SEC 13F Intelligence

Kings Point Capital Management / PEP

Kings Point Capital Management’s Pepsico Inc Position

Does Kings Point Capital Management own Pepsico Inc (PEP)? Yes82.3K shares worth $14M (+1.20% of its 13F portfolio) as of Q1 2022, up from 80.5K shares the prior filed quarter.

Position Value
$14M
Q1 2022
Shares
82.3K
% of Portfolio
+1.20%
Quarters Held
14
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ2 ’19Q3 ’19: $9MQ4 ’19: $9MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ2 ’20Q3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $11MQ2 ’21: $12MQ2 ’21Q3 ’21: $12MQ4 ’21: $14MQ4 ’21Q1 ’22: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202282.3K$14M+1.20%
Q4 202180.5K$14M+1.14%
Q3 202181.7K$12M+1.09%
Q2 202180.8K$12M+1.09%
Q1 202179.9K$11M+1.11%
Q4 202075.8K$11M+1.20%
Q3 202074.4K$10M+1.29%
Q2 202071.4K$9M+1.37%
Q1 202069.2K$8M+1.46%
Q4 201963.8K$9M+1.29%
Q3 201962.1K$9M+1.44%
Q2 201960.3K$8M+1.44%
Q1 201959.1K$7M+1.44%
Q4 201856.9K$6M+1.40%

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