SEC 13F Intelligence

Vigilant Capital Management, LLC / PEP

Vigilant Capital Management, LLC’s Pepsico Inc Position

Does Vigilant Capital Management, LLC own Pepsico Inc (PEP)? Yes162.9K shares worth $30M (+2.26% of its 13F portfolio) as of Q2 2023, up from 158.2K shares the prior filed quarter.

Position Value
$30M
Q2 2023
Shares
162.9K
% of Portfolio
+2.26%
Quarters Held
19
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $16MQ2 ’19: $16MQ3 ’19: $17MQ3 ’19Q4 ’19: $17MQ1 ’20: $15MQ2 ’20: $17MQ2 ’20Q3 ’20: $19MQ4 ’20: $21MQ1 ’21: $21MQ1 ’21Q2 ’21: $23MQ3 ’21: $23MQ4 ’21: $28MQ4 ’21Q1 ’22: $27MQ2 ’22: $27MQ3 ’22: $26MQ3 ’22Q4 ’22: $28MQ1 ’23: $29MQ2 ’23: $30MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023162.9K$30M+2.26%
Q1 2023158.2K$29M+2.34%
Q4 2022156.3K$28M+2.41%
Q3 2022161.6K$26M+2.48%
Q2 2022161.9K$27M+2.33%
Q1 2022161.5K$27M+2.06%
Q4 2021160.6K$28M+1.96%
Q3 2021154.8K$23M+1.86%
Q2 2021153.1K$23M+1.83%
Q1 2021150.9K$21M+1.90%
Q4 2020144.5K$21M+2.05%
Q3 2020136.7K$19M+2.07%
Q2 2020130.1K$17M+2.09%
Q1 2020126.7K$15M+2.22%
Q4 2019125.1K$17M+1.98%
Q3 2019126.6K$17M+2.26%
Q2 2019125.3K$16M+2.20%
Q1 2019129.7K$16M+2.22%
Q4 2018127.3K$14M+2.23%

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