PEP — PEPSICO INC

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  28 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported PEPSICO INC (PEP) in 28 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.08% in 2023 Q3. The latest visible filing shows PEP at 1.41% 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 RESOURCES MANAGEMENT CORP /CT/ /ADV'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
2025 Q4

PEP was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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.

PEP stock page RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV held PEP — position size vs. price
% of Fund (quarterly)    PEP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 75,924 +73,298 +2791.2% 1.41% $10.9M 2026-02-14 (Est.) $164.47
2025 Q3 REDUCED 2,626 -73,192 -96.5% 0.17% $1.3M 2025-11-14 $143.16
2025 Q2 ADDED 75,818 +701 +0.9% 1.36% $10.0M 2025-08-15 $146.19
2025 Q1 ADDED 75,117 +1,044 +1.4% 1.58% $11.3M 2025-05-16 $126.90
2024 Q4 ADDED 74,073 +571 +0.8% 1.54% $11.3M 2025-02-14 $136.66
2024 Q3 REDUCED 73,502 -109 -0.1% 1.69% $12.5M 2024-11-15 $149.90
2024 Q2 ADDED 73,611 +521 +0.7% 1.77% $12.1M 2024-08-14 $162.92
2024 Q1 ADDED 73,090 +72,920 +42894.1% 1.87% $12.8M 2024-05-15 $166.99
2023 Q4 REDUCED 170 -75,262 -99.8% 1.87% $12.6M 2024-02-14 $154.70
2023 Q3 REDUCED 75,432 -1,408 -1.8% 2.08% $12.8M 2023-11-16 $153.71
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and PEP

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

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning PEP?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported PEP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PEP position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for PEP was 2.08% in 2023 Q3.

What is the latest reported PEP position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 75,924 shares, equal to 1.41% of portfolio, with an estimated market value of $10.9M.

What does the chart on this PEP ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV'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.

← Back to RESOURCES MANAGEMENT CORP /CT/ /ADV Holdings