Otter Creek Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,300
| Closed | -$1.54M | – | 44 |
|
|
2023
Q2 | $1.54M | Sell |
8,300
-6,400
| -44% | -$1.19M | 0.9% | 33 |
|
|
2023
Q1 | $2.68M | Buy |
+14,700
| New | +$2.68M | 1.92% | 18 |
|
|
2016
Q2 | – | Sell |
-89,411
| Closed | -$9.16M | – | 71 |
|
|
2016
Q1 | $9.16M | Buy |
89,411
+37,151
| +71% | +$3.81M | 1.68% | 14 |
|
|
2015
Q4 | $5.22M | Buy |
+52,260
| New | +$5.22M | 1.53% | 17 |
|