Resonant Capital Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
20,598
-859
| -4% | -$113K | 0.17% | 99 |
|
|
2025
Q1 | $3.22M | Buy |
21,457
+370
| +2% | +$55.5K | 0.22% | 82 |
|
|
2024
Q4 | $3.23M | Buy |
21,087
+271
| +1% | +$41.5K | 0.24% | 79 |
|
|
2024
Q3 | $3.54M | Buy |
20,816
+212
| +1% | +$36.1K | 0.26% | 75 |
|
|
2024
Q2 | $3.4M | Buy |
20,604
+529
| +3% | +$87.2K | 0.28% | 76 |
|
|
2024
Q1 | $3.53M | Buy |
20,075
+510
| +3% | +$89.8K | 0.3% | 73 |
|
|
2023
Q4 | $3.34M | Sell |
19,565
-529
| -3% | -$90.4K | 0.32% | 65 |
|
|
2023
Q3 | $3.4M | Buy |
20,094
+244
| +1% | +$41.3K | 0.36% | 61 |
|
|
2023
Q2 | $3.68M | Buy |
19,850
+1,428
| +8% | +$264K | 0.4% | 57 |
|
|
2023
Q1 | $3.36M | Sell |
18,422
-258
| -1% | -$47K | 0.38% | 64 |
|
|
2022
Q4 | $3.39M | Buy |
18,680
+769
| +4% | +$140K | 0.42% | 60 |
|
|
2022
Q3 | $2.92M | Buy |
17,911
+385
| +2% | +$62.9K | 0.44% | 62 |
|
|
2022
Q2 | $2.92M | Buy |
17,526
+128
| +0.7% | +$21.3K | 0.46% | 62 |
|
|
2022
Q1 | $2.95M | Buy |
17,398
+483
| +3% | +$82K | 0.44% | 60 |
|
|
2021
Q4 | $2.96M | Buy |
16,915
+1,642
| +11% | +$287K | 0.44% | 55 |
|
|
2021
Q3 | $2.3M | Buy |
15,273
+2,015
| +15% | +$303K | 0.4% | 60 |
|
|
2021
Q2 | $1.96M | Buy |
13,258
+188
| +1% | +$27.9K | 0.38% | 60 |
|
|
2021
Q1 | $1.85M | Buy |
13,070
+1,283
| +11% | +$182K | 0.38% | 59 |
|
|
2020
Q4 | $1.76M | Buy |
11,787
+62
| +0.5% | +$9.26K | 0.42% | 50 |
|
|
2020
Q3 | $1.63M | Sell |
11,725
-1,123
| -9% | -$156K | 0.46% | 43 |
|
|
2020
Q2 | $1.7M | Sell |
12,848
-4,468
| -26% | -$591K | 0.49% | 40 |
|
|
2020
Q1 | $2.08M | Buy |
17,316
+1,059
| +7% | +$127K | 0.76% | 35 |
|
|
2019
Q4 | $2.22M | Buy |
+16,257
| New | +$2.22M | 0.7% | 37 |
|