Caldwell Trust’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.5M | Sell |
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|
2025
Q2 | $4.37M | Buy |
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|
2025
Q1 | $4.92M | Sell |
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|
2024
Q4 | $5.33M | Sell |
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|
2024
Q3 | $6.24M | Sell |
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|
2024
Q2 | $6.52M | Buy |
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|
2024
Q1 | $6.9M | Sell |
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|
2023
Q4 | $6.78M | Sell |
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|
2023
Q3 | $7.41M | Sell |
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|
2023
Q2 | $8.29M | Sell |
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|
2023
Q1 | $8.27M | Buy |
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|
2022
Q4 | $8.17M | Sell |
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|
2022
Q3 | $7.59M | Sell |
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|
2022
Q2 | $7.8M | Buy |
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|
2022
Q1 | $6.45M | Buy |
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|
2021
Q4 | $6.65M | Buy |
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|
2021
Q3 | $5.75M | Buy |
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|
2021
Q2 | $5.5M | Sell |
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|
2021
Q1 | $5.35M | Buy |
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|
2020
Q4 | $5.42M | Sell |
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|
2020
Q3 | $5.08M | Sell |
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|
2020
Q2 | $5.45M | Sell |
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|
2020
Q1 | $5.08M | Buy |
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|
2019
Q4 | $5.69M | Buy |
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