CCM INVESTMENT ADVISERS LLC PEP — Pepsico Inc. COM

Ownership history in CCM INVESTMENT ADVISERS LLC  ·  51 quarters on record

AI Ownership Summary

CCM INVESTMENT ADVISERS LLC reported Pepsico Inc. COM (PEP) in 51 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.65% in 2025 Q1. The latest visible filing shows PEP at 1.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CCM INVESTMENT ADVISERS LLC's position in Pepsico Inc. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PEP was reported at 1.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.65% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PEP stock page CCM INVESTMENT ADVISERS LLC fund profile CCM INVESTMENT ADVISERS LLC full holdings
How CCM INVESTMENT ADVISERS LLC held PEP — position size vs. price
% of Fund (quarterly)    PEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 107,329 -135 -0.1% 1.60% $16.7M 2026-05-20 $147.74
2025 Q4 REDUCED — — — 107,464 -147 -0.1% 1.48% $15.4M 2026-01-12 $138.65
2025 Q3 ADDED — — — 107,611 +2,355 +2.2% 1.49% $15.1M 2025-10-10 $145.78
2025 Q2 ADDED — — — 105,256 +15,297 +17.0% 1.50% $13.9M 2025-07-15 $128.71
2025 Q1 ADDED — — — 89,959 +20,781 +30.0% 1.65% $13.5M 2025-04-16 $133.29
2024 Q4 ADDED — — — 69,178 +382 +0.6% 1.16% $10.5M 2025-01-10 $134.53
2024 Q3 ADDED — — — 68,796 +1,544 +2.3% 1.30% $11.7M 2024-10-09 $161.35
2024 Q2 ADDED — — — 67,252 +2,445 +3.8% 1.30% $11.1M 2024-07-11 $152.16
2024 Q1 ADDED — — — 64,807 +5,784 +9.8% 1.36% $11.3M 2024-05-17 $167.77
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PEP

As of 2026 Q2 — sorted by position size

Lindsell Train Ltd 3Y 7Y 5.27% CAPITAL ADVISORS INC/OK 3Y 7Y 4.43% COERENTE CAPITAL MANAGEMENT 3Y 3.61% Clark & Stuart, Inc 3.57% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.16% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 3.0% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 2.95% Eldred Rock Partners, LLC 2.82% DLK Investment Management, LLC 2.52% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.48%

FAQ About CCM INVESTMENT ADVISERS LLC and PEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has CCM INVESTMENT ADVISERS LLC reported owning PEP?

CCM INVESTMENT ADVISERS LLC reported PEP across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PEP position in CCM INVESTMENT ADVISERS LLC's portfolio?

The largest reported portfolio weight for PEP was 1.65% in 2025 Q1.

What is the latest reported PEP position on this page?

The most recent filing on this page is 2026 Q1, when CCM INVESTMENT ADVISERS LLC reported 107,329 shares, equal to 1.60% of portfolio, with an estimated market value of $16.7M.

What does the chart on this PEP ownership page compare?

The chart compares CCM INVESTMENT ADVISERS LLC's quarterly PEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CCM INVESTMENT ADVISERS LLC time their PEP position?

Based on 13F filing dates vs. subsequent PEP price moves, CCM INVESTMENT ADVISERS LLC correctly timed 20 out of 50 reported position changes (40%). The annualised alpha on PEP relative to SPY over the holding period was -6.1%.

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