Kavar Capital Partners Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.08M | Buy |
19,812
+166
| +0.8% | +$25.9K | 0.39% | 61 |
|
|
2025
Q4 | $2.82M | Sell |
19,646
-2,661
| -12% | -$391K | 0.39% | 59 |
|
|
2025
Q3 | $3.13M | Buy |
22,307
+182
| +0.8% | +$26K | 0.42% | 59 |
|
|
2025
Q2 | $2.92M | Sell |
22,125
-3,026
| -12% | -$408K | 0.42% | 62 |
|
|
2025
Q1 | $3.77M | Buy |
25,151
+268
| +1% | +$39.9K | 0.63% | 45 |
|
|
2024
Q4 | $3.78M | Sell |
24,883
-143
| -0.6% | -$23.4K | 0.64% | 46 |
|
|
2024
Q3 | $4.26M | Buy |
25,026
+570
| +2% | +$97.9K | 0.67% | 45 |
|
|
2024
Q2 | $4.03M | Buy |
24,456
+14
| +0.1% | +$2.42K | 0.73% | 45 |
|
|
2024
Q1 | $4.28M | Sell |
24,442
-20,448
| -46% | -$3.44M | 0.79% | 42 |
|
|
2023
Q4 | $7.62M | Buy |
44,890
+25,039
| +126% | +$4.15M | 0.85% | 38 |
|
|
2023
Q3 | $3.36M | Buy |
19,851
+1,570
| +9% | +$285K | 0.73% | 46 |
|
|
2023
Q2 | $3.39M | Buy |
18,281
+1,033
| +6% | +$193K | 0.72% | 44 |
|
|
2023
Q1 | $3.14M | Buy |
17,248
+435
| +3% | +$76K | 0.68% | 50 |
|
|
2022
Q4 | $3.04M | Buy |
16,813
+238
| +1% | +$42.5K | 0.7% | 46 |
|
|
2022
Q3 | $2.71M | Buy |
16,575
+1,270
| +8% | +$219K | 0.69% | 46 |
|
|
2022
Q2 | $2.55M | Buy |
15,305
+519
| +4% | +$87.4K | 0.59% | 51 |
|
|
2022
Q1 | $2.48M | Buy |
14,786
+609
| +4% | +$102K | 0.53% | 54 |
|
|
2021
Q4 | $2.46M | Buy |
14,177
+1,430
| +11% | +$234K | 0.51% | 57 |
|
|
2021
Q3 | $1.92M | Buy |
12,747
+2,503
| +24% | +$387K | 0.44% | 65 |
|
|
2021
Q2 | $1.52M | Buy |
10,244
+3,149
| +44% | +$459K | 0.37% | 72 |
|
|
2021
Q1 | $1M | Buy |
7,095
+715
| +11% | +$98.1K | 0.27% | 84 |
|
|
2020
Q4 | $946K | Buy |
6,380
+627
| +11% | +$89.1K | 0.27% | 82 |
|
|
2020
Q3 | $797K | Buy |
5,753
+3,224
| +127% | +$439K | 0.27% | 77 |
|
|
2020
Q2 | $334K | Buy |
2,529
+140
| +6% | +$18.5K | 0.13% | 99 |
|
|
2020
Q1 | $287K | Hold |
2,389
| – | – | 0.14% | 94 |
|
|
2019
Q4 | $327K | Buy |
2,389
+250
| +12% | +$34K | 0.12% | 101 |
|
|
2019
Q3 | $293K | Buy |
2,139
+800
| +60% | +$106K | 0.11% | 110 |
|
|
2019
Q2 | $176K | Buy |
+1,339
| New | +$172K | 0.07% | 131 |
|
|
2018
Q3 | – | Sell |
-989
| Closed | -$108K | – | 304 |
|
|
2018
Q2 | $108K | Hold |
989
| – | – | 0.05% | 140 |
|
|
2018
Q1 | $108K | Buy |
+989
| New | +$112K | 0.06% | 140 |
|
|
2016
Q1 | – | Sell |
-1,015
| Closed | -$101K | – | 307 |
|
|
2015
Q4 | $101K | Hold |
1,015
| – | – | 0.06% | 131 |
|
|
2015
Q3 | $95K | Sell |
1,015
-101
| -9% | -$9.61K | 0.07% | 132 |
|
|
2015
Q2 | $104K | Buy |
+1,116
| New | +$107K | 0.07% | 143 |
|
|
2014
Q2 | – | Sell |
-951
| Closed | -$79K | – | 351 |
|
|
2014
Q1 | $79K | Sell |
951
-450
| -32% | -$36.5K | 0.07% | 171 |
|
|
2013
Q4 | $116K | Buy |
+1,401
| New | +$116K | 0.1% | 142 |
|
Other funds holding PEP
VCM
VPM
DAM