Moneta Group Investment Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
49,622
+1,018
| +2% | +$134K | 0.08% | 123 |
|
|
2025
Q1 | $7.29M | Sell |
48,604
-1,606
| -3% | -$241K | 0.1% | 109 |
|
|
2024
Q4 | $7.63M | Buy |
50,210
+63
| +0.1% | +$9.58K | 0.11% | 109 |
|
|
2024
Q3 | $8.53M | Sell |
50,147
-9
| -0% | -$1.53K | 0.12% | 99 |
|
|
2024
Q2 | $8.27M | Sell |
50,156
-111
| -0.2% | -$18.3K | 0.13% | 95 |
|
|
2024
Q1 | $8.8M | Sell |
50,267
-1,480
| -3% | -$259K | 0.14% | 90 |
|
|
2023
Q4 | $8.79M | Buy |
51,747
+1,197
| +2% | +$203K | 0.17% | 76 |
|
|
2023
Q3 | $8.57M | Sell |
50,550
-861
| -2% | -$146K | 0.19% | 73 |
|
|
2023
Q2 | $9.52M | Buy |
51,411
+5,162
| +11% | +$956K | 0.21% | 70 |
|
|
2023
Q1 | $8.43M | Buy |
46,249
+271
| +0.6% | +$49.4K | 0.2% | 73 |
|
|
2022
Q4 | $7.86M | Buy |
45,978
+1,135
| +3% | +$194K | 0.22% | 75 |
|
|
2022
Q3 | $7.32M | Sell |
44,843
-5,799
| -11% | -$947K | 0.28% | 72 |
|
|
2022
Q2 | $8.44M | Buy |
50,642
+8,480
| +20% | +$1.41M | 0.29% | 71 |
|
|
2022
Q1 | $7.06M | Sell |
42,162
-311
| -0.7% | -$52.1K | 0.28% | 71 |
|
|
2021
Q4 | $7.38M | Sell |
42,473
-623
| -1% | -$108K | 0.3% | 65 |
|
|
2021
Q3 | $6.48M | Sell |
43,096
-6,219
| -13% | -$935K | 0.3% | 66 |
|
|
2021
Q2 | $7.31M | Sell |
49,315
-2,887
| -6% | -$428K | 0.34% | 67 |
|
|
2021
Q1 | $7.38M | Buy |
52,202
+10,449
| +25% | +$1.48M | 0.39% | 62 |
|
|
2020
Q4 | $6.19M | Buy |
41,753
+808
| +2% | +$120K | 0.45% | 54 |
|
|
2020
Q3 | $5.68M | Buy |
40,945
+109
| +0.3% | +$15.1K | 0.49% | 47 |
|
|
2020
Q2 | $5.4M | Sell |
40,836
-3,319
| -8% | -$439K | 0.51% | 47 |
|
|
2020
Q1 | $5.3M | Sell |
44,155
-5,900
| -12% | -$709K | 0.55% | 42 |
|
|
2019
Q4 | $6.84M | Sell |
50,055
-499
| -1% | -$68.2K | 0.57% | 38 |
|
|
2019
Q3 | $6.93M | Buy |
50,554
+9,305
| +23% | +$1.28M | 0.65% | 36 |
|
|
2019
Q2 | $5.41M | Sell |
41,249
-726
| -2% | -$95.2K | 0.53% | 38 |
|
|
2019
Q1 | $5.14M | Sell |
41,975
-5,246
| -11% | -$643K | 0.54% | 37 |
|
|
2018
Q4 | $5.22M | Sell |
47,221
-16,667
| -26% | -$1.84M | 0.62% | 35 |
|
|
2018
Q3 | $7.14M | Sell |
63,888
-20,657
| -24% | -$2.31M | 0.73% | 27 |
|
|
2018
Q2 | $9.2M | Sell |
84,545
-1,502
| -2% | -$164K | 1.03% | 21 |
|
|
2018
Q1 | $9.39M | Buy |
86,047
+2,991
| +4% | +$326K | 1.25% | 19 |
|
|
2017
Q4 | $9.96M | Sell |
83,056
-4,645
| -5% | -$557K | 1.51% | 17 |
|
|
2017
Q3 | $9.77M | Sell |
87,701
-4,024
| -4% | -$448K | 1.52% | 18 |
|
|
2017
Q2 | $10.6M | Buy |
91,725
+1,970
| +2% | +$228K | 1.73% | 15 |
|
|
2017
Q1 | $10M | Sell |
89,755
-23,743
| -21% | -$2.66M | 1.99% | 13 |
|
|
2016
Q4 | $11.9M | Buy |
113,498
+2,403
| +2% | +$251K | 2.43% | 11 |
|
|
2016
Q3 | $12.1M | Sell |
111,095
-9,125
| -8% | -$993K | 2.74% | 10 |
|
|
2016
Q2 | $12.7M | Buy |
120,220
+1,365
| +1% | +$145K | 2.79% | 10 |
|
|
2016
Q1 | $12.2M | Buy |
118,855
+4,038
| +4% | +$414K | 2.71% | 11 |
|
|
2015
Q4 | $11.5M | Sell |
114,817
-440
| -0.4% | -$44K | 2.82% | 11 |
|
|
2015
Q3 | $10.9M | Sell |
115,257
-11,322
| -9% | -$1.07M | 3.02% | 10 |
|
|
2015
Q2 | $11.8M | Buy |
126,579
+109,414
| +637% | +$10.2M | 3.61% | 9 |
|
|
2015
Q1 | $1.64M | Sell |
17,165
-760
| -4% | -$72.7K | 0.7% | 20 |
|
|
2014
Q4 | $1.7M | Sell |
17,925
-721
| -4% | -$68.2K | 0.82% | 16 |
|
|
2014
Q3 | $1.74M | Buy |
18,646
+1,757
| +10% | +$164K | 0.9% | 16 |
|
|
2014
Q2 | $1.51M | Sell |
16,889
-95
| -0.6% | -$8.49K | 0.81% | 18 |
|
|
2014
Q1 | $1.42M | Sell |
16,984
-250
| -1% | -$20.9K | 0.84% | 19 |
|
|
2013
Q4 | $1.43M | Buy |
17,234
+332
| +2% | +$27.5K | 0.86% | 20 |
|
|
2013
Q3 | $1.34M | Buy |
16,902
+152
| +0.9% | +$12.1K | 0.89% | 18 |
|
|
2013
Q2 | $1.37M | Buy |
+16,750
| New | +$1.37M | 0.97% | 17 |
|