Sonora Investment Management Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.9M | Sell |
98,066
-3,711
| -4% | -$490K | 0.96% | 36 |
|
2025
Q1 | $15.3M | Buy |
101,777
+272
| +0.3% | +$40.8K | 1.21% | 27 |
|
2024
Q4 | $15.4M | Buy |
101,505
+6,078
| +6% | +$924K | 1.18% | 26 |
|
2024
Q3 | $16.2M | Buy |
95,427
+4,613
| +5% | +$784K | 1.2% | 26 |
|
2024
Q2 | $15.9M | Hold |
90,814
| – | – | 1.24% | 24 |
|
2024
Q1 | $15.9M | Buy |
90,814
+1,366
| +2% | +$239K | 1.24% | 24 |
|
2023
Q4 | $15.2M | Buy |
89,448
+2,227
| +3% | +$378K | 1.24% | 27 |
|
2023
Q3 | $14.8M | Buy |
87,221
+2,389
| +3% | +$405K | 1.26% | 24 |
|
2023
Q2 | $15.7M | Buy |
84,832
+1,011
| +1% | +$187K | 1.32% | 21 |
|
2023
Q1 | $15.3M | Buy |
83,821
+1,684
| +2% | +$307K | 1.33% | 19 |
|
2022
Q4 | $14.8M | Buy |
82,137
+286
| +0.3% | +$51.7K | 1.35% | 19 |
|
2022
Q3 | $13.6M | Buy |
81,851
+95
| +0.1% | +$15.8K | 1.75% | 14 |
|
2022
Q2 | $13.6M | Buy |
81,756
+4,612
| +6% | +$769K | 1.29% | 22 |
|
2022
Q1 | $12.9M | Buy |
77,144
+1,232
| +2% | +$206K | 1.46% | 18 |
|
2021
Q4 | $13.2M | Buy |
+75,912
| New | +$13.2M | 1.53% | 13 |
|