Larson Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
27,857
+11,725
| +73% | +$1.55M | 0.15% | 135 |
|
|
2025
Q1 | $2.42M | Buy |
16,132
+1,400
| +10% | +$210K | 0.11% | 159 |
|
|
2024
Q4 | $2.24M | Buy |
14,732
+269
| +2% | +$40.9K | 0.12% | 155 |
|
|
2024
Q3 | $2.46M | Buy |
14,463
+3,910
| +37% | +$665K | 0.14% | 136 |
|
|
2024
Q2 | $1.74M | Buy |
10,553
+226
| +2% | +$37.3K | 0.12% | 147 |
|
|
2024
Q1 | $1.81M | Buy |
10,327
+5,942
| +136% | +$1.04M | 0.14% | 129 |
|
|
2023
Q4 | $745K | Buy |
4,385
+72
| +2% | +$12.2K | 0.07% | 176 |
|
|
2023
Q3 | $731K | Buy |
4,313
+57
| +1% | +$9.66K | 0.07% | 171 |
|
|
2023
Q2 | $788K | Buy |
4,256
+95
| +2% | +$17.6K | 0.08% | 167 |
|
|
2023
Q1 | $759K | Sell |
4,161
-5,254
| -56% | -$958K | 0.08% | 172 |
|
|
2022
Q4 | $1.7M | Buy |
9,415
+21
| +0.2% | +$3.79K | 0.2% | 99 |
|
|
2022
Q3 | $1.53M | Buy |
9,394
+5,000
| +114% | +$816K | 0.22% | 85 |
|
|
2022
Q2 | $732K | Sell |
4,394
-632
| -13% | -$105K | 0.13% | 83 |
|
|
2022
Q1 | $841K | Buy |
5,026
+9
| +0.2% | +$1.51K | 0.13% | 81 |
|
|
2021
Q4 | $872K | Buy |
5,017
+1,913
| +62% | +$332K | 0.14% | 74 |
|
|
2021
Q3 | $467K | Buy |
3,104
+1,191
| +62% | +$179K | 0.09% | 90 |
|
|
2021
Q2 | $283K | Buy |
1,913
+8
| +0.4% | +$1.18K | 0.07% | 101 |
|
|
2021
Q1 | $269K | Sell |
1,905
-12
| -0.6% | -$1.69K | 0.08% | 91 |
|
|
2020
Q4 | $284K | Sell |
1,917
-42
| -2% | -$6.22K | 0.1% | 75 |
|
|
2020
Q3 | $271K | Sell |
1,959
-2
| -0.1% | -$277 | 0.11% | 75 |
|
|
2020
Q2 | $259K | Buy |
1,961
+176
| +10% | +$23.2K | 0.12% | 84 |
|
|
2020
Q1 | $214K | Buy |
1,785
+81
| +5% | +$9.71K | 0.13% | 75 |
|
|
2019
Q4 | $233K | Sell |
1,704
-30
| -2% | -$4.1K | 0.13% | 71 |
|
|
2019
Q3 | $238K | Buy |
1,734
+56
| +3% | +$7.69K | 0.16% | 68 |
|
|
2019
Q2 | $220K | Buy |
1,678
+6
| +0.4% | +$787 | 0.16% | 56 |
|
|
2019
Q1 | $205K | Buy |
1,672
+27
| +2% | +$3.31K | 0.16% | 55 |
|
|
2018
Q4 | $182K | Buy |
+1,645
| New | +$182K | 0.17% | 56 |
|
|
2018
Q1 | – | Sell |
-1,878
| Closed | -$225K | – | 61 |
|
|
2017
Q4 | $225K | Buy |
+1,878
| New | +$225K | 0.19% | 64 |
|