PEP Pepsico Inc COM

Ownership history in CULBERTSON A N & CO INC  ·  89 quarters on record

AI Ownership Summary

CULBERTSON A N & CO INC reported Pepsico Inc COM (PEP) in 89 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.94% in 2023 Q4. The latest visible filing shows PEP at 1.35% 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 CULBERTSON A N & CO INC'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
2025 Q4

PEP was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.94% in 2023 Q4

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 2025 Q4

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 CULBERTSON A N & CO INC 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 68,310 -1,477 -2.1% 1.35% $9.8M 2026-02-14 (Est.) $164.47
2025 Q3 ADDED 69,787 +1,160 +1.7% 1.39% $9.8M 2025-10-24 $148.75
2025 Q2 ADDED 68,627 +833 +1.2% 1.39% $9.1M 2025-08-11 $140.82
2025 Q1 ADDED 67,794 +2,549 +3.9% 1.62% $10.2M 2025-05-15 $126.44
2024 Q4 ADDED 65,245 +2,521 +4.0% 1.58% $9.9M 2025-01-16 $139.66
2024 Q3 ADDED 62,724 +860 +1.4% 1.72% $10.7M 2024-10-16 $164.89
2024 Q2 REDUCED 61,864 -370 -0.6% 1.78% $10.2M 2024-07-30 $162.42
2024 Q1 ADDED 62,234 +806 +1.3% 1.88% $10.9M 2024-04-30 $163.69
2023 Q4 ADDED 61,428 +222 +0.4% 1.94% $10.4M 2024-01-19 $153.10
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CULBERTSON A N & CO 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 CULBERTSON A N & CO INC reported owning PEP?

CULBERTSON A N & CO INC reported PEP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PEP position in CULBERTSON A N & CO INC's portfolio?

The largest reported portfolio weight for PEP was 1.94% in 2023 Q4.

What is the latest reported PEP position on this page?

The most recent filing on this page is 2025 Q4, when CULBERTSON A N & CO INC reported 68,310 shares, equal to 1.35% of portfolio, with an estimated market value of $9.8M.

What does the chart on this PEP ownership page compare?

The chart compares CULBERTSON A N & CO 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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