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  PepsiCo, Inc. (PEP)
← All PEP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 241,281 3.44 Add 17.89% 0.52 $143.55–169.54 · VW $152.43i $37,468,510 SEC
2025   Q4 204,668 2.64 Add 3.90% 0.10 $136.01–171.48 · VW $159.08i $29,373,936 SEC
2025   Q3 196,977 2.57 Reduce 10.65% 0.31 $138.59–157.80 · VW $148.38i $27,663,388 SEC
2025   Q2 220,465 2.95 Add 59.62% 1.10 $127.60–154.61 · VW $143.62i $29,110,212 SEC
2025   Q1 138,122 2.29 Add 114.22% 1.22 $127.75–160.15 · VW $139.78i $20,710,013 SEC
2024   Q4 64,477 1.07 Add 104.71% 0.55 $141.51–163.65 · VW $152.88i $9,804,373 SEC
2024   Q3 31,497 0.60 Add 3.05% 0.02 $155.85–179.73 · VW $166.34i $5,356,065 SEC
2024   Q2 30,566 0.60 Add 251.90% 0.43 $158.03–180.91 · VW $170.61i $5,041,000 SEC
2024   Q1 8,686 0.18 Buy 0.18 $161.81–183.41 · VW $172.71i $1,520,137 SEC
2022   Q1 0 0.00 Sell 100.00% 1.84 $153.37–177.62 · VW $166.25i SEC
2021   Q4 81,630 1.84 Reduce 28.13% 0.68 $159.83–177.24 · VW $166.94i $14,180,000 SEC
2021   Q3 113,577 2.41 Add 0.04% <0.01 $149.48–166.80 · VW $158.69i $17,083,000 SEC
2021   Q2 113,530 2.42 Reduce 0.12% <0.01 $144.61–159.63 · VW $153.54i $16,822,000 SEC
2021   Q1 113,668 2.40 Add 79.43% 1.06 $128.32–148.77 · VW $141.68i $16,078,000 SEC
2020   Q4 63,348 1.58 Add 1.09% 0.02 $128.57–148.77 · VW $135.51i $9,395,000 SEC
2020   Q3 62,667 1.69 Reduce 7.46% 0.13 $129.36–146.57 · VW $140.05i $8,686,000 SEC
2020   Q2 67,716 1.72 Add 4.24% 0.07 $126.53–141.02 · VW $135.87i $8,956,000 SEC
2020   Q1 64,959 1.78 Reduce 32.72% 0.70 $101.42–142.71 · VW $125.23i $7,802,000 SEC
2019   Q4 96,551 2.15 Reduce 1.22% 0.03 $128.35–147.20 · VW $135.86i $13,196,000 SEC
2019   Q3 97,747 2.38 Reduce 12.37% 0.33 $131.59–140.45 · VW $135.96i $13,401,000 SEC
2019   Q2 111,548 2.64 Reduce 30.68% 1.05 $123.88–137.11 · VW $132.57i $14,627,000 SEC
2019   Q1 160,916 3.43 Reduce 7.75% 0.28 $114.26–130.90 · VW $124.39i $19,720,000 SEC
2018   Q4 174,441 3.64 Add 4.22% 0.15 $105.03–120.91 · VW $113.86i $19,272,000 SEC
2018   Q3 167,384 3.03 Reduce 3.08% 0.10 $104.53–122.00 · VW $116.16i $18,714,000 SEC
2018   Q2 172,707 3.15 Add 12.04% 0.34 $99.65–118.44 · VW $110.03i $18,803,000 SEC
2018   Q1 154,148 2.80 Add 4.72% 0.13 $95.94–113.90 · VW $103.36i $16,825,000 SEC
2017   Q4 147,200 2.81 Reduce 0.18% <0.01 $107.94–122.51 · VW $113.39i $17,652,000 SEC
2017   Q3 147,462 2.71 Add 0.46% 0.01 $106.19–117.38 · VW $113.36i $16,432,000 SEC
2017   Q2 146,794 2.91 Add 0.15% <0.01 $112.25–119.39 · VW $115.79i $16,953,000 SEC
