AA
Ancora Advisors’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Buy |
67,039
+2,079
| +3% | +$275K | 0.18% | 113 |
|
|
2025
Q1 | $9.74M | Sell |
64,960
-1,520
| -2% | -$228K | 0.22% | 97 |
|
|
2024
Q4 | $10.1M | Sell |
66,480
-9,282
| -12% | -$1.41M | 0.23% | 97 |
|
|
2024
Q3 | $12.9M | Sell |
75,762
-4,187
| -5% | -$712K | 0.29% | 73 |
|
|
2024
Q2 | $13.2M | Sell |
79,949
-1,515
| -2% | -$250K | 0.33% | 59 |
|
|
2024
Q1 | $14.3M | Buy |
81,464
+817
| +1% | +$143K | 0.32% | 62 |
|
|
2023
Q4 | $13.7M | Sell |
80,647
-101
| -0.1% | -$17.2K | 0.32% | 55 |
|
|
2023
Q3 | $13.7M | Buy |
80,748
+1,120
| +1% | +$190K | 0.36% | 51 |
|
|
2023
Q2 | $14.7M | Sell |
79,628
-500
| -0.6% | -$92.6K | 0.39% | 55 |
|
|
2023
Q1 | $14.6M | Buy |
80,128
+2,741
| +4% | +$500K | 0.41% | 50 |
|
|
2022
Q4 | $14M | Buy |
77,387
+9,567
| +14% | +$1.73M | 0.4% | 49 |
|
|
2022
Q3 | $11.1M | Sell |
67,820
-259
| -0.4% | -$42.3K | 0.34% | 54 |
|
|
2022
Q2 | $11.3M | Buy |
68,079
+1,670
| +3% | +$278K | 0.32% | 63 |
|
|
2022
Q1 | $11.1M | Sell |
66,409
-2,707
| -4% | -$453K | 0.27% | 81 |
|
|
2021
Q4 | $12M | Sell |
69,116
-1,772
| -2% | -$308K | 0.28% | 78 |
|
|
2021
Q3 | $10.7M | Sell |
70,888
-368
| -0.5% | -$55.4K | 0.28% | 80 |
|
|
2021
Q2 | $10.6M | Sell |
71,256
-3,387
| -5% | -$502K | 0.28% | 88 |
|
|
2021
Q1 | $10.6M | Sell |
74,643
-73,867
| -50% | -$10.4M | 0.29% | 84 |
|
|
2020
Q4 | $22M | Sell |
148,510
-571
| -0.4% | -$84.7K | 0.71% | 32 |
|
|
2020
Q3 | $20.7M | Buy |
149,081
+2,772
| +2% | +$384K | 0.82% | 29 |
|
|
2020
Q2 | $19.4M | Buy |
146,309
+909
| +0.6% | +$120K | 0.81% | 28 |
|
|
2020
Q1 | $17.5M | Buy |
145,400
+4,446
| +3% | +$534K | 0.81% | 22 |
|
|
2019
Q4 | $19.3M | Buy |
140,954
+1,014
| +0.7% | +$139K | 0.72% | 31 |
|
|
2019
Q3 | $19.2M | Buy |
139,940
+6,653
| +5% | +$912K | 0.84% | 23 |
|
|
2019
Q2 | $17.5M | Buy |
133,287
+2,937
| +2% | +$385K | 0.78% | 27 |
|
|
2019
Q1 | $16M | Buy |
130,350
+5,790
| +5% | +$710K | 0.72% | 31 |
|
|
2018
Q4 | $13.8M | Buy |
124,560
+3,187
| +3% | +$352K | 0.66% | 41 |
|
|
2018
Q3 | $13.6M | Buy |
121,373
+13,228
| +12% | +$1.48M | 0.52% | 61 |
|
|
2018
Q2 | $11.8M | Buy |
108,145
+6,931
| +7% | +$755K | 0.51% | 51 |
|
|
2018
Q1 | $11M | Buy |
101,214
+8,746
| +9% | +$955K | 0.5% | 59 |
|
|
2017
Q4 | $11.1M | Buy |
92,468
+28,936
| +46% | +$3.47M | 0.59% | 39 |
|
|
2017
Q3 | $7.08M | Sell |
63,532
-5,287
| -8% | -$589K | 0.41% | 66 |
|
|
2017
Q2 | $7.95M | Sell |
68,819
-6,766
| -9% | -$781K | 0.51% | 49 |
|
|
2017
Q1 | $8.46M | Sell |
75,585
-1,282
| -2% | -$143K | 0.57% | 38 |
|
|
2016
Q4 | $8.04M | Buy |
76,867
+40,562
| +112% | +$4.24M | 0.59% | 34 |
|
|
2016
Q3 | $3.95M | Sell |
36,305
-308
| -0.8% | -$33.5K | 0.4% | 67 |
|
|
2016
Q2 | $3.88M | Buy |
36,613
+615
| +2% | +$65.2K | 0.45% | 57 |
|
|
2016
Q1 | $3.69M | Sell |
35,998
-140
| -0.4% | -$14.3K | 0.45% | 63 |
|
|
2015
Q4 | $3.61M | Hold |
36,138
| – | – | 0.46% | 61 |
|
|
2015
Q3 | $3.41M | Buy |
36,138
+713
| +2% | +$67.2K | 0.44% | 61 |
|
|
2015
Q2 | $3.31M | Buy |
+35,425
| New | +$3.31M | 0.39% | 69 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 65 |
|
|
2014
Q4 | – | Sell |
-33,868
| Closed | -$3.15M | – | 508 |
|
|
2014
Q3 | $3.15M | Buy |
33,868
+208
| +0.6% | +$19.4K | 0.4% | 72 |
|
|
2014
Q2 | $3.01M | Buy |
33,660
+1,174
| +4% | +$105K | 0.39% | 71 |
|
|
2014
Q1 | $2.71M | Buy |
32,486
+5,200
| +19% | +$434K | 0.38% | 72 |
|
|
2013
Q4 | $2.26M | Buy |
27,286
+2,575
| +10% | +$214K | 0.34% | 88 |
|
|
2013
Q3 | $1.97M | Buy |
24,711
+100
| +0.4% | +$7.95K | 0.34% | 80 |
|
|
2013
Q2 | $2.01M | Buy |
+24,611
| New | +$2.01M | 0.35% | 74 |
|