SimplyRich’s PepsiCo PEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$697K	Hold	5,281	–	–	0.19%	105
2025 Q1	$791K	Hold	5,281	–	–	0.23%	95
2024 Q4	$803K	Hold	5,281	–	–	0.23%	92
2024 Q3	$898K	Hold	5,281	–	–	0.25%	95
2024 Q2	$870K	Sell	5,281 -110	-2%	-$18.1K	0.28%	82
2024 Q1	$944K	Hold	5,391	–	–	0.31%	83
2023 Q4	$916K	Hold	5,391	–	–	0.32%	82
2023 Q3	$913K	Hold	5,391	–	–	0.44%	67
2023 Q2	$998K	Hold	5,391	–	–	0.36%	75
2023 Q1	$982K	Hold	5,391	–	–	0.37%	70
2022 Q4	$973K	Hold	5,391	–	–	0.39%	68
2022 Q3	$880K	Hold	5,391	–	–	0.4%	67
2022 Q2	$898K	Hold	5,391	–	–	0.37%	72
2022 Q1	$902K	Hold	5,391	–	–	0.32%	81
2021 Q4	$936K	Hold	5,391	–	–	0.31%	83
2021 Q3	$810K	Hold	5,391	–	–	0.29%	92
2021 Q2	$798K	Hold	5,391	–	–	0.37%	82
2021 Q1	$763K	Hold	5,391	–	–	0.3%	86
2020 Q4	$799K	Hold	5,391	–	–	0.36%	71
2020 Q3	$747K	Hold	5,391	–	–	0.37%	68
2020 Q2	$707K	Hold	5,391	–	–	0.39%	68
2020 Q1	$676K	Sell	5,391 -113	-2%	-$14.2K	0.45%	60
2019 Q4	$753K	Hold	5,504	–	–	0.38%	74
2019 Q3	$746K	Hold	5,504	–	–	0.41%	73
2019 Q2	$722K	Buy	+5,504	New	+$722K	0.4%	72
2018 Q4	–	Sell	-5,614	Closed	-$628K	–	125
2018 Q3	$628K	Hold	5,614	–	–	0.34%	93
2018 Q2	$611K	Hold	5,614	–	–	0.35%	94
2018 Q1	$613K	Hold	5,614	–	–	0.34%	98
2017 Q4	$673K	Buy	+5,614	New	+$673K	0.38%	94