Waddell & Associates’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 | $1.37M | Buy |
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|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $638K | Sell |
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|
2024
Q3 | $716K | Buy |
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|
2024
Q2 | $695K | Sell |
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|
2024
Q1 | $738K | Sell |
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|
2023
Q4 | $730K | Sell |
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|
2023
Q3 | $842K | Buy |
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|
2023
Q2 | $764K | Buy |
|
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|
2023
Q1 | $743K | Sell |
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|
2022
Q4 | $754K | Sell |
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|
2022
Q3 | $683K | Sell |
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|
2022
Q2 | $835K | Buy |
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|
2022
Q1 | $836K | Buy |
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|
2021
Q4 | $867K | Buy |
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|
2021
Q3 | $737K | Buy |
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|
2021
Q2 | $725 | Buy |
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