WealthPLAN 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
Q2 | $853K | Sell |
6,297
-11,294
| -64% | -$1.69M | 0.16% | 117 |
|
|
2026
Q1 | $2.73M | Sell |
17,591
-8,209
| -32% | -$1.28M | 0.53% | 46 |
|
|
2025
Q4 | $3.7M | Sell |
25,800
-1,494
| -5% | -$220K | 0.55% | 45 |
|
|
2025
Q3 | $3.83M | Buy |
27,294
+307
| +1% | +$43.8K | 0.57% | 42 |
|
|
2025
Q2 | $3.56M | Sell |
26,987
-9,006
| -25% | -$1.21M | 0.57% | 44 |
|
|
2025
Q1 | $5.4M | Buy |
35,993
+716
| +2% | +$107K | 0.76% | 36 |
|
|
2024
Q4 | $5.36M | Sell |
35,277
-2,091
| -6% | -$343K | 0.76% | 33 |
|
|
2024
Q3 | $6.35M | Sell |
37,368
-5,965
| -14% | -$1.02M | 0.85% | 29 |
|
|
2024
Q2 | $7.15M | Sell |
43,333
-1,923
| -4% | -$332K | 0.77% | 32 |
|
|
2024
Q1 | $7.92M | Sell |
45,256
-11,550
| -20% | -$1.94M | 0.82% | 30 |
|
|
2023
Q4 | $9.65M | Sell |
56,806
-493
| -0.9% | -$81.8K | 0.99% | 21 |
|
|
2023
Q3 | $9.71M | Buy |
57,299
+26,539
| +86% | +$4.82M | 1.13% | 18 |
|
|
2023
Q2 | $5.7M | Sell |
30,760
-31,669
| -51% | -$5.91M | 0.81% | 22 |
|
|
2023
Q1 | $11.4M | Sell |
62,429
-67,745
| -52% | -$11.8M | 1.29% | 13 |
|
|
2022
Q4 | $22.9M | Buy |
+130,174
| New | +$23.2M | 1.6% | 9 |
|
|
2022
Q1 | $15.6M | Buy |
90,769
+7,167
| +9% | +$1.2M | 1.08% | 23 |
|
|
2021
Q4 | $14.5M | Buy |
83,602
+3,891
| +5% | +$636K | 0.96% | 33 |
|
|
2021
Q3 | $13.3M | Buy |
79,711
+1,776
| +2% | +$275K | 0.88% | 39 |
|
|
2021
Q2 | $12.1M | Buy |
77,935
+10,522
| +16% | +$1.53M | 0.85% | 40 |
|
|
2021
Q1 | $9.71M | Buy |
67,413
+6,734
| +11% | +$924K | 0.75% | 49 |
|
|
2020
Q4 | $8.48M | Buy |
60,679
+8,010
| +15% | +$1.14M | 0.72% | 45 |
|
|
2020
Q3 | $7.58M | Buy |
52,669
+3,698
| +8% | +$503K | 0.74% | 45 |
|
|
2020
Q2 | $6.76M | Buy |
48,971
+468
| +1% | +$61.7K | 0.7% | 46 |
|
|
2020
Q1 | $6.46M | Buy |
48,503
+3,106
| +7% | +$420K | 0.84% | 36 |
|
|
2019
Q4 | $6.63M | Buy |
45,397
+3,065
| +7% | +$417K | 0.78% | 41 |
|
|
2019
Q3 | $5.64M | Buy |
42,332
+3,546
| +9% | +$471K | 0.77% | 42 |
|
|
2019
Q2 | $5.04M | Sell |
38,786
-18,232
| -32% | -$2.34M | 0.76% | 39 |
|
|
2019
Q1 | $7.38M | Buy |
57,018
+2,426
| +4% | +$276K | 1.15% | 15 |
|
|
2018
Q4 | $6.33M | Buy |
54,592
+5,098
| +10% | +$575K | 1.02% | 20 |
|
|
2018
Q3 | $5.74M | Buy |
49,494
+2,635
| +6% | +$298K | 1.05% | 21 |
|
|
2018
Q2 | $5.1M | Buy |
46,859
+24,881
| +113% | +$2.57M | 1.05% | 21 |
|
|
2018
Q1 | $2.4M | Buy |
21,978
+7,198
| +49% | +$819K | 0.53% | 52 |
|
|
2017
Q4 | $1.77M | Buy |
14,780
+1,427
| +11% | +$163K | 0.47% | 55 |
|
|
2017
Q3 | $1.49M | Buy |
13,353
+858
| +7% | +$99.1K | 0.42% | 55 |
|
|
2017
Q2 | $1.44M | Buy |
12,495
+12,205
| +4,209% | +$1.4M | 0.41% | 55 |
|
|
2017
Q1 | $32.5K | Buy |
+290
| New | +$31.1K | 0.11% | 143 |
|
|
2016
Q3 | $872K | Sell |
8,140
-7,735
| -49% | -$833K | 0.28% | 56 |
|
|
2016
Q2 | $826K | Buy |
+15,875
| New | +$1.64M | 0.11% | 132 |
|
|
2015
Q4 | $387K | Buy |
+11,639
| New | +$1.16M | 0.06% | 182 |
|
|
2015
Q2 | $255K | Buy |
2,733
+125
| +5% | +$11.9K | 0.11% | 84 |
|
|
2015
Q1 | $251K | Buy |
+2,608
| New | +$252K | 0.12% | 102 |
|
Other funds holding PEP
WealthPLAN Partners's PEP Position: Q2 2026 in Review
WealthPLAN Partners reduced its PepsiCo (PEP) stake by 64% in Q2 2026, selling an estimated $1.69M and leaving 6,297 shares worth $853K. The position accounts for 0.16% of the portfolio, ranked #117.
WealthPLAN Partners first reported a position in PEP in Q1 2015 and has held it in 41 quarters since. The position peaked at $22.9M in Q4 2022. 3,398 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- WealthPLAN Partners held 6,297 shares of PepsiCo worth $853K as of Q2 2026.
- WealthPLAN Partners sold 11,294 PepsiCo shares in Q2 2026, an estimated $1.69M.
- PepsiCo made up 0.16% of WealthPLAN Partners's portfolio in Q2 2026, its #117 holding.
- WealthPLAN Partners first reported a position in PepsiCo in Q1 2015 and has held it in 41 quarters since.
- WealthPLAN Partners's PepsiCo position peaked at $22.9M in Q4 2022.
- 3,398 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.