Gallagher Fiduciary 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 | $765K | Sell |
5,796
-122
| -2% | -$16.1K | 0.03% | 114 |
|
|
2025
Q1 | $887K | Buy |
5,918
+183
| +3% | +$27.4K | 0.03% | 97 |
|
|
2024
Q4 | $872K | Buy |
5,735
+1,595
| +39% | +$243K | 0.17% | 66 |
|
|
2024
Q3 | $704K | Sell |
4,140
-725
| -15% | -$123K | 0.14% | 81 |
|
|
2024
Q2 | $802K | Buy |
4,865
+282
| +6% | +$46.5K | 0.18% | 63 |
|
|
2024
Q1 | $802K | Sell |
4,583
-51
| -1% | -$8.93K | 0.03% | 69 |
|
|
2023
Q4 | $787K | Buy |
4,634
+103
| +2% | +$17.5K | 0.03% | 68 |
|
|
2023
Q3 | $768K | Buy |
4,531
+32
| +0.7% | +$5.42K | 0.07% | 59 |
|
|
2023
Q2 | $834K | Sell |
4,499
-219
| -5% | -$40.6K | 0.06% | 71 |
|
|
2023
Q1 | $861K | Buy |
+4,718
| New | +$861K | 0.07% | 75 |
|