Cascade Investment 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 | – | Sell |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $304K | Hold |
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|
2024
Q3 | $340K | Hold |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $367K | Hold |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $337K | Hold |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $363K | Sell |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $416K | Hold |
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|
2022
Q2 | $382K | Hold |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $362K | Hold |
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|
2020
Q3 | $338K | Sell |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $311K | Sell |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $415K | Buy |
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|
2019
Q2 | $353K | Sell |
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|
2019
Q1 | $354K | Hold |
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|
2018
Q4 | $319K | Buy |
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|
2018
Q3 | $315K | Hold |
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|
2018
Q2 | $306K | Buy |
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|
2018
Q1 | $168K | Buy |
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|
2017
Q4 | $144K | Hold |
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|
2017
Q3 | $134K | Hold |
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|
2017
Q2 | $139K | Hold |
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|
2017
Q1 | $134K | Sell |
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|
2016
Q4 | $176K | Buy |
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|
2016
Q2 | $178K | Buy |
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