Aveo Capital Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,223
| Closed | -$425K | – | 108 |
|
|
2025
Q1 | $425K | Sell |
3,223
-2,647
| -45% | -$394K | 0.07% | 126 |
|
|
2024
Q4 | $893K | Buy |
5,870
+405
| +7% | +$66.4K | 0.1% | 142 |
|
|
2024
Q3 | $929K | Buy |
5,465
+9
| +0.2% | +$1.55K | 0.1% | 144 |
|
|
2024
Q2 | $900K | Sell |
5,456
-559
| -9% | -$96.5K | 0.1% | 142 |
|
|
2024
Q1 | $1.06M | Buy |
6,015
+535
| +10% | +$90.1K | 0.12% | 138 |
|
|
2023
Q4 | $931K | Buy |
5,480
+229
| +4% | +$38K | 0.11% | 136 |
|
|
2023
Q3 | $890K | Sell |
5,251
-45
| -0.8% | -$8.17K | 0.12% | 132 |
|
|
2023
Q2 | $981K | Buy |
5,296
+249
| +5% | +$46.5K | 0.12% | 131 |
|
|
2023
Q1 | $920K | Buy |
5,047
+1,021
| +25% | +$178K | 0.12% | 124 |
|
|
2022
Q4 | $727K | Buy |
4,026
+419
| +12% | +$74.7K | 0.11% | 144 |
|
|
2022
Q3 | $589K | Sell |
3,607
-54
| -1% | -$9.31K | 0.1% | 144 |
|
|
2022
Q2 | $610K | Buy |
3,661
+29
| +0.8% | +$4.88K | 0.1% | 154 |
|
|
2022
Q1 | $608K | Sell |
3,632
-843
| -19% | -$142K | 0.11% | 158 |
|
|
2021
Q4 | $777K | Buy |
4,475
+70
| +2% | +$11.4K | 0.14% | 133 |
|
|
2021
Q3 | $663K | Buy |
4,405
+143
| +3% | +$22.1K | 0.14% | 137 |
|
|
2021
Q2 | $632K | Buy |
4,262
+117
| +3% | +$17K | 0.14% | 137 |
|
|
2021
Q1 | $586K | Buy |
4,145
+1,262
| +44% | +$173K | 0.15% | 127 |
|
|
2020
Q4 | $427K | Buy |
2,883
+15
| +0.5% | +$2.13K | 0.66% | 43 |
|
|
2020
Q3 | $398K | Buy |
2,868
+897
| +46% | +$122K | 0.14% | 131 |
|
|
2020
Q2 | $261K | Sell |
1,971
-717
| -27% | -$94.5K | 0.53% | 44 |
|
|
2020
Q1 | $323K | Sell |
2,688
-4
| -0.1% | -$541 | 0.16% | 112 |
|
|
2019
Q4 | $368K | Sell |
2,692
-321
| -11% | -$43.7K | 0.15% | 122 |
|
|
2019
Q3 | $407K | Buy |
3,013
+34
| +1% | +$4.52K | 0.17% | 108 |
|
|
2019
Q2 | $385K | Hold |
2,979
| – | – | 0.17% | 110 |
|
|
2019
Q1 | $365K | Buy |
2,979
+52
| +2% | +$5.93K | 0.17% | 99 |
|
|
2018
Q4 | $323K | Buy |
2,927
+4
| +0.1% | +$451 | 0.16% | 87 |
|
|
2018
Q3 | $320K | Sell |
2,923
-1,235
| -30% | -$140K | 0.14% | 91 |
|
|
2018
Q2 | $453K | Sell |
4,158
-54
| -1% | -$5.58K | 0.2% | 78 |
|
|
2018
Q1 | $460K | Sell |
4,212
-416
| -9% | -$47.3K | 0.19% | 73 |
|
|
2017
Q4 | $555K | Buy |
4,628
+1,549
| +50% | +$177K | 0.18% | 63 |
|
|
2017
Q3 | $343K | Hold |
3,079
| – | – | 0.12% | 83 |
|
|
2017
Q2 | $356K | Sell |
3,079
-17
| -0.5% | -$1.95K | 0.13% | 81 |
|
|
2017
Q1 | $346K | Sell |
3,096
-2,151
| -41% | -$231K | 0.13% | 79 |
|
|
2016
Q4 | $549K | Buy |
+5,247
| New | +$549K | 0.16% | 93 |
|
Other funds holding PEP
Aveo Capital Partners's PEP Position: Q2 2025 in Review
Aveo Capital Partners sold out of PepsiCo (PEP) in Q2 2025, closing a stake of 3,223 shares — an estimated $425K sold.
Aveo Capital Partners first reported a position in PEP in Q4 2016 and held it in 34 quarters. The position peaked at $1.06M in Q1 2024. 3,320 funds tracked by Wall St. Rank hold PEP as of Q2 2025.
- Aveo Capital Partners reported no remaining PepsiCo position as of Q2 2025 after selling out during the quarter.
- Aveo Capital Partners sold 3,223 PepsiCo shares in Q2 2025, an estimated $425K.
- Aveo Capital Partners first reported a position in PepsiCo in Q4 2016 and held it in 34 quarters.
- Aveo Capital Partners's PepsiCo position peaked at $1.06M in Q1 2024.
- 3,320 funds tracked by Wall St. Rank held PepsiCo as of Q2 2025.
Based on Aveo Capital Partners's 13F filing for Q2 2025.