Abbrea Capital’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$9M Sell
54,563
-780
-1% -$135K 1.19% 21
2024
Q1
$9.76M Sell
55,343
-6,345
-10% -$1.07M 1.28% 19
2023
Q4
$10.6M Sell
61,688
-163
-0.3% -$27K 1.52% 18
2023
Q3
$10.5M Buy
61,851
+230
+0.4% +$41.8K 1.67% 16
2023
Q2
$11.4M Buy
61,621
+599
+1% +$112K 1.76% 15
2023
Q1
$11.1M Sell
61,022
-185
-0.3% -$32.3K 1.89% 9
2022
Q4
$11.1M Buy
61,207
+95
+0.2% +$16.9K 2.01% 10
2022
Q3
$9.98M Sell
61,112
-713
-1% -$123K 1.89% 12
2022
Q2
$10.3M Buy
61,825
+95
+0.2% +$16K 1.71% 13
2022
Q1
$10.3M Buy
61,730
+240
+0.4% +$40.3K 1.45% 16
2021
Q4
$10.7M Buy
61,490
+2,021
+3% +$330K 1.45% 14
2021
Q3
$8.95M Buy
59,469
+715
+1% +$111K 1.34% 16
2021
Q2
$8.71M Sell
58,754
-469
-0.8% -$68.3K 1.31% 15
2021
Q1
$8.38M Buy
59,223
+343
+0.6% +$47.1K 1.38% 15
2020
Q4
$8.79M Sell
58,880
-406
-0.7% -$57.7K 1.57% 15
2020
Q3
$8.22M Sell
59,286
-110
-0.2% -$15K 1.74% 13
2020
Q2
$7.86M Sell
59,396
-608
-1% -$80.1K 1.79% 14
2020
Q1
$7.21M Sell
60,004
-182
-0.3% -$24.6K 1.92% 14
2019
Q4
$8.28M Sell
60,186
-110
-0.2% -$15K 1.76% 16
2019
Q3
$8.27M Buy
60,296
+4,110
+7% +$546K 1.91% 14
2019
Q2
$7.37M Buy
56,186
+20,460
+57% +$2.62M 1.81% 16
2019
Q1
$4.38M Buy
35,726
+795
+2% +$90.6K 1.26% 20
2018
Q4
$3.89M Sell
34,931
-893
-2% -$101K 1.28% 20
2018
Q3
$4M Sell
35,824
-462
-1% -$52.3K 1.18% 21
2018
Q2
$3.95M Sell
36,286
-1,141
-3% -$118K 1.24% 20
2018
Q1
$4.08M Buy
37,427
+100
+0.3% +$11.4K 1.32% 19
2017
Q4
$4.51M Sell
37,327
-735
-2% -$83.9K 1.54% 14
2017
Q3
$4.24M Sell
38,062
-205
-0.5% -$23.7K 1.58% 14
2017
Q2
$4.42M Sell
38,267
-1,540
-4% -$177K 1.76% 12
2017
Q1
$4.45M Buy
39,807
+694
+2% +$74.5K 1.82% 9
2016
Q4
$4.09M Buy
+39,113
New +$4.1M 1.92% 7

Other funds holding PEP

Abbrea Capital's PEP Position: Q2 2024 in Review

Abbrea Capital reduced its PepsiCo (PEP) stake by 1.4% in Q2 2024, selling an estimated $135K and leaving 54,563 shares worth $9M. The position accounts for 1.19% of the portfolio, ranked #21.

Abbrea Capital first reported a position in PEP in Q4 2016 and has held it in 31 quarters since. The position peaked at $11.4M in Q2 2023. 3,321 funds tracked by Wall St. Rank hold PEP as of Q2 2024.

  • Abbrea Capital held 54,563 shares of PepsiCo worth $9M as of Q2 2024.
  • Abbrea Capital sold 780 PepsiCo shares in Q2 2024, an estimated $135K.
  • PepsiCo made up 1.19% of Abbrea Capital's portfolio in Q2 2024, its #21 holding.
  • Abbrea Capital first reported a position in PepsiCo in Q4 2016 and has held it in 31 quarters since.
  • Abbrea Capital's PepsiCo position peaked at $11.4M in Q2 2023.
  • 3,321 funds tracked by Wall St. Rank held PepsiCo as of Q2 2024.

Based on Abbrea Capital's 13F filing for Q2 2024, filed 8 Aug 2024.