Security Financial Services’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$495K Sell
3,654
-543
-13% -$81.2K 0.07% 140
2026
Q1
$652K Sell
4,197
-1,601
-28% -$249K 0.1% 111
2025
Q4
$832K Sell
5,798
-10
-0.2% -$1.47K 0.13% 100
2025
Q3
$816K Sell
5,808
-82
-1% -$11.7K 0.13% 86
2025
Q2
$778K Buy
5,890
+741
+14% +$99.8K 0.14% 85
2025
Q1
$772K Buy
5,149
+720
+16% +$107K 0.15% 82
2024
Q4
$673K Buy
4,429
+74
+2% +$12.1K 0.14% 86
2024
Q3
$741K Buy
4,355
+341
+8% +$58.6K 0.15% 81
2024
Q2
$662K Buy
4,014
+71
+2% +$12.3K 0.14% 88
2024
Q1
$690K Buy
3,943
+61
+2% +$10.3K 0.16% 83
2023
Q4
$659K Buy
3,882
+96
+3% +$15.9K 0.16% 79
2023
Q3
$641K Sell
3,786
-67
-2% -$12.2K 0.18% 85
2023
Q2
$714K Sell
3,853
-281
-7% -$52.4K 0.2% 73
2023
Q1
$754K Buy
4,134
+114
+3% +$19.9K 0.23% 77
2022
Q4
$726K Buy
4,020
+127
+3% +$22.7K 0.23% 80
2022
Q3
$636K Buy
3,893
+110
+3% +$19K 0.22% 81
2022
Q2
$630K Buy
3,783
+29
+0.8% +$4.88K 0.2% 78
2022
Q1
$628K Buy
3,754
+228
+6% +$38.3K 0.2% 74
2021
Q4
$613K Buy
+3,526
New +$576K 0.2% 77

Other funds holding PEP