John Gunn - Dodge & Cox
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    222
Portfolio value:    $181,976,456,224
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 3,075 <0.01 $155.29 $477,517 SEC
2025   Q4 3,075 <0.01 $143.52 $441,324 SEC
2025   Q3 3,075 <0.01 $140.44 $431,853 SEC
2025   Q2 3,075 <0.01 $132.04 $406,023 SEC
2025   Q1 3,075 <0.01 $149.94 $461,066 SEC
2024   Q4 3,075 <0.01 $152.06 $467,585 SEC
2024   Q3 3,075 <0.01 $170.05 $522,904 SEC
2024   Q2 3,075 <0.01 $164.93 $507,160 SEC
2024   Q1 3,075 <0.01 $175.01 $538,156 SEC
2023   Q4 3,075 <0.01 $169.84 $522,258 SEC
2023   Q3 3,075 <0.01 $169.44 $521,028 SEC
2023   Q2 3,075 <0.01 $185.22 $569,552 SEC
2023   Q1 3,075 <0.01 Reduce 13.99% <0.01 $169.12–196.88 · VW $182.78i $560,573 SEC
2022   Q4 3,575 <0.01 Reduce 12.27% <0.01 $167.05–186.84 · VW $175.81i $645,860 SEC
2022   Q3 4,075 <0.01 Reduce 10.93% <0.01 $160.98–186.62 · VW $177.70i $665,000 SEC
2022   Q2 4,575 <0.01 Reduce 2.14% $154.86–181.07 · VW $169.40i $762,000 SEC
2022   Q1 4,675 <0.01 Reduce 10.53% <0.01 $153.37–177.62 · VW $166.25i $783,000 SEC
2021   Q4 5,225 <0.01 Reduce 2.79% $159.83–177.24 · VW $166.94i $908,000 SEC
2021   Q3 5,375 <0.01 $150.33 $808,000 SEC
2021   Q2 5,375 <0.01 Reduce 20.31% <0.01 $144.61–159.63 · VW $153.54i $796,000 SEC
2021   Q1 6,745 <0.01 Reduce 6.77% <0.01 $128.32–148.77 · VW $141.68i $954,000 SEC
2020   Q4 7,235 <0.01 Reduce 1.36% $128.57–148.77 · VW $135.51i $1,073,000 SEC
2020   Q3 7,335 <0.01 Reduce 1.34% $129.36–146.57 · VW $140.05i $1,017,000 SEC
2020   Q2 7,435 <0.01 Add 44.51% <0.01 $126.53–141.02 · VW $135.87i $983,000 SEC
2020   Q1 5,145 <0.01 $120.12 $618,000 SEC
2019   Q4 5,145 <0.01 $136.64 $703,000 SEC
2019   Q3 5,145 <0.01 $137.03 $705,000 SEC
2019   Q2 5,145 <0.01 Reduce 7.21% $123.88–137.11 · VW $132.57i $675,000 SEC
2019   Q1 5,545 <0.01 Reduce 3.48% $114.26–130.90 · VW $124.39i $680,000 SEC
2018   Q4 5,745 <0.01 Reduce 4.96% $105.03–120.91 · VW $113.86i $635,000 SEC
2018   Q3 6,045 <0.01 Add 42.40% <0.01 $104.53–122.00 · VW $116.16i $676,000 SEC
2018   Q2 4,245 <0.01 $108.83 $462,000 SEC
2018   Q1 4,245 <0.01 $109.07 $463,000 SEC
2017   Q4 4,245 <0.01 $119.91 $509,000 SEC
2017   Q3 4,245 <0.01 $111.43 $473,000 SEC
2017   Q2 4,245 <0.01 Reduce 6.60% $112.25–119.39 · VW $115.79i $490,000 SEC
2017   Q1 4,545 <0.01 Reduce 13.35% <0.01 $108.47–118.12 · VW $114.49i $508,000 SEC
2016   Q4 5,245 <0.01 $104.67 $549,000 SEC
2016   Q3 5,245 <0.01 Reduce 16.01% <0.01 $100.10–109.71 · VW $103.30i $570,000 SEC
