Westside Investment 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 | $363K | Buy |
2,684
+1
| +0% | +$150 | 0.05% | 234 |
|
|
2026
Q1 | $417K | Sell |
2,683
-1
| -0% | -$156 | 0.06% | 210 |
|
|
2025
Q4 | $385K | Buy |
2,684
+82
| +3% | +$12K | 0.06% | 203 |
|
|
2025
Q3 | $366K | Buy |
2,602
+70
| +3% | +$10K | 0.06% | 211 |
|
|
2025
Q2 | $335K | Buy |
2,532
+77
| +3% | +$10.4K | 0.06% | 200 |
|
|
2025
Q1 | $368K | Sell |
2,455
-50
| -2% | -$7.44K | 0.08% | 178 |
|
|
2024
Q4 | $381K | Buy |
2,505
+244
| +11% | +$40K | 0.08% | 170 |
|
|
2024
Q3 | $384K | Sell |
2,261
-19
| -0.8% | -$3.26K | 0.08% | 167 |
|
|
2024
Q2 | $376K | Hold |
2,280
| – | – | 0.09% | 160 |
|
|
2024
Q1 | $399K | Hold |
2,280
| – | – | 0.1% | 161 |
|
|
2023
Q4 | $387K | Hold |
2,280
| – | – | 0.1% | 157 |
|
|
2023
Q3 | $386K | Sell |
2,280
-40
| -2% | -$7.26K | 0.11% | 155 |
|
|
2023
Q2 | $430K | Sell |
2,320
-50
| -2% | -$9.33K | 0.12% | 148 |
|
|
2023
Q1 | $432K | Hold |
2,370
| – | – | 0.13% | 142 |
|
|
2022
Q4 | $428 | Hold |
2,370
| – | – | ﹤0.01% | 289 |
|
|
2022
Q3 | $386 | Hold |
2,370
| – | – | ﹤0.01% | 300 |
|
|
2022
Q2 | $394 | Hold |
2,370
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $396 | Hold |
2,370
| – | – | ﹤0.01% | 295 |
|
|
2021
Q4 | $411 | Hold |
2,370
| – | – | ﹤0.01% | 284 |
|
|
2021
Q3 | $356 | Buy |
2,370
+19
| +0.8% | +$2.94K | ﹤0.01% | 283 |
|
|
2021
Q2 | $348 | Sell |
2,351
-52
| -2% | -$7.58K | ﹤0.01% | 277 |
|
|
2021
Q1 | $339 | Sell |
2,403
-100
| -4% | -$13.7K | ﹤0.01% | 274 |
|
|
2020
Q4 | $371 | Hold |
2,503
| – | – | ﹤0.01% | 226 |
|
|
2020
Q3 | $346 | Hold |
2,503
| – | – | ﹤0.01% | 240 |
|
|
2020
Q2 | $331 | Sell |
2,503
-122
| -5% | -$16.1K | ﹤0.01% | 218 |
|
|
2020
Q1 | $315 | Buy |
+2,625
| New | +$355K | ﹤0.01% | 216 |
|
|
2019
Q2 | $362 | Buy |
+2,767
| New | +$355K | ﹤0.01% | 159 |
|
|
2018
Q4 | $315K | Sell |
2,847
-201
| -7% | -$22.7K | 0.12% | 122 |
|
|
2018
Q3 | $337K | Sell |
3,048
-50
| -2% | -$5.66K | 0.11% | 110 |
|
|
2018
Q2 | $339K | Hold |
3,098
| – | – | 0.12% | 116 |
|
|
2018
Q1 | $332K | Hold |
3,098
| – | – | 0.18% | 115 |
|
|
2017
Q4 | $366K | Hold |
3,098
| – | – | 0.2% | 107 |
|
|
2017
Q3 | $341K | Hold |
3,098
| – | – | 0.21% | 100 |
|
|
2017
Q2 | $354K | Hold |
3,098
| – | – | 0.23% | 94 |
|
|
2017
Q1 | $347K | Buy |
3,098
+505
| +19% | +$54.2K | 0.17% | 91 |
|
|
2016
Q4 | $264K | Buy |
+2,593
| New | +$272K | 0.18% | 81 |
|
Other funds holding PEP
Westside Investment Management's PEP Position: Q2 2026 in Review
Westside Investment Management increased its PepsiCo (PEP) stake by 0.04% in Q2 2026, buying an estimated $150 and bringing the position to 2,684 shares worth $363K. The position accounts for 0.05% of the portfolio, ranked #234.
Westside Investment Management first reported a position in PEP in Q4 2016 and has held it in 36 quarters since. The position peaked at $432K in Q1 2023. 3,392 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Westside Investment Management held 2,684 shares of PepsiCo worth $363K as of Q2 2026.
- Westside Investment Management bought 1 PepsiCo share in Q2 2026, an estimated $150.
- PepsiCo made up 0.05% of Westside Investment Management's portfolio in Q2 2026, its #234 holding.
- Westside Investment Management first reported a position in PepsiCo in Q4 2016 and has held it in 36 quarters since.
- Westside Investment Management's PepsiCo position peaked at $432K in Q1 2023.
- 3,392 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.