Comprehensive Financial Consultants Institutional’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
9,294
-52
| -0.6% | -$6.87K | 0.4% | 80 |
|
|
2025
Q1 | $1.4M | Buy |
9,346
+867
| +10% | +$130K | 0.5% | 74 |
|
|
2024
Q4 | $1.29M | Sell |
8,479
-167
| -2% | -$25.4K | 0.47% | 75 |
|
|
2024
Q3 | $1.47M | Buy |
8,646
+115
| +1% | +$19.6K | 0.54% | 71 |
|
|
2024
Q2 | $1.41M | Buy |
8,531
+597
| +8% | +$98.5K | 0.55% | 70 |
|
|
2024
Q1 | $1.39M | Buy |
7,934
+339
| +4% | +$59.3K | 0.58% | 68 |
|
|
2023
Q4 | $1.29M | Buy |
7,595
+164
| +2% | +$27.9K | 0.6% | 69 |
|
|
2023
Q3 | $1.26M | Sell |
7,431
-92
| -1% | -$15.6K | 0.66% | 61 |
|
|
2023
Q2 | $1.4M | Buy |
7,523
+68
| +0.9% | +$12.6K | 0.74% | 50 |
|
|
2023
Q1 | $1.36M | Buy |
7,455
+279
| +4% | +$50.9K | 0.77% | 42 |
|
|
2022
Q4 | $1.26M | Buy |
7,176
+54
| +0.8% | +$9.49K | 0.76% | 46 |
|
|
2022
Q3 | $1.23M | Buy |
7,122
+436
| +7% | +$75.3K | 0.81% | 43 |
|
|
2022
Q2 | $1.13M | Sell |
6,686
-26
| -0.4% | -$4.41K | 0.81% | 39 |
|
|
2022
Q1 | $1.14M | Sell |
6,712
-92
| -1% | -$15.7K | 0.8% | 40 |
|
|
2021
Q4 | $1.15M | Buy |
+6,804
| New | +$1.15M | 0.73% | 40 |
|