PEP PEPSICO INCORPORATED

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  46 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported PEPSICO INCORPORATED (PEP) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows PEP at 0.07% 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 ROWLANDMILLER & PARTNERS.ADV's position in PEPSICO INCORPORATED, 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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% 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.

How ROWLANDMILLER & PARTNERS.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)
2026 Q1 UNCHANGED 2,215 0% 0.07% $344 2026-05-15 (Est.) $157.01
2025 Q4 ADDED 2,215 +200 +9.9% 0.06% $318K 2026-02-12 $165.72
2025 Q3 UNCHANGED 2,015 0% 0.06% $283K 2025-10-01 $140.50
2025 Q2 UNCHANGED 2,015 0% 0.05% $266K 2025-07-01 $131.48
2025 Q1 UNCHANGED 2,015 0% 0.06% $302K 2025-04-15 $137.34
2024 Q4 UNCHANGED 2,015 0% 0.06% $306K 2025-02-04 $136.75
2024 Q3 UNCHANGED 2,015 0% 0.07% $343K 2024-10-23 $163.44
2024 Q2 REDUCED 2,015 -225 -10.0% 0.07% $332K 2024-07-29 $162.45
2024 Q1 REDUCED 2,240 -59 -2.6% 0.08% $392K 2024-04-08 $157.80
2023 Q4 UNCHANGED 2,299 0% 0.09% $390K 2024-01-03 $159.72
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.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 ROWLANDMILLER & PARTNERS.ADV reported owning PEP?

ROWLANDMILLER & PARTNERS.ADV reported PEP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PEP position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for PEP was 0.09% in 2023 Q4.

What is the latest reported PEP position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 2,215 shares, equal to 0.07% of portfolio, with an estimated market value of $344.

What does the chart on this PEP ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.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.

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