Financial & Tax Architects’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.2M | Sell |
46,342
-2,832
| -6% | -$441K | 1.61% | 22 |
|
|
2025
Q4 | $7.06M | Sell |
49,174
-1,609
| -3% | -$236K | 1.59% | 26 |
|
|
2025
Q3 | $7.13M | Buy |
50,783
+2,908
| +6% | +$415K | 1.57% | 26 |
|
|
2025
Q2 | $6.32M | Buy |
47,875
+5,885
| +14% | +$793K | 1.54% | 30 |
|
|
2025
Q1 | $6.3M | Buy |
41,990
+3,573
| +9% | +$532K | 1.58% | 29 |
|
|
2024
Q4 | $5.84M | Buy |
38,417
+4,309
| +13% | +$706K | 1.49% | 30 |
|
|
2024
Q3 | $5.8M | Buy |
34,108
+299
| +0.9% | +$51.4K | 1.49% | 31 |
|
|
2024
Q2 | $5.58M | Buy |
33,809
+1,722
| +5% | +$297K | 1.49% | 32 |
|
|
2024
Q1 | $5.62M | Buy |
32,087
+1,679
| +6% | +$283K | 1.55% | 30 |
|
|
2023
Q4 | $5.16M | Buy |
30,408
+451
| +2% | +$74.8K | 1.53% | 30 |
|
|
2023
Q3 | $5.08M | Buy |
29,957
+1,051
| +4% | +$191K | 1.58% | 28 |
|
|
2023
Q2 | $5.35M | Buy |
28,906
+456
| +2% | +$85.1K | 1.65% | 20 |
|
|
2023
Q1 | $5.19M | Buy |
28,450
+1,250
| +5% | +$219K | 1.71% | 17 |
|
|
2022
Q4 | $4.62M | Sell |
27,200
-1,823
| -6% | -$325K | 1.58% | 31 |
|
|
2022
Q3 | $4.74M | Buy |
29,023
+1,166
| +4% | +$201K | 1.78% | 12 |
|
|
2022
Q2 | $4.64M | Buy |
27,857
+2,546
| +10% | +$429K | 1.76% | 19 |
|
|
2022
Q1 | $4.24M | Buy |
25,311
+1,165
| +5% | +$196K | 1.6% | 23 |
|
|
2021
Q4 | $4.19M | Buy |
24,146
+778
| +3% | +$127K | 1.71% | 17 |
|
|
2021
Q3 | $3.51M | Buy |
23,368
+1,191
| +5% | +$184K | 1.6% | 20 |
|
|
2021
Q2 | $3.29M | Buy |
22,177
+1,611
| +8% | +$235K | 1.61% | 21 |
|
|
2021
Q1 | $2.91M | Buy |
+20,566
| New | +$2.82M | 1.63% | 18 |
|
Other funds holding PEP
VCM
VPM
DAM