Howard Capital Management Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $603K | Hold |
4,568
| – | – | 0.04% | 76 |
|
2025
Q1 | $685K | Hold |
4,568
| – | – | 0.05% | 67 |
|
2024
Q4 | $695K | Hold |
4,568
| – | – | 0.05% | 71 |
|
2024
Q3 | $777K | Buy |
4,568
+90
| +2% | +$15.3K | 0.05% | 67 |
|
2024
Q2 | $739K | Hold |
4,478
| – | – | 0.05% | 64 |
|
2024
Q1 | $784K | Hold |
4,478
| – | – | 0.06% | 61 |
|
2023
Q4 | $761K | Buy |
4,478
+455
| +11% | +$77.3K | 0.07% | 57 |
|
2023
Q3 | $682K | Hold |
4,023
| – | – | 0.07% | 61 |
|
2023
Q2 | $745K | Sell |
4,023
-115
| -3% | -$21.3K | 0.07% | 57 |
|
2023
Q1 | $754K | Buy |
4,138
+2,516
| +155% | +$459K | 0.08% | 54 |
|
2022
Q4 | $293K | Sell |
1,622
-1,200
| -43% | -$217K | 0.04% | 81 |
|
2022
Q3 | $461K | Hold |
2,822
| – | – | 0.06% | 60 |
|
2022
Q2 | $470K | Hold |
2,822
| – | – | 0.06% | 62 |
|
2022
Q1 | $472K | Buy |
2,822
+50
| +2% | +$8.36K | 0.04% | 70 |
|
2021
Q4 | $482K | Hold |
2,772
| – | – | 0.04% | 78 |
|
2021
Q3 | $417K | Buy |
2,772
+120
| +5% | +$18.1K | 0.04% | 77 |
|
2021
Q2 | $393K | Hold |
2,652
| – | – | 0.04% | 75 |
|
2021
Q1 | $375K | Buy |
+2,652
| New | +$375K | 0.04% | 73 |
|