SEC 13F Intelligence

Hs Management Partners, LLC / PEP

Hs Management Partners, LLC’s Pepsico Inc Position

Does Hs Management Partners, LLC own Pepsico Inc (PEP)? Not currently — the last reported position was 56.5K shares worth $8M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q4 2025
Shares
56.5K
% of Portfolio
+1.73%
Quarters Held
23
position exited

Position History PEP

Reported value by quarter
Q2 ’20: $91MQ2 ’20Q3 ’20: $150MQ4 ’20: $159MQ1 ’21: $182MQ1 ’21Q2 ’21: $188MQ3 ’21: $189MQ4 ’21: $212MQ4 ’21Q1 ’22: $126MQ2 ’22: $63MQ3 ’22: $67MQ3 ’22Q4 ’22: $58MQ1 ’23: $128MQ2 ’23: $126MQ2 ’23Q3 ’23: $109MQ4 ’23: $133MQ1 ’24: $129MQ1 ’24Q2 ’24: $99MQ3 ’24: $76MQ4 ’24: $64MQ4 ’24Q1 ’25: $54MQ2 ’25: $47MQ3 ’25: $26MQ3 ’25Q4 ’25: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202556.5K$8M+1.73%
Q3 2025186.2K$26M+3.40%
Q2 2025354.6K$47M+3.82%
Q1 2025357.9K$54M+4.34%
Q4 2024422.1K$64M+4.41%
Q3 2024447.9K$76M+4.90%
Q2 2024598.9K$99M+5.45%
Q1 2024739.6K$129M+5.93%
Q4 2023786.0K$133M+6.18%
Q3 2023641.2K$109M+5.17%
Q2 2023679.2K$126M+5.44%
Q1 2023701.9K$128M+5.52%
Q4 2022402.1K$58M+2.68%
Q3 2022410.0K$67M+3.03%
Q2 2022376.5K$63M+2.27%
Q1 2022755.2K$126M+3.64%
Q4 20211.22M$212M+5.62%
Q3 20211.26M$189M+5.37%
Q2 20211.27M$188M+5.19%
Q1 20211.28M$182M+5.35%
Q4 20201.07M$159M+4.87%
Q3 20201.08M$150M+4.94%
Q2 2020685.0K$91M+3.37%

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