SEC 13F Intelligence

Windward Capital Management Co /Ca / PEP

Windward Capital Management Co /Ca’s Pepsico Inc Position

Does Windward Capital Management Co /Ca own Pepsico Inc (PEP)? Yes129.9K shares worth $20M (+1.64% of its 13F portfolio) as of Q1 2026, up from 110.7K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
129.9K
% of Portfolio
+1.64%
Quarters Held
30
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $17MQ2 ’19: $18MQ3 ’19: $19MQ4 ’19: $19MQ4 ’19Q1 ’20: $16MQ2 ’20: $18MQ3 ’20: $19MQ4 ’20: $18MQ4 ’20Q1 ’21: $17MQ2 ’21: $18MQ3 ’21: $18MQ4 ’21: $21MQ4 ’21Q1 ’22: $20MQ2 ’22: $20MQ3 ’22: $19MQ4 ’22: $21,337Q4 ’22Q1 ’23: $21,843Q2 ’23: $22,250Q3 ’23: $20,141Q4 ’23: $20,166Q4 ’23Q1 ’24: $21MQ2 ’24: $19MQ3 ’24: $20MQ4 ’24: $18MQ4 ’24Q1 ’25: $17MQ2 ’25: $15MQ3 ’25: $16MQ4 ’25: $16MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026129.9K$20M+1.64%
Q4 2025110.7K$16M+1.26%
Q3 2025115.3K$16M+1.29%
Q2 2025115.4K$15M+1.29%
Q1 2025115.6K$17M+1.50%
Q4 2024116.6K$18M+1.36%
Q3 2024118.0K$20M+1.53%
Q2 2024116.4K$19M+1.62%
Q1 2024117.5K$21M+1.72%
Q4 2023118.7K$20,166+1.72%
Q3 2023118.9K$20,141+1.95%
Q2 2023120.1K$22,250+2.01%
Q1 2023119.8K$21,843+2.01%
Q4 2022118.1K$21,337+2.31%
Q3 2022118.6K$19M+2.19%
Q2 2022118.4K$20M+2.12%
Q1 2022117.7K$20M+1.76%
Q4 2021118.2K$21M+1.70%
Q3 2021117.9K$18M+1.64%
Q2 2021118.3K$18M+1.63%
Q1 2021118.4K$17M+1.67%
Q4 2020118.8K$18M+1.77%
Q3 2020133.6K$19M+1.87%
Q2 2020134.9K$18M+2.02%
Q1 2020136.7K$16M+2.20%
Q4 2019141.7K$19M+2.07%
Q3 2019137.1K$19M+2.25%
Q2 2019135.1K$18M+2.21%
Q1 2019137.2K$17M+2.15%
Q4 2018137.1K$15M+2.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Windward Capital Management Co /Ca’s full portfolio or all institutional holders of PEP.