PEP PEPSICO INC

Ownership history in Crumly & Associates Inc.  ·  11 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported PEPSICO INC (PEP) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q2. The latest visible filing shows PEP at 0.09% 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 Crumly & Associates Inc.'s position in PEPSICO INC, 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 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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.

How Crumly & Associates Inc. held PEP — position size vs. price
% of Fund (quarterly)    PEP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,854 +669 +30.6% 0.09% $443K 2026-05-15 (Est.) $157.06
2025 Q4 REDUCED 2,185 -730 -25.0% 0.07% $314K 2026-01-14 $144.63
2025 Q3 ADDED 2,915 +876 +43.0% 0.09% $409K 2025-11-03 $140.95
2025 Q2 ADDED 2,039 +299 +17.2% 0.07% $269K 2025-07-02 $132.66
2025 Q1 ADDED 1,740 +198 +12.8% 0.07% $261K 2025-04-22 $137.93
2024 Q4 REDUCED 1,542 -1,025 -39.9% 0.06% $235K 2025-02-03 $143.22
2024 Q3 REDUCED 2,567 -112 -4.2% 0.12% $437K 2024-11-01 $156.48
2024 Q2 REDUCED 2,679 -47 -1.7% 0.13% $442K 2024-08-02 $166.98
2024 Q1 ADDED 2,726 +129 +5.0% 0.13% $477K 2024-05-01 $162.98
2023 Q4 REDUCED 2,597 -126 -4.6% 0.12% $436K 2024-01-29 $155.28
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and PEP

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

How long has Crumly & Associates Inc. reported owning PEP?

Crumly & Associates Inc. reported PEP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PEP position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for PEP was 0.13% in 2024 Q2.

What is the latest reported PEP position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 2,854 shares, equal to 0.09% of portfolio, with an estimated market value of $443K.

What does the chart on this PEP ownership page compare?

The chart compares Crumly & Associates Inc.'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.

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