Southport Capital Management’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$2.9M Sell
17,331
-4,563
-21% -$766K 1.06% 28
2021
Q4
$3.8M Sell
21,894
-1,982
-8% -$324K 0.67% 33
2021
Q3
$3.59M Sell
23,876
-12,503
-34% -$1.94M 1.44% 12
2021
Q2
$5.39M Buy
36,379
+152
+0.4% +$22.1K 1.34% 10
2021
Q1
$5.12M Buy
36,227
+4,187
+13% +$575K 1.35% 10
2020
Q4
$4.75M Buy
32,040
+632
+2% +$89.8K 1.69% 9
2020
Q3
$4.35M Sell
31,408
-165
-0.5% -$22.4K 1.66% 11
2020
Q2
$4.18M Buy
31,573
+253
+0.8% +$33.4K 1.79% 8
2020
Q1
$3.76M Sell
31,320
-392
-1% -$53K 1.99% 6
2019
Q4
$4.33M Sell
31,712
-1,253
-4% -$171K 1.69% 8
2019
Q3
$4.52M Buy
32,965
+2,128
+7% +$283K 2.04% 7
2019
Q2
$4.04M Sell
30,837
-187
-0.6% -$24K 1.84% 7
2019
Q1
$3.8M Sell
31,024
-151
-0.5% -$17.2K 1.69% 8
2018
Q4
$3.44M Buy
31,175
+121
+0.4% +$13.6K 1.74% 7
2018
Q3
$3.47M Buy
31,054
+1,134
+4% +$128K 1.47% 9
2018
Q2
$3.26M Buy
29,920
+285
+1% +$29.4K 1.47% 11
2018
Q1
$3.23M Sell
29,635
-107
-0.4% -$12.2K 1.45% 13
2017
Q4
$3.57M Sell
29,742
-165
-0.6% -$18.8K 1.36% 12
2017
Q3
$3.33M Sell
29,907
-17
-0.1% -$1.96K 1.42% 12
2017
Q2
$3.46M Sell
29,924
-216
-0.7% -$24.8K 1.52% 12
2017
Q1
$3.37M Buy
30,140
+10,913
+57% +$1.17M 1.9% 9
2016
Q4
$2.01M Sell
19,227
-95
-0.5% -$9.95K 1.23% 20
2016
Q3
$2.1M Buy
19,322
+85
+0.4% +$9.16K 1.46% 15
2016
Q2
$2.04M Sell
19,237
-205
-1% -$21.2K 1.14% 21
2016
Q1
$1.99M Sell
19,442
-419
-2% -$41.4K 1.28% 24
2015
Q4
$1.99M Sell
19,861
-326
-2% -$32.5K 1.28% 20
2015
Q3
$1.9M Sell
20,187
-236
-1% -$22.5K 1.28% 19
2015
Q2
$1.91M Buy
20,423
+31
+0.2% +$2.96K 1.15% 27
2015
Q1
$1.95M Sell
20,392
-195
-0.9% -$18.9K 1.15% 27
2014
Q4
$1.95M Sell
20,587
-20
-0.1% -$1.92K 1.17% 25
2014
Q3
$1.92M Buy
20,607
+36
+0.2% +$3.29K 1.26% 26
2014
Q2
$1.84M Sell
20,571
-259
-1% -$22.4K 1.23% 26
2014
Q1
$1.74M Buy
20,830
+50
+0.2% +$4.06K 1.22% 25
2013
Q4
$1.72M Buy
20,780
+200
+1% +$16.6K 1.21% 23
2013
Q3
$1.64M Sell
20,580
-28
-0.1% -$2.3K 1.27% 23
2013
Q2
$1.69M Buy
+20,608
New +$1.68M 1.37% 22

Other funds holding PEP

Southport Capital Management's PEP Position: Q1 2022 in Review

Southport Capital Management reduced its PepsiCo (PEP) stake by 21% in Q1 2022, selling an estimated $766K and leaving 17,331 shares worth $2.9M. The position accounts for 1.06% of the portfolio, ranked #28.

Southport Capital Management first reported a position in PEP in Q2 2013 and has held it in 36 quarters since. The position peaked at $5.39M in Q2 2021. 3,027 funds tracked by Wall St. Rank hold PEP as of Q1 2022.

  • Southport Capital Management held 17,331 shares of PepsiCo worth $2.9M as of Q1 2022.
  • Southport Capital Management sold 4,563 PepsiCo shares in Q1 2022, an estimated $766K.
  • PepsiCo made up 1.06% of Southport Capital Management's portfolio in Q1 2022, its #28 holding.
  • Southport Capital Management first reported a position in PepsiCo in Q2 2013 and has held it in 36 quarters since.
  • Southport Capital Management's PepsiCo position peaked at $5.39M in Q2 2021.
  • 3,027 funds tracked by Wall St. Rank held PepsiCo as of Q1 2022.

Based on Southport Capital Management's 13F filing for Q1 2022, filed 25 Apr 2022.