Legacy Capital Group California’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
1,576
+82
| +5% | +$10.8K | 0.06% | 322 |
|
|
2025
Q1 | $224K | Buy |
1,494
+123
| +9% | +$18.4K | 0.08% | 285 |
|
|
2024
Q4 | $209K | Buy |
1,371
+108
| +9% | +$16.4K | 0.06% | 312 |
|
|
2024
Q3 | $215K | Buy |
+1,263
| New | +$215K | 0.07% | 294 |
|
|
2023
Q4 | – | Sell |
-2,854
| Closed | -$483K | – | 299 |
|
|
2023
Q3 | $483K | Buy |
2,854
+88
| +3% | +$14.9K | 0.21% | 147 |
|
|
2023
Q2 | $512K | Buy |
2,766
+352
| +15% | +$65.2K | 0.21% | 148 |
|
|
2023
Q1 | $440K | Buy |
+2,414
| New | +$440K | 0.21% | 141 |
|