Jones Financial Companies’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75M | Buy |
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|
2025
Q1 | $68.2M | Buy |
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|
2024
Q4 | $54.2M | Buy |
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|
2024
Q3 | $43.7M | Buy |
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|
2024
Q2 | $26.6M | Buy |
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|
2024
Q1 | $16.7M | Buy |
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|
2023
Q4 | $12.9M | Buy |
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|
2023
Q3 | $12.2M | Sell |
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|
2023
Q2 | $13.9M | Sell |
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|
2023
Q1 | $14.1M | Sell |
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|
2022
Q4 | $14.2M | Buy |
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|
2022
Q3 | $12.7M | Sell |
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|
2022
Q2 | $13.2M | Sell |
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|
2022
Q1 | $13.3M | Sell |
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|
2021
Q4 | $14.1M | Buy |
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|
2021
Q3 | $12.1M | Sell |
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|
2021
Q2 | $12.1M | Buy |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $11.4M | Buy |
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|
2020
Q3 | $10.3M | Buy |
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|
2020
Q2 | $9.72M | Sell |
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|
2020
Q1 | $9.01M | Buy |
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|
2019
Q4 | $10.2M | Buy |
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|
2019
Q3 | $9.79M | Sell |
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|
2019
Q2 | $9.52M | Buy |
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|
2019
Q1 | $8.84M | Sell |
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|
2018
Q4 | $8.36M | Sell |
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|
2018
Q3 | $8.91M | Sell |
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|
2018
Q2 | $8.8M | Buy |
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|
2018
Q1 | $8.59M | Buy |
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|
2017
Q4 | $9.42M | Sell |
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|
2017
Q3 | $9M | Sell |
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|
2017
Q2 | $9.65M | Sell |
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|
2017
Q1 | $9.71M | Buy |
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|
2016
Q4 | $8.69M | Sell |
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|
2016
Q3 | $9.08M | Buy |
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|
2016
Q2 | $8.71M | Buy |
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|
2016
Q1 | $8.38M | Sell |
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|
2015
Q4 | $9.49M | Sell |
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|
2015
Q3 | $9.38M | Buy |
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|
2015
Q2 | $8.54M | Sell |
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|
2015
Q1 | $9.06M | Buy |
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|
2014
Q4 | $7.27M | Buy |
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|
2014
Q3 | $6.95M | Buy |
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|
2014
Q2 | $6.4M | Sell |
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|
2014
Q1 | $6.22M | Buy |
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|
2013
Q4 | $5.83M | Buy |
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|
2013
Q3 | $5.54M | Buy |
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|
2013
Q2 | $5.41M | Buy |
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