Klingman & Associates’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $545K | Buy |
|
|||||
|
2025
Q2 | $512K | Buy |
|
|||||
|
2025
Q1 | $539K | Buy |
|
|||||
|
2024
Q4 | $511K | Sell |
|
|||||
|
2024
Q3 | $599K | Sell |
|
|||||
|
2024
Q2 | $603K | Buy |
|
|||||
|
2024
Q1 | $565K | Sell |
|
|||||
|
2023
Q4 | $553K | Sell |
|
|||||
|
2023
Q3 | $739K | Sell |
|
|||||
|
2023
Q2 | $819K | Buy |
|
|||||
|
2023
Q1 | $804K | Sell |
|
|||||
|
2022
Q4 | $801K | Sell |
|
|||||
|
2022
Q3 | $789K | Buy |
|
|||||
|
2022
Q2 | $789K | Buy |
|
|||||
|
2022
Q1 | $775K | Sell |
|
|||||
|
2021
Q4 | $833K | Buy |
|
|||||
|
2021
Q3 | $682K | Sell |
|
|||||
|
2021
Q2 | $701K | Sell |
|
|||||
|
2021
Q1 | $796K | Sell |
|
|||||
|
2020
Q4 | $851K | Buy |
|
|||||
|
2020
Q3 | $661K | Buy |
|
|||||
|
2020
Q2 | $587K | Sell |
|
|||||
|
2020
Q1 | $569K | Sell |
|
|||||
|
2019
Q4 | $657K | Buy |
|
|||||
|
2019
Q3 | $655K | Hold |
|
|||||
|
2019
Q2 | $626K | Hold |
|
|||||
|
2019
Q1 | $585K | Buy |
|
|||||
|
2018
Q4 | $474K | Sell |
|
|||||
|
2018
Q3 | $492K | Buy |
|
|||||
|
2018
Q2 | $477K | Sell |
|
|||||
|
2018
Q1 | $610K | Buy |
|
|||||
|
2017
Q4 | $670K | Sell |
|
|||||
|
2017
Q3 | $633K | Buy |
|
|||||
|
2017
Q2 | $645K | Sell |
|
|||||
|
2017
Q1 | $642K | Buy |
|
|||||
|
2016
Q4 | $353K | Sell |
|
|||||
|
2016
Q3 | $391K | Hold |
|
|||||
|
2016
Q2 | $381K | Hold |
|
|||||
|
2016
Q1 | $368K | Hold |
|
|||||
|
2015
Q4 | $359K | Hold |
|
|||||
|
2015
Q3 | $339K | Sell |
|
|||||
|
2015
Q2 | $359K | Buy |
|
|||||
|
2015
Q1 | $363K | Buy |
|
|||||
|
2014
Q4 | $349K | Buy |
|