SCA
Sage Capital Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Buy |
63,148
+675
| +1% | +$89.1K | 2.06% | 10 |
|
|
2025
Q1 | $9.37M | Buy |
62,473
+24,408
| +64% | +$3.66M | 2.46% | 7 |
|
|
2024
Q4 | $5.79M | Sell |
38,065
-1,762
| -4% | -$268K | 1.51% | 20 |
|
|
2024
Q3 | $6.77M | Buy |
39,827
+353
| +0.9% | +$60K | 1.77% | 15 |
|
|
2024
Q2 | $6.51M | Buy |
39,474
+355
| +0.9% | +$58.6K | 1.87% | 13 |
|
|
2024
Q1 | $6.85M | Buy |
39,119
+1,740
| +5% | +$305K | 1.98% | 13 |
|
|
2023
Q4 | $6.35M | Buy |
37,379
+20,130
| +117% | +$3.42M | 2.05% | 14 |
|
|
2023
Q3 | $2.92M | Buy |
17,249
+54
| +0.3% | +$9.15K | 1.07% | 33 |
|
|
2023
Q2 | $3.18M | Buy |
17,195
+10,994
| +177% | +$2.04M | 1.12% | 31 |
|
|
2023
Q1 | $1.13M | Buy |
6,201
+3,103
| +100% | +$566K | 0.43% | 50 |
|
|
2022
Q4 | $560K | Buy |
+3,098
| New | +$560K | 0.25% | 64 |
|