SEC 13F Intelligence

Mar Vista Investment Partners LLC / PEP

Mar Vista Investment Partners LLC’s Pepsico Inc Position

Does Mar Vista Investment Partners LLC own Pepsico Inc (PEP)? Not currently — the last reported position was 148.0K shares worth $23M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$23M
Q4 2024
Shares
148.0K
% of Portfolio
+1.54%
Quarters Held
25
position exited

Position History PEP

Reported value by quarter
Q4 ’18: $58MQ4 ’18Q1 ’19: $73MQ2 ’19: $77MQ3 ’19: $85MQ4 ’19: $78MQ4 ’19Q1 ’20: $66MQ2 ’20: $62MQ3 ’20: $62MQ4 ’20: $61MQ4 ’20Q1 ’21: $62MQ2 ’21: $55MQ3 ’21: $53MQ4 ’21: $60MQ4 ’21Q1 ’22: $63MQ2 ’22: $56MQ3 ’22: $55MQ4 ’22: $57MQ4 ’22Q1 ’23: $57MQ2 ’23: $55MQ3 ’23: $56MQ4 ’23: $62MQ4 ’23Q1 ’24: $62MQ2 ’24: $25MQ3 ’24: $26MQ4 ’24: $23MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024148.0K$23M+1.54%
Q3 2024153.1K$26M+1.66%
Q2 2024149.6K$25M+1.21%
Q1 2024351.7K$62M+2.69%
Q4 2023365.2K$62M+2.83%
Q3 2023332.8K$56M+2.70%
Q2 2023298.3K$55M+2.31%
Q1 2023313.2K$57M+2.54%
Q4 2022317.7K$57M+2.57%
Q3 2022335.9K$55M+2.45%
Q2 2022335.1K$56M+2.30%
Q1 2022375.0K$63M+1.97%
Q4 2021347.9K$60M+1.63%
Q3 2021352.5K$53M+1.37%
Q2 2021372.6K$55M+1.36%
Q1 2021435.4K$62M+1.43%
Q4 2020414.3K$61M+1.52%
Q3 2020448.7K$62M+1.63%
Q2 2020470.3K$62M+1.70%
Q1 2020546.1K$66M+1.99%
Q4 2019571.9K$78M+1.87%
Q3 2019616.7K$85M+2.13%
Q2 2019586.4K$77M+2.05%
Q1 2019592.1K$73M+1.92%
Q4 2018523.7K$58M+1.94%

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