Nelson Capital Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $555K | Buy |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $542K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $213K | Hold |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $220K | Hold |
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|
2019
Q1 | $206K | Sell |
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|
2018
Q4 | $189K | Sell |
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|
2018
Q3 | $213K | Buy |
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|
2018
Q2 | $203K | Buy |
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|
2018
Q1 | $198K | Buy |
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|
2017
Q4 | $207K | Buy |
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|
2017
Q3 | $190K | Sell |
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|
2017
Q2 | $215K | Buy |
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|
2017
Q1 | $191K | Hold |
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|
2016
Q4 | $179K | Hold |
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|
2016
Q3 | $186K | Buy |
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|
2016
Q2 | $87K | Sell |
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|
2016
Q1 | $93K | Hold |
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|
2015
Q4 | $90K | Hold |
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|
2015
Q3 | $85K | Sell |
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|
2015
Q2 | $153K | Sell |
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|
2015
Q1 | $204K | Sell |
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|
2014
Q4 | $327K | Buy |
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|
2014
Q3 | $190K | Buy |
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|
2014
Q2 | $182K | Sell |
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|
2014
Q1 | $178K | Sell |
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|
2013
Q4 | $265K | Buy |
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|
2013
Q3 | $187K | Hold |
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|
2013
Q2 | $193K | Buy |
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