MSH Capital 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 | $1.17M | Buy |
8,837
+383
| +5% | +$50.6K | 0.34% | 82 |
|
|
2025
Q1 | $1.27M | Buy |
8,454
+598
| +8% | +$89.7K | 0.39% | 73 |
|
|
2024
Q4 | $1.19M | Sell |
7,856
-378
| -5% | -$57.5K | 0.38% | 71 |
|
|
2024
Q3 | $1.4M | Sell |
8,234
-4
| -0% | -$680 | 0.43% | 73 |
|
|
2024
Q2 | $1.36M | Sell |
8,238
-134
| -2% | -$22.1K | 0.45% | 68 |
|
|
2024
Q1 | $1.47M | Buy |
8,372
+656
| +9% | +$115K | 0.51% | 61 |
|
|
2023
Q4 | $1.31M | Sell |
7,716
-602
| -7% | -$102K | 0.49% | 64 |
|
|
2023
Q3 | $1.41M | Buy |
8,318
+69
| +0.8% | +$11.7K | 0.55% | 61 |
|
|
2023
Q2 | $1.53M | Buy |
8,249
+3,528
| +75% | +$653K | 0.56% | 61 |
|
|
2023
Q1 | $861K | Buy |
4,721
+5
| +0.1% | +$911 | 0.37% | 81 |
|
|
2022
Q4 | $852K | Buy |
4,716
+110
| +2% | +$19.9K | 0.38% | 81 |
|
|
2022
Q3 | $752K | Buy |
4,606
+5
| +0.1% | +$816 | 0.37% | 86 |
|
|
2022
Q2 | $767K | Sell |
4,601
-6
| -0.1% | -$1K | 0.36% | 87 |
|
|
2022
Q1 | $771K | Buy |
4,607
+318
| +7% | +$53.2K | 0.32% | 91 |
|
|
2021
Q4 | $745K | Buy |
+4,289
| New | +$745K | 0.33% | 85 |
|