Waverly Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
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|
2025
Q1 | $16.2M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $13.3M | Buy |
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|
2024
Q2 | $12.6M | Buy |
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|
2024
Q1 | $7.45M | Buy |
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|
2023
Q4 | $4.24M | Sell |
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|
2023
Q3 | $4.4M | Buy |
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|
2023
Q2 | $2.96M | Buy |
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|
2023
Q1 | $1.71M | Buy |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $677K | Buy |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $515K | Buy |
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|
2021
Q4 | $509K | Sell |
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $468K | Sell |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $274K | Buy |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $255K | Sell |
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|
2019
Q3 | $243K | Buy |
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|
2019
Q2 | $228K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $403K | Sell |
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|
2018
Q2 | $409K | Buy |
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|
2018
Q1 | $387K | Sell |
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|
2017
Q4 | $828K | Buy |
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|
2017
Q3 | $701K | Buy |
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|
2017
Q2 | $723K | Buy |
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|
2017
Q1 | $643K | Buy |
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|
2016
Q4 | $438K | Buy |
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|
2016
Q3 | $395K | Buy |
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|
2016
Q2 | $277K | Sell |
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|
2016
Q1 | $276K | Sell |
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|
2015
Q4 | $499K | Buy |
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|
2015
Q3 | $131K | Hold |
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|
2015
Q2 | $130K | Buy |
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|
2015
Q1 | $75K | Hold |
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|
2014
Q4 | $74K | Sell |
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|
2014
Q3 | $453K | Sell |
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|
2014
Q2 | $483K | Hold |
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|
2014
Q1 | $451K | Sell |
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|
2013
Q4 | $790K | Buy |
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|
2013
Q3 | $430K | Buy |
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|
2013
Q2 | $396K | Buy |
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