PEP PEPSICO INC

Ownership history in Exeter Financial, LLC  ·  31 quarters on record

This page tracks every 13F SEC filing in which Exeter Financial, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
2.55% (2019 Q2)
Avg. % of fund
2.18%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 31,693 -102 -0.3% 1.93% $4.5M $142.25
2025 Q3 REDUCED 31,795 -576 -1.8% 1.93% $4.5M $137.85
2025 Q2 ADDED 32,371 +717 +2.3% 1.90% $4.3M $128.35
2025 Q1 ADDED 31,654 +4,080 +14.8% 2.13% $4.7M $144.17
2024 Q4 ADDED 27,574 +1,446 +5.5% 1.92% $4.2M $144.92
2024 Q3 ADDED 26,128 +2,165 +9.0% 1.97% $4.4M $160.70
2024 Q2 ADDED 23,963 +797 +3.4% 1.88% $4.0M $154.68
2024 Q1 ADDED 23,166 +305 +1.3% 1.81% $3.9M $162.85
2023 Q4 ADDED 22,861 +553 +2.5% 1.85% $3.8M $156.84
2023 Q3 ADDED 22,308 +200 +0.9% 2.00% $3.8M $155.29
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PEP price (monthly, adj. close)
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