YIA
YHB Investment Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.92M | Sell |
52,421
-29,415
| -36% | -$3.88M | 0.53% | 52 |
|
|
2025
Q1 | $12.3M | Sell |
81,836
-27
| -0% | -$4.05K | 1.02% | 24 |
|
|
2024
Q4 | $12.4M | Buy |
81,863
+626
| +0.8% | +$95.2K | 1.02% | 23 |
|
|
2024
Q3 | $13.8M | Sell |
81,237
-539
| -0.7% | -$91.7K | 1.14% | 21 |
|
|
2024
Q2 | $13.5M | Sell |
81,776
-150
| -0.2% | -$24.7K | 1.16% | 19 |
|
|
2024
Q1 | $14.3M | Buy |
81,926
+411
| +0.5% | +$71.9K | 1.27% | 20 |
|
|
2023
Q4 | $13.8M | Sell |
81,515
-6,058
| -7% | -$1.03M | 1.34% | 17 |
|
|
2023
Q3 | $14.8M | Buy |
87,573
+679
| +0.8% | +$115K | 1.37% | 15 |
|
|
2023
Q2 | $16.1M | Sell |
86,894
-827
| -0.9% | -$153K | 1.5% | 14 |
|
|
2023
Q1 | $16M | Buy |
87,721
+629
| +0.7% | +$115K | 1.6% | 14 |
|
|
2022
Q4 | $15.7M | Sell |
87,092
-666
| -0.8% | -$120K | 1.68% | 14 |
|
|
2022
Q3 | $14.3M | Buy |
87,758
+323
| +0.4% | +$52.7K | 1.59% | 13 |
|
|
2022
Q2 | $14.6M | Sell |
87,435
-685
| -0.8% | -$114K | 1.54% | 12 |
|
|
2022
Q1 | $14.8M | Sell |
88,120
-202
| -0.2% | -$33.8K | 1.3% | 14 |
|
|
2021
Q4 | $15.3M | Buy |
88,322
+511
| +0.6% | +$88.8K | 1.22% | 20 |
|
|
2021
Q3 | $13.2M | Buy |
87,811
+1,414
| +2% | +$213K | 1.14% | 23 |
|
|
2021
Q2 | $12.8M | Buy |
86,397
+221
| +0.3% | +$32.7K | 1.09% | 23 |
|
|
2021
Q1 | $12.4M | Buy |
86,176
+945
| +1% | +$136K | 1.08% | 24 |
|
|
2020
Q4 | $12.6M | Sell |
85,231
-293
| -0.3% | -$43.5K | 1.2% | 18 |
|
|
2020
Q3 | $11.9M | Sell |
85,524
-15,796
| -16% | -$2.19M | 1.29% | 18 |
|
|
2020
Q2 | $13.4M | Buy |
101,320
+2,532
| +3% | +$335K | 1.93% | 13 |
|
|
2020
Q1 | $11.9M | Buy |
98,788
+755
| +0.8% | +$90.7K | 2.05% | 12 |
|
|
2019
Q4 | $13.4M | Sell |
98,033
-781
| -0.8% | -$107K | 1.91% | 14 |
|
|
2019
Q3 | $13.5M | Buy |
98,814
+2,360
| +2% | +$324K | 2.07% | 11 |
|
|
2019
Q2 | $12.6M | Sell |
96,454
-544
| -0.6% | -$71.3K | 2.01% | 11 |
|
|
2019
Q1 | $11.9M | Sell |
96,998
-82
| -0.1% | -$10K | 1.86% | 12 |
|
|
2018
Q4 | $10.7M | Sell |
97,080
-7,974
| -8% | -$881K | 1.92% | 12 |
|
|
2018
Q3 | $11.7M | Buy |
105,054
+936
| +0.9% | +$105K | 1.77% | 13 |
|
|
2018
Q2 | $11.3M | Buy |
104,118
+289
| +0.3% | +$31.5K | 1.85% | 11 |
|
|
2018
Q1 | $11.3M | Sell |
103,829
-4,856
| -4% | -$530K | 1.92% | 10 |
|
|
2017
Q4 | $13M | Sell |
108,685
-14,117
| -11% | -$1.69M | 2.22% | 8 |
|
|
2017
Q3 | $13.7M | Buy |
122,802
+8,147
| +7% | +$908K | 2.45% | 6 |
|
|
2017
Q2 | $13.2M | Sell |
114,655
-7,475
| -6% | -$863K | 2.27% | 8 |
|
|
2017
Q1 | $13.8M | Buy |
122,130
+1,760
| +1% | +$199K | 2.66% | 7 |
|
|
2016
Q4 | $12.6M | Buy |
120,370
+18,635
| +18% | +$1.95M | 2.62% | 6 |
|
|
2016
Q3 | $11.1M | Sell |
101,735
-19,335
| -16% | -$2.1M | 2.67% | 5 |
|
|
2016
Q2 | $12.8M | Buy |
121,070
+21,353
| +21% | +$2.26M | 2.82% | 4 |
|
|
2016
Q1 | $10.2M | Sell |
99,717
-24,458
| -20% | -$2.51M | 2.76% | 3 |
|
|
2015
Q4 | $12.4M | Sell |
124,175
-156
| -0.1% | -$15.6K | 2.81% | 5 |
|
|
2015
Q3 | $11.7M | Buy |
124,331
+830
| +0.7% | +$78.3K | 2.77% | 6 |
|
|
2015
Q2 | $11.5M | Buy |
123,501
+3,496
| +3% | +$326K | 2.51% | 6 |
|
|
2015
Q1 | $11.5M | Buy |
120,005
+785
| +0.7% | +$75.1K | 2.57% | 6 |
|
|
2014
Q4 | $11.3M | Buy |
119,220
+1,159
| +1% | +$110K | 2.58% | 7 |
|
|
2014
Q3 | $11M | Buy |
118,061
+963
| +0.8% | +$89.6K | 2.64% | 5 |
|
|
2014
Q2 | $10.5M | Buy |
117,098
+386
| +0.3% | +$34.5K | 2.52% | 7 |
|
|
2014
Q1 | $9.75M | Buy |
116,712
+4,563
| +4% | +$381K | 2.48% | 7 |
|
|
2013
Q4 | $9.3M | Buy |
112,149
+3,956
| +4% | +$328K | 2.5% | 6 |
|
|
2013
Q3 | $8.6M | Sell |
108,193
-1,249
| -1% | -$99.3K | 2.54% | 4 |
|
|
2013
Q2 | $8.95M | Buy |
+109,442
| New | +$8.95M | 2.79% | 3 |
|