Apella Capital’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
22,149
-447
| -2% | -$60.1K | 0.08% | 136 |
|
|
2025
Q1 | $3.29M | Buy |
22,596
+12,601
| +126% | +$1.83M | 0.11% | 107 |
|
|
2024
Q4 | $1.52M | Buy |
9,995
+111
| +1% | +$16.9K | 0.06% | 135 |
|
|
2024
Q3 | $1.68M | Buy |
9,884
+227
| +2% | +$38.5K | 0.07% | 117 |
|
|
2024
Q2 | $1.56M | Buy |
9,657
+2,262
| +31% | +$366K | 0.07% | 118 |
|
|
2024
Q1 | $1.26M | Sell |
7,395
-33
| -0.4% | -$5.63K | 0.06% | 125 |
|
|
2023
Q4 | $1.27M | Buy |
7,428
+535
| +8% | +$91.7K | 0.07% | 119 |
|
|
2023
Q3 | $1.17M | Buy |
6,893
+44
| +0.6% | +$7.46K | 0.08% | 108 |
|
|
2023
Q2 | $1.27M | Buy |
+6,849
| New | +$1.27M | 0.09% | 99 |
|
|
2022
Q4 | $711K | Buy |
3,935
+921
| +31% | +$166K | 0.06% | 130 |
|
|
2022
Q3 | $492K | Buy |
3,014
+127
| +4% | +$20.7K | 0.06% | 138 |
|
|
2022
Q2 | $481K | Buy |
2,887
+298
| +12% | +$49.6K | 0.06% | 146 |
|
|
2022
Q1 | $433K | Buy |
2,589
+172
| +7% | +$28.8K | 0.06% | 136 |
|
|
2021
Q4 | $420K | Sell |
2,417
-233
| -9% | -$40.5K | 0.05% | 138 |
|
|
2021
Q3 | $399K | Sell |
2,650
-791
| -23% | -$119K | 0.06% | 142 |
|
|
2021
Q2 | $510K | Buy |
3,441
+255
| +8% | +$37.8K | 0.08% | 135 |
|
|
2021
Q1 | $451K | Sell |
3,186
-791
| -20% | -$112K | 0.14% | 87 |
|
|
2020
Q4 | $590K | Sell |
3,977
-6
| -0.2% | -$890 | 0.21% | 78 |
|
|
2020
Q3 | $552K | Hold |
3,983
| – | – | 0.22% | 74 |
|
|
2020
Q2 | $527K | Hold |
3,983
| – | – | 0.25% | 75 |
|
|
2020
Q1 | $478K | Buy |
+3,983
| New | +$478K | 0.28% | 67 |
|