PEP Pepsico Inc com

Ownership history in RBO & CO LLC  ·  97 quarters on record

AI Ownership Summary

RBO & CO LLC reported Pepsico Inc com (PEP) in 97 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.47% in 2025 Q4. The latest visible filing shows PEP at 3.47% 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 RBO & CO LLC's position in Pepsico Inc com, 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
2025 Q4

PEP was reported at 3.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.47% in 2025 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 2025 Q4

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.

How RBO & CO LLC held PEP — position size vs. price
% of Fund (quarterly)    PEP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 152,001 -782 -0.5% 3.47% $21.8M 2026-02-14 (Est.) $164.47
2025 Q3 UNCHANGED 152,783 0% 3.36% $21.5M 2025-11-12 $141.73
2025 Q2 ADDED 152,783 +33,812 +28.4% 3.23% $20.2M 2025-08-12 $142.76
2025 Q1 ADDED 118,971 +571 +0.5% 2.85% $17.8M 2025-05-14 $123.50
2024 Q4 ADDED 118,400 +1,298 +1.1% 2.94% $18.0M 2025-02-14 $136.66
2024 Q3 ADDED 117,102 +521 +0.4% 3.14% $19.9M 2024-11-13 $155.68
2024 Q2 REDUCED 116,581 -791 -0.7% 3.43% $19.2M 2024-08-12 $160.77
2024 Q1 ADDED 117,372 +308 +0.3% 3.43% $20.5M 2024-05-14 $167.38
2023 Q4 REDUCED 117,064 -238 -0.2% 3.41% $19.9M 2024-02-13 $155.96
88 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RBO & CO LLC and PEP

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

How long has RBO & CO LLC reported owning PEP?

RBO & CO LLC reported PEP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PEP position in RBO & CO LLC's portfolio?

The largest reported portfolio weight for PEP was 3.47% in 2025 Q4.

What is the latest reported PEP position on this page?

The most recent filing on this page is 2025 Q4, when RBO & CO LLC reported 152,001 shares, equal to 3.47% of portfolio, with an estimated market value of $21.8M.

What does the chart on this PEP ownership page compare?

The chart compares RBO & CO LLC'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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