Westfield Capital 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
Q2 | – | Sell |
-22,760
| Closed | -$3.53M | – | 309 |
|
|
2026
Q1 | $3.53M | Buy |
+22,760
| New | +$3.55M | 0.01% | 214 |
|
|
2023
Q4 | – | Sell |
-54,876
| Closed | -$9.3M | – | 262 |
|
|
2023
Q3 | $9.3M | Buy |
54,876
+3,430
| +7% | +$623K | 0.06% | 179 |
|
|
2023
Q2 | $9.53M | Buy |
51,446
+3,288
| +7% | +$614K | 0.06% | 179 |
|
|
2023
Q1 | $8.78M | Buy |
48,158
+6,133
| +15% | +$1.07M | 0.06% | 179 |
|
|
2022
Q4 | $7.59M | Buy |
42,025
+1,693
| +4% | +$302K | 0.06% | 179 |
|
|
2022
Q3 | $6.58M | Sell |
40,332
-835
| -2% | -$144K | 0.05% | 186 |
|
|
2022
Q2 | $6.86M | Buy |
41,167
+527
| +1% | +$88.7K | 0.05% | 187 |
|
|
2022
Q1 | $6.8M | Sell |
40,640
-880
| -2% | -$148K | 0.04% | 191 |
|
|
2021
Q4 | $7.21M | Sell |
41,520
-130
| -0.3% | -$21.2K | 0.04% | 188 |
|
|
2021
Q3 | $6.26M | Sell |
41,650
-600
| -1% | -$92.9K | 0.04% | 197 |
|
|
2021
Q2 | $6.26M | Buy |
42,250
+1,770
| +4% | +$258K | 0.04% | 200 |
|
|
2021
Q1 | $5.73M | Sell |
40,480
-420
| -1% | -$57.6K | 0.04% | 199 |
|
|
2020
Q4 | $6.07M | Hold |
40,900
| – | – | 0.04% | 202 |
|
|
2020
Q3 | $5.67M | Buy |
40,900
+4,480
| +12% | +$609K | 0.04% | 200 |
|
|
2020
Q2 | $4.82M | Buy |
+36,420
| New | +$4.8M | 0.03% | 201 |
|
|
2016
Q4 | – | Sell |
-52,684
| Closed | -$5.73M | – | 283 |
|
|
2016
Q3 | $5.73M | Sell |
52,684
-60
| -0.1% | -$6.46K | 0.05% | 214 |
|
|
2016
Q2 | $5.59M | Hold |
52,744
| – | – | 0.05% | 220 |
|
|
2016
Q1 | $5.41M | Buy |
52,744
+602
| +1% | +$59.5K | 0.04% | 210 |
|
|
2015
Q4 | $5.21M | Buy |
52,142
+7,540
| +17% | +$752K | 0.04% | 218 |
|
|
2015
Q3 | $4.21M | Sell |
44,602
-140
| -0.3% | -$13.3K | 0.03% | 214 |
|
|
2015
Q2 | $4.18M | Buy |
44,742
+16,001
| +56% | +$1.53M | 0.03% | 239 |
|
|
2015
Q1 | $2.75M | Buy |
28,741
+6,020
| +26% | +$582K | 0.02% | 267 |
|
|
2014
Q4 | $2.15M | Buy |
22,721
+860
| +4% | +$82.5K | 0.01% | 268 |
|
|
2014
Q3 | $2.04M | Buy |
21,861
+1,750
| +9% | +$160K | 0.01% | 258 |
|
|
2014
Q2 | $1.8M | Buy |
20,111
+3,740
| +23% | +$323K | 0.01% | 262 |
|
|
2014
Q1 | $1.37M | Buy |
16,371
+1,260
| +8% | +$102K | 0.01% | 278 |
|
|
2013
Q4 | $1.25M | Hold |
15,111
| – | – | 0.01% | 268 |
|
|
2013
Q3 | $1.2M | Hold |
15,111
| – | – | 0.01% | 280 |
|
|
2013
Q2 | $1.24M | Buy |
+15,111
| New | +$1.23M | 0.01% | 278 |
|
Other funds holding PEP
Westfield Capital Management's PEP Position: Q2 2026 in Review
Westfield Capital Management sold out of PepsiCo (PEP) in Q2 2026, closing a stake of 22,760 shares — an estimated $3.53M sold.
Westfield Capital Management first reported a position in PEP in Q2 2013 and held it in 29 quarters. The position peaked at $9.53M in Q2 2023. 3,422 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Westfield Capital Management reported no remaining PepsiCo position as of Q2 2026 after selling out during the quarter.
- Westfield Capital Management sold 22,760 PepsiCo shares in Q2 2026, an estimated $3.53M.
- Westfield Capital Management first reported a position in PepsiCo in Q2 2013 and held it in 29 quarters.
- Westfield Capital Management's PepsiCo position peaked at $9.53M in Q2 2023.
- 3,422 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.