Zevin 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
Q2 | $395K | Hold |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $509K | Hold |
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|
2024
Q2 | $494K | Buy |
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|
2024
Q1 | $489K | Sell |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $501K | Hold |
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|
2023
Q1 | $493K | Hold |
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|
2022
Q4 | $489K | Hold |
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|
2022
Q3 | $442K | Hold |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $594K | Sell |
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|
2021
Q3 | $528K | Buy |
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|
2021
Q2 | $516K | Buy |
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|
2021
Q1 | $491K | Hold |
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|
2020
Q4 | $514K | Sell |
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|
2020
Q3 | $495K | Buy |
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|
2020
Q2 | $459K | Sell |
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|
2020
Q1 | $424K | Sell |
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|
2019
Q4 | $599K | Sell |
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|
2019
Q3 | $882K | Hold |
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|
2019
Q2 | $843K | Hold |
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|
2019
Q1 | $788K | Sell |
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|
2018
Q4 | $735K | Sell |
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|
2018
Q3 | $786K | Hold |
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|
2018
Q2 | $765K | Hold |
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|
2018
Q1 | $767K | Sell |
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|
2017
Q4 | $1.2M | Hold |
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|
2017
Q3 | $1.12M | Buy |
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|
2017
Q2 | $1.14M | Sell |
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|
2017
Q1 | $1.12M | Sell |
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|
2016
Q4 | $8.83M | Buy |
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|
2016
Q3 | $8.86M | Sell |
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|
2016
Q2 | $9.34M | Sell |
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|
2016
Q1 | $9.1M | Buy |
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|
2015
Q4 | $8.81M | Buy |
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|
2015
Q3 | $8.26M | Buy |
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|
2015
Q2 | $8.07M | Buy |
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|
2015
Q1 | $8.03M | Buy |
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|
2014
Q4 | $7.46M | Buy |
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|
2014
Q3 | $7.09M | Buy |
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|
2014
Q2 | $833K | Buy |
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|
2014
Q1 | $612K | Hold |
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|
2013
Q4 | $608K | Hold |
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|
2013
Q3 | $582K | Hold |
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|
2013
Q2 | $599K | Buy |
|