Annis Gardner Whiting Capital Advisors’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 | $1.01M | Buy |
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|
2025
Q4 | $901K | Buy |
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|
2025
Q3 | $603K | Sell |
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|
2025
Q2 | $634K | Buy |
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|
2025
Q1 | $710K | Sell |
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|
2024
Q4 | $775K | Buy |
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|
2024
Q3 | $836K | Sell |
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|
2024
Q2 | $818K | Sell |
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|
2024
Q1 | $923K | Buy |
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|
2023
Q4 | $865K | Buy |
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|
2023
Q3 | $784K | Buy |
|