Ownership history in Lee Financial Co Β· 36 quarters on record
This page tracks every 13F SEC filing in which Lee Financial Co reported a position in PEPSICO INC (PEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Lee Financial Co underperformed the S&P 500 by β8.9% annually on this PEP position. Timing score: 54% (13/24 decisions correct). Average cost basis: $149.07. Maximum drawdown during holding period: β23.9%.
β Significantly underperformed the S&P 500 by 8.9% ann.
34 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 24 add/trim decisions correct
Best entry: $85.88 (2018 Q2) Β· Worst: $162.85 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
12 adds Β· 14 trims. Bought during 5 of 12 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size