PEP PEPSICO INC COM

Ownership history in HALL LAURIE J TRUSTEE  ·  75 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported PEPSICO INC COM (PEP) in 75 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.12% in 2023 Q4. The latest visible filing shows PEP at 1.09% 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 HALL LAURIE J TRUSTEE'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 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.12% 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 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 HALL LAURIE J TRUSTEE 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 REDUCED 19,942 -1,100 -5.2% 1.09% $3.1M 2026-04-06 $156.73
2025 Q4 REDUCED 21,042 -1,338 -6.0% 1.00% $3.0M 2026-01-20 $146.35
2025 Q3 REDUCED 22,380 -4,635 -17.2% 1.03% $3.1M 2025-10-14 $148.74
2025 Q2 REDUCED 27,015 -1,995 -6.9% 1.18% $3.6M 2025-07-15 $130.07
2025 Q1 REDUCED 29,010 -2,372 -7.6% 1.55% $4.3M 2025-05-15 $126.44
2024 Q4 REDUCED 31,382 -418 -1.3% 1.57% $5K 2025-01-16 $139.66
2024 Q3 REDUCED 31,800 -496 -1.5% 1.71% $5K 2024-10-08 $161.05
2024 Q2 REDUCED 32,296 -195 -0.6% 1.85% $5K 2024-07-22 $157.24
2024 Q1 REDUCED 32,491 -115 -0.4% 2.00% $6K 2024-04-23 $159.33
2023 Q4 ADDED 32,606 +200 +0.6% 2.12% $6K 2024-01-11 $153.42
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HALL LAURIE J TRUSTEE and PEP

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

How long has HALL LAURIE J TRUSTEE reported owning PEP?

HALL LAURIE J TRUSTEE reported PEP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PEP position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for PEP was 2.12% in 2023 Q4.

What is the latest reported PEP position on this page?

The most recent filing on this page is 2026 Q1, when HALL LAURIE J TRUSTEE reported 19,942 shares, equal to 1.09% of portfolio, with an estimated market value of $3.1M.

What does the chart on this PEP ownership page compare?

The chart compares HALL LAURIE J TRUSTEE'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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