PEP — PEPSICO INC

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  47 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported PEPSICO INC (PEP) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.21% in 2023 Q4. The latest visible filing shows PEP at 0.65% 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 MassMutual Private Wealth & Trust, FSB's position in PEPSICO INC, 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 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% 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.

PEP stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 152,831 +19,072 +14.3% 0.65% $23.7M 2026-04-13 $155.88
2025 Q4 REDUCED 133,759 -4,490 -3.2% 0.49% $19.2M 2026-01-07 $135.80
2025 Q3 REDUCED 138,249 -81,433 -37.1% 0.49% $19.4M 2025-10-22 $150.21
2025 Q2 ADDED 219,682 +1,697 +0.8% 0.77% $29.0M 2025-07-09 $130.72
2025 Q1 ADDED 217,985 +13,475 +6.6% 0.95% $32.7M 2025-04-01 $143.91
2024 Q4 REDUCED 204,510 -13,098 -6.0% 0.87% $31.1M 2025-01-16 $139.66
2024 Q3 REDUCED 217,608 -438 -0.2% 1.05% $37.0M 2024-10-02 $160.23
2024 Q2 ADDED 218,046 +1,336 +0.6% 1.09% $36.0M 2024-07-02 $153.42
2024 Q1 ADDED 216,710 +3,826 +1.8% 1.18% $37.9M 2024-04-09 $158.76
2023 Q4 REDUCED 212,884 -4 -0.0% 1.21% $36.2M 2024-01-03 $159.72
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PEP

As of 2026 Q1 — sorted by position size

Focused Investors LLC 3Y 7Y 5.42% Clark & Stuart, Inc 4.48% COERENTE CAPITAL MANAGEMENT 3Y 4.14% Eldred Rock Partners, LLC 3.6% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.57% HENDLEY & CO INC 3Y 7Y 2.75% Constitution Capital LLC 3Y 2.63% STONEBRIDGE CAPITAL MANAGEMENT INC 3Y 7Y 2.54% Verity & Verity, LLC 3Y 7Y 2.51% Employees Provident Fund Board 2.43%

FAQ About MassMutual Private Wealth & Trust, FSB and PEP

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

How long has MassMutual Private Wealth & Trust, FSB reported owning PEP?

MassMutual Private Wealth & Trust, FSB reported PEP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PEP position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for PEP was 1.21% in 2023 Q4.

What is the latest reported PEP position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 152,831 shares, equal to 0.65% of portfolio, with an estimated market value of $23.7M.

What does the chart on this PEP ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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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