SIM
Studio Investment Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
18,384
+722
| +4% | +$95.3K | 0.49% | 45 |
|
|
2025
Q1 | $2.65M | Buy |
17,662
+932
| +6% | +$140K | 0.55% | 42 |
|
|
2024
Q4 | $2.57M | Buy |
16,730
+358
| +2% | +$54.9K | 0.55% | 48 |
|
|
2024
Q3 | $2.78M | Buy |
16,372
+264
| +2% | +$44.9K | 0.59% | 46 |
|
|
2024
Q2 | $2.66M | Buy |
16,108
+874
| +6% | +$144K | 0.6% | 44 |
|
|
2024
Q1 | $2.69M | Sell |
15,234
-11
| -0.1% | -$1.94K | 0.64% | 44 |
|
|
2023
Q4 | $2.59M | Buy |
15,245
+1,531
| +11% | +$260K | 0.66% | 46 |
|
|
2023
Q3 | $2.32M | Buy |
13,714
+1,360
| +11% | +$230K | 0.65% | 42 |
|
|
2023
Q2 | $2.29M | Buy |
12,354
+396
| +3% | +$73.3K | 0.64% | 45 |
|
|
2023
Q1 | $2.18M | Sell |
11,958
-199
| -2% | -$36.3K | 0.66% | 42 |
|
|
2022
Q4 | $2.2M | Sell |
12,157
-163
| -1% | -$29.4K | 0.71% | 43 |
|
|
2022
Q3 | $2.01M | Sell |
12,320
-975
| -7% | -$159K | 0.72% | 42 |
|
|
2022
Q2 | $2.22M | Sell |
13,295
-425
| -3% | -$70.8K | 0.77% | 42 |
|
|
2022
Q1 | $2.3M | Sell |
13,720
-581
| -4% | -$97.2K | 0.76% | 48 |
|
|
2021
Q4 | $2.48M | Sell |
14,301
-3,012
| -17% | -$523K | 0.89% | 36 |
|
|
2021
Q3 | $2.6M | Buy |
+17,313
| New | +$2.6M | 1.11% | 31 |
|