WCM Investment Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,048
| Closed | -$2.1M | – | 270 |
|
|
2025
Q1 | $2.1M | Sell |
14,048
-644
| -4% | -$96.1K | 0.01% | 225 |
|
|
2024
Q4 | $2.23M | Buy |
14,692
+8,759
| +148% | +$1.33M | 0.01% | 227 |
|
|
2024
Q3 | $1.01M | Buy |
5,933
+4,551
| +329% | +$774K | ﹤0.01% | 255 |
|
|
2024
Q2 | $230K | Buy |
+1,382
| New | +$230K | ﹤0.01% | 261 |
|
|
2015
Q4 | – | Sell |
-2,756
| Closed | -$260K | – | 107 |
|
|
2015
Q3 | $260K | Sell |
2,756
-1,200
| -30% | -$113K | 0.01% | 102 |
|
|
2015
Q2 | $369K | Sell |
3,956
-35
| -0.9% | -$3.27K | 0.01% | 106 |
|
|
2015
Q1 | $382K | Sell |
3,991
-310
| -7% | -$29.7K | 0.01% | 129 |
|
|
2014
Q4 | $407K | Sell |
4,301
-95
| -2% | -$8.99K | 0.01% | 104 |
|
|
2014
Q3 | $409K | Sell |
4,396
-40
| -0.9% | -$3.72K | 0.01% | 103 |
|
|
2014
Q2 | $396K | Buy |
4,436
+80
| +2% | +$7.14K | 0.01% | 130 |
|
|
2014
Q1 | $364K | Buy |
4,356
+70
| +2% | +$5.85K | 0.01% | 128 |
|
|
2013
Q4 | $355K | Sell |
4,286
-25
| -0.6% | -$2.07K | 0.01% | 123 |
|
|
2013
Q3 | $343K | Buy |
4,311
+115
| +3% | +$9.15K | 0.02% | 116 |
|
|
2013
Q2 | $343K | Buy |
+4,196
| New | +$343K | 0.02% | 126 |
|