David Katz - Matrix Asset Advisors
Holding/activity history for  PepsiCo Inc. (PEP)
Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
2024   Q3 | 31,497 | 0.60 | Add 3.05% | 0.02 | $170.05 |
2024   Q2 | 30,566 | 0.60 | Add 251.90% | 0.43 | $164.92 |
2024   Q1 | 8,686 | 0.18 | Buy | 0.18 | $174.99 |
2022   Q1 | 0 | 0 | Sell 100.00% | 1.84 | |
2021   Q4 | 81,630 | 1.84 | Reduce 28.13% | 0.72 | $173.71 |
2021   Q3 | 113,577 | 2.41 | Add 0.04% | 0.00 | $150.41 |
2021   Q2 | 113,530 | 2.42 | Reduce 0.12% | 0.00 | $148.17 |
2021   Q1 | 113,668 | 2.40 | Add 79.43% | 1.06 | $141.45 |
2020   Q4 | 63,348 | 1.59 | Add 1.09% | 0.02 | $148.31 |
2020   Q3 | 62,667 | 1.69 | Reduce 7.46% | 0.14 | $138.61 |
2020   Q2 | 67,716 | 1.72 | Add 4.24% | 0.07 | $132.26 |
2020   Q1 | 64,959 | 1.78 | Add 722.27% | 1.56 | $120.11 |
2019   Q4 | 7,900 | 1.91 | Reduce 12.22% | 0.27 | $136.71 |
2019   Q3 | 9,000 | 2.35 | Reduce 14.69% | 0.40 | $137.11 |
2019   Q2 | 10,550 | 2.59 | Reduce 19.47% | 0.63 | $131.09 |
2019   Q1 | 13,100 | 3.07 | $122.52 | ||
2018   Q4 | 13,100 | 3.05 | Reduce 6.43% | 0.21 | $110.46 |
2018   Q3 | 14,000 | 2.70 | $111.79 | ||
2018   Q2 | 14,000 | 2.75 | $108.86 | ||
2018   Q1 | 14,000 | 2.72 | $109.14 | ||
2017   Q4 | 14,000 | 2.76 | Add 14.75% | 0.35 | $119.93 |
2017   Q3 | 12,200 | 2.30 | $111.39 | ||
2017   Q2 | 12,200 | 2.41 | $115.49 | ||
2017   Q1 | 12,200 | 2.34 | $111.89 | ||
2016   Q4 | 12,200 | 2.16 | Add 19.61% | 0.35 | $104.59 |
2016   Q3 | 10,200 | 1.91 | Reduce 3.77% | 0.07 | $108.73 |
2016   Q2 | 10,600 | 2.04 | $105.94 | ||
2016   Q1 | 10,600 | 1.92 | Reduce 34.16% | 1.00 | $102.45 |
2015   Q4 | 16,100 | 2.35 | $99.94 | ||
2015   Q3 | 16,100 | 2.31 | $94.29 | ||
2015   Q2 | 16,100 | 2.04 | $93.35 | ||
2015   Q1 | 16,100 | 2.06 | Reduce 10.56% | 0.24 | $95.59 |
2014   Q4 | 18,000 | 2.28 | $94.56 | ||
2014   Q3 | 18,000 | 2.25 | $93.11 | ||
2014   Q2 | 18,000 | 1.99 | Reduce 10.89% | 0.24 | $89.33 |
2014   Q1 | 20,200 | 2.05 | Add 55.38% | 0.73 | $83.51 |
2013   Q4 | 13,000 | 1.40 | $82.92 | ||
2013   Q3 | 13,000 | 1.47 | Add 8.33% | 0.11 | $79.54 |
2013   Q2 | 12,000 | 1.64 | $81.75 | ||
2013   Q1 | 12,000 | 1.68 | Add 26.32% | 0.35 | $79.08 |
2012   Q4 | 9,500 | 1.27 | $68.42 | ||
2012   Q3 | 9,500 | 1.16 | $70.74 | ||
2012   Q2 | 9,500 | 0.89 | $70.63 | ||
2012   Q1 | 9,500 | 0.75 | Buy | 0.75 | $66.32 |