PEP — PEPSICO

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  ·  35 quarters on record

This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in PEPSICO (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
4.63% (2018 Q4)
Avg. % of fund
2.81%
First filed
2016 Q4
Last filed
2025 Q3
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 20,472 -233 -1.1% 1.10% $2.9M $137.85
2025 Q2 REDUCED 20,705 -153 -0.7% 1.19% $2.7M $128.35
2025 Q1 ADDED 20,858 +272 +1.3% 1.43% $3.1M $144.17
2024 Q4 REDUCED 20,586 -7 -0.0% 1.39% $3.1M $144.92
31 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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