SEC 13F Intelligence

Schmidt P J Investment Management Inc / PEP

Schmidt P J Investment Management Inc’s Pepsico Inc Position

Does Schmidt P J Investment Management Inc own Pepsico Inc (PEP)? Yes — 51.8K shares worth $8M (+1.35% of its 13F portfolio) as of Q1 2026, down from 51.9K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
51.8K
% of Portfolio
+1.35%
Quarters Held
30
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $8MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $9MQ4 ’20: $9MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’22: $11MQ2 ’22: $11MQ3 ’22: $11MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ3 ’23: $9MQ4 ’23: $10MQ4 ’23Q1 ’24: $10MQ2 ’24: $10MQ3 ’24: $10MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $7MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202651.8K$8M+1.35%
Q4 202551.9K$7M+1.21%
Q3 202549.7K$7M+1.15%
Q2 202553.8K$7M+1.23%
Q1 202555.9K$8M+1.53%
Q4 202456.1K$9M+1.48%
Q3 202456.9K$10M+1.67%
Q2 202459.4K$10M+1.79%
Q1 202459.3K$10M+1.96%
Q4 202358.3K$10M+1.94%
Q3 202358.9K$9M+2.03%
Q2 202358.7K$11M+2.23%
Q1 202360.1K$11M+2.38%
Q4 202260.5K$11M+2.48%
Q3 202261.1K$11M+2.55%
Q2 202261.5K$11M+2.39%
Q1 202262.4K$11M+2.38%
Q4 202163.1K$11M+2.19%
Q3 202163.4K$10M+2.01%
Q2 202164.3K$10M+2.02%
Q1 202164.4K$9M+1.93%
Q4 202063.1K$9M+1.95%
Q3 202061.8K$9M+2.09%
Q2 202059.4K$8M+2.36%
Q1 202057.8K$7M+2.41%
Q4 201958.1K$8M+2.12%
Q3 201957.7K$8M+2.25%
Q2 201958.0K$8M+2.20%
Q1 201958.9K$7M+2.11%
Q4 201857.8K$6M+2.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schmidt P J Investment Management Inc’s full portfolio or all institutional holders of PEP.