Howard Capital 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 | $5.46M | Buy |
41,348
+4,952
| +14% | +$654K | 0.08% | 68 |
|
|
2025
Q1 | $5.46M | Sell |
36,396
-5,366
| -13% | -$805K | 0.14% | 53 |
|
|
2024
Q4 | $6.35M | Buy |
41,762
+1,244
| +3% | +$189K | 0.1% | 48 |
|
|
2024
Q3 | $6.89M | Buy |
40,518
+38,473
| +1,881% | +$6.54M | 0.11% | 44 |
|
|
2024
Q2 | $337K | Hold |
2,045
| – | – | 0.03% | 71 |
|
|
2024
Q1 | $358K | Sell |
2,045
-427
| -17% | -$74.7K | 0.04% | 63 |
|
|
2023
Q4 | $423K | Buy |
2,472
+357
| +17% | +$61K | 0.05% | 50 |
|
|
2023
Q3 | $358K | Sell |
2,115
-35
| -2% | -$5.93K | 0.05% | 53 |
|
|
2023
Q2 | $398K | Sell |
2,150
-6,879
| -76% | -$1.27M | 0.05% | 50 |
|
|
2023
Q1 | $1.65M | Buy |
9,029
+6,894
| +323% | +$1.26M | 0.28% | 20 |
|
|
2022
Q4 | $388K | Buy |
2,135
+146
| +7% | +$26.5K | 0.11% | 19 |
|
|
2022
Q3 | $325K | Sell |
1,989
-146
| -7% | -$23.9K | 0.1% | 20 |
|
|
2022
Q2 | $356K | Buy |
2,135
+167
| +8% | +$27.8K | 0.1% | 25 |
|
|
2022
Q1 | $329K | Hold |
1,968
| – | – | 0.08% | 28 |
|
|
2021
Q4 | $342K | Buy |
+1,968
| New | +$342K | 0.04% | 57 |
|
|
2020
Q4 | – | Sell |
-3,597
| Closed | -$499K | – | 60 |
|
|
2020
Q3 | $499K | Buy |
3,597
+296
| +9% | +$41.1K | 0.11% | 41 |
|
|
2020
Q2 | $440K | Buy |
+3,301
| New | +$440K | 0.12% | 42 |
|