KFG Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Buy |
5,972
+386
| +7% | +$51K | 0.13% | 90 |
|
|
2025
Q1 | $838K | Buy |
5,586
+730
| +15% | +$109K | 0.15% | 76 |
|
|
2024
Q4 | $738K | Buy |
4,856
+194
| +4% | +$29.5K | 0.14% | 85 |
|
|
2024
Q3 | $793K | Sell |
4,662
-109
| -2% | -$18.5K | 0.17% | 78 |
|
|
2024
Q2 | $787K | Buy |
4,771
+226
| +5% | +$37.3K | 0.31% | 59 |
|
|
2024
Q1 | $795K | Buy |
4,545
+594
| +15% | +$104K | 0.33% | 59 |
|
|
2023
Q4 | $671K | Sell |
3,951
-24
| -0.6% | -$4.08K | 0.31% | 54 |
|
|
2023
Q3 | $673K | Buy |
3,975
+410
| +12% | +$69.5K | 0.37% | 50 |
|
|
2023
Q2 | $660K | Buy |
3,565
+1,564
| +78% | +$290K | 0.39% | 45 |
|
|
2023
Q1 | $369K | Buy |
+2,001
| New | +$369K | 0.26% | 51 |
|