PEP PEPSICO INC

Ownership history in William Allan Corp  ·  17 quarters on record

This page tracks every 13F SEC filing in which William Allan Corp 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
2.25% (2025 Q4)
Avg. % of fund
1.07%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,674 +547 +2.0% 2.25% $4.0M $142.25
2025 Q3 REDUCED 27,127 -485 -1.8% 2.14% $3.8M $137.85
2025 Q2 ADDED 27,612 +5,940 +27.4% 2.12% $3.6M $128.35
2025 Q1 ADDED 21,672 +7,539 +53.3% 2.04% $3.2M $144.17
2024 Q4 ADDED 14,133 +679 +5.0% 1.32% $2.1M $144.92
2024 Q3 ADDED 13,454 +563 +4.4% 1.42% $2.3M $160.70
2024 Q2 ADDED 12,891 +427 +3.4% 1.42% $2.1M $154.68
2024 Q1 ADDED 12,464 +302 +2.5% 1.45% $2.2M $162.85
2023 Q4 ADDED 12,162 +10,030 +470.5% 1.48% $2.1M $156.84
2023 Q3 UNCHANGED 2,132 0% 0.29% $361K $155.29
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% of Fund (quarterly)    PEP price (monthly, adj. close)
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