Goepper Burkhardt’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Hold |
5,628
| – | – | 0.27% | 43 |
|
|
2025
Q1 | $844K | Sell |
5,628
-27
| -0.5% | -$4.05K | 0.34% | 35 |
|
|
2024
Q4 | $860K | Hold |
5,655
| – | – | 0.35% | 34 |
|
|
2024
Q3 | $962K | Sell |
5,655
-108
| -2% | -$18.4K | 0.4% | 33 |
|
|
2024
Q2 | $951K | Hold |
5,763
| – | – | 0.43% | 32 |
|
|
2024
Q1 | $1.04M | Sell |
5,763
-473
| -8% | -$85K | 0.48% | 29 |
|
|
2023
Q4 | $1.05M | Buy |
6,236
+388
| +7% | +$65.1K | 0.52% | 27 |
|
|
2023
Q3 | $991K | Hold |
5,848
| – | – | 0.6% | 24 |
|
|
2023
Q2 | $1.08M | Hold |
5,848
| – | – | 0.65% | 23 |
|
|
2023
Q1 | $1.07M | Hold |
5,848
| – | – | 0.7% | 22 |
|
|
2022
Q4 | $1.06M | Buy |
5,848
+694
| +13% | +$125K | 0.74% | 24 |
|
|
2022
Q3 | $841K | Hold |
5,154
| – | – | 0.63% | 24 |
|
|
2022
Q2 | $859K | Hold |
5,154
| – | – | 0.61% | 24 |
|
|
2022
Q1 | $863K | Hold |
5,154
| – | – | 0.52% | 25 |
|
|
2021
Q4 | $895K | Buy |
5,154
+26
| +0.5% | +$4.52K | 0.53% | 26 |
|
|
2021
Q3 | $771K | Sell |
5,128
-316
| -6% | -$47.5K | 0.49% | 29 |
|
|
2021
Q2 | $807K | Sell |
5,444
-16
| -0.3% | -$2.37K | 0.51% | 27 |
|
|
2021
Q1 | $772K | Sell |
5,460
-416
| -7% | -$58.8K | 0.52% | 28 |
|
|
2020
Q4 | $871K | Buy |
+5,876
| New | +$871K | 0.63% | 24 |
|