LBMC Investment Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $609K | Buy |
3,922
+94
| +2% | +$14.6K | 0.04% | 136 |
|
|
2025
Q4 | $549K | Sell |
3,828
-23
| -0.6% | -$3.38K | 0.03% | 132 |
|
|
2025
Q3 | $541K | Sell |
3,851
-41
| -1% | -$5.86K | 0.03% | 138 |
|
|
2025
Q2 | $514K | Sell |
3,892
-68
| -2% | -$9.16K | 0.04% | 124 |
|
|
2025
Q1 | $594K | Buy |
3,960
+22
| +0.6% | +$3.27K | 0.05% | 108 |
|
|
2024
Q4 | $599K | Hold |
3,938
| – | – | 0.05% | 106 |
|
|
2024
Q3 | $670K | Sell |
3,938
-80
| -2% | -$13.7K | 0.05% | 96 |
|
|
2024
Q2 | $663K | Buy |
4,018
+19
| +0.5% | +$3.28K | 0.06% | 92 |
|
|
2024
Q1 | $700K | Sell |
3,999
-551
| -12% | -$92.8K | 0.06% | 93 |
|
|
2023
Q4 | $773K | Hold |
4,550
| – | – | 0.07% | 75 |
|
|
2023
Q3 | $763K | Sell |
4,550
-41
| -0.9% | -$7.45K | 0.08% | 71 |
|
|
2023
Q2 | $850K | Sell |
4,591
-346
| -7% | -$64.6K | 0.08% | 68 |
|
|
2023
Q1 | $900K | Buy |
4,937
+20
| +0.4% | +$3.5K | 0.09% | 65 |
|
|
2022
Q4 | $888K | Hold |
4,917
| – | – | 0.09% | 62 |
|
|
2022
Q3 | $803K | Buy |
4,917
+11
| +0.2% | +$1.9K | 0.09% | 57 |
|
|
2022
Q2 | $818K | Sell |
4,906
-68
| -1% | -$11.4K | 0.09% | 58 |
|
|
2022
Q1 | $832K | Buy |
4,974
+19
| +0.4% | +$3.19K | 0.07% | 68 |
|
|
2021
Q4 | $861K | Buy |
4,955
+793
| +19% | +$130K | 0.07% | 70 |
|
|
2021
Q3 | $763 | Sell |
4,162
-903
| -18% | -$140K | 0.07% | 74 |
|
|
2021
Q2 | $750K | Buy |
5,065
+1,145
| +29% | +$167K | 0.07% | 72 |
|
|
2021
Q1 | $554K | Buy |
3,920
+71
| +2% | +$9.74K | 0.06% | 69 |
|
|
2020
Q4 | $571K | Buy |
3,849
+78
| +2% | +$11.1K | 0.07% | 66 |
|
|
2020
Q3 | $523K | Buy |
3,771
+11
| +0.3% | +$1.5K | 0.07% | 65 |
|
|
2020
Q2 | $497K | Buy |
3,760
+11
| +0.3% | +$1.45K | 0.08% | 56 |
|
|
2020
Q1 | $450K | Buy |
3,749
+21
| +0.6% | +$2.84K | 0.08% | 55 |
|
|
2019
Q4 | $509K | Buy |
3,728
+560
| +18% | +$76.2K | 0.07% | 55 |
|
|
2019
Q3 | $434K | Buy |
3,168
+13
| +0.4% | +$1.73K | 0.07% | 58 |
|
|
2019
Q2 | $414K | Buy |
3,155
+160
| +5% | +$20.5K | 0.06% | 62 |
|
|
2019
Q1 | $367K | Buy |
2,995
+301
| +11% | +$34.3K | 0.06% | 64 |
|
|
2018
Q4 | $298K | Buy |
2,694
+172
| +7% | +$19.4K | 0.05% | 73 |
|
|
2018
Q3 | $282K | Buy |
2,522
+312
| +14% | +$35.3K | 0.04% | 82 |
|
|
2018
Q2 | $241K | Buy |
2,210
+12
| +0.5% | +$1.24K | 0.04% | 89 |
|
|
2018
Q1 | $240K | Buy |
2,198
+21
| +1% | +$2.39K | 0.04% | 76 |
|
|
2017
Q4 | $261K | Buy |
+2,177
| New | +$249K | 0.04% | 75 |
|
Other funds holding PEP
VCM
VPM
DAM
