Mendel Money Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
27,707
-300
| -1% | -$39.6K | 1.62% | 20 |
|
|
2025
Q1 | $4.2M | Buy |
28,007
+4
| +0% | +$600 | 1.99% | 14 |
|
|
2024
Q4 | $4.26M | Sell |
28,003
-1,614
| -5% | -$245K | 1.9% | 17 |
|
|
2024
Q3 | $5.04M | Buy |
29,617
+162
| +0.5% | +$27.5K | 2.18% | 11 |
|
|
2024
Q2 | $4.86M | Sell |
29,455
-386
| -1% | -$63.7K | 2.27% | 12 |
|
|
2024
Q1 | $5.22M | Sell |
29,841
-854
| -3% | -$149K | 2.42% | 10 |
|
|
2023
Q4 | $5.21M | Buy |
30,695
+243
| +0.8% | +$41.3K | 2.5% | 11 |
|
|
2023
Q3 | $5.16M | Buy |
30,452
+458
| +2% | +$77.6K | 2.77% | 8 |
|
|
2023
Q2 | $5.56M | Sell |
29,994
-707
| -2% | -$131K | 2.86% | 6 |
|
|
2023
Q1 | $5.6M | Sell |
30,701
-746
| -2% | -$136K | 3.02% | 4 |
|
|
2022
Q4 | $5.68M | Sell |
31,447
-1,263
| -4% | -$228K | 3.23% | 4 |
|
|
2022
Q3 | $5.34M | Buy |
32,710
+304
| +0.9% | +$49.6K | 3.33% | 4 |
|
|
2022
Q2 | $5.4M | Sell |
32,406
-1,683
| -5% | -$281K | 3.22% | 4 |
|
|
2022
Q1 | $5.71M | Buy |
34,089
+3,182
| +10% | +$533K | 2.79% | 7 |
|
|
2021
Q4 | $5.37M | Sell |
30,907
-1,345
| -4% | -$234K | 3.1% | 10 |
|
|
2021
Q3 | $4.85M | Buy |
32,252
+1,557
| +5% | +$234K | 3.04% | 14 |
|
|
2021
Q2 | $4.55M | Buy |
30,695
+73
| +0.2% | +$10.8K | 2.86% | 19 |
|
|
2021
Q1 | $4.33M | Buy |
30,622
+281
| +0.9% | +$39.7K | 2.83% | 19 |
|
|
2020
Q4 | $4.5M | Buy |
30,341
+810
| +3% | +$120K | 3.15% | 14 |
|
|
2020
Q3 | $4.09M | Sell |
29,531
-36
| -0.1% | -$4.99K | 3.2% | 11 |
|
|
2020
Q2 | $3.91M | Buy |
+29,567
| New | +$3.91M | 3.44% | 10 |
|
|
2019
Q4 | $4.09M | Sell |
29,899
-285
| -0.9% | -$38.9K | 3.54% | 12 |
|
|
2019
Q3 | $4.14M | Sell |
30,184
-141
| -0.5% | -$19.3K | 3.83% | 11 |
|
|
2019
Q2 | $3.98M | Buy |
+30,325
| New | +$3.98M | 3.81% | 11 |
|
|
2018
Q3 | $3.52M | Buy |
+31,493
| New | +$3.52M | 3.42% | 14 |
|
|
2017
Q4 | $3.99M | Buy |
+33,269
| New | +$3.99M | 3.83% | 11 |
|
|
2015
Q2 | $1.25M | Buy |
13,372
+3,110
| +30% | +$290K | 1.16% | 30 |
|
|
2015
Q1 | $981K | Buy |
10,262
+40
| +0.4% | +$3.82K | 0.91% | 32 |
|
|
2014
Q4 | $967K | Buy |
10,222
+450
| +5% | +$42.6K | 0.91% | 32 |
|
|
2014
Q3 | $910K | Buy |
+9,772
| New | +$910K | 0.89% | 33 |
|