Summitry LLC’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
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|
2025
Q1 | $536K | Sell |
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|
2024
Q4 | $568K | Sell |
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|
2024
Q3 | $636K | Buy |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $733K | Sell |
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|
2023
Q2 | $882K | Buy |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $843K | Sell |
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|
2022
Q3 | $781K | Buy |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $687K | Sell |
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|
2021
Q4 | $719K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $593K | Buy |
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|
2020
Q4 | $621K | Buy |
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|
2020
Q3 | $580K | Hold |
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|
2020
Q2 | $554K | Hold |
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|
2020
Q1 | $503K | Sell |
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|
2019
Q4 | $579K | Hold |
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|
2019
Q3 | $581K | Hold |
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|
2019
Q2 | $555K | Hold |
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|
2019
Q1 | $519K | Sell |
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|
2018
Q4 | $485K | Hold |
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|
2018
Q3 | $490K | Hold |
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|
2018
Q2 | $478K | Sell |
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|
2018
Q1 | $603K | Buy |
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|
2017
Q4 | $662K | Buy |
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|
2017
Q3 | $615K | Sell |
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|
2017
Q2 | $669K | Sell |
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|
2017
Q1 | $15.8M | Buy |
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|
2016
Q4 | $14.7M | Sell |
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|
2016
Q3 | $15.3M | Buy |
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|
2016
Q2 | $14.8M | Buy |
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|
2016
Q1 | $14M | Buy |
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|
2015
Q4 | $13.5M | Buy |
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|
2015
Q3 | $12.5M | Buy |
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|
2015
Q2 | $12.2M | Buy |
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|
2015
Q1 | $12.5M | Sell |
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|
2014
Q4 | $23.8M | Buy |
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|
2014
Q3 | $23.2M | Buy |
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|
2014
Q2 | $21.3M | Buy |
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|
2014
Q1 | $19.3M | Buy |
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|
2013
Q4 | $18.4M | Buy |
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|
2013
Q3 | $16.7M | Buy |
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|
2013
Q2 | $17.1M | Buy |
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