Keynote Financial Services’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
5,507
+2,457
| +81% | +$324K | 0.49% | 62 |
|
|
2025
Q1 | $457K | Buy |
3,050
+175
| +6% | +$26.2K | 0.33% | 79 |
|
|
2024
Q4 | $437K | Sell |
2,875
-21
| -0.7% | -$3.19K | 0.34% | 80 |
|
|
2024
Q3 | $492K | Hold |
2,896
| – | – | 0.38% | 78 |
|
|
2024
Q2 | $478K | Hold |
2,896
| – | – | 0.4% | 69 |
|
|
2024
Q1 | $507K | Buy |
+2,896
| New | +$507K | 0.43% | 69 |
|