Callan Family Office’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Buy |
18,142
+7,613
| +72% | +$1.01M | 0.08% | 251 |
|
|
2025
Q1 | $1.58M | Sell |
10,529
-2,093
| -17% | -$314K | 0.12% | 154 |
|
|
2024
Q4 | $1.92M | Buy |
12,622
+6,645
| +111% | +$1.01M | 0.12% | 160 |
|
|
2024
Q3 | $1.02M | Buy |
5,977
+407
| +7% | +$69.2K | 0.17% | 65 |
|
|
2024
Q2 | $919K | Buy |
5,570
+1,416
| +34% | +$234K | 0.18% | 62 |
|
|
2024
Q1 | $727K | Sell |
4,154
-1,067
| -20% | -$187K | 0.17% | 51 |
|
|
2023
Q4 | $887K | Buy |
5,221
+67
| +1% | +$11.4K | 0.22% | 44 |
|
|
2023
Q3 | $873K | Hold |
5,154
| – | – | 0.23% | 45 |
|
|
2023
Q2 | $955K | Sell |
5,154
-135
| -3% | -$25K | 0.25% | 46 |
|
|
2023
Q1 | $964K | Buy |
5,289
+1,974
| +60% | +$360K | 0.23% | 62 |
|
|
2022
Q4 | $599K | Buy |
+3,315
| New | +$599K | 0.19% | 53 |
|