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David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Pepsi Bottling Group Inc (PBG)
← All PBG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2004   Q1 0 0.00 Sell 100.00% 0.88 SEC
2003   Q4 325,275 0.88 Add 24.57% 0.17 $24.18 $7,865,000 SEC
2003   Q3 261,125 0.74 Buy 0.74 $20.58 $5,374,000 SEC
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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