SEC 13F Intelligence

Forbes J M & Co LLP / PEP

Forbes J M & Co LLP’s Pepsico Inc Position

Does Forbes J M & Co LLP own Pepsico Inc (PEP)? Yes — 91.9K shares worth $14M (+1.21% of its 13F portfolio) as of Q1 2026, up from 91.7K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
91.9K
% of Portfolio
+1.21%
Quarters Held
30
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $9MQ2 ’19: $11MQ3 ’19: $11MQ4 ’19: $12MQ4 ’19Q1 ’20: $10MQ2 ’20: $11MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ3 ’21: $14MQ4 ’21: $16MQ4 ’21Q1 ’22: $15MQ2 ’22: $15MQ3 ’22: $15MQ4 ’22: $16,839Q4 ’22Q1 ’23: $17,092Q2 ’23: $15,910Q3 ’23: $15MQ4 ’23: $15MQ4 ’23Q1 ’24: $15MQ2 ’24: $15MQ3 ’24: $15MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $12MQ3 ’25: $13MQ4 ’25: $13MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.9K$14M+1.21%
Q4 202591.7K$13M+1.07%
Q3 202591.1K$13M+1.06%
Q2 202590.5K$12M+1.09%
Q1 202591.1K$14M+1.32%
Q4 202488.8K$14M+1.30%
Q3 202488.6K$15M+1.47%
Q2 202490.3K$15M+1.53%
Q1 202488.0K$15M+1.67%
Q4 202389.7K$15M+1.77%
Q3 202386.8K$15M+1.91%
Q2 202385.9K$15,910+1.98%
Q1 202393.8K$17,092+2.34%
Q4 202293.2K$16,839+2.43%
Q3 202292.8K$15M+2.37%
Q2 202291.8K$15M+2.25%
Q1 202292.0K$15M+1.95%
Q4 202191.8K$16M+1.83%
Q3 202191.0K$14M+1.73%
Q2 202190.9K$13M+1.70%
Q1 202190.0K$13M+1.77%
Q4 202090.1K$13M+1.97%
Q3 202088.9K$12M+1.97%
Q2 202086.9K$11M+2.05%
Q1 202087.2K$10M+2.34%
Q4 201985.8K$12M+1.92%
Q3 201980.6K$11M+2.13%
Q2 201980.2K$11M+2.03%
Q1 201973.4K$9M+1.93%
Q4 201872.8K$8M+1.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forbes J M & Co LLP’s full portfolio or all institutional holders of PEP.