Evelyn V. Moreno’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.58M | Sell |
15,194
-31,780
| -68% | -$5.27M | 1.22% | 30 |
|
|
2023
Q3 | $7.96M | Buy |
46,974
+3,507
| +8% | +$637K | 1.73% | 16 |
|
|
2023
Q2 | $8.05M | Sell |
43,467
-1,720
| -4% | -$321K | 1.72% | 16 |
|
|
2023
Q1 | $8.24M | Buy |
45,187
+1,713
| +4% | +$299K | 1.87% | 13 |
|
|
2022
Q4 | $7.85M | Buy |
43,474
+25,085
| +136% | +$4.47M | 1.82% | 12 |
|
|
2022
Q3 | $3M | Sell |
18,389
-30,079
| -62% | -$5.18M | 1.36% | 19 |
|
|
2022
Q2 | $8.08M | Sell |
48,468
-4,479
| -8% | -$754K | 1.88% | 13 |
|
|
2022
Q1 | $8.86M | Sell |
52,947
-670
| -1% | -$112K | 1.79% | 22 |
|
|
2021
Q4 | $9.31M | Buy |
53,617
+3,047
| +6% | +$498K | 1.86% | 23 |
|
|
2021
Q3 | $7.61M | Sell |
50,570
-715
| -1% | -$111K | 1.79% | 25 |
|
|
2021
Q2 | $7.6M | Buy |
51,285
+180
| +0.4% | +$26.2K | 1.78% | 30 |
|
|
2021
Q1 | $7.23M | Buy |
51,105
+155
| +0.3% | +$21.3K | 1.72% | 25 |
|
|
2020
Q4 | $7.56M | Sell |
50,950
-1,295
| -2% | -$184K | 1.88% | 22 |
|
|
2020
Q3 | $7.24M | Sell |
52,245
-1,005
| -2% | -$137K | 1.96% | 22 |
|
|
2020
Q2 | $7.04M | Sell |
53,250
-605
| -1% | -$79.8K | 2.05% | 20 |
|
|
2020
Q1 | $6.47M | Sell |
53,855
-570
| -1% | -$77K | 2.19% | 17 |
|
|
2019
Q4 | $7.44M | Sell |
54,425
-1,776
| -3% | -$242K | 2% | 24 |
|
|
2019
Q3 | $7.71M | Sell |
56,201
-561
| -1% | -$74.5K | 2.11% | 18 |
|
|
2019
Q2 | $7.44M | Buy |
56,762
+306
| +0.5% | +$39.2K | 2.26% | 21 |
|
|
2019
Q1 | $6.92M | Buy |
56,456
+115
| +0.2% | +$13.1K | 2.04% | 22 |
|
|
2018
Q4 | $6.22M | Sell |
56,341
-1,729
| -3% | -$195K | 2.06% | 22 |
|
|
2018
Q3 | $6.49M | Sell |
58,070
-1,930
| -3% | -$219K | 1.82% | 29 |
|
|
2018
Q2 | $6.53M | Buy |
60,000
+3,433
| +6% | +$355K | 1.91% | 24 |
|
|
2018
Q1 | $6.17M | Buy |
56,567
+535
| +1% | +$60.8K | 1.89% | 25 |
|
|
2017
Q4 | $6.72M | Sell |
56,032
-2,944
| -5% | -$336K | 2.03% | 21 |
|
|
2017
Q3 | $6.57M | Buy |
58,976
+201
| +0.3% | +$23.2K | 1.97% | 22 |
|
|
2017
Q2 | $6.79M | Sell |
58,775
-550
| -0.9% | -$63.1K | 2.08% | 21 |
|
|
2017
Q1 | $6.64M | Buy |
59,325
+7,465
| +14% | +$801K | 2.02% | 21 |
|
|
2016
Q4 | $5.43M | Buy |
51,860
+5,795
| +13% | +$607K | 1.96% | 25 |
|
|
2016
Q3 | $5.01M | Sell |
46,065
-45
| -0.1% | -$4.85K | 1.84% | 24 |
|
|
2016
Q2 | $4.88M | Buy |
46,110
+25
| +0.1% | +$2.58K | 1.85% | 26 |
|
|
2016
Q1 | $4.72M | Buy |
46,085
+1,155
| +3% | +$114K | 1.83% | 24 |
|
|
2015
Q4 | $4.49M | Buy |
44,930
+70
| +0.2% | +$6.99K | 1.87% | 24 |
|
|
2015
Q3 | $4.23M | Buy |
44,860
+19
| +0% | +$1.81K | 1.82% | 20 |
|
|
2015
Q2 | $4.18M | Sell |
44,841
-1,988
| -4% | -$190K | 1.66% | 26 |
|
|
2015
Q1 | $4.48M | Sell |
46,829
-2,150
| -4% | -$208K | 1.69% | 25 |
|
|
2014
Q4 | $4.63M | Buy |
48,979
+924
| +2% | +$88.6K | 1.7% | 23 |
|
|
2014
Q3 | $4.47M | Sell |
48,055
-630
| -1% | -$57.5K | 1.72% | 19 |
|
|
2014
Q2 | $4.35M | Buy |
48,685
+1,925
| +4% | +$166K | 1.63% | 23 |
|
|
2014
Q1 | $3.9M | Buy |
46,760
+750
| +2% | +$60.9K | 1.54% | 30 |
|
|
2013
Q4 | $3.82M | Buy |
+46,010
| New | +$3.82M | 1.57% | 27 |
|
Other funds holding PEP
Evelyn V. Moreno's PEP Position: Q4 2023 in Review
Evelyn V. Moreno reduced its PepsiCo (PEP) stake by 68% in Q4 2023, selling an estimated $5.27M and leaving 15,194 shares worth $2.58M. The position accounts for 1.22% of the portfolio, ranked #30.
Evelyn V. Moreno first reported a position in PEP in Q4 2013 and has held it in 41 quarters since. The position peaked at $9.31M in Q4 2021. 3,339 funds tracked by Wall St. Rank hold PEP as of Q4 2023.
- Evelyn V. Moreno held 15,194 shares of PepsiCo worth $2.58M as of Q4 2023.
- Evelyn V. Moreno sold 31,780 PepsiCo shares in Q4 2023, an estimated $5.27M.
- PepsiCo made up 1.22% of Evelyn V. Moreno's portfolio in Q4 2023, its #30 holding.
- Evelyn V. Moreno first reported a position in PepsiCo in Q4 2013 and has held it in 41 quarters since.
- Evelyn V. Moreno's PepsiCo position peaked at $9.31M in Q4 2021.
- 3,339 funds tracked by Wall St. Rank held PepsiCo as of Q4 2023.
Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.