PEP — PEPSICO INC

Ownership history in Matthew Goff Investment Advisor, LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which Matthew Goff Investment Advisor, 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
2.69% (2022 Q4)
Avg. % of fund
2.04%
First filed
2017 Q1
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 64,681 -1,334 -2.0% 1.65% $9.3M $142.25
2025 Q3 REDUCED 66,015 -99 -0.1% 1.58% $9.3M $137.85
2025 Q2 REDUCED 66,114 -56 -0.1% 1.61% $8.7M $128.35
2025 Q1 ADDED 66,170 +2,396 +3.8% 1.83% $9.9M $144.17
32 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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