LPAM
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Lodestar Private Asset Management’s PepsiCo PEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
7,995
-35
-0.4% -$4.62K 0.12% 97
2025
Q1
$1.2M Sell
8,030
-10
-0.1% -$1.5K 0.15% 89
2024
Q4
$1.22M Sell
8,040
-90
-1% -$13.7K 0.15% 91
2024
Q3
$1.38M Sell
8,130
-107
-1% -$18.2K 0.18% 87
2024
Q2
$1.36M Buy
8,237
+51
+0.6% +$8.41K 0.19% 87
2024
Q1
$1.43M Sell
8,186
-487
-6% -$85.2K 0.2% 83
2023
Q4
$1.47M Hold
8,673
0.23% 82
2023
Q3
$1.47M Sell
8,673
-264
-3% -$44.7K 0.25% 71
2023
Q2
$1.66M Buy
8,937
+28
+0.3% +$5.19K 0.28% 68
2023
Q1
$1.62M Buy
8,909
+100
+1% +$18.2K 0.29% 68
2022
Q4
$1.59M Buy
+8,809
New +$1.59M 0.31% 70