VELA Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Sell |
26,765
-3,215
| -11% | -$425K | 0.96% | 31 |
|
|
2025
Q1 | $4.5M | Buy |
29,980
+12,463
| +71% | +$1.87M | 1.41% | 16 |
|
|
2024
Q4 | $2.66M | Buy |
17,517
+8,579
| +96% | +$1.3M | 0.74% | 34 |
|
|
2024
Q3 | $1.52M | Buy |
8,938
+4
| +0% | +$680 | 0.47% | 71 |
|
|
2024
Q2 | $1.47M | Buy |
8,934
+638
| +8% | +$105K | 0.46% | 66 |
|
|
2024
Q1 | $1.45M | Buy |
8,296
+1,790
| +28% | +$313K | 0.49% | 59 |
|
|
2023
Q4 | $1.1M | Buy |
6,506
+380
| +6% | +$64.5K | 0.42% | 79 |
|
|
2023
Q3 | $1.04M | Buy |
6,126
+338
| +6% | +$57.3K | 0.46% | 74 |
|
|
2023
Q2 | $1.07M | Sell |
5,788
-800
| -12% | -$148K | 0.49% | 75 |
|
|
2023
Q1 | $1.2M | Buy |
6,588
+1,508
| +30% | +$275K | 0.55% | 65 |
|
|
2022
Q4 | $918K | Hold |
5,080
| – | – | 0.45% | 74 |
|
|
2022
Q3 | $829K | Sell |
5,080
-614
| -11% | -$100K | 0.47% | 73 |
|
|
2022
Q2 | $949K | Buy |
5,694
+2,287
| +67% | +$381K | 0.54% | 61 |
|
|
2022
Q1 | $570K | Hold |
3,407
| – | – | 0.36% | 78 |
|
|
2021
Q4 | $592K | Buy |
+3,407
| New | +$592K | 0.4% | 75 |
|