PEP — PEPSICO INC COM COM

Ownership history in KLINGENSTEIN FIELDS & CO LP  ·  107 quarters on record

This page tracks every 13F SEC filing in which KLINGENSTEIN FIELDS & CO LP reported a position in PEPSICO INC COM COM (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
6.72% (2016 Q1)
Avg. % of fund
3.75%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
107
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 426,852 -264 -0.1% 2.30% $61.3M $142.25
2025 Q3 ADDED 427,116 +148 +0.0% 2.26% $60.0M $137.85
2025 Q2 REDUCED 426,968 -11,269 -2.6% 2.23% $56.4M $128.35
2025 Q1 REDUCED 438,237 -553 -0.1% 2.79% $65.7M $144.17
103 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PEP price (monthly, adj. close)

Other funds also holding PEP

As of 2025 Q4 — sorted by position size

Ritter Alpha, LP 10.79% Lindsell Train Ltd 3Y 7Y 6.56% Gallacher Capital Management LLC 3Y 5.7% CAPITAL ADVISORS INC/OK 3Y 7Y 5.11% Focused Investors LLC 3Y 7Y 5.03% ENTERPRISE FINANCIAL SERVICES CORP 3Y 7Y 4.97% Tyche Wealth Partners LLC 4.48% ABSHER WEALTH MANAGEMENT, LLC 3Y 4.32% Kennon-Green & Company, LLC 3Y 4.17% YACKTMAN ASSET MANAGEMENT LP 3Y 7Y 4.08%
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