FC
Fulcrum Capital’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.57M | Sell |
49,721
-807
| -2% | -$107K | 1.39% | 26 |
|
|
2025
Q1 | $7.58M | Buy |
50,528
+88
| +0.2% | +$13.2K | 1.68% | 19 |
|
|
2024
Q4 | $7.67M | Buy |
50,440
+975
| +2% | +$148K | 1.61% | 22 |
|
|
2024
Q3 | $8.41M | Buy |
49,465
+188
| +0.4% | +$32K | 1.83% | 20 |
|
|
2024
Q2 | $8.13M | Buy |
49,277
+70
| +0.1% | +$11.5K | 1.85% | 19 |
|
|
2024
Q1 | $8.61M | Buy |
49,207
+276
| +0.6% | +$48.3K | 2.04% | 17 |
|
|
2023
Q4 | $8.31M | Buy |
48,931
+4,426
| +10% | +$752K | 2.15% | 17 |
|
|
2023
Q3 | $7.54M | Sell |
44,505
-201
| -0.4% | -$34.1K | 2.19% | 15 |
|
|
2023
Q2 | $8.28M | Sell |
44,706
-4,261
| -9% | -$789K | 2.18% | 15 |
|
|
2023
Q1 | $8.93M | Sell |
48,967
-1,669
| -3% | -$304K | 2.4% | 11 |
|
|
2022
Q4 | $9.15M | Sell |
50,636
-56
| -0.1% | -$10.1K | 2.64% | 8 |
|
|
2022
Q3 | $8.28M | Sell |
50,692
-983
| -2% | -$160K | 2.46% | 13 |
|
|
2022
Q2 | $8.61M | Sell |
51,675
-4,519
| -8% | -$753K | 2.71% | 11 |
|
|
2022
Q1 | $9.41M | Buy |
56,194
+1,835
| +3% | +$307K | 2.52% | 13 |
|
|
2021
Q4 | $9.44M | Buy |
54,359
+2,222
| +4% | +$386K | 2.05% | 20 |
|
|
2021
Q3 | $7.84M | Buy |
52,137
+1,809
| +4% | +$272K | 1.88% | 24 |
|
|
2021
Q2 | $7.46M | Buy |
50,328
+3,681
| +8% | +$545K | 1.87% | 26 |
|
|
2021
Q1 | $6.6M | Sell |
46,647
-356
| -0.8% | -$50.4K | 1.89% | 25 |
|
|
2020
Q4 | $6.97M | Buy |
47,003
+2,452
| +6% | +$364K | 2.09% | 20 |
|
|
2020
Q3 | $6.18M | Sell |
44,551
-1,627
| -4% | -$226K | 2.23% | 21 |
|
|
2020
Q2 | $6.11M | Sell |
46,178
-1,799
| -4% | -$238K | 2.31% | 20 |
|
|
2020
Q1 | $5.76M | Sell |
47,977
-1,980
| -4% | -$238K | 2.62% | 16 |
|
|
2019
Q4 | $6.83M | Buy |
49,957
+225
| +0.5% | +$30.8K | 2.11% | 18 |
|
|
2019
Q3 | $6.82M | Buy |
49,732
+2,834
| +6% | +$389K | 2.33% | 13 |
|
|
2019
Q2 | $6.15M | Sell |
46,898
-618
| -1% | -$81K | 2.25% | 18 |
|
|
2019
Q1 | $5.82M | Buy |
47,516
+2,389
| +5% | +$293K | 2.2% | 19 |
|
|
2018
Q4 | $4.99M | Buy |
45,127
+792
| +2% | +$87.5K | 2.25% | 18 |
|
|
2018
Q3 | $4.96M | Buy |
44,335
+47
| +0.1% | +$5.26K | 1.93% | 20 |
|
|
2018
Q2 | $4.82M | Sell |
44,288
-98
| -0.2% | -$10.7K | 2.3% | 18 |
|
|
2018
Q1 | $4.85M | Buy |
44,386
+1,662
| +4% | +$181K | 1.58% | 24 |
|
|
2017
Q4 | $5.12M | Buy |
+42,724
| New | +$5.12M | 1.66% | 23 |
|