Zuckerman Investment Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
19,288
+2,668
| +16% | +$352K | 0.25% | 53 |
|
|
2025
Q1 | $2.49M | Buy |
16,620
+338
| +2% | +$50.7K | 0.27% | 56 |
|
|
2024
Q4 | $2.45M | Buy |
16,282
+2,457
| +18% | +$369K | 0.23% | 54 |
|
|
2024
Q3 | $2.35M | Buy |
13,825
+475
| +4% | +$80.8K | 0.24% | 54 |
|
|
2024
Q2 | $2.2M | Buy |
13,350
+2,198
| +20% | +$363K | 0.25% | 50 |
|
|
2024
Q1 | $1.95M | Buy |
11,152
+2,864
| +35% | +$501K | 0.22% | 56 |
|
|
2023
Q4 | $1.41M | Buy |
8,288
+5,086
| +159% | +$864K | 0.18% | 61 |
|
|
2023
Q3 | $543K | Buy |
3,202
+357
| +13% | +$60.5K | 0.08% | 78 |
|
|
2023
Q2 | $527K | Buy |
2,845
+1,014
| +55% | +$188K | 0.08% | 77 |
|
|
2023
Q1 | $334K | Buy |
1,831
+78
| +4% | +$14.2K | 0.05% | 93 |
|
|
2022
Q4 | $317K | Sell |
1,753
-205
| -10% | -$37K | 0.05% | 103 |
|
|
2022
Q3 | $320K | Sell |
1,958
-84
| -4% | -$13.7K | 0.06% | 91 |
|
|
2022
Q2 | $340K | Buy |
2,042
+290
| +17% | +$48.3K | 0.06% | 84 |
|
|
2022
Q1 | $293K | Buy |
1,752
+157
| +10% | +$26.3K | 0.05% | 90 |
|
|
2021
Q4 | $277K | Buy |
1,595
+111
| +7% | +$19.3K | 0.04% | 95 |
|
|
2021
Q3 | $223K | Buy |
+1,484
| New | +$223K | 0.04% | 104 |
|