MC
McMorgan & Co’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
4,038
+170
| +4% | +$22.4K | 0.08% | 55 |
|
|
2025
Q1 | $580K | Sell |
3,868
-214
| -5% | -$32.1K | 0.09% | 54 |
|
|
2024
Q4 | $621K | Sell |
4,082
-85
| -2% | -$12.9K | 0.1% | 51 |
|
|
2024
Q3 | $709K | Hold |
4,167
| – | – | 0.11% | 53 |
|
|
2024
Q2 | $687K | Sell |
4,167
-1,000
| -19% | -$165K | 0.11% | 53 |
|
|
2024
Q1 | $904K | Hold |
5,167
| – | – | 0.16% | 49 |
|
|
2023
Q4 | $878K | Hold |
5,167
| – | – | 0.15% | 48 |
|
|
2023
Q3 | $876K | Hold |
5,167
| – | – | 0.16% | 46 |
|
|
2023
Q2 | $957K | Sell |
5,167
-75
| -1% | -$13.9K | 0.18% | 44 |
|
|
2023
Q1 | $956K | Sell |
5,242
-175
| -3% | -$31.9K | 0.2% | 42 |
|
|
2022
Q4 | $979K | Sell |
5,417
-25
| -0.5% | -$4.52K | 0.21% | 44 |
|
|
2022
Q3 | $889K | Sell |
5,442
-70
| -1% | -$11.4K | 0.21% | 42 |
|
|
2022
Q2 | $919K | Sell |
5,512
-830
| -13% | -$138K | 0.21% | 44 |
|
|
2022
Q1 | $1.06M | Sell |
6,342
-297
| -4% | -$49.7K | 0.23% | 41 |
|
|
2021
Q4 | $1.15M | Buy |
6,639
+1,835
| +38% | +$319K | 0.2% | 45 |
|
|
2021
Q3 | $723K | Buy |
+4,804
| New | +$723K | 0.15% | 49 |
|