Relyea Zuckerberg Hanson’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 | $1.1M | Sell |
7,092
-2,632
| -27% | -$410K | 0.11% | 96 |
|
|
2025
Q4 | $1.4M | Buy |
9,724
+233
| +2% | +$34.2K | 0.14% | 88 |
|
|
2025
Q3 | $1.33M | Buy |
9,491
+570
| +6% | +$81.4K | 0.14% | 89 |
|
|
2025
Q2 | $1.18M | Sell |
8,921
-1,521
| -15% | -$205K | 0.14% | 91 |
|
|
2025
Q1 | $1.57M | Sell |
10,442
-1,099
| -10% | -$164K | 0.21% | 72 |
|
|
2024
Q4 | $1.75M | Sell |
11,541
-337
| -3% | -$55.2K | 0.24% | 66 |
|
|
2024
Q3 | $2.02M | Sell |
11,878
-1,606
| -12% | -$276K | 0.31% | 47 |
|
|
2024
Q2 | $2.22M | Sell |
13,484
-208
| -2% | -$35.9K | 0.37% | 42 |
|
|
2024
Q1 | $2.4M | Buy |
13,692
+662
| +5% | +$111K | 0.42% | 42 |
|
|
2023
Q4 | $2.21M | Buy |
13,030
+244
| +2% | +$40.5K | 0.43% | 41 |
|
|
2023
Q3 | $2.17M | Sell |
12,786
-392
| -3% | -$71.2K | 0.49% | 38 |
|
|
2023
Q2 | $2.44M | Buy |
13,178
+377
| +3% | +$70.4K | 0.55% | 32 |
|
|
2023
Q1 | $2.33M | Sell |
12,801
-627
| -5% | -$110K | 0.57% | 31 |
|
|
2022
Q4 | $2.43M | Buy |
13,428
+1,300
| +11% | +$232K | 0.69% | 25 |
|
|
2022
Q3 | $1.98M | Buy |
12,128
+175
| +1% | +$30.2K | 0.71% | 24 |
|
|
2022
Q2 | $1.99M | Buy |
11,953
+248
| +2% | +$41.7K | 0.74% | 24 |
|
|
2022
Q1 | $2.02M | Buy |
11,705
+236
| +2% | +$39.6K | 0.66% | 24 |
|
|
2021
Q4 | $2M | Buy |
11,469
+103
| +0.9% | +$16.8K | 0.72% | 23 |
|
|
2021
Q3 | $1.71M | Buy |
11,366
+327
| +3% | +$50.6K | 0.66% | 26 |
|
|
2021
Q2 | $1.64M | Buy |
11,039
+191
| +2% | +$27.8K | 0.67% | 28 |
|
|
2021
Q1 | $1.55M | Sell |
10,848
-326
| -3% | -$44.7K | 0.68% | 27 |
|
|
2020
Q4 | $1.66M | Sell |
11,174
-4
| -0% | -$569 | 0.89% | 23 |
|
|
2020
Q3 | $1.58M | Hold |
11,178
| – | – | 1.02% | 23 |
|
|
2020
Q2 | $1.48M | Sell |
11,178
-50
| -0.4% | -$6.59K | 1.18% | 21 |
|
|
2020
Q1 | $1.35M | Buy |
11,228
+53
| +0.5% | +$7.16K | 1.48% | 17 |
|
|
2019
Q4 | $1.53M | Buy |
+11,175
| New | +$1.52M | 1.47% | 18 |
|
Other funds holding PEP
VCM
VPM
DAM