2017   Q1 146,580 2.88 Add 8.29% 0.22 $108.47–118.12 · VW $114.49i $16,396,000 SEC
2016   Q4 135,359 2.40 Add 7.48% 0.17 $98.50–110.60 · VW $106.49i $14,163,000 SEC
2016   Q3 125,940 2.42 Add 4.43% 0.10 $100.10–109.71 · VW $103.30i $13,698,000 SEC
2016   Q2 120,598 2.49 Reduce 0.87% 0.02 $100.30–110.94 · VW $106.00i $12,776,000 SEC
2016   Q1 121,655 2.46 Reduce 4.74% 0.12 $97.54–106.94 · VW $101.88i $12,467,000 SEC
2015   Q4 127,712 2.48 Reduce 31.70% 0.81 $93.25–101.70 · VW $97.59i $12,761,000 SEC
2015   Q3 186,977 2.54 Reduce 0.94% 0.02 $90.43–103.44 · VW $98.01i $17,632,000 SEC
2015   Q2 188,757 2.21 Reduce 8.33% 0.19 $76.48–100.61 · VW $90.01i $17,619,000 SEC
2015   Q1 205,904 2.28 Reduce 1.89% 0.04 $92.24–99.30 · VW $95.99i $19,689,000 SEC
2014   Q4 209,881 2.24 Reduce 1.87% 0.04 $92.43–100.76 · VW $97.39i $19,846,000 SEC
2014   Q3 213,891 2.32 Add 0.78% 0.02 $89.82–100.70 · VW $96.87i $19,911,000 SEC
2014   Q2 212,243 2.16 Reduce 0.82% 0.02 $86.71–93.51 · VW $90.90i $18,962,000 SEC
2014   Q1 214,007 2.14 Add 27.64% 0.46 $79.10–88.48 · VW $85.30i $17,870,000 SEC
2013   Q4 167,666 1.69 Add 3.53% 0.06 $77.01–84.52 · VW $80.53i $13,906,000 SEC
2013   Q3 161,954 1.74 Reduce 0.29% <0.01 $78.32–86.73 · VW $83.17i $12,875,000 SEC
2013   Q2 162,425 1.86 Add 3.77% 0.07 $78.20–87.06 · VW $81.66i $13,285,000 SEC
2013   Q1 156,526 1.83 Add 11.36% 0.19 $75.37–84.78 · VW $80.31i $12,383,000 SEC
2012   Q4 140,556 1.58 Add 16.44% 0.22 $67.39–76.33 · VW $73.16i $9,618,000 SEC
2012   Q3 120,716 1.28 Reduce 0.17% <0.01 $67.72–72.68 · VW $70.20i $8,543,000 SEC
2012   Q2 120,925 1.23 Add 1.75% 0.02 $66.66–73.66 · VW $70.92i $8,545,000 SEC
2012   Q1 118,848 1.03 Add 1132.22% 0.95 $62.15–69.34 · VW $66.45i $7,886,000 SEC
2011   Q4 9,645 0.09 Add 9.29% <0.01 $62.33–67.19 · VW $64.15i $640,000 SEC
2011   Q3 8,825 0.08 Add 77.03% 0.04 $58.50–66.65 · VW $63.05i $546,000 SEC
2011   Q2 4,985 0.04 Add 6.97% <0.01 $60.10–70.87 · VW $65.13i $351,000 SEC
2011   Q1 4,660 0.04 Buy 0.04 $62.05–71.89 · VW $68.35i $300,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.08 $29.69–41.13 · VW $37.17i SEC
1999   Q4 6,621 0.08 Add 7.29% <0.01 $32.13–38.63 · VW $34.29i $233,000 SEC
1999   Q3 6,171 0.07 Add 5.11% <0.01 $30.13–37.13 · VW $33.94i $188,000 SEC
1999   Q2 5,871 0.08 Add 1.73% <0.01 $33.81–41.50 · VW $36.48i $227,000 SEC
1999   Q1 5,771 0.09 $39.16 $226,000 SEC
Price snapshot:
Current price$138.49
Avg. buy price$147.44
+/- since buy-6.07%
52-week low$128.66
52-week high$168.19