SEC 13F Intelligence

Eads & Heald Wealth Management / PEP

Eads & Heald Wealth Management’s Pepsico Inc Position

Does Eads & Heald Wealth Management own Pepsico Inc (PEP)? Yes — 14.7K shares worth $2M (+1.14% of its 13F portfolio) as of Q1 2026, up from 14.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
14.7K
% of Portfolio
+1.14%
Quarters Held
30
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $2,906Q4 ’22Q1 ’23: $2,905Q2 ’23: $2,775Q3 ’23: $2,507Q4 ’23: $2,484Q4 ’23Q1 ’24: $2,397Q2 ’24: $2,256Q3 ’24: $2,222Q4 ’24: $1,972Q4 ’24Q1 ’25: $1,932Q2 ’25: $1,842Q3 ’25: $1,993Q4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.7K$2M+1.14%
Q4 202514.4K$2M+1.00%
Q3 202514.2K$1,993+0.95%
Q2 202513.9K$1,842+0.91%
Q1 202512.9K$1,932+0.98%
Q4 202413.0K$1,972+0.97%
Q3 202413.1K$2,222+1.05%
Q2 202413.7K$2,256+1.09%
Q1 202413.7K$2,397+1.12%
Q4 202314.6K$2,484+1.20%
Q3 202314.8K$2,507+1.32%
Q2 202315.0K$2,775+1.36%
Q1 202315.9K$2,905+1.44%
Q4 202216.1K$2,906+1.48%
Q3 202216.2K$3M+1.50%
Q2 202216.2K$3M+1.46%
Q1 202216.5K$3M+1.28%
Q4 202116.7K$3M+1.26%
Q3 202116.8K$3M+1.22%
Q2 202116.6K$2M+1.20%
Q1 202116.6K$2M+1.20%
Q4 202016.4K$2M+1.31%
Q3 202016.3K$2M+1.35%
Q2 202017.5K$2M+1.41%
Q1 202017.6K$2M+1.49%
Q4 201918.4K$3M+1.33%
Q3 201918.4K$3M+1.41%
Q2 201918.7K$2M+1.39%
Q1 201919.1K$2M+1.35%
Q4 201818.8K$2M+1.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eads & Heald Wealth Management’s full portfolio or all institutional holders of PEP.