EWM
Evercore Wealth Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Sell |
100,810
-780
| -0.8% | -$103K | 0.21% | 58 |
|
|
2025
Q1 | $15.2M | Sell |
101,590
-10,893
| -10% | -$1.63M | 0.24% | 53 |
|
|
2024
Q4 | $17.1M | Sell |
112,483
-2,543
| -2% | -$387K | 0.26% | 54 |
|
|
2024
Q3 | $19.6M | Sell |
115,026
-3,789
| -3% | -$644K | 0.29% | 49 |
|
|
2024
Q2 | $19.6M | Sell |
118,815
-1,238
| -1% | -$204K | 0.31% | 49 |
|
|
2024
Q1 | $21M | Sell |
120,053
-2,886
| -2% | -$505K | 0.33% | 48 |
|
|
2023
Q4 | $20.9M | Sell |
122,939
-1,243
| -1% | -$211K | 0.35% | 48 |
|
|
2023
Q3 | $21M | Sell |
124,182
-696
| -0.6% | -$118K | 0.39% | 48 |
|
|
2023
Q2 | $23.1M | Sell |
124,878
-2,091
| -2% | -$387K | 0.42% | 47 |
|
|
2023
Q1 | $23.1M | Sell |
126,969
-7,733
| -6% | -$1.41M | 0.46% | 47 |
|
|
2022
Q4 | $24.3M | Sell |
134,702
-1,406
| -1% | -$254K | 0.51% | 44 |
|
|
2022
Q3 | $22.2M | Sell |
136,108
-178
| -0.1% | -$29.1K | 0.5% | 46 |
|
|
2022
Q2 | $22.7M | Sell |
136,286
-4,038
| -3% | -$673K | 0.48% | 47 |
|
|
2022
Q1 | $23.5M | Sell |
140,324
-1,081
| -0.8% | -$181K | 0.42% | 45 |
|
|
2021
Q4 | $24.6M | Buy |
141,405
+2,041
| +1% | +$355K | 0.4% | 46 |
|
|
2021
Q3 | $21M | Sell |
139,364
-2,543
| -2% | -$382K | 0.38% | 48 |
|
|
2021
Q2 | $21M | Sell |
141,907
-4,308
| -3% | -$638K | 0.38% | 46 |
|
|
2021
Q1 | $20.7M | Sell |
146,215
-4,390
| -3% | -$621K | 0.41% | 46 |
|
|
2020
Q4 | $22.3M | Buy |
150,605
+728
| +0.5% | +$108K | 0.48% | 43 |
|
|
2020
Q3 | $20.8M | Sell |
149,877
-135
| -0.1% | -$18.7K | 0.51% | 43 |
|
|
2020
Q2 | $19.8M | Buy |
150,012
+6,352
| +4% | +$840K | 0.53% | 41 |
|
|
2020
Q1 | $17.3M | Sell |
143,660
-3,831
| -3% | -$460K | 0.57% | 44 |
|
|
2019
Q4 | $20.2M | Sell |
147,491
-5,991
| -4% | -$819K | 0.54% | 43 |
|
|
2019
Q3 | $21M | Buy |
153,482
+1,413
| +0.9% | +$194K | 0.62% | 42 |
|
|
2019
Q2 | $19.9M | Buy |
152,069
+3,118
| +2% | +$409K | 0.61% | 43 |
|
|
2019
Q1 | $18.3M | Buy |
148,951
+5,050
| +4% | +$619K | 0.59% | 43 |
|
|
2018
Q4 | $15.9M | Sell |
143,901
-1,385
| -1% | -$153K | 0.6% | 43 |
|
|
2018
Q3 | $16.2M | Sell |
145,286
-3,359
| -2% | -$376K | 0.52% | 50 |
|
|
2018
Q2 | $16.2M | Buy |
148,645
+47,023
| +46% | +$5.12M | 0.55% | 49 |
|
|
2018
Q1 | $11.1M | Sell |
101,622
-4,288
| -4% | -$468K | 0.42% | 55 |
|
|
2017
Q4 | $12.7M | Sell |
105,910
-2,166
| -2% | -$260K | 0.47% | 48 |
|
|
2017
Q3 | $12M | Sell |
108,076
-2,087
| -2% | -$233K | 0.47% | 49 |
|
|
2017
Q2 | $12.7M | Sell |
110,163
-1,044
| -0.9% | -$121K | 0.49% | 49 |
|
|
2017
Q1 | $12.4M | Sell |
111,207
-2,471
| -2% | -$276K | 0.49% | 51 |
|
|
2016
Q4 | $11.9M | Sell |
113,678
-5,074
| -4% | -$531K | 0.49% | 50 |
|
|
2016
Q3 | $12.9M | Buy |
118,752
+370
| +0.3% | +$40.2K | 0.53% | 51 |
|
|
2016
Q2 | $12.5M | Sell |
118,382
-4,904
| -4% | -$520K | 0.55% | 51 |
|
|
2016
Q1 | $12.6M | Sell |
123,286
-885
| -0.7% | -$90.7K | 0.56% | 51 |
|
|
2015
Q4 | $12.4M | Buy |
124,171
+1,137
| +0.9% | +$114K | 0.58% | 52 |
|
|
2015
Q3 | $11.6M | Buy |
123,034
+1,775
| +1% | +$167K | 0.55% | 53 |
|
|
2015
Q2 | $11.3M | Buy |
121,259
+3,306
| +3% | +$309K | 0.51% | 56 |
|
|
2015
Q1 | $11.3M | Sell |
117,953
-1,947
| -2% | -$186K | 0.52% | 57 |
|
|
2014
Q4 | $11.3M | Sell |
119,900
-2,070
| -2% | -$196K | 0.57% | 53 |
|
|
2014
Q3 | $11.4M | Buy |
121,970
+4,082
| +3% | +$380K | 0.57% | 54 |
|
|
2014
Q2 | $10.5M | Sell |
117,888
-26,813
| -19% | -$2.4M | 0.54% | 56 |
|
|
2014
Q1 | $12.1M | Sell |
144,701
-25,118
| -15% | -$2.1M | 0.68% | 50 |
|
|
2013
Q4 | $14.1M | Buy |
169,819
+9,247
| +6% | +$767K | 0.77% | 46 |
|
|
2013
Q3 | $12.8M | Sell |
160,572
-12,414
| -7% | -$987K | 0.73% | 45 |
|
|
2013
Q2 | $14.2M | Buy |
+172,986
| New | +$14.2M | 0.8% | 40 |
|