Financial & Tax Architects’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32M | Buy |
47,875
+5,885
| +14% | +$777K | 1.54% | 30 |
|
|
2025
Q1 | $6.3M | Buy |
41,990
+3,573
| +9% | +$536K | 1.58% | 29 |
|
|
2024
Q4 | $5.84M | Buy |
38,417
+4,309
| +13% | +$655K | 1.49% | 30 |
|
|
2024
Q3 | $5.8M | Buy |
34,108
+299
| +0.9% | +$50.8K | 1.49% | 31 |
|
|
2024
Q2 | $5.58M | Buy |
33,809
+1,722
| +5% | +$284K | 1.49% | 32 |
|
|
2024
Q1 | $5.62M | Buy |
32,087
+1,679
| +6% | +$294K | 1.55% | 30 |
|
|
2023
Q4 | $5.16M | Buy |
30,408
+451
| +2% | +$76.6K | 1.53% | 30 |
|
|
2023
Q3 | $5.08M | Buy |
29,957
+1,051
| +4% | +$178K | 1.58% | 28 |
|
|
2023
Q2 | $5.35M | Buy |
28,906
+456
| +2% | +$84.5K | 1.65% | 20 |
|
|
2023
Q1 | $5.19M | Buy |
28,450
+1,250
| +5% | +$228K | 1.71% | 17 |
|
|
2022
Q4 | $4.62M | Sell |
27,200
-1,823
| -6% | -$310K | 1.58% | 31 |
|
|
2022
Q3 | $4.74M | Buy |
29,023
+1,166
| +4% | +$190K | 1.78% | 12 |
|
|
2022
Q2 | $4.64M | Buy |
27,857
+2,546
| +10% | +$424K | 1.76% | 19 |
|
|
2022
Q1 | $4.24M | Buy |
25,311
+1,165
| +5% | +$195K | 1.6% | 23 |
|
|
2021
Q4 | $4.19M | Buy |
24,146
+778
| +3% | +$135K | 1.71% | 17 |
|
|
2021
Q3 | $3.51M | Buy |
23,368
+1,191
| +5% | +$179K | 1.6% | 20 |
|
|
2021
Q2 | $3.29M | Buy |
22,177
+1,611
| +8% | +$239K | 1.61% | 21 |
|
|
2021
Q1 | $2.91M | Buy |
+20,566
| New | +$2.91M | 1.63% | 18 |
|