D.L. Carlson Investment Group’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 | $350K | Sell |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $553K | Sell |
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|
2024
Q1 | $602K | Sell |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $713K | Sell |
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|
2023
Q2 | $785K | Sell |
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|
2023
Q1 | $793K | Sell |
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|
2022
Q4 | $813K | Sell |
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|
2022
Q3 | $736K | Buy |
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|
2022
Q2 | $708K | Hold |
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|
2022
Q1 | $711K | Hold |
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|
2021
Q4 | $738K | Hold |
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|
2021
Q3 | $639K | Sell |
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|
2021
Q2 | $638K | Sell |
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|
2021
Q1 | $616K | Hold |
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|
2020
Q4 | $646K | Sell |
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|
2020
Q3 | $610K | Sell |
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|
2020
Q2 | $598K | Sell |
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|
2020
Q1 | $567K | Hold |
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|
2019
Q4 | $645K | Hold |
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|
2019
Q3 | $647K | Hold |
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|
2019
Q2 | $619K | Hold |
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|
2019
Q1 | $578K | Hold |
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|
2018
Q4 | $521K | Hold |
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|
2018
Q3 | $528K | Sell |
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|
2018
Q2 | $522K | Sell |
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|
2018
Q1 | $4.15M | Sell |
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|
2017
Q4 | $4.64M | Sell |
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|
2017
Q3 | $4.39M | Sell |
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|
2017
Q2 | $4.56M | Buy |
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|
2017
Q1 | $3.77M | Sell |
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|
2016
Q4 | $3.98M | Sell |
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|
2016
Q3 | $4.21M | Sell |
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|
2016
Q2 | $4.41M | Sell |
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|
2016
Q1 | $4.59M | Sell |
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|
2015
Q4 | $4.51M | Sell |
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|
2015
Q3 | $4.31M | Sell |
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|
2015
Q2 | $4.46M | Buy |
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|
2015
Q1 | $4.56M | Sell |
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|
2014
Q4 | $4.54M | Sell |
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|
2014
Q3 | $4.56M | Buy |
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|
2014
Q2 | $4.09M | Sell |
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|
2014
Q1 | $3.92M | Sell |
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|
2013
Q4 | $5.24M | Sell |
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|
2013
Q3 | $5.21M | Buy |
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|
2013
Q2 | $5.36M | Buy |
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