Coastwise Capital Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Sell |
5,632
-363
| -6% | -$47.9K | 0.59% | 45 |
|
|
2025
Q1 | $899K | Buy |
5,995
+3,651
| +156% | +$547K | 0.76% | 37 |
|
|
2024
Q4 | $356K | Buy |
2,344
+872
| +59% | +$133K | 0.28% | 80 |
|
|
2024
Q3 | $250K | Buy |
+1,472
| New | +$250K | 0.21% | 107 |
|
|
2023
Q3 | – | Sell |
-1,185
| Closed | -$220K | – | 117 |
|
|
2023
Q2 | $220K | Buy |
1,185
+5
| +0.4% | +$926 | 0.25% | 104 |
|
|
2023
Q1 | $215K | Buy |
+1,180
| New | +$215K | 0.25% | 103 |
|