Boston Research & 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 | $4.81M | Buy |
36,450
+1,383
| +4% | +$183K | 1.15% | 39 |
|
|
2025
Q1 | $5.26M | Buy |
35,067
+149
| +0.4% | +$22.3K | 1.31% | 32 |
|
|
2024
Q4 | $5.31M | Buy |
34,918
+710
| +2% | +$108K | 1.3% | 32 |
|
|
2024
Q3 | $5.82M | Buy |
34,208
+1,740
| +5% | +$296K | 1.37% | 30 |
|
|
2024
Q2 | $5.36M | Buy |
32,468
+721
| +2% | +$119K | 1.35% | 28 |
|
|
2024
Q1 | $5.56M | Buy |
31,747
+671
| +2% | +$117K | 1.37% | 27 |
|
|
2023
Q4 | $5.28M | Buy |
31,076
+1,866
| +6% | +$317K | 1.4% | 29 |
|
|
2023
Q3 | $4.95M | Buy |
29,210
+240
| +0.8% | +$40.7K | 1.46% | 25 |
|
|
2023
Q2 | $5.37M | Sell |
28,970
-55
| -0.2% | -$10.2K | 1.52% | 23 |
|
|
2023
Q1 | $5.29M | Buy |
29,025
+279
| +1% | +$50.9K | 1.58% | 21 |
|
|
2022
Q4 | $5.19M | Buy |
28,746
+5
| +0% | +$903 | 1.61% | 22 |
|
|
2022
Q3 | $4.69M | Hold |
28,741
| – | – | 1.6% | 23 |
|
|
2022
Q2 | $4.79M | Sell |
28,741
-293
| -1% | -$48.8K | 1.55% | 27 |
|
|
2022
Q1 | $4.86M | Sell |
29,034
-8,914
| -23% | -$1.49M | 1.41% | 28 |
|
|
2021
Q4 | $6.59M | Hold |
37,948
| – | – | 1.8% | 21 |
|
|
2021
Q3 | $5.71M | Sell |
37,948
-115
| -0.3% | -$17.3K | 1.7% | 23 |
|
|
2021
Q2 | $5.64M | Buy |
38,063
+385
| +1% | +$57K | 1.71% | 24 |
|
|
2021
Q1 | $5.33M | Buy |
37,678
+1,378
| +4% | +$195K | 1.72% | 25 |
|
|
2020
Q4 | $5.38M | Buy |
36,300
+167
| +0.5% | +$24.8K | 1.87% | 20 |
|
|
2020
Q3 | $5.01M | Sell |
36,133
-761
| -2% | -$105K | 1.96% | 16 |
|
|
2020
Q2 | $4.88M | Buy |
36,894
+233
| +0.6% | +$30.8K | 2.03% | 15 |
|
|
2020
Q1 | $4.4M | Sell |
36,661
-1,782
| -5% | -$214K | 2.21% | 13 |
|
|
2019
Q4 | $5.25M | Buy |
38,443
+435
| +1% | +$59.5K | 1.97% | 14 |
|
|
2019
Q3 | $5.21M | Buy |
38,008
+350
| +0.9% | +$48K | 2.06% | 14 |
|
|
2019
Q2 | $4.94M | Sell |
37,658
-70
| -0.2% | -$9.18K | 2% | 15 |
|
|
2019
Q1 | $4.62M | Sell |
37,728
-270
| -0.7% | -$33.1K | 1.93% | 15 |
|
|
2018
Q4 | $4.2M | Buy |
37,998
+2,090
| +6% | +$231K | 2% | 16 |
|
|
2018
Q3 | $4.01M | Buy |
35,908
+140
| +0.4% | +$15.7K | 1.83% | 21 |
|
|
2018
Q2 | $3.89M | Buy |
35,768
+1,515
| +4% | +$165K | 1.92% | 15 |
|
|
2018
Q1 | $3.74M | Buy |
34,253
+135
| +0.4% | +$14.7K | 1.9% | 19 |
|
|
2017
Q4 | $4.09M | Sell |
34,118
-890
| -3% | -$107K | 2.05% | 16 |
|
|
2017
Q3 | $3.9M | Buy |
35,008
+327
| +0.9% | +$36.4K | 1.99% | 14 |
|
|
2017
Q2 | $4.01M | Sell |
34,681
-520
| -1% | -$60.1K | 2.17% | 7 |
|
|
2017
Q1 | $3.94M | Sell |
35,201
-355
| -1% | -$39.7K | 2.14% | 6 |
|
|
2016
Q4 | $3.72M | Sell |
35,556
-200
| -0.6% | -$20.9K | 2.12% | 10 |
|
|
2016
Q3 | $3.89M | Sell |
35,756
-175
| -0.5% | -$19K | 2.25% | 4 |
|
|
2016
Q2 | $3.81M | Sell |
35,931
-280
| -0.8% | -$29.7K | 2.31% | 6 |
|
|
2016
Q1 | $3.71M | Sell |
36,211
-80
| -0.2% | -$8.2K | 2.31% | 6 |
|
|
2015
Q4 | $3.63M | Sell |
36,291
-392
| -1% | -$39.2K | 2.25% | 6 |
|
|
2015
Q3 | $3.46M | Sell |
36,683
-20
| -0.1% | -$1.89K | 2.28% | 3 |
|
|
2015
Q2 | $3.43M | Buy |
36,703
+460
| +1% | +$42.9K | 2.17% | 6 |
|
|
2015
Q1 | $3.47M | Buy |
36,243
+200
| +0.6% | +$19.1K | 2.2% | 6 |
|
|
2014
Q4 | $3.41M | Buy |
36,043
+17
| +0% | +$1.61K | 2.14% | 7 |
|
|
2014
Q3 | $3.35M | Sell |
36,026
-295
| -0.8% | -$27.5K | 2.25% | 6 |
|
|
2014
Q2 | $3.24M | Buy |
36,321
+56
| +0.2% | +$5K | 2.24% | 6 |
|
|
2014
Q1 | $3.03M | Buy |
36,265
+533
| +1% | +$44.5K | 2.23% | 4 |
|
|
2013
Q4 | $2.96M | Buy |
35,732
+374
| +1% | +$31K | 2.28% | 7 |
|
|
2013
Q3 | $2.81M | Sell |
35,358
-109
| -0.3% | -$8.66K | 2.37% | 4 |
|
|
2013
Q2 | $2.9M | Buy |
+35,467
| New | +$2.9M | 2.58% | 4 |
|