Coppell Advisory Solutions’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
+9,864
| New | +$1.29M | 0.15% | 141 |
|
|
2025
Q1 | – | Sell |
-10,932
| Closed | -$1.66M | – | 1421 |
|
|
2024
Q4 | $1.66M | Buy |
10,932
+1,266
| +13% | +$192K | 0.23% | 89 |
|
|
2024
Q3 | $1.64M | Buy |
9,666
+504
| +6% | +$85.7K | 0.24% | 90 |
|
|
2024
Q2 | $1.51M | Buy |
+9,162
| New | +$1.51M | 0.25% | 87 |
|
|
2023
Q4 | $1.17M | Buy |
6,906
+2,801
| +68% | +$476K | 0.23% | 95 |
|
|
2023
Q3 | $742K | Sell |
4,105
-943
| -19% | -$170K | 0.26% | 92 |
|
|
2023
Q2 | $928K | Buy |
5,048
+632
| +14% | +$116K | 0.26% | 87 |
|
|
2023
Q1 | $798K | Buy |
4,416
+311
| +8% | +$56.2K | 0.26% | 96 |
|
|
2022
Q4 | $742K | Buy |
+4,105
| New | +$742K | 0.25% | 95 |
|
|
2020
Q4 | $389K | Buy |
+2,625
| New | +$389K | 0.2% | 117 |
|