KFS
Kelly Financial Services’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
1,877
-9
| -0.5% | -$1.19K | 0.07% | 104 |
|
|
2025
Q1 | $283K | Buy |
1,886
+58
| +3% | +$8.7K | 0.1% | 87 |
|
|
2024
Q4 | $278K | Sell |
1,828
-379
| -17% | -$57.6K | 0.1% | 89 |
|
|
2024
Q3 | $375K | Buy |
2,207
+106
| +5% | +$18K | 0.14% | 77 |
|
|
2024
Q2 | $346K | Buy |
2,101
+154
| +8% | +$25.4K | 0.12% | 77 |
|
|
2024
Q1 | $341K | Sell |
1,947
-15
| -0.8% | -$2.63K | 0.13% | 79 |
|
|
2023
Q4 | $333K | Buy |
1,962
+82
| +4% | +$13.9K | 0.13% | 75 |
|
|
2023
Q3 | $319K | Sell |
1,880
-21
| -1% | -$3.56K | 0.15% | 75 |
|
|
2023
Q2 | $352K | Buy |
1,901
+108
| +6% | +$20K | 0.17% | 68 |
|
|
2023
Q1 | $327K | Buy |
1,793
+122
| +7% | +$22.2K | 0.17% | 67 |
|
|
2022
Q4 | $302K | Sell |
1,671
-35
| -2% | -$6.32K | 0.16% | 71 |
|
|
2022
Q3 | $279K | Buy |
1,706
+4
| +0.2% | +$653 | 0.16% | 64 |
|
|
2022
Q2 | $284K | Buy |
1,702
+4
| +0.2% | +$667 | 0.15% | 67 |
|
|
2022
Q1 | $284K | Buy |
1,698
+7
| +0.4% | +$1.17K | 0.13% | 69 |
|
|
2021
Q4 | $294K | Hold |
1,691
| – | – | 0.13% | 60 |
|
|
2021
Q3 | $254K | Sell |
1,691
-248,235
| -99% | -$37.3M | 0.14% | 57 |
|
|
2021
Q2 | $1.69M | Buy |
249,926
+248,243
| +14,750% | +$1.68M | 0.07% | 87 |
|
|
2021
Q1 | $238K | Buy |
1,683
+8
| +0.5% | +$1.13K | 0.15% | 41 |
|
|
2020
Q4 | $248K | Sell |
1,675
-7
| -0.4% | -$1.04K | 0.17% | 31 |
|
|
2020
Q3 | $233K | Sell |
1,682
-21
| -1% | -$2.91K | 0.17% | 21 |
|
|
2020
Q2 | $225K | Buy |
1,703
+5
| +0.3% | +$661 | 0.17% | 25 |
|
|
2020
Q1 | $204K | Sell |
1,698
-196
| -10% | -$23.5K | 0.25% | 19 |
|
|
2019
Q4 | $259K | Hold |
1,894
| – | – | 0.2% | 21 |
|
|
2019
Q3 | $260K | Buy |
1,894
+51
| +3% | +$6.99K | 0.24% | 20 |
|
|
2019
Q2 | $242K | Buy |
1,843
+2
| +0.1% | +$262 | 0.22% | 22 |
|
|
2019
Q1 | $226K | Buy |
+1,841
| New | +$226K | 0.25% | 23 |
|