PEP — D Pepsico Inc COM

Ownership history in MCMORGAN & CO LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which MCMORGAN & CO LLC reported a position in D Pepsico Inc 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
2.56% (2003 Q2)
Avg. % of fund
1.0%
First filed
2001 Q4
Last filed
2025 Q3
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,648 +610 +15.1% 0.10% $653K $137.85
2025 Q2 ADDED 4,038 +170 +4.4% 0.08% $533K $128.35
2025 Q1 REDUCED 3,868 -214 -5.2% 0.09% $580K $144.17
2024 Q4 REDUCED 4,082 -85 -2.0% 0.10% $621K $144.92
29 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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