Plato Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
51,875
+1,628
| +3% | +$214K | 0.51% | 36 |
|
|
2025
Q1 | $7.62M | Sell |
50,247
-3,608
| -7% | -$547K | 0.64% | 26 |
|
|
2024
Q4 | $8.22M | Buy |
53,855
+142
| +0.3% | +$21.7K | 0.6% | 26 |
|
|
2024
Q3 | $9.12M | Buy |
53,713
+463
| +0.9% | +$78.7K | 0.74% | 21 |
|
|
2024
Q2 | $8.78M | Buy |
53,250
+5,218
| +11% | +$861K | 0.82% | 20 |
|
|
2024
Q1 | $8.41M | Buy |
48,032
+42,211
| +725% | +$7.39M | 0.87% | 19 |
|
|
2023
Q4 | $989K | Buy |
+5,821
| New | +$989K | 1.21% | 13 |
|