Hixon Zuercher’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Buy |
30,583
+614
| +2% | +$81.1K | 1.3% | 30 |
|
|
2025
Q1 | $4.49M | Buy |
29,969
+4,221
| +16% | +$633K | 1.58% | 26 |
|
|
2024
Q4 | $3.92M | Sell |
25,748
-2,389
| -8% | -$363K | 1.51% | 27 |
|
|
2024
Q3 | $4.78M | Sell |
28,137
-599
| -2% | -$102K | 1.87% | 19 |
|
|
2024
Q2 | $4.74M | Sell |
28,736
-766
| -3% | -$126K | 2% | 21 |
|
|
2024
Q1 | $5.16M | Buy |
29,502
+1,500
| +5% | +$263K | 2.18% | 18 |
|
|
2023
Q4 | $4.76M | Sell |
28,002
-2,355
| -8% | -$400K | 2.21% | 20 |
|
|
2023
Q3 | $5.14M | Buy |
30,357
+2,411
| +9% | +$409K | 2.7% | 15 |
|
|
2023
Q2 | $5.18M | Buy |
27,946
+378
| +1% | +$70K | 2.61% | 14 |
|
|
2023
Q1 | $5.03M | Buy |
27,568
+634
| +2% | +$116K | 2.98% | 14 |
|
|
2022
Q4 | $4.87M | Buy |
26,934
+204
| +0.8% | +$36.9K | 3% | 12 |
|
|
2022
Q3 | $4.36M | Buy |
26,730
+1,168
| +5% | +$191K | 2.79% | 15 |
|
|
2022
Q2 | $4.26M | Buy |
25,562
+168
| +0.7% | +$28K | 2.76% | 12 |
|
|
2022
Q1 | $4.25M | Buy |
25,394
+185
| +0.7% | +$31K | 2.28% | 17 |
|
|
2021
Q4 | $4.38M | Buy |
25,209
+825
| +3% | +$143K | 2.2% | 18 |
|
|
2021
Q3 | $3.67M | Buy |
24,384
+329
| +1% | +$49.5K | 2.14% | 19 |
|
|
2021
Q2 | $3.56M | Sell |
24,055
-2,574
| -10% | -$381K | 2.14% | 18 |
|
|
2021
Q1 | $3.77M | Buy |
26,629
+1,229
| +5% | +$174K | 2.49% | 17 |
|
|
2020
Q4 | $3.77M | Buy |
25,400
+213
| +0.8% | +$31.6K | 2.62% | 15 |
|
|
2020
Q3 | $3.49M | Buy |
25,187
+129
| +0.5% | +$17.9K | 2.68% | 14 |
|
|
2020
Q2 | $3.31M | Sell |
25,058
-3,341
| -12% | -$442K | 2.85% | 11 |
|
|
2020
Q1 | $3.41M | Buy |
28,399
+5,590
| +25% | +$671K | 4.91% | 9 |
|
|
2019
Q4 | $3.12M | Buy |
+22,809
| New | +$3.12M | 2.97% | 12 |
|