Capital Planning Advisors’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 | $511K | Sell |
|
|||||
|
2025
Q1 | $1.25M | Sell |
|
|||||
|
2024
Q4 | $1.58M | Sell |
|
|||||
|
2024
Q3 | $1.96M | Sell |
|
|||||
|
2024
Q2 | $2.19M | Buy |
|
|||||
|
2024
Q1 | $1.76M | Buy |
|
|||||
|
2023
Q4 | $1.26M | Buy |
|
|||||
|
2023
Q3 | $669K | Buy |
|
|||||
|
2023
Q2 | $251K | Buy |
|
|||||
|
2023
Q1 | $201K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $201K | Sell |
|
|||||
|
2019
Q2 | $333K | Sell |
|
|||||
|
2019
Q1 | $438K | Sell |
|
|||||
|
2018
Q4 | $645K | Sell |
|
|||||
|
2018
Q3 | $676K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $858K | Sell |
|
|||||
|
2017
Q4 | $1.13M | Sell |
|
|||||
|
2017
Q3 | $1.17M | Buy |
|
|||||
|
2017
Q2 | $1M | Sell |
|
|||||
|
2017
Q1 | $1.01M | Sell |
|
|||||
|
2016
Q4 | $948K | Sell |
|
|||||
|
2016
Q3 | $1.02M | Hold |
|
|||||
|
2016
Q2 | $995K | Hold |
|
|||||
|
2016
Q1 | $963K | Sell |
|
|||||
|
2015
Q4 | $1.03M | Buy |
|
|||||
|
2015
Q3 | $834K | Buy |
|
|||||
|
2015
Q2 | $815K | Buy |
|
|||||
|
2015
Q1 | $765K | Buy |
|
|||||
|
2014
Q4 | $671K | Buy |
|