2016   Q2 6,245 <0.01 Reduce 1.48% $100.30–110.94 · VW $106.00i $662,000 SEC
2016   Q1 6,339 <0.01 Reduce 12.75% <0.01 $97.54–106.94 · VW $101.88i $650,000 SEC
2015   Q4 7,265 <0.01 Reduce 11.02% <0.01 $93.25–101.70 · VW $97.59i $726,000 SEC
2015   Q3 8,165 <0.01 $94.30 $770,000 SEC
2015   Q2 8,165 <0.01 Reduce 8.92% <0.01 $76.48–100.61 · VW $90.01i $762,000 SEC
2015   Q1 8,965 <0.01 Reduce 19.34% <0.01 $92.24–99.30 · VW $95.99i $857,000 SEC
2014   Q4 11,115 <0.01 Reduce 10.11% <0.01 $92.43–100.76 · VW $97.39i $1,051,000 SEC
2014   Q3 12,365 <0.01 Add 119.04% <0.01 $89.82–100.70 · VW $96.87i $1,151,000 SEC
2014   Q2 5,645 <0.01 Reduce 3.42% $86.71–93.51 · VW $90.90i $504,000 SEC
2014   Q1 5,845 <0.01 Reduce 7.88% $79.10–88.48 · VW $85.30i $488,000 SEC
2013   Q4 6,345 <0.01 $82.90 $526,000 SEC
2013   Q3 6,345 <0.01 Reduce 9.94% <0.01 $78.32–86.73 · VW $83.17i $504,000 SEC
2013   Q2 7,045 <0.01 Buy <0.01 $78.20–87.06 · VW $81.66i $576,000 SEC
2013   Q1 0 0.00 Sell 100.00% <0.01 $75.37–84.78 · VW $80.31i SEC
2012   Q4 8,445 <0.01 Reduce 7.10% <0.01 $67.39–76.33 · VW $73.16i $578,000 SEC
2012   Q3 9,090 <0.01 Reduce 30.02% <0.01 $67.72–72.68 · VW $70.20i $643,000 SEC
2012   Q2 12,990 <0.01 Add 50.26% <0.01 $66.66–73.66 · VW $70.92i $918,000 SEC
2012   Q1 8,645 <0.01 Reduce 3.35% <0.01 $62.15–69.34 · VW $66.45i $574,000 SEC
2011   Q4 8,945 <0.01 $66.41 $594,000 SEC
2011   Q3 8,945 <0.01 Reduce 2.19% $58.50–66.65 · VW $63.05i $554,000 SEC
2011   Q2 9,145 <0.01 $70.42 $644,000 SEC
2011   Q1 9,145 <0.01 Reduce 3.38% $62.05–71.89 · VW $68.35i $589,000 SEC
2010   Q4 9,465 <0.01 Add 3.50% $62.56–67.46 · VW $64.48i $618,000 SEC
2010   Q3 9,145 <0.01 Reduce 17.95% <0.01 $63.43–68.11 · VW $65.39i $608,000 SEC
2010   Q2 11,145 <0.01 Reduce 4.29% $60.32–66.83 · VW $63.78i $679,000 SEC
2010   Q1 11,645 <0.01 Add 4.49% $61.04–67.61 · VW $63.85i $770,000 SEC
2009   Q4 11,145 <0.01 $60.83 $678,000 SEC
2009   Q3 11,145 <0.01 $58.68 $654,000 SEC
2009   Q2 11,145 <0.01 Reduce 1.76% $52.11–59.64 · VW $56.14i $613,000 SEC
2009   Q1 11,345 <0.01 Reduce 0.87% $45.39–56.95 · VW $51.46i $584,000 SEC
2008   Q4 11,445 <0.01 $54.78 $627,000 SEC
2008   Q3 11,445 <0.01 Reduce 32.00% <0.01 $49.74–75.25 · VW $60.56i $816,000 SEC
2008   Q2 16,830 <0.01 Add 47.05% <0.01 $63.28–70.83 · VW $67.53i $1,070,000 SEC
2008   Q1 11,445 <0.01 $72.17 $826,000 SEC
2007   Q4 11,445 <0.01 Add 52.19% <0.01 $66.30–79.79 · VW $71.88i $869,000 SEC
2007   Q3 7,520 <0.01 $73.27 $551,000 SEC
2007   Q2 7,520 <0.01 $64.89 $488,000 SEC
