Creative Planning’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 | $84.4M | Buy |
|
|||||
|
2025
Q1 | $90.5M | Buy |
|
|||||
|
2024
Q4 | $84.4M | Buy |
|
|||||
|
2024
Q3 | $89.6M | Sell |
|
|||||
|
2024
Q2 | $87.9M | Sell |
|
|||||
|
2024
Q1 | $94.3M | Buy |
|
|||||
|
2023
Q4 | $89.8M | Sell |
|
|||||
|
2023
Q3 | $129M | Buy |
|
|||||
|
2023
Q2 | $121M | Buy |
|
|||||
|
2023
Q1 | $111M | Buy |
|
|||||
|
2022
Q4 | $88.4M | Buy |
|
|||||
|
2022
Q3 | $75.9M | Sell |
|
|||||
|
2022
Q2 | $78.9M | Buy |
|
|||||
|
2022
Q1 | $78.1M | Buy |
|
|||||
|
2021
Q4 | $56.8M | Sell |
|
|||||
|
2021
Q3 | $52.5M | Buy |
|
|||||
|
2021
Q2 | $47.4M | Sell |
|
|||||
|
2021
Q1 | $124M | Buy |
|
|||||
|
2020
Q4 | $126M | Buy |
|
|||||
|
2020
Q3 | $113M | Buy |
|
|||||
|
2020
Q2 | $106M | Sell |
|
|||||
|
2020
Q1 | $96.9M | Sell |
|
|||||
|
2019
Q4 | $111M | Sell |
|
|||||
|
2019
Q3 | $113M | Buy |
|
|||||
|
2019
Q2 | $105M | Sell |
|
|||||
|
2019
Q1 | $98.3M | Sell |
|
|||||
|
2018
Q4 | $93.7M | Buy |
|
|||||
|
2018
Q3 | $88.6M | Buy |
|
|||||
|
2018
Q2 | $84.8M | Buy |
|
|||||
|
2018
Q1 | $85M | Sell |
|
|||||
|
2017
Q4 | $93.6M | Buy |
|
|||||
|
2017
Q3 | $85.6M | Buy |
|
|||||
|
2017
Q2 | $88.5M | Buy |
|
|||||
|
2017
Q1 | $85M | Sell |
|
|||||
|
2016
Q4 | $80M | Buy |
|
|||||
|
2016
Q3 | $82.8M | Buy |
|
|||||
|
2016
Q2 | $20.2M | Buy |
|
|||||
|
2016
Q1 | $18.5M | Sell |
|
|||||
|
2015
Q4 | $19.6M | Buy |
|
|||||
|
2015
Q3 | $16.6M | Sell |
|
|||||
|
2015
Q2 | $16.6M | Buy |
|
|||||
|
2015
Q1 | $16.5M | Buy |
|
|||||
|
2014
Q4 | $15.4M | Buy |
|
|||||
|
2014
Q3 | $14.2M | Buy |
|
|||||
|
2014
Q2 | $12.2M | Buy |
|
|||||
|
2014
Q1 | $11.1M | Sell |
|
|||||
|
2013
Q4 | $16.2M | Buy |
|
|||||
|
2013
Q3 | $8.98M | Buy |
|
|||||
|
2013
Q2 | $8.25M | Buy |
|