SEC 13F Intelligence

Kanawha Capital Management LLC / PEP

Kanawha Capital Management LLC’s Pepsico Inc Position

Does Kanawha Capital Management LLC own Pepsico Inc (PEP)? Yes — 127.5K shares worth $20M (+1.40% of its 13F portfolio) as of Q1 2026, up from 125.1K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
127.5K
% of Portfolio
+1.40%
Quarters Held
30
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $16MQ2 ’19: $17MQ3 ’19: $18MQ4 ’19: $19MQ4 ’19Q1 ’20: $16MQ2 ’20: $18MQ3 ’20: $19MQ4 ’20: $20MQ4 ’20Q1 ’21: $19MQ2 ’21: $19MQ3 ’21: $20MQ4 ’21: $22MQ4 ’21Q1 ’22: $22MQ2 ’22: $21MQ3 ’22: $21MQ4 ’22: $23,201Q4 ’22Q1 ’23: $23MQ2 ’23: $24MQ3 ’23: $22MQ4 ’23: $22MQ4 ’23Q1 ’24: $23MQ2 ’24: $22MQ3 ’24: $22MQ4 ’24: $19MQ4 ’24Q1 ’25: $19MQ2 ’25: $17MQ3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026127.5K$20M+1.40%
Q4 2025125.1K$18M+1.24%
Q3 2025125.2K$18M+1.22%
Q2 2025126.9K$17M+1.24%
Q1 2025127.1K$19M+1.48%
Q4 2024127.2K$19M+1.52%
Q3 2024128.4K$22M+1.58%
Q2 2024131.4K$22M+1.70%
Q1 2024130.2K$23M+1.82%
Q4 2023126.8K$22M+1.98%
Q3 2023128.9K$22M+2.11%
Q2 2023128.1K$24M+2.18%
Q1 2023128.5K$23M+2.24%
Q4 2022128.4K$23,201+2.28%
Q3 2022127.3K$21M+2.27%
Q2 2022128.6K$21M+2.17%
Q1 2022129.6K$22M+1.91%
Q4 2021128.6K$22M+1.89%
Q3 2021130.7K$20M+1.82%
Q2 2021131.5K$19M+1.79%
Q1 2021131.7K$19M+1.81%
Q4 2020134.6K$20M+2.05%
Q3 2020133.6K$19M+2.13%
Q2 2020134.2K$18M+2.20%
Q1 2020135.4K$16M+2.37%
Q4 2019135.5K$19M+2.16%
Q3 2019132.5K$18M+2.36%
Q2 2019132.0K$17M+2.32%
Q1 2019132.4K$16M+2.28%
Q4 2018132.3K$15M+2.29%

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