PEP PEPSICO INC

Ownership history in SPRING CAPITAL MANAGEMENT, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which SPRING CAPITAL MANAGEMENT, LLC reported a position in PEPSICO INC (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
3.8% (2022 Q3)
Avg. % of fund
3.08%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 31,821 -136 -0.4% 2.31% $4.6M $142.25
2025 Q3 ADDED 31,957 +3,924 +14.0% 2.20% $4.5M $137.85
2025 Q2 ADDED 28,033 +179 +0.6% 1.95% $3.7M $128.35
2025 Q1 ADDED 27,854 +1,194 +4.5% 2.28% $4.2M $144.17
2024 Q4 ADDED 26,660 +1,795 +7.2% 2.42% $4.1M $144.92
2024 Q3 ADDED 24,865 +1,630 +7.0% 3.42% $4.2M $160.70
2024 Q2 REDUCED 23,235 -310 -1.3% 3.40% $4.3M $154.68
2024 Q1 REDUCED 23,545 -384 -1.6% 3.10% $4.1M $162.85
2023 Q4 ADDED 23,929 +714 +3.1% 3.19% $4.1M $156.84
2023 Q3 REDUCED 23,215 -20 -0.1% 3.31% $3.9M $155.29
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PEP price (monthly, adj. close)
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