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.
| 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 |
| 2024 Q3 | ADDED | 20,593 | +9 | +0.0% | 1.58% | $3.5M | $160.70 |
| 2024 Q2 | ADDED | 20,584 | +3 | +0.0% | 1.65% | $3.4M | $154.68 |
| 2024 Q1 | ADDED | 20,581 | +17 | +0.1% | 1.91% | $3.6M | $162.85 |
| 2023 Q4 | REDUCED | 20,564 | -605 | -2.9% | 2.00% | $3.5M | $156.84 |
| 2023 Q3 | UNCHANGED | 21,169 | — | 0% | 2.19% | $3.6M | $155.29 |
| 2023 Q2 | REDUCED | 21,169 | -15 | -0.1% | 2.21% | $3.9M | $168.57 |
As of 2025 Q4 — sorted by position size