Key Financial Inc’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Hold |
9,657
| – | – | 0.26% | 74 |
|
|
2025
Q1 | $1.45M | Buy |
9,657
+95
| +1% | +$14.2K | 0.32% | 60 |
|
|
2024
Q4 | $1.45M | Sell |
9,562
-29
| -0.3% | -$4.41K | 0.33% | 59 |
|
|
2024
Q3 | $1.63M | Buy |
9,591
+8
| +0.1% | +$1.36K | 0.36% | 56 |
|
|
2024
Q2 | $1.58M | Hold |
9,583
| – | – | 0.38% | 51 |
|
|
2024
Q1 | $1.68M | Sell |
9,583
-58
| -0.6% | -$10.2K | 0.43% | 48 |
|
|
2023
Q4 | $1.64M | Hold |
9,641
| – | – | 0.45% | 51 |
|
|
2023
Q3 | $1.63M | Hold |
9,641
| – | – | 0.55% | 38 |
|
|
2023
Q2 | $1.79M | Sell |
9,641
-87
| -0.9% | -$16.1K | 0.59% | 33 |
|
|
2023
Q1 | $1.77M | Hold |
9,728
| – | – | 0.65% | 30 |
|
|
2022
Q4 | $1.59M | Hold |
9,728
| – | – | 0.75% | 29 |
|
|
2022
Q3 | $1.59M | Buy |
9,728
+4,478
| +85% | +$731K | 0.75% | 29 |
|
|
2022
Q2 | $889K | Buy |
5,250
+47
| +0.9% | +$7.96K | 0.48% | 38 |
|
|
2022
Q1 | $871K | Buy |
5,203
+208
| +4% | +$34.8K | 0.43% | 40 |
|
|
2021
Q4 | $868K | Buy |
4,995
+29
| +0.6% | +$5.04K | 0.43% | 43 |
|
|
2021
Q3 | $747K | Sell |
4,966
-61
| -1% | -$9.18K | 0.42% | 44 |
|
|
2021
Q2 | $789K | Sell |
5,027
-33
| -0.7% | -$5.18K | 0.44% | 42 |
|
|
2021
Q1 | $716K | Sell |
5,060
-364
| -7% | -$51.5K | 0.47% | 41 |
|
|
2020
Q4 | $804K | Buy |
5,424
+46
| +0.9% | +$6.82K | 0.6% | 31 |
|
|
2020
Q3 | $745K | Hold |
5,378
| – | – | 0.76% | 31 |
|
|
2020
Q2 | $705K | Buy |
5,378
+38
| +0.7% | +$4.98K | 0.81% | 30 |
|
|
2020
Q1 | $670K | Hold |
5,340
| – | – | 0.69% | 24 |
|
|
2019
Q4 | $730K | Buy |
+5,340
| New | +$730K | 0.68% | 35 |
|