DCM Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
14,314
+1,121
| +8% | +$148K | 0.81% | 30 |
|
|
2025
Q1 | $1.97M | Sell |
13,193
-1,398
| -10% | -$209K | 1.05% | 31 |
|
|
2024
Q4 | $2.22M | Buy |
14,591
+1,483
| +11% | +$226K | 1.04% | 27 |
|
|
2024
Q3 | $2.23M | Hold |
13,108
| – | – | 1.12% | 28 |
|
|
2024
Q2 | $2.16M | Sell |
13,108
-2,663
| -17% | -$439K | 1.14% | 28 |
|
|
2024
Q1 | $2.76M | Sell |
15,771
-1,463
| -8% | -$256K | 1.14% | 30 |
|
|
2023
Q4 | $2.93M | Sell |
17,234
-251
| -1% | -$42.6K | 1.05% | 31 |
|
|
2023
Q3 | $2.96M | Sell |
17,485
-28
| -0.2% | -$4.74K | 1.34% | 26 |
|
|
2023
Q2 | $3.24M | Sell |
17,513
-231
| -1% | -$42.8K | 1.39% | 26 |
|
|
2023
Q1 | $3.23M | Sell |
17,744
-87
| -0.5% | -$15.9K | 1.51% | 26 |
|
|
2022
Q4 | $3.22M | Buy |
17,831
+2,458
| +16% | +$444K | 1.56% | 24 |
|
|
2022
Q3 | $2.51M | Sell |
15,373
-1,811
| -11% | -$296K | 1.26% | 23 |
|
|
2022
Q2 | $2.86M | Sell |
17,184
-169
| -1% | -$28.2K | 1.24% | 19 |
|
|
2022
Q1 | $2.9M | Buy |
17,353
+1,947
| +13% | +$326K | 1.03% | 25 |
|
|
2021
Q4 | $2.68M | Buy |
15,406
+9,192
| +148% | +$1.6M | 0.79% | 33 |
|
|
2021
Q3 | $934K | Buy |
+6,214
| New | +$934K | 0.36% | 79 |
|