LKIM
Lawson Kroeker Investment Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
17,547
+900
| +5% | +$119K | 0.43% | 54 |
|
|
2025
Q1 | $2.5M | Buy |
16,647
+106
| +0.6% | +$15.9K | 0.46% | 52 |
|
|
2024
Q4 | $2.52M | Buy |
16,541
+2,134
| +15% | +$324K | 0.47% | 52 |
|
|
2024
Q3 | $2.45M | Sell |
14,407
-75
| -0.5% | -$12.8K | 0.45% | 51 |
|
|
2024
Q2 | $2.39M | Buy |
14,482
+32
| +0.2% | +$5.28K | 0.46% | 51 |
|
|
2024
Q1 | $2.53M | Sell |
14,450
-168
| -1% | -$29.4K | 0.48% | 50 |
|
|
2023
Q4 | $2.48M | Hold |
14,618
| – | – | 0.51% | 49 |
|
|
2023
Q3 | $2.48M | Sell |
14,618
-3
| -0% | -$508 | 0.55% | 49 |
|
|
2023
Q2 | $2.71M | Sell |
14,621
-210
| -1% | -$38.9K | 0.65% | 44 |
|
|
2023
Q1 | $2.7M | Buy |
14,831
+8,898
| +150% | +$1.62M | 0.61% | 51 |
|
|
2022
Q4 | $1.07M | Sell |
5,933
-3,040
| -34% | -$549K | 0.36% | 39 |
|
|
2022
Q3 | $1.47M | Hold |
8,973
| – | – | 0.52% | 38 |
|
|
2022
Q2 | $1.5M | Sell |
8,973
-2,000
| -18% | -$333K | 0.5% | 39 |
|
|
2022
Q1 | $1.84M | Hold |
10,973
| – | – | 0.58% | 37 |
|
|
2021
Q4 | $1.91M | Sell |
10,973
-275
| -2% | -$47.8K | 0.59% | 37 |
|
|
2021
Q3 | $1.69M | Sell |
11,248
-3,250
| -22% | -$489K | 0.56% | 37 |
|
|
2021
Q2 | $2.15M | Sell |
14,498
-325
| -2% | -$48.2K | 0.68% | 35 |
|
|
2021
Q1 | $2.1M | Buy |
14,823
+20
| +0.1% | +$2.83K | 0.72% | 33 |
|
|
2020
Q4 | $2.2M | Hold |
14,803
| – | – | 0.82% | 32 |
|
|
2020
Q3 | $2.05M | Buy |
14,803
+1,650
| +13% | +$229K | 0.92% | 32 |
|
|
2020
Q2 | $1.74M | Hold |
13,153
| – | – | 0.82% | 33 |
|
|
2020
Q1 | $1.58M | Sell |
13,153
-500
| -4% | -$60.1K | 0.88% | 33 |
|
|
2019
Q4 | $1.87M | Sell |
13,653
-730
| -5% | -$99.8K | 0.69% | 33 |
|
|
2019
Q3 | $1.97M | Sell |
14,383
-330
| -2% | -$45.2K | 0.75% | 33 |
|
|
2019
Q2 | $1.93M | Hold |
14,713
| – | – | 0.65% | 34 |
|
|
2019
Q1 | $1.8M | Sell |
14,713
-140
| -0.9% | -$17.2K | 0.64% | 34 |
|
|
2018
Q4 | $1.64M | Sell |
14,853
-320
| -2% | -$35.4K | 0.64% | 34 |
|
|
2018
Q3 | $1.7M | Sell |
15,173
-200
| -1% | -$22.4K | 0.55% | 37 |
|
|
2018
Q2 | $1.67M | Sell |
15,373
-200
| -1% | -$21.8K | 0.6% | 35 |
|
|
2018
Q1 | $1.7M | Buy |
15,573
+165
| +1% | +$18K | 0.56% | 36 |
|
|
2017
Q4 | $1.85M | Sell |
15,408
-630
| -4% | -$75.6K | 0.59% | 36 |
|
|
2017
Q3 | $1.79M | Sell |
16,038
-145
| -0.9% | -$16.2K | 0.56% | 38 |
|
|
2017
Q2 | $1.87M | Sell |
16,183
-352
| -2% | -$40.7K | 0.63% | 38 |
|
|
2017
Q1 | $1.85M | Sell |
16,535
-590
| -3% | -$66K | 0.63% | 40 |
|
|
2016
Q4 | $1.79M | Sell |
17,125
-625
| -4% | -$65.4K | 0.62% | 41 |
|
|
2016
Q3 | $1.93M | Sell |
17,750
-50
| -0.3% | -$5.44K | 0.62% | 40 |
|
|
2016
Q2 | $1.89M | Hold |
17,800
| – | – | 0.63% | 39 |
|
|
2016
Q1 | $1.82M | Sell |
17,800
-200
| -1% | -$20.5K | 0.63% | 38 |
|
|
2015
Q4 | $1.8M | Sell |
18,000
-4,375
| -20% | -$437K | 0.62% | 39 |
|
|
2015
Q3 | $2.11M | Hold |
22,375
| – | – | 0.71% | 38 |
|
|
2015
Q2 | $2.09M | Sell |
22,375
-60
| -0.3% | -$5.6K | 0.62% | 41 |
|
|
2015
Q1 | $2.15M | Sell |
22,435
-240
| -1% | -$22.9K | 0.62% | 38 |
|
|
2014
Q4 | $2.14M | Buy |
22,675
+50
| +0.2% | +$4.73K | 0.67% | 39 |
|
|
2014
Q3 | $2.11M | Hold |
22,625
| – | – | 0.63% | 40 |
|
|
2014
Q2 | $2.02M | Buy |
22,625
+475
| +2% | +$42.4K | 0.59% | 40 |
|
|
2014
Q1 | $1.85M | Buy |
22,150
+950
| +4% | +$79.3K | 0.58% | 41 |
|
|
2013
Q4 | $1.76M | Sell |
21,200
-650
| -3% | -$53.9K | 0.56% | 40 |
|
|
2013
Q3 | $1.74M | Hold |
21,850
| – | – | 0.58% | 41 |
|
|
2013
Q2 | $1.79M | Buy |
+21,850
| New | +$1.79M | 0.62% | 41 |
|