Wimmer Associates 1’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.05M Buy
15,544
+48
+0.3% +$6.34K 1.05% 27
2025
Q1
$2.02M Sell
15,496
-1,018
-6% -$133K 1.07% 27
2024
Q4
$2.51M Buy
16,514
+20
+0.1% +$3.04K 1.24% 21
2024
Q3
$2.8M Sell
16,494
-41
-0.2% -$6.97K 1.37% 20
2024
Q2
$2.73M Buy
16,535
+1
+0% +$165 1.4% 18
2024
Q1
$2.89M Sell
16,534
-34
-0.2% -$5.95K 1.52% 17
2023
Q4
$2.81M Sell
16,568
-191
-1% -$32.4K 1.59% 16
2023
Q3
$2.84M Sell
16,759
-299
-2% -$50.7K 1.77% 16
2023
Q2
$3.16M Sell
17,058
-30
-0.2% -$5.56K 1.9% 13
2023
Q1
$3.32M Sell
17,088
-824
-5% -$160K 2.12% 12
2022
Q4
$3.24M Sell
17,912
-218
-1% -$39.4K 2.14% 12
2022
Q3
$3.29M Sell
18,130
-85
-0.5% -$15.4K 2.18% 12
2022
Q2
$3.04M Buy
18,215
+273
+2% +$45.5K 1.98% 14
2022
Q1
$3M Sell
17,942
-65
-0.4% -$10.9K 1.67% 15
2021
Q4
$3.13M Sell
18,007
-7
-0% -$1.22K 1.68% 15
2021
Q3
$2.71M Sell
18,014
-347
-2% -$52.2K 1.61% 17
2021
Q2
$2.72M Sell
18,361
-79
-0.4% -$11.7K 1.6% 17
2021
Q1
$2.61M Sell
18,440
-1,146
-6% -$162K 1.42% 21
2020
Q4
$2.91M Buy
19,586
+257
+1% +$38.1K 1.73% 15
2020
Q3
$2.68M Buy
19,329
+192
+1% +$26.6K 1.8% 16
2020
Q2
$2.6M Sell
19,137
-641
-3% -$87.2K 2.02% 15
2020
Q1
$2.38M Buy
19,778
+156
+0.8% +$18.7K 2.21% 13
2019
Q4
$2.68M Sell
19,622
-105
-0.5% -$14.4K 2.15% 12
2019
Q3
$2.71M Sell
19,727
-495
-2% -$67.9K 2.36% 10
2019
Q2
$2.65M Sell
20,222
-275
-1% -$36.1K 2.32% 10
2019
Q1
$2.51M Sell
20,497
-424
-2% -$52K 2.23% 11
2018
Q4
$2.31M Sell
20,921
-467
-2% -$51.6K 2.29% 10
2018
Q3
$2.39M Sell
21,388
-133
-0.6% -$14.9K 1.99% 12
2018
Q2
$2.34M Sell
21,521
-463
-2% -$50.4K 2.09% 12
2018
Q1
$2.4M Sell
21,984
-78
-0.4% -$8.52K 2.12% 12
2017
Q4
$2.65M Sell
22,062
-843
-4% -$101K 2.38% 7
2017
Q3
$2.55M Sell
22,905
-758
-3% -$84.5K 2.35% 6
2017
Q2
$2.73M Sell
23,663
-292
-1% -$33.7K 2.52% 6
2017
Q1
$2.68M Sell
23,955
-1,683
-7% -$188K 2.51% 5
2016
Q4
$2.68M Sell
25,638
-198
-0.8% -$20.7K 2.49% 3
2016
Q3
$2.81M Sell
25,836
-263
-1% -$28.6K 2.53% 5
2016
Q2
$2.77M Sell
26,099
-153
-0.6% -$16.2K 2.47% 6
2016
Q1
$2.69M Buy
26,252
+1,345
+5% +$138K 2.46% 5
2015
Q4
$2.49M Buy
+24,907
New +$2.49M 2.61% 5