PEP β€” PEPSICO INC

Ownership history in ADVISORTRUST PARTNERS, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which ADVISORTRUST PARTNERS, LLC 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.

πŸ” Peak position
1.29% (2025 Q4)
πŸ“Š Avg. % of fund
1.29%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    PEP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 20,536 β€” β€” 1.29% $2.9M $142.25

🏒 Other funds also holding PEP

As of 2025 Q4 β€” sorted by position size

Ritter Alpha, LP 10.79% Lindsell Train Ltd 3Y 7Y 6.56% Gallacher Capital Management LLC 3Y 5.7% CAPITAL ADVISORS INC/OK 3Y 7Y 5.11% Focused Investors LLC 3Y 7Y 5.03% ENTERPRISE FINANCIAL SERVICES CORP 3Y 7Y 4.97% Tyche Wealth Partners LLC 4.48% ABSHER WEALTH MANAGEMENT, LLC 3Y 4.32% Kennon-Green & Company, LLC 3Y 4.17% YACKTMAN ASSET MANAGEMENT LP 3Y 7Y 4.08%
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