LCM
Liberty Capital Management’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
12,864
+262
| +2% | +$34.6K | 0.34% | 75 |
|
|
2025
Q1 | $1.89M | Sell |
12,602
-35
| -0.3% | -$5.25K | 0.42% | 63 |
|
|
2024
Q4 | $1.92M | Sell |
12,637
-1,422
| -10% | -$216K | 0.43% | 65 |
|
|
2024
Q3 | $2.39M | Sell |
14,059
-389
| -3% | -$66.2K | 0.53% | 54 |
|
|
2024
Q2 | $2.38M | Buy |
14,448
+271
| +2% | +$44.7K | 0.57% | 52 |
|
|
2024
Q1 | $2.48M | Buy |
14,177
+549
| +4% | +$96.1K | 0.61% | 48 |
|
|
2023
Q4 | $2.31M | Buy |
13,628
+23
| +0.2% | +$3.91K | 0.61% | 49 |
|
|
2023
Q3 | $2.31M | Sell |
13,605
-54
| -0.4% | -$9.15K | 0.68% | 46 |
|
|
2023
Q2 | $2.53M | Sell |
13,659
-361
| -3% | -$66.9K | 0.76% | 42 |
|
|
2023
Q1 | $2.56M | Sell |
14,020
-74
| -0.5% | -$13.5K | 0.84% | 39 |
|
|
2022
Q4 | $2.55M | Hold |
14,094
| – | – | 0.88% | 38 |
|
|
2022
Q3 | $2.3M | Sell |
14,094
-199
| -1% | -$32.5K | 0.86% | 40 |
|
|
2022
Q2 | $2.38M | Sell |
14,293
-320
| -2% | -$53.3K | 0.85% | 41 |
|
|
2022
Q1 | $2.45M | Sell |
14,613
-45
| -0.3% | -$7.53K | 0.71% | 44 |
|
|
2021
Q4 | $2.55M | Sell |
14,658
-1,426
| -9% | -$248K | 0.69% | 45 |
|
|
2021
Q3 | $2.42M | Sell |
16,084
-330
| -2% | -$49.6K | 0.71% | 48 |
|
|
2021
Q2 | $2.43M | Sell |
16,414
-2,842
| -15% | -$421K | 0.74% | 44 |
|
|
2021
Q1 | $2.72M | Buy |
19,256
+2,300
| +14% | +$325K | 0.94% | 40 |
|
|
2020
Q4 | $2.52M | Buy |
+16,956
| New | +$2.52M | 0.91% | 39 |
|
|
2020
Q2 | $2.17M | Buy |
16,410
+1,250
| +8% | +$165K | 0.94% | 35 |
|
|
2020
Q1 | $1.82M | Buy |
15,160
+37
| +0.2% | +$4.44K | 0.95% | 36 |
|
|
2019
Q4 | $2.07M | Buy |
15,123
+136
| +0.9% | +$18.6K | 0.85% | 43 |
|
|
2019
Q3 | $2.06M | Sell |
14,987
-218
| -1% | -$29.9K | 0.91% | 42 |
|
|
2019
Q2 | $1.99M | Sell |
15,205
-365
| -2% | -$47.9K | 0.89% | 40 |
|
|
2019
Q1 | $1.91M | Sell |
15,570
-172
| -1% | -$21.1K | 0.96% | 40 |
|
|
2018
Q4 | $1.74M | Sell |
15,742
-150
| -0.9% | -$16.6K | 1.07% | 37 |
|
|
2018
Q3 | $1.78M | Buy |
15,892
+883
| +6% | +$98.7K | 0.93% | 40 |
|
|
2018
Q2 | $1.63M | Buy |
15,009
+574
| +4% | +$62.5K | 0.96% | 37 |
|
|
2018
Q1 | $1.58M | Sell |
14,435
-74
| -0.5% | -$8.08K | 0.95% | 39 |
|
|
2017
Q4 | $1.7M | Sell |
14,509
-650
| -4% | -$76.3K | 0.9% | 40 |
|
|
2017
Q3 | $1.69M | Sell |
15,159
-269
| -2% | -$30K | 0.93% | 40 |
|
|
2017
Q2 | $1.76M | Sell |
15,428
-1,740
| -10% | -$198K | 1.06% | 35 |
|
|
2017
Q1 | $1.92M | Buy |
17,168
+850
| +5% | +$95.1K | 1.15% | 36 |
|
|
2016
Q4 | $1.68M | Sell |
16,318
-355
| -2% | -$36.5K | 1.09% | 38 |
|
|
2016
Q3 | $1.79M | Buy |
16,673
+870
| +6% | +$93.2K | 1.16% | 33 |
|
|
2016
Q2 | $1.67M | Buy |
15,803
+413
| +3% | +$43.7K | 1.13% | 37 |
|
|
2016
Q1 | $1.58M | Sell |
15,390
-1,105
| -7% | -$113K | 1.18% | 34 |
|
|
2015
Q4 | $1.65M | Sell |
16,495
-415
| -2% | -$41.5K | 1.24% | 32 |
|
|
2015
Q3 | $1.6M | Sell |
16,910
-6,983
| -29% | -$659K | 1.26% | 34 |
|
|
2015
Q2 | $2.23M | Sell |
23,893
-665
| -3% | -$62.1K | 1.5% | 24 |
|
|
2015
Q1 | $2.35M | Buy |
24,558
+145
| +0.6% | +$13.9K | 1.57% | 23 |
|
|
2014
Q4 | $2.31M | Sell |
24,413
-680
| -3% | -$64.3K | 1.6% | 24 |
|
|
2014
Q3 | $2.34M | Sell |
25,093
-779
| -3% | -$72.5K | 1.7% | 21 |
|
|
2014
Q2 | $2.31M | Sell |
25,872
-185
| -0.7% | -$16.5K | 1.63% | 22 |
|
|
2014
Q1 | $2.18M | Buy |
26,057
+394
| +2% | +$32.9K | 1.6% | 24 |
|
|
2013
Q4 | $2.13M | Sell |
25,663
-325
| -1% | -$26.9K | 1.52% | 24 |
|
|
2013
Q3 | $2.07M | Buy |
25,988
+1,263
| +5% | +$100K | 1.64% | 23 |
|
|
2013
Q2 | $2.02M | Buy |
+24,725
| New | +$2.02M | 1.74% | 21 |
|