MJP
Michael J. Puzo’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
7,845
-705
| -8% | -$93.1K | 0.3% | 44 |
|
|
2025
Q1 | $1.28M | Sell |
8,550
-2,637
| -24% | -$395K | 0.37% | 40 |
|
|
2024
Q4 | $1.7M | Sell |
11,187
-4,858
| -30% | -$739K | 0.48% | 37 |
|
|
2024
Q3 | $2.73M | Sell |
16,045
-3,174
| -17% | -$540K | 0.71% | 34 |
|
|
2024
Q2 | $3.17M | Sell |
19,219
-420
| -2% | -$69.3K | 0.88% | 33 |
|
|
2024
Q1 | $3.44M | Buy |
19,639
+1,749
| +10% | +$306K | 0.95% | 31 |
|
|
2023
Q4 | $3.04M | Sell |
17,890
-255
| -1% | -$43.3K | 0.97% | 32 |
|
|
2023
Q3 | $3.07M | Sell |
18,145
-675
| -4% | -$114K | 1.04% | 32 |
|
|
2023
Q2 | $3.49M | Sell |
18,820
-250
| -1% | -$46.3K | 1.1% | 33 |
|
|
2023
Q1 | $3.48M | Buy |
19,070
+599
| +3% | +$109K | 1.16% | 31 |
|
|
2022
Q4 | $3.34M | Sell |
18,471
-69
| -0.4% | -$12.5K | 1.21% | 29 |
|
|
2022
Q3 | $3.03M | Sell |
18,540
-524
| -3% | -$85.6K | 1.15% | 31 |
|
|
2022
Q2 | $3.18M | Sell |
19,064
-150
| -0.8% | -$25K | 1.13% | 33 |
|
|
2022
Q1 | $3.22M | Sell |
19,214
-647
| -3% | -$108K | 0.97% | 37 |
|
|
2021
Q4 | $3.45M | Sell |
19,861
-118
| -0.6% | -$20.5K | 0.97% | 37 |
|
|
2021
Q3 | $3.01M | Sell |
19,979
-196
| -1% | -$29.5K | 0.95% | 37 |
|
|
2021
Q2 | $2.99M | Sell |
20,175
-1,500
| -7% | -$222K | 0.93% | 37 |
|
|
2021
Q1 | $3.07M | Sell |
21,675
-275
| -1% | -$38.9K | 0.98% | 36 |
|
|
2020
Q4 | $3.25M | Sell |
21,950
-400
| -2% | -$59.3K | 1.06% | 36 |
|
|
2020
Q3 | $3.1M | Sell |
22,350
-480
| -2% | -$66.5K | 1.1% | 34 |
|
|
2020
Q2 | $3.02M | Sell |
22,830
-390
| -2% | -$51.6K | 1.13% | 34 |
|
|
2020
Q1 | $2.79M | Sell |
23,220
-293
| -1% | -$35.2K | 1.23% | 32 |
|
|
2019
Q4 | $3.22M | Sell |
23,513
-575
| -2% | -$78.6K | 1.15% | 33 |
|
|
2019
Q3 | $3.3M | Buy |
24,088
+1,657
| +7% | +$227K | 1.24% | 31 |
|
|
2019
Q2 | $2.94M | Sell |
22,431
-250
| -1% | -$32.8K | 1.09% | 34 |
|
|
2019
Q1 | $2.78M | Sell |
22,681
-110
| -0.5% | -$13.5K | 1.08% | 34 |
|
|
2018
Q4 | $2.52M | Buy |
22,791
+4
| +0% | +$442 | 1.12% | 31 |
|
|
2018
Q3 | $2.55M | Hold |
22,787
| – | – | 0.96% | 33 |
|
|
2018
Q2 | $2.48M | Sell |
22,787
-199
| -0.9% | -$21.6K | 1.05% | 34 |
|
|
2018
Q1 | $2.51M | Buy |
22,986
+200
| +0.9% | +$21.8K | 1.07% | 32 |
|
|
2017
Q4 | $2.73M | Sell |
22,786
-100
| -0.4% | -$12K | 1.13% | 32 |
|
|
2017
Q3 | $2.55M | Sell |
22,886
-125
| -0.5% | -$13.9K | 1.33% | 30 |
|
|
2017
Q2 | $2.66M | Sell |
23,011
-435
| -2% | -$50.3K | 1.44% | 27 |
|
|
2017
Q1 | $2.62M | Sell |
23,446
-995
| -4% | -$111K | 1.46% | 25 |
|
|
2016
Q4 | $2.56M | Sell |
24,441
-375
| -2% | -$39.2K | 1.48% | 24 |
|
|
2016
Q3 | $2.7M | Buy |
24,816
+3,000
| +14% | +$326K | 1.56% | 23 |
|
|
2016
Q2 | $2.31M | Hold |
21,816
| – | – | 1.52% | 25 |
|
|
2016
Q1 | $2.24M | Buy |
21,816
+1,371
| +7% | +$140K | 1.48% | 26 |
|
|
2015
Q4 | $2.04M | Buy |
20,445
+1,420
| +7% | +$142K | 1.43% | 26 |
|
|
2015
Q3 | $1.79M | Sell |
19,025
-2,325
| -11% | -$219K | 1.27% | 30 |
|
|
2015
Q2 | $1.99M | Sell |
21,350
-675
| -3% | -$63K | 1.28% | 31 |
|
|
2015
Q1 | $2.11M | Sell |
22,025
-930
| -4% | -$88.9K | 1.35% | 30 |
|
|
2014
Q4 | $2.17M | Sell |
22,955
-760
| -3% | -$71.9K | 1.43% | 26 |
|
|
2014
Q3 | $2.21M | Sell |
23,715
-2,370
| -9% | -$221K | 1.52% | 27 |
|
|
2014
Q2 | $2.33M | Sell |
26,085
-12,410
| -32% | -$1.11M | 1.62% | 24 |
|
|
2014
Q1 | $3.22M | Sell |
38,495
-4,520
| -11% | -$377K | 2.31% | 15 |
|
|
2013
Q4 | $3.57M | Buy |
43,015
+1,160
| +3% | +$96.2K | 2.6% | 14 |
|
|
2013
Q3 | $3.33M | Buy |
41,855
+175
| +0.4% | +$13.9K | 2.78% | 14 |
|
|
2013
Q2 | $3.41M | Buy |
+41,680
| New | +$3.41M | 2.99% | 12 |
|