management's portfolio in Q1 2026, its #46 holding.
- Tower View Wealth Management first reported a position in PepsiCo in Q4 2017 and has held it in 34 quarters since.
- Tower View Wealth Management's PepsiCo position peaked at $4M in Q3 2020.
- 3,531 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.