Ownership history in KLINGENSTEIN FIELDS & CO LP Β· 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 β sourced directly from SEC EDGAR 13F filings.
π KLINGENSTEIN FIELDS & CO LP underperformed the S&P 500 by β0.7% annually on this PEP position. Timing score: 43% (46/106 decisions correct). Average cost basis: $27.63. Maximum drawdown during holding period: β29.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
106 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
46 of 106 add/trim decisions correct
Best entry: $15.50 (1999 Q3) Β· Worst: $137.85 (2025 Q3)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
24 adds Β· 83 trims. Bought during 6 of 34 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.3% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size