Gerber Kawasaki Wealth & Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
4,519
+744
| +20% | +$98.3K | 0.02% | 189 |
|
|
2025
Q1 | $566K | Buy |
3,775
+803
| +27% | +$120K | 0.03% | 178 |
|
|
2024
Q4 | $452K | Buy |
2,972
+333
| +13% | +$50.6K | 0.02% | 194 |
|
|
2024
Q3 | $449K | Buy |
2,639
+158
| +6% | +$26.9K | 0.02% | 192 |
|
|
2024
Q2 | $409K | Buy |
2,481
+153
| +7% | +$25.2K | 0.02% | 191 |
|
|
2024
Q1 | $407K | Buy |
2,328
+242
| +12% | +$42.4K | 0.02% | 195 |
|
|
2023
Q4 | $354K | Buy |
2,086
+1
| +0% | +$170 | 0.02% | 189 |
|
|
2023
Q3 | $353K | Buy |
2,085
+411
| +25% | +$69.6K | 0.02% | 183 |
|
|
2023
Q2 | $310K | Sell |
1,674
-199
| -11% | -$36.9K | 0.02% | 197 |
|
|
2023
Q1 | $341K | Buy |
1,873
+157
| +9% | +$28.6K | 0.03% | 186 |
|
|
2022
Q4 | $310K | Buy |
1,716
+7
| +0.4% | +$1.27K | 0.03% | 195 |
|
|
2022
Q3 | $279K | Buy |
1,709
+44
| +3% | +$7.18K | 0.03% | 187 |
|
|
2022
Q2 | $277K | Hold |
1,665
| – | – | 0.03% | 198 |
|
|
2022
Q1 | $278K | Sell |
1,665
-14
| -0.8% | -$2.34K | 0.02% | 213 |
|
|
2021
Q4 | $291K | Buy |
1,679
+1,668
| +15,164% | +$289K | 0.02% | 213 |
|
|
2021
Q3 | $11K | Buy |
+11
| New | +$11K | ﹤0.01% | 614 |
|
|
2018
Q1 | – | Sell |
-1,868
| Closed | -$224K | – | 120 |
|
|
2017
Q4 | $224K | Buy |
1,868
+10
| +0.5% | +$1.2K | 0.08% | 99 |
|
|
2017
Q3 | $204K | Buy |
1,858
+12
| +0.7% | +$1.32K | 0.07% | 101 |
|
|
2017
Q2 | $211K | Sell |
1,846
-98
| -5% | -$11.2K | 0.08% | 108 |
|
|
2017
Q1 | $217K | Buy |
1,944
+21
| +1% | +$2.34K | 0.09% | 110 |
|
|
2016
Q4 | $201K | Sell |
1,923
-177
| -8% | -$18.5K | 0.11% | 96 |
|
|
2016
Q3 | $228K | Sell |
2,100
-9
| -0.4% | -$977 | 0.13% | 85 |
|
|
2016
Q2 | $223K | Buy |
+2,109
| New | +$223K | 0.14% | 79 |
|