EWM
PEP icon

Edge Wealth Management’s PepsiCo PEP Stock Holding History

Edge Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$309K Sell
2,339
-427
-15% -$56.4K 0.06% 61
2025
Q1 		$415K Hold
2,766
– – 0.08% 51
2024
Q4 		$421K Sell
2,766
-342
-11% -$52K 0.09% 51
2024
Q3 		$528K Hold
3,108
– – 0.11% 47
2024
Q2 		$513K Sell
3,108
-42
-1% -$6.93K 0.11% 45
2024
Q1 		$551K Buy
3,150
+110
+4% +$19.3K 0.12% 46
2023
Q4 		$516K Sell
3,040
-2,580
-46% -$438K 0.11% 48
2023
Q3 		$952K Sell
5,620
-241
-4% -$40.8K 0.22% 41
2023
Q2 		$1.09M Hold
5,861
– – 0.24% 38
2023
Q1 		$1.07M Sell
5,861
-2,908
-33% -$530K 0.24% 37
2022
Q4 		$1.57M Hold
8,769
– – 0.37% 36
2022
Q3 		$1.45M Sell
8,769
-45
-0.5% -$7.45K 0.32% 35
2022
Q2 		$1.47M Hold
8,814
– – 0.32% 37
2022
Q1 		$1.48M Buy
8,814
+831
+10% +$139K 0.29% 41
2021
Q4 		$1.39M Sell
7,983
-20
-0.2% -$3.48K 0.25% 46
2021
Q3 		$1.2M Hold
8,003
– – 0.23% 51
2021
Q2 		$1.18M Sell
8,003
-115
-1% -$17K 0.24% 51
2021
Q1 		$1.15M Buy
8,118
+1,191
+17% +$168K 0.24% 55
2020
Q4 		$1.02M Sell
6,927
-820
-11% -$121K 0.23% 55
2020
Q3 		$1.07M Buy
7,747
+1,798
+30% +$249K 0.25% 54
2020
Q2 		$787K Buy
5,949
+2,450
+70% +$324K 0.15% 75
2020
Q1 		$430K Sell
3,499
-75
-2% -$9.22K 0.09% 100
2019
Q4 		$487K Buy
3,574
+130
+4% +$17.7K 0.1% 101
2019
Q3 		$472K Hold
3,444
– – 0.11% 95
2019
Q2 		$452K Hold
3,444
– – 0.1% 101
2019
Q1 		$422K Hold
3,444
– – 0.1% 101
2018
Q4 		$380K Sell
3,444
-1,190
-26% -$131K 0.11% 104
2018
Q3 		$518K Hold
4,634
– – 0.12% 88
2018
Q2 		$505K Buy
4,634
+1,190
+35% +$130K 0.13% 95
2018
Q1 		$376K Hold
3,444
– – 0.1% 100
2017
Q4 		$413K Hold
3,444
– – 0.12% 95
2017
Q3 		$383K Hold
3,444
– – 0.12% 96
2017
Q2 		$397K Hold
3,444
– – 0.13% 90
2017
Q1 		$386K Sell
3,444
-950
-22% -$106K 0.13% 84
2016
Q4 		$459K Buy
4,394
+594
+16% +$62.1K 0.17% 79
2016
Q3 		$413K Hold
3,800
– – 0.18% 76
2016
Q2 		$403K Buy
3,800
+230
+6% +$24.4K 0.17% 77
2016
Q1 		$366K Sell
3,570
-850
-19% -$87.1K 0.17% 82
2015
Q4 		$444K Hold
4,420
– – 0.17% 81
2015
Q3 		$415K Hold
4,420
– – 0.16% 74
2015
Q2 		$413K Hold
4,420
– – 0.14% 71
2015
Q1 		$425K Sell
4,420
-40
-0.9% -$3.85K 0.14% 72
2014
Q4 		$424K Hold
4,460
– – 0.16% 76
2014
Q3 		$416K Sell
4,460
-2
-0% -$187 0.16% 69
2014
Q2 		$399K Hold
4,462
– – 0.17% 73
2014
Q1 		$373K Sell
4,462
-8,421
-65% -$704K 0.16% 70
2013
Q4 		$1.07M Buy
12,883
+6,668
+107% +$553K 0.49% 37
2013
Q3 		$494K Hold
6,215
– – 0.3% 47
2013
Q2 		$510K Buy
+6,215
New +$510K 0.34% 39