Platform Technology Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.29M | Buy |
21,208
+1,678
| +9% | +$261K | 0.63% | 37 |
|
|
2025
Q4 | $2.8M | Buy |
19,530
+499
| +3% | +$73.3K | 0.6% | 37 |
|
|
2025
Q3 | $2.67M | Buy |
19,031
+1,048
| +6% | +$150K | 0.64% | 37 |
|
|
2025
Q2 | $2.37M | Buy |
17,983
+1,198
| +7% | +$161K | 0.62% | 40 |
|
|
2025
Q1 | $2.52M | Sell |
16,785
-415
| -2% | -$61.8K | 0.73% | 36 |
|
|
2024
Q4 | $2.62M | Sell |
17,200
-6
| -0% | -$983 | 0.79% | 32 |
|
|
2024
Q3 | $2.93M | Sell |
17,206
-239
| -1% | -$41.1K | 0.92% | 24 |
|
|
2024
Q2 | $2.88M | Buy |
+17,445
| New | +$3.01M | 0.99% | 21 |
|
|
2023
Q4 | $2.64M | Buy |
15,501
+1,711
| +12% | +$284K | 1.03% | 19 |
|
|
2023
Q3 | $2.34M | Sell |
13,790
-106
| -0.8% | -$19.3K | 1.09% | 18 |
|
|
2023
Q2 | $2.56M | Hold |
13,896
| – | – | 1.2% | 16 |
|
|
2023
Q1 | $2.53M | Buy |
13,896
+533
| +4% | +$93.2K | 1.25% | 13 |
|
|
2022
Q4 | $2.41M | Sell |
13,363
-125
| -0.9% | -$22.3K | 1.25% | 15 |
|
|
2022
Q3 | $2.2M | Buy |
13,488
+398
| +3% | +$68.6K | 1.25% | 15 |
|
|
2022
Q2 | $2.18M | Buy |
13,090
+713
| +6% | +$120K | 1.19% | 15 |
|
|
2022
Q1 | $2.07M | Buy |
12,377
+243
| +2% | +$40.8K | 1% | 19 |
|
|
2021
Q4 | $2.11M | Buy |
12,134
+18
| +0.1% | +$2.94K | 0.93% | 21 |
|
|
2021
Q3 | $1.82M | Sell |
12,116
-1,371
| -10% | -$212K | 0.83% | 23 |
|
|
2021
Q2 | $2M | Buy |
+13,487
| New | +$1.97M | 0.82% | 19 |
|
|
2020
Q4 | $2.12M | Buy |
14,313
+117
| +0.8% | +$16.6K | 1.04% | 14 |
|
|
2020
Q3 | $1.97M | Buy |
14,196
+654
| +5% | +$89K | 1.21% | 13 |
|
|
2020
Q2 | $1.79M | Sell |
13,542
-515
| -4% | -$67.9K | 1.26% | 15 |
|
|
2020
Q1 | $1.69M | Buy |
14,057
+3,780
| +37% | +$511K | 1.54% | 12 |
|
|
2019
Q4 | $1.41M | Buy |
+10,277
| New | +$1.4M | 1.06% | 22 |
|
Other funds holding PEP
VCM
VPM
DAM