Key Client Fiduciary Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $369K | Buy |
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|
2025
Q2 | $283K | Buy |
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|
2025
Q1 | $313K | Sell |
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|
2024
Q4 | $327K | Sell |
|
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|
2024
Q3 | $394K | Buy |
|
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|
2024
Q2 | $375K | Sell |
|
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|
2024
Q1 | $464K | Sell |
|
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|
2023
Q4 | $462K | Sell |
|
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|
2023
Q3 | $468K | Buy |
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|
2023
Q2 | $511K | Buy |
|
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|
2023
Q1 | $498K | Buy |
|
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $300K | Buy |
|