KCFA
Key Client Fiduciary Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
2,145
+57
| +3% | +$7.53K | 0.11% | 158 |
|
|
2025
Q1 | $313K | Sell |
2,088
-60
| -3% | -$9K | 0.14% | 143 |
|
|
2024
Q4 | $327K | Sell |
2,148
-168
| -7% | -$25.6K | 0.14% | 138 |
|
|
2024
Q3 | $394K | Buy |
2,316
+40
| +2% | +$6.8K | 0.18% | 118 |
|
|
2024
Q2 | $375K | Sell |
2,276
-375
| -14% | -$61.8K | 0.19% | 115 |
|
|
2024
Q1 | $464K | Sell |
2,651
-67
| -2% | -$11.7K | 0.25% | 105 |
|
|
2023
Q4 | $462K | Sell |
2,718
-44
| -2% | -$7.47K | 0.27% | 91 |
|
|
2023
Q3 | $468K | Buy |
2,762
+4
| +0.1% | +$678 | 0.29% | 83 |
|
|
2023
Q2 | $511K | Buy |
2,758
+27
| +1% | +$5K | 0.3% | 77 |
|
|
2023
Q1 | $498K | Buy |
2,731
+45
| +2% | +$8.21K | 0.31% | 73 |
|
|
2022
Q4 | $485K | Buy |
2,686
+920
| +52% | +$166K | 0.33% | 70 |
|
|
2022
Q3 | $288K | Buy |
1,766
+1
| +0.1% | +$163 | 0.26% | 79 |
|
|
2022
Q2 | $294K | Buy |
1,765
+77
| +5% | +$12.8K | 0.29% | 83 |
|
|
2022
Q1 | $283K | Sell |
1,688
-39
| -2% | -$6.54K | 0.22% | 96 |
|
|
2021
Q4 | $300K | Buy |
+1,727
| New | +$300K | 0.25% | 92 |
|