Kingsview 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 | $7.12M | Sell |
53,901
-28,284
| -34% | -$3.73M | 0.12% | 183 |
|
|
2025
Q1 | $12.3M | Sell |
82,185
-2,422
| -3% | -$363K | 0.23% | 79 |
|
|
2024
Q4 | $12.9M | Sell |
84,607
-381
| -0.4% | -$57.9K | 0.25% | 72 |
|
|
2024
Q3 | $14.5M | Buy |
84,988
+2,397
| +3% | +$408K | 0.3% | 59 |
|
|
2024
Q2 | $13.6M | Sell |
82,591
-23,680
| -22% | -$3.91M | 0.32% | 62 |
|
|
2024
Q1 | $18.6M | Buy |
106,271
+10,201
| +11% | +$1.79M | 0.47% | 41 |
|
|
2023
Q4 | $16.3M | Buy |
96,070
+6,598
| +7% | +$1.12M | 0.49% | 43 |
|
|
2023
Q3 | $15.2M | Buy |
89,472
+18,687
| +26% | +$3.17M | 0.54% | 36 |
|
|
2023
Q2 | $13.1M | Sell |
70,785
-55,413
| -44% | -$10.3M | 0.51% | 40 |
|
|
2023
Q1 | $23M | Buy |
126,198
+4,653
| +4% | +$848K | 0.97% | 15 |
|
|
2022
Q4 | $22M | Buy |
121,545
+34,710
| +40% | +$6.27M | 0.95% | 16 |
|
|
2022
Q3 | $14.2M | Buy |
86,835
+4,303
| +5% | +$702K | 0.67% | 25 |
|
|
2022
Q2 | $13.8M | Buy |
82,532
+4,403
| +6% | +$734K | 0.66% | 24 |
|
|
2022
Q1 | $13.1M | Buy |
78,129
+14,072
| +22% | +$2.36M | 0.58% | 32 |
|
|
2021
Q4 | $11.1M | Buy |
64,057
+270
| +0.4% | +$46.9K | 0.46% | 41 |
|
|
2021
Q3 | $9.59M | Buy |
63,787
+6,015
| +10% | +$905K | 0.45% | 38 |
|
|
2021
Q2 | $8.56M | Buy |
57,772
+3,297
| +6% | +$489K | 0.42% | 43 |
|
|
2021
Q1 | $7.7M | Buy |
54,475
+138
| +0.3% | +$19.5K | 0.44% | 46 |
|
|
2020
Q4 | $8.06M | Buy |
54,337
+3,355
| +7% | +$498K | 0.58% | 33 |
|
|
2020
Q3 | $7.07M | Buy |
50,982
+1,542
| +3% | +$214K | 0.63% | 29 |
|
|
2020
Q2 | $6.54M | Buy |
49,440
+3,059
| +7% | +$405K | 0.65% | 27 |
|
|
2020
Q1 | $5.57M | Buy |
46,381
+5,355
| +13% | +$643K | 0.75% | 27 |
|
|
2019
Q4 | $5.61M | Buy |
41,026
+2,847
| +7% | +$389K | 0.7% | 29 |
|
|
2019
Q3 | $5.23M | Buy |
38,179
+1,645
| +5% | +$226K | 0.82% | 23 |
|
|
2019
Q2 | $4.79M | Buy |
36,534
+1,455
| +4% | +$191K | 0.8% | 24 |
|
|
2019
Q1 | $4.3M | Buy |
35,079
+4,160
| +13% | +$510K | 0.65% | 32 |
|
|
2018
Q4 | $3.42M | Sell |
30,919
-11
| -0% | -$1.22K | 0.75% | 31 |
|
|
2018
Q3 | $3.46M | Buy |
30,930
+999
| +3% | +$112K | 0.7% | 33 |
|
|
2018
Q2 | $3.26M | Sell |
29,931
-87
| -0.3% | -$9.47K | 0.78% | 33 |
|
|
2018
Q1 | $3.28M | Buy |
30,018
+21,393
| +248% | +$2.33M | 0.81% | 31 |
|
|
2017
Q4 | $1.04M | Buy |
8,625
+2,335
| +37% | +$280K | 0.37% | 79 |
|
|
2017
Q3 | $701K | Buy |
6,290
+252
| +4% | +$28.1K | 0.31% | 98 |
|
|
2017
Q2 | $697K | Sell |
6,038
-458
| -7% | -$52.9K | 0.36% | 90 |
|
|
2017
Q1 | $727K | Buy |
+6,496
| New | +$727K | 0.43% | 77 |
|