Lederer & Associates Investment Counsel’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 | $877K | Sell |
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|
2025
Q2 | $934K | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.28M | Sell |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.41M | Sell |
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|
2022
Q4 | $1.4M | Sell |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $871K | Buy |
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|
2021
Q1 | $678K | Sell |
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|
2020
Q4 | $759K | Buy |
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|
2020
Q3 | $705K | Buy |
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|
2020
Q2 | $664K | Hold |
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|
2020
Q1 | $603K | Buy |
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|
2019
Q4 | $674K | Buy |
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|
2019
Q3 | $648K | Sell |
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|
2019
Q2 | $621K | Sell |
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|
2019
Q1 | $621K | Buy |
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|
2018
Q4 | $509K | Buy |
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|
2018
Q3 | $486K | Buy |
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|
2018
Q2 | $461K | Sell |
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|
2018
Q1 | $475K | Buy |
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|
2017
Q4 | $504K | Hold |
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|
2017
Q3 | $468K | Hold |
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|
2017
Q2 | $485K | Sell |
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|
2017
Q1 | $490K | Sell |
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|
2016
Q4 | $460K | Buy |
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|
2015
Q3 | $452K | Hold |
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|
2015
Q2 | $448K | Sell |
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|
2015
Q1 | $470K | Sell |
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|
2014
Q4 | $467K | Buy |
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