United Capital Financial Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.9M | Sell |
271,757
-8,278
| -3% | -$1.09M | 0.29% | 77 |
|
|
2025
Q1 | $42M | Sell |
280,035
-43,607
| -13% | -$6.54M | 0.36% | 58 |
|
|
2024
Q4 | $49.2M | Sell |
323,642
-47,097
| -13% | -$7.16M | 0.42% | 54 |
|
|
2024
Q3 | $63M | Sell |
370,739
-8,246
| -2% | -$1.4M | 0.52% | 42 |
|
|
2024
Q2 | $62.5M | Sell |
378,985
-55,227
| -13% | -$9.11M | 0.54% | 42 |
|
|
2024
Q1 | $76M | Buy |
434,212
+134,627
| +45% | +$23.6M | 0.63% | 35 |
|
|
2023
Q4 | $50.9M | Sell |
299,585
-123,082
| -29% | -$20.9M | 0.42% | 49 |
|
|
2023
Q3 | $71.6M | Sell |
422,667
-36,757
| -8% | -$6.23M | 0.47% | 44 |
|
|
2023
Q2 | $85.1M | Sell |
459,424
-16,064
| -3% | -$2.98M | 0.46% | 41 |
|
|
2023
Q1 | $86.7M | Sell |
475,488
-71,538
| -13% | -$13M | 0.48% | 37 |
|
|
2022
Q4 | $98.8M | Sell |
547,026
-13,472
| -2% | -$2.43M | 0.55% | 35 |
|
|
2022
Q3 | $91.5M | Sell |
560,498
-40,384
| -7% | -$6.59M | 0.54% | 37 |
|
|
2022
Q2 | $100M | Buy |
600,882
+22,006
| +4% | +$3.67M | 0.55% | 34 |
|
|
2022
Q1 | $96.9M | Sell |
578,876
-28,471
| -5% | -$4.77M | 0.47% | 38 |
|
|
2021
Q4 | $106M | Sell |
607,347
-10,952
| -2% | -$1.9M | 0.49% | 38 |
|
|
2021
Q3 | $93M | Sell |
618,299
-291,433
| -32% | -$43.8M | 0.46% | 39 |
|
|
2021
Q2 | $135M | Buy |
909,732
+17,511
| +2% | +$2.59M | 0.68% | 26 |
|
|
2021
Q1 | $126M | Buy |
892,221
+42,169
| +5% | +$5.96M | 0.7% | 22 |
|
|
2020
Q4 | $126M | Buy |
850,052
+2,739
| +0.3% | +$406K | 0.76% | 18 |
|
|
2020
Q3 | $117M | Buy |
847,313
+26,965
| +3% | +$3.74M | 0.77% | 18 |
|
|
2020
Q2 | $108M | Buy |
820,348
+35,389
| +5% | +$4.68M | 0.79% | 17 |
|
|
2020
Q1 | $94.3M | Sell |
784,959
-17,848
| -2% | -$2.14M | 0.78% | 20 |
|
|
2019
Q4 | $110M | Buy |
802,807
+30,611
| +4% | +$4.18M | 0.71% | 17 |
|
|
2019
Q3 | $106M | Sell |
772,196
-30,430
| -4% | -$4.17M | 0.74% | 19 |
|
|
2019
Q2 | $105M | Buy |
802,626
+20,116
| +3% | +$2.64M | 0.69% | 20 |
|
|
2019
Q1 | $95.9M | Buy |
782,510
+105,279
| +16% | +$12.9M | 0.67% | 20 |
|
|
2018
Q4 | $74.7M | Buy |
677,231
+13,681
| +2% | +$1.51M | 0.59% | 29 |
|
|
2018
Q3 | $74.2M | Buy |
663,550
+3,412
| +0.5% | +$381K | 0.52% | 35 |
|
|
2018
Q2 | $71.9M | Sell |
660,138
-251
| -0% | -$27.3K | 0.54% | 29 |
|
|
2018
Q1 | $72.1M | Buy |
660,389
+29,006
| +5% | +$3.17M | 0.55% | 26 |
|
|
2017
Q4 | $75.4M | Sell |
631,383
-4,705
| -0.7% | -$562K | 0.59% | 24 |
|
|
2017
Q3 | $70.9M | Buy |
636,088
+17,711
| +3% | +$1.97M | 0.6% | 22 |
|
|
2017
Q2 | $71.4M | Buy |
618,377
+11,672
| +2% | +$1.35M | 0.64% | 22 |
|
|
2017
Q1 | $67.9M | Buy |
606,705
+17,003
| +3% | +$1.9M | 0.63% | 22 |
|
|
2016
Q4 | $61.7M | Buy |
589,702
+4,722
| +0.8% | +$494K | 0.6% | 23 |
|
|
2016
Q3 | $63.6M | Sell |
584,980
-5,504
| -0.9% | -$599K | 0.62% | 23 |
|
|
2016
Q2 | $62.6M | Sell |
590,484
-10,188
| -2% | -$1.08M | 0.64% | 24 |
|
|
2016
Q1 | $61.6M | Sell |
600,672
-22,217
| -4% | -$2.28M | 0.68% | 22 |
|
|
2015
Q4 | $62.2M | Sell |
622,889
-60,569
| -9% | -$6.05M | 0.72% | 24 |
|
|
2015
Q3 | $64.5M | Buy |
683,458
+44,724
| +7% | +$4.22M | 0.77% | 18 |
|
|
2015
Q2 | $59.6M | Buy |
638,734
+7,707
| +1% | +$719K | 0.69% | 22 |
|
|
2015
Q1 | $60M | Buy |
631,027
+22,223
| +4% | +$2.11M | 0.73% | 18 |
|
|
2014
Q4 | $57.6M | Buy |
608,804
+39,267
| +7% | +$3.71M | 0.86% | 17 |
|
|
2014
Q3 | $53M | Sell |
569,537
-1,813
| -0.3% | -$169K | 0.92% | 14 |
|
|
2014
Q2 | $51M | Buy |
571,350
+18,832
| +3% | +$1.68M | 0.95% | 13 |
|
|
2014
Q1 | $46.1M | Buy |
552,518
+166,346
| +43% | +$13.9M | 0.98% | 18 |
|
|
2013
Q4 | $32M | Buy |
386,172
+215,637
| +126% | +$17.9M | 1.09% | 14 |
|
|
2013
Q3 | $13.6M | Sell |
170,535
-326,448
| -66% | -$26M | 0.43% | 51 |
|
|
2013
Q2 | $40.6M | Buy |
+496,983
| New | +$40.6M | 1.08% | 19 |
|