Union Heritage Capital’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.83M | Hold |
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|
2025
Q2 | $3.6M | Hold |
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|
2025
Q1 | $4.09M | Hold |
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|
2024
Q4 | $4.15M | Hold |
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|
2024
Q3 | $4.64M | Hold |
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|
2024
Q2 | $4.5M | Hold |
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|
2024
Q1 | $4.78M | Buy |
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|
2023
Q4 | $3.92M | Hold |
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|
2023
Q3 | $3.91M | Hold |
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|
2023
Q2 | $4.28M | Hold |
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|
2023
Q1 | $4.21M | Hold |
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|
2022
Q4 | $4.2M | Hold |
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|
2022
Q3 | $3.77M | Hold |
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|
2022
Q2 | $3.85M | Hold |
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|
2022
Q1 | $3.87M | Sell |
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|
2021
Q4 | $4.45M | Hold |
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|
2021
Q3 | $3.85M | Hold |
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|
2021
Q2 | $3.79M | Hold |
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|
2021
Q1 | $3.62M | Buy |
|