2007   Q1 7,520 <0.01 Reduce 14.25% <0.01 $61.89–69.64 · VW $66.62i $478,000 SEC
2006   Q4 8,770 <0.01 Reduce 11.14% <0.01 $61.46–65.54 · VW $63.38i $549,000 SEC
2006   Q3 9,870 <0.01 Add 12.54% <0.01 $61.15–65.99 · VW $63.04i $644,000 SEC
2006   Q2 8,770 <0.01 $60.09 $527,000 SEC
2006   Q1 8,770 <0.01 Reduce 57.37% <0.01 $56.51–60.77 · VW $59.25i $507,000 SEC
2005   Q4 20,570 <0.01 Reduce 16.28% <0.01 $56.00–60.34 · VW $58.48i $1,215,000 SEC
2005   Q3 24,570 <0.01 Add 17.17% <0.01 $53.55–60.10 · VW $57.62i $1,393,000 SEC
2005   Q2 20,970 <0.01 Reduce 15.34% <0.01 $52.07–57.04 · VW $54.65i $1,131,000 SEC
2005   Q1 24,770 <0.01 Reduce 36.03% <0.01 $51.75–57.20 · VW $55.07i $1,314,000 SEC
2004   Q4 38,720 <0.01 Add 67.11% <0.01 $50.00–55.71 · VW $53.19i $2,021,000 SEC
2004   Q3 23,170 <0.01 Reduce 1.07% $47.37–52.49 · VW $49.92i $1,127,000 SEC
2004   Q2 23,420 <0.01 Reduce 13.32% <0.01 $48.41–55.71 · VW $51.37i $1,262,000 SEC
2004   Q1 27,020 <0.01 Reduce 9.39% <0.01 $50.28–55.48 · VW $53.04i $1,455,000 SEC
2003   Q4 29,820 <0.01 Add 6.42% <0.01 $45.30–52.42 · VW $49.87i $1,390,000 SEC
2003   Q3 28,020 <0.01 $45.82 $1,284,000 SEC
2003   Q2 28,020 <0.01 Add 79.39% <0.01 $43.10–47.98 · VW $45.21i $1,247,000 SEC
2003   Q1 15,620 <0.01 Reduce 8.76% <0.01 $36.24–44.60 · VW $41.68i $625,000 SEC
2002   Q4 17,120 <0.01 Reduce 3.93% <0.01 $37.85–44.06 · VW $40.08i $723,000 SEC
2002   Q3 17,820 <0.01 Add 10.55% <0.01 $34.00–45.30 · VW $40.59i $658,000 SEC
2002   Q2 16,120 <0.01 Reduce 5.84% <0.01 $35.01–52.18 · VW $42.25i $777,000 SEC
2002   Q1 17,120 <0.01 Add 4.90% <0.01 $48.87–53.50 · VW $51.45i $882,000 SEC
2001   Q4 16,320 <0.01 Reduce 39.33% <0.01 $46.45–51.20 · VW $49.38i $795,000 SEC
2001   Q3 26,901 <0.01 Add 71.34% <0.01 $45.76–50.46 · VW $48.28i $1,305,000 SEC
2001   Q2 15,700 <0.01 $44.20 $694,000 SEC
2001   Q1 15,700 <0.01 $43.95 $690,000 SEC
2000   Q4 15,700 <0.01 $49.55 $778,000 SEC
2000   Q3 15,700 <0.01 Reduce 26.29% <0.01 $41.31–49.44 · VW $45.38i $722,000 SEC
2000   Q2 21,300 <0.01 Reduce 4.91% <0.01 $39.31–47.06 · VW $43.01i $946,000 SEC
2000   Q1 22,400 <0.01 Reduce 3.03% <0.01 $29.69–41.13 · VW $37.17i $781,000 SEC
1999   Q4 23,100 <0.01 Add 3.13% <0.01 $32.13–38.63 · VW $34.29i $814,000 SEC
1999   Q3 22,400 <0.01 $30.49 $683,000 SEC
1999   Q2 22,400 <0.01 Reduce 1.75% <0.01 $33.81–41.50 · VW $36.48i $866,000 SEC
1999   Q1 22,800 <0.01 $39.17 $893,000 SEC
Price snapshot:
Current price$138.49
Avg. buy price$106.49
+/- since buy30.05%
52-week low$128.66
52-week high$168.19