KWMG
King Wealth Management Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
28,288
-1,010
| -3% | -$133K | 0.51% | 36 |
|
|
2025
Q1 | $4.39M | Sell |
29,298
-813
| -3% | -$122K | 0.67% | 31 |
|
|
2024
Q4 | $4.58M | Buy |
30,111
+22
| +0.1% | +$3.35K | 0.67% | 30 |
|
|
2024
Q3 | $5.12M | Sell |
30,089
-2,127
| -7% | -$362K | 0.8% | 29 |
|
|
2024
Q2 | $5.31M | Sell |
32,216
-827
| -3% | -$136K | 0.89% | 28 |
|
|
2024
Q1 | $5.78M | Sell |
33,043
-540
| -2% | -$94.5K | 1.01% | 27 |
|
|
2023
Q4 | $5.7M | Buy |
33,583
+152
| +0.5% | +$25.8K | 1.1% | 24 |
|
|
2023
Q3 | $5.67M | Buy |
33,431
+1,598
| +5% | +$271K | 1.19% | 26 |
|
|
2023
Q2 | $5.9M | Buy |
31,833
+1,424
| +5% | +$264K | 1.19% | 24 |
|
|
2023
Q1 | $5.54M | Buy |
30,409
+481
| +2% | +$87.7K | 1.22% | 24 |
|
|
2022
Q4 | $5.41M | Buy |
29,928
+482
| +2% | +$87.1K | 1.29% | 21 |
|
|
2022
Q3 | $4.81M | Buy |
29,446
+1,346
| +5% | +$220K | 1.22% | 23 |
|
|
2022
Q2 | $4.68M | Buy |
28,100
+8,002
| +40% | +$1.33M | 1.12% | 24 |
|
|
2022
Q1 | $3.36M | Sell |
20,098
-39
| -0.2% | -$6.53K | 0.66% | 31 |
|
|
2021
Q4 | $3.5M | Sell |
20,137
-627
| -3% | -$109K | 0.65% | 32 |
|
|
2021
Q3 | $3.12M | Sell |
20,764
-308
| -1% | -$46.3K | 0.64% | 32 |
|
|
2021
Q2 | $3.12M | Buy |
21,072
+103
| +0.5% | +$15.3K | 0.64% | 32 |
|
|
2021
Q1 | $2.97M | Sell |
20,969
-325
| -2% | -$46K | 0.67% | 31 |
|
|
2020
Q4 | $3.16M | Sell |
21,294
-145
| -0.7% | -$21.5K | 0.74% | 28 |
|
|
2020
Q3 | $2.97M | Buy |
21,439
+228
| +1% | +$31.6K | 0.77% | 27 |
|
|
2020
Q2 | $2.81M | Sell |
21,211
-49
| -0.2% | -$6.48K | 0.82% | 26 |
|
|
2020
Q1 | $2.55M | Sell |
21,260
-859
| -4% | -$103K | 1.1% | 22 |
|
|
2019
Q4 | $3.02M | Sell |
22,119
-269
| -1% | -$36.8K | 0.8% | 27 |
|
|
2019
Q3 | $3.07M | Buy |
22,388
+426
| +2% | +$58.4K | 0.88% | 25 |
|
|
2019
Q2 | $2.88M | Sell |
21,962
-7
| -0% | -$918 | 0.86% | 26 |
|
|
2019
Q1 | $2.69M | Sell |
21,969
-146
| -0.7% | -$17.9K | 0.84% | 27 |
|
|
2018
Q4 | $2.44M | Sell |
22,115
-207
| -0.9% | -$22.9K | 0.88% | 27 |
|
|
2018
Q3 | $2.5M | Sell |
22,322
-277
| -1% | -$31K | 0.78% | 29 |
|
|
2018
Q2 | $2.46M | Sell |
22,599
-22,382
| -50% | -$2.44M | 0.84% | 28 |
|
|
2018
Q1 | $4.91M | Buy |
44,981
+955
| +2% | +$104K | 1.74% | 15 |
|
|
2017
Q4 | $5.28M | Sell |
44,026
-570
| -1% | -$68.3K | 1.87% | 16 |
|
|
2017
Q3 | $4.97M | Buy |
44,596
+436
| +1% | +$48.6K | 1.85% | 15 |
|
|
2017
Q2 | $5.1M | Buy |
44,160
+193
| +0.4% | +$22.3K | 2.03% | 13 |
|
|
2017
Q1 | $4.92M | Buy |
43,967
+210
| +0.5% | +$23.5K | 2.06% | 13 |
|
|
2016
Q4 | $4.58M | Buy |
43,757
+2,877
| +7% | +$301K | 2.06% | 14 |
|
|
2016
Q3 | $4.45M | Buy |
40,880
+1,402
| +4% | +$153K | 2.21% | 14 |
|
|
2016
Q2 | $4.18M | Buy |
39,478
+743
| +2% | +$78.7K | 2.23% | 14 |
|
|
2016
Q1 | $3.97M | Buy |
38,735
+947
| +3% | +$97.1K | 2.14% | 14 |
|
|
2015
Q4 | $3.78M | Buy |
37,788
+1,067
| +3% | +$107K | 2.08% | 12 |
|
|
2015
Q3 | $3.46M | Buy |
36,721
+208
| +0.6% | +$19.6K | 2.13% | 12 |
|
|
2015
Q2 | $3.41M | Sell |
36,513
-115
| -0.3% | -$10.7K | 1.86% | 15 |
|
|
2015
Q1 | $3.5M | Sell |
36,628
-1,019
| -3% | -$97.4K | 2.02% | 14 |
|
|
2014
Q4 | $3.56M | Buy |
37,647
+3,677
| +11% | +$348K | 1.89% | 13 |
|
|
2014
Q3 | $3.16M | Buy |
33,970
+259
| +0.8% | +$24.1K | 1.98% | 14 |
|
|
2014
Q2 | $2.99M | Buy |
33,711
+619
| +2% | +$54.9K | 1.84% | 16 |
|
|
2014
Q1 | $2.76M | Sell |
33,092
-11,559
| -26% | -$965K | 1.9% | 15 |
|
|
2013
Q4 | $3.7M | Buy |
44,651
+712
| +2% | +$59.1K | 2.11% | 13 |
|
|
2013
Q3 | $3.49M | Buy |
43,939
+268
| +0.6% | +$21.3K | 2.27% | 14 |
|
|
2013
Q2 | $3.57M | Buy |
+43,671
| New | +$3.57M | 2.47% | 10 |
|