Weatherly 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 | $584K | Sell |
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|
2025
Q2 | $751K | Sell |
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|
2025
Q1 | $864K | Buy |
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|
2024
Q4 | $878K | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $823K | Sell |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $941K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $905K | Hold |
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|
2022
Q3 | $813K | Buy |
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|
2022
Q2 | $829K | Buy |
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|
2022
Q1 | $832K | Buy |
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|
2021
Q4 | $846K | Hold |
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|
2021
Q3 | $732K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $231K | Sell |
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|
2018
Q1 | $236K | Buy |
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|
2017
Q4 | $259K | Hold |
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|
2017
Q3 | $241K | Buy |
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|
2017
Q2 | $250K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $4.6M | Sell |
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|
2013
Q4 | $4.7M | Sell |
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|
2013
Q3 | $4.51M | Sell |
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|
2013
Q2 | $4.66M | Buy |
|