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Sterling Investment Advisors (Pennsylvania)’s PepsiCo PEP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.67M Sell
12,645
-995
-7% -$131K 0.37% 74
2025
Q1
$2.05M Buy
13,640
+18
+0.1% +$2.7K 0.49% 58
2024
Q4
$2.07M Buy
13,622
+5
+0% +$760 0.5% 62
2024
Q3
$2.32M Buy
13,617
+207
+2% +$35.2K 0.59% 56
2024
Q2
$2.21M Buy
13,410
+14
+0.1% +$2.31K 0.6% 54
2024
Q1
$2.34M Sell
13,396
-94
-0.7% -$16.5K 0.66% 51
2023
Q4
$2.29M Buy
13,490
+6
+0% +$1.02K 0.71% 49
2023
Q3
$2.28M Sell
13,484
-44
-0.3% -$7.46K 0.8% 45
2023
Q2
$2.51M Sell
13,528
-517
-4% -$95.7K 0.83% 40
2023
Q1
$2.56M Buy
14,045
+116
+0.8% +$21.1K 0.86% 40
2022
Q4
$2.52M Buy
13,929
+139
+1% +$25.1K 0.9% 40
2022
Q3
$2.25M Buy
13,790
+7
+0.1% +$1.14K 0.84% 43
2022
Q2
$2.3M Buy
13,783
+6
+0% +$1K 0.79% 40
2022
Q1
$2.31M Sell
13,777
-44
-0.3% -$7.37K 0.65% 54
2021
Q4
$2.4M Sell
13,821
-80
-0.6% -$13.9K 0.68% 49
2021
Q3
$2.09M Buy
13,901
+44
+0.3% +$6.62K 0.62% 54
2021
Q2
$2.05M Sell
13,857
-42
-0.3% -$6.22K 0.6% 55
2021
Q1
$1.97M Buy
13,899
+7
+0.1% +$990 0.63% 50
2020
Q4
$2.06M Buy
13,892
+7
+0.1% +$1.04K 0.7% 43
2020
Q3
$1.92M Sell
13,885
-367
-3% -$50.9K 0.74% 40
2020
Q2
$1.89M Buy
14,252
+7
+0% +$926 0.78% 35
2020
Q1
$1.71M Buy
14,245
+7
+0% +$840 0.9% 32
2019
Q4
$1.95M Sell
14,238
-44
-0.3% -$6.01K 0.89% 33
2019
Q3
$1.96M Buy
14,282
+304
+2% +$41.7K 1% 29
2019
Q2
$1.83M Sell
13,978
-695
-5% -$91.1K 0.94% 32
2019
Q1
$1.8M Sell
14,673
-44
-0.3% -$5.39K 0.92% 40
2018
Q4
$1.63M Buy
14,717
+306
+2% +$33.8K 0.96% 35
2018
Q3
$1.61M Buy
14,411
+33
+0.2% +$3.69K 0.85% 37
2018
Q2
$1.57M Sell
14,378
-200
-1% -$21.8K 0.92% 34
2018
Q1
$1.59M Hold
14,578
0.98% 32
2017
Q4
$1.75M Buy
14,578
+98
+0.7% +$11.8K 1.08% 27
2017
Q3
$1.61M Sell
14,480
-650
-4% -$72.5K 1.07% 30
2017
Q2
$1.75M Sell
15,130
-430
-3% -$49.7K 1.17% 25
2017
Q1
$1.74M Buy
15,560
+50
+0.3% +$5.59K 1.25% 23
2016
Q4
$1.62M Buy
+15,510
New +$1.62M 1.3% 25