Waverton Investment 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 | $373K | Sell |
|
|||||
|
2025
Q2 | $28.4M | Sell |
|
|||||
|
2025
Q1 | $42.7M | Buy |
|
|||||
|
2024
Q4 | $41.8M | Buy |
|
|||||
|
2024
Q3 | $43.5M | Sell |
|
|||||
|
2024
Q2 | $47.6M | Sell |
|
|||||
|
2024
Q1 | $54.8M | Buy |
|
|||||
|
2023
Q4 | $19.3M | Buy |
|
|||||
|
2023
Q3 | $12.1M | Sell |
|
|||||
|
2023
Q2 | $13.3M | Sell |
|
|||||
|
2023
Q1 | $13.2M | Sell |
|
|||||
|
2022
Q4 | $15.5M | Sell |
|
|||||
|
2022
Q3 | $15.2M | Sell |
|
|||||
|
2022
Q2 | $18.1M | Sell |
|
|||||
|
2022
Q1 | $35.5M | Buy |
|
|||||
|
2021
Q4 | $17.4M | Sell |
|
|||||
|
2021
Q3 | $17.2M | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $1.41M | Buy |
|