David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
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
2023   Q3 0 0.00 Sell 100.00% 0.05 $155.83–181.82 · VW $168.65i SEC
2023   Q2 1,750 0.05 Buy 0.05 $175.31–192.38 · VW $181.87i $324,000 SEC
2022   Q4 0 0.00 Sell 100.00% 0.04 $167.05–186.84 · VW $175.81i SEC
2022   Q3 1,250 0.04 $163.20 $204,000 SEC
2022   Q2 1,250 0.04 $166.40 $208,000 SEC
2022   Q1 1,250 0.03 Buy 0.03 $153.37–177.62 · VW $166.25i $209,000 SEC
2018   Q1 0 0.00 Sell 100.00% 0.01 $95.94–113.90 · VW $103.36i SEC
2017   Q4 2,425 0.01 Reduce 7.62% <0.01 $107.94–122.51 · VW $113.39i $290,000 SEC
2017   Q3 2,625 0.01 $111.24 $292,000 SEC
2017   Q2 2,625 0.01 Reduce 18.35% <0.01 $112.25–119.39 · VW $115.79i $303,000 SEC
2017   Q1 3,215 0.01 $111.66 $359,000 SEC
2016   Q4 3,215 0.01 Add 2.88% <0.01 $98.50–110.60 · VW $106.49i $336,000 SEC
2016   Q3 3,125 0.01 Reduce 0.64% <0.01 $100.10–109.71 · VW $103.30i $339,000 SEC
2016   Q2 3,145 0.01 Reduce 4.70% <0.01 $100.30–110.94 · VW $106.00i $333,000 SEC
2016   Q1 3,300 0.01 Buy 0.01 $97.54–106.94 · VW $101.88i $338,000 SEC
2012   Q4 0 0.00 Sell 100.00% 6.17 $67.39–76.33 · VW $73.16i SEC
2012   Q3 431,574 6.17 Add 13.67% 0.74 $67.72–72.68 · VW $70.20i $50,136,000 SEC
2012   Q2 379,673 6.44 Reduce 16.09% 1.13 $66.66–73.66 · VW $70.92i $44,775,000 SEC
2012   Q1 452,470 7.00 Add 4.41% 0.30 $62.15–69.34 · VW $66.45i $46,745,000 SEC
2011   Q4 433,369 8.91 Add 7.22% 0.60 $62.33–67.19 · VW $64.15i $42,167,000 SEC
2011   Q3 404,203 7.80 Add 14.09% 0.96 $58.50–66.65 · VW $63.05i $39,252,000 SEC
2011   Q2 354,279 4.97 Reduce 25.17% 1.62 $60.10–70.87 · VW $65.13i $31,176,000 SEC
2011   Q1 473,437 6.43 Add 10.07% 0.59 $62.05–71.89 · VW $68.35i $37,647,000 SEC
2010   Q4 430,126 5.00 Add 94.20% 2.43 $62.56–67.46 · VW $64.48i $27,239,000 SEC
2010   Q3 221,484 3.02 Reduce 22.06% 0.97 $63.43–68.11 · VW $65.39i $14,223,000 SEC
2010   Q2 284,186 4.40 Reduce 23.78% 1.46 $60.32–66.83 · VW $63.78i $17,321,000 SEC
2010   Q1 372,858 6.13 Add 17.13% 0.90 $61.04–67.61 · VW $63.85i $24,668,000 SEC
2009   Q4 318,331 5.66 Add 58.64% 2.09 $58.75–64.48 · VW $61.90i $19,354,000 SEC
2009   Q3 200,658 3.74 Add 1667.91% 3.53 $55.69–63.27 · VW $60.39i $11,770,000 SEC
2009   Q2 11,350 0.24 Reduce 48.47% 0.25 $52.11–59.64 · VW $56.14i $623,000 SEC
2009   Q1 22,025 0.51 Reduce 44.76% 0.50 $45.39–56.95 · VW $51.46i $1,133,000 SEC
2008   Q4 39,875 1.12 Reduce 77.65% 3.75 $43.78–56.93 · VW $49.62i $2,183,000 SEC
2008   Q3 178,421 4.83 Add 2.21% 0.10 $49.74–75.25 · VW $60.56i $12,716,000 SEC
2008   Q2 174,569 3.68 Add 2.44% 0.09 $63.28–70.83 · VW $67.53i $11,100,000 SEC
2008   Q1 170,403 4.07 Add 0.73% 0.03 $66.81–72.35 · VW $69.15i $12,269,000 SEC
2007   Q4 169,170 3.83 Reduce 1.04% 0.04 $66.30–79.79 · VW $71.88i $12,840,000 SEC
2007   Q3 170,953 3.36 Buy 3.36 $66.63–77.41 · VW $73.74i $12,524,000 SEC
Price snapshot:
Current price$138.49
52-week low$128.66
52-week high$168.19