NIM
NEOS Investment Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.9M | Buy |
347,990
+127,175
| +58% | +$16.8M | 0.57% | 27 |
|
|
2025
Q1 | $33.1M | Buy |
220,815
+58,692
| +36% | +$8.8M | 0.63% | 27 |
|
|
2024
Q4 | $24.7M | Buy |
162,123
+20,801
| +15% | +$3.16M | 0.58% | 26 |
|
|
2024
Q3 | $24M | Buy |
141,322
+26,226
| +23% | +$4.46M | 0.73% | 22 |
|
|
2024
Q2 | $19M | Buy |
115,096
+36,006
| +46% | +$5.94M | 0.78% | 19 |
|
|
2024
Q1 | $13.8M | Buy |
79,090
+14,108
| +22% | +$2.47M | 0.86% | 16 |
|
|
2023
Q4 | $11M | Buy |
64,982
+3,438
| +6% | +$584K | 1.04% | 14 |
|
|
2023
Q3 | $10.4M | Buy |
+61,544
| New | +$10.4M | 1.33% | 12 |
|