Wakefield Asset Management’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 | $882K | Hold |
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|
2025
Q2 | $829K | Hold |
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|
2025
Q1 | $941K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $538K | Buy |
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|
2022
Q3 | $485K | Buy |
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|
2022
Q2 | $167K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Sell |
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|
2019
Q3 | $217K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $31K | Sell |
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|
2018
Q4 | $351K | Sell |
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|
2018
Q3 | $366K | Buy |
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