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Stanley-Laman Group’s PepsiCo PEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
2,352
-1,177
-33% -$155K 0.05% 231
2025
Q1
$529K Buy
3,529
+1,081
+44% +$162K 0.08% 192
2024
Q4
$372K Sell
2,448
-4
-0.2% -$608 0.05% 226
2024
Q3
$417K Hold
2,452
0.06% 222
2024
Q2
$404K Hold
2,452
0.06% 214
2024
Q1
$429K Hold
2,452
0.06% 194
2023
Q4
$416K Sell
2,452
-35
-1% -$5.94K 0.06% 190
2023
Q3
$421K Buy
2,487
+42
+2% +$7.12K 0.07% 181
2023
Q2
$453K Buy
2,445
+2
+0.1% +$370 0.07% 177
2023
Q1
$445K Buy
+2,443
New +$445K 0.08% 178
2022
Q4
Sell
-2,373
Closed -$387K 237
2022
Q3
$387K Hold
2,373
0.07% 177
2022
Q2
$395K Sell
2,373
-604
-20% -$101K 0.07% 201
2022
Q1
$498K Buy
+2,977
New +$498K 0.07% 202
2020
Q3
Sell
-1,597
Closed -$211K 252
2020
Q2
$211K Buy
+1,597
New +$211K 0.05% 226
2017
Q2
Sell
-13,712
Closed -$1.53M 223
2017
Q1
$1.53M Sell
13,712
-1,000
-7% -$112K 0.42% 78
2016
Q4
$1.54M Sell
14,712
-75
-0.5% -$7.85K 0.48% 70
2016
Q3
$1.61M Buy
14,787
+75
+0.5% +$8.16K 0.66% 28
2016
Q2
$1.56M Buy
14,712
+50
+0.3% +$5.3K 0.61% 39
2016
Q1
$1.5M Sell
14,662
-270
-2% -$27.7K 0.28% 85
2015
Q4
$1.49M Buy
14,932
+270
+2% +$27K 0.26% 108
2015
Q3
$1.38M Hold
14,662
0.28% 93
2015
Q2
$1.37M Hold
14,662
0.25% 103
2015
Q1
$1.4M Sell
14,662
-1,905
-11% -$182K 0.26% 102
2014
Q4
$1.57M Buy
16,567
+1,705
+11% +$161K 0.3% 97
2014
Q3
$1.38M Buy
14,862
+200
+1% +$18.6K 0.27% 105
2014
Q2
$1.31M Hold
14,662
0.24% 112
2014
Q1
$1.22M Buy
14,662
+1,075
+8% +$89.7K 0.21% 131
2013
Q4
$1.13M Buy
+13,587
New +$1.13M 0.25% 110