Avalon Capital Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
2,108
| – | – | 0.07% | 106 |
|
|
2025
Q1 | $316K | Hold |
2,108
| – | – | 0.09% | 103 |
|
|
2024
Q4 | $321K | Sell |
2,108
-950
| -31% | -$144K | 0.1% | 102 |
|
|
2024
Q3 | $520K | Sell |
3,058
-340
| -10% | -$57.8K | 0.16% | 76 |
|
|
2024
Q2 | $560K | Buy |
+3,398
| New | +$560K | 0.18% | 67 |
|
|
2014
Q1 | – | Sell |
-7,226
| Closed | -$599K | – | 119 |
|
|
2013
Q4 | $599K | Buy |
+7,226
| New | +$599K | 0.51% | 64 |
|