Citadel Investment Advisory’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
15,968
-703
| -4% | -$92.8K | 1.02% | 21 |
|
|
2025
Q1 | $2.5M | Hold |
16,671
| – | – | 1.23% | 18 |
|
|
2024
Q4 | $2.54M | Buy |
16,671
+150
| +0.9% | +$22.8K | 1.31% | 17 |
|
|
2024
Q3 | $2.81M | Buy |
16,521
+400
| +2% | +$68K | 1.48% | 17 |
|
|
2024
Q2 | $2.66M | Hold |
16,121
| – | – | 1.51% | 16 |
|
|
2024
Q1 | $2.82M | Hold |
16,121
| – | – | 1.59% | 14 |
|
|
2023
Q4 | $2.74M | Hold |
16,121
| – | – | 1.68% | 12 |
|
|
2023
Q3 | $2.73M | Hold |
16,121
| – | – | 1.79% | 9 |
|
|
2023
Q2 | $2.99M | Hold |
16,121
| – | – | 1.93% | 9 |
|
|
2023
Q1 | $2.94M | Sell |
16,121
-200
| -1% | -$36.5K | 2% | 10 |
|
|
2022
Q4 | $2.95M | Hold |
16,321
| – | – | 2.02% | 7 |
|
|
2022
Q3 | $2.67M | Buy |
16,321
+100
| +0.6% | +$16.3K | 2.03% | 9 |
|
|
2022
Q2 | $2.7M | Sell |
16,221
-575
| -3% | -$95.8K | 1.83% | 12 |
|
|
2022
Q1 | $2.81M | Sell |
16,796
-307
| -2% | -$51.4K | 1.63% | 14 |
|
|
2021
Q4 | $2.97M | Hold |
17,103
| – | – | 1.74% | 13 |
|
|
2021
Q3 | $2.57M | Sell |
17,103
-25
| -0.1% | -$3.76K | 1.59% | 15 |
|
|
2021
Q2 | $2.54M | Sell |
17,128
-100
| -0.6% | -$14.8K | 1.57% | 18 |
|
|
2021
Q1 | $2.44M | Sell |
17,228
-75
| -0.4% | -$10.6K | 1.59% | 15 |
|
|
2020
Q4 | $2.57M | Buy |
+17,303
| New | +$2.57M | 1.83% | 12 |
|