SEC 13F Intelligence

Endurance Wealth Management, Inc. / PEP

Endurance Wealth Management, Inc.’s Pepsico Inc Position

Does Endurance Wealth Management, Inc. own Pepsico Inc (PEP)? Yes56.5K shares worth $10M (+1.43% of its 13F portfolio) as of Q2 2023, up from 56.3K shares the prior filed quarter.

Position Value
$10M
Q2 2023
Shares
56.5K
% of Portfolio
+1.43%
Quarters Held
18
currently held

Position History PEP

Reported value by quarter
Q1 ’19: $7MQ1 ’19Q2 ’19: $7MQ3 ’19: $7MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $9MQ3 ’20Q4 ’20: $10MQ1 ’21: $9MQ2 ’21: $10MQ2 ’21Q3 ’21: $10MQ4 ’21: $11MQ1 ’22: $9MQ1 ’22Q2 ’22: $9MQ3 ’22: $9MQ4 ’22: $10MQ4 ’22Q1 ’23: $10MQ2 ’23: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202356.5K$10M+1.43%
Q1 202356.3K$10M+1.45%
Q4 202255.9K$10M+1.52%
Q3 202256.0K$9M+1.51%
Q2 202256.1K$9M+1.42%
Q1 202256.2K$9M+1.22%
Q4 202165.0K$11M+1.21%
Q3 202168.0K$10M+1.14%
Q2 202169.2K$10M+1.14%
Q1 202166.0K$9M+1.10%
Q4 202065.8K$10M+1.23%
Q3 202065.2K$9M+1.33%
Q2 202052.8K$7M+1.14%
Q1 202053.2K$6M+1.23%
Q4 201952.9K$7M+1.11%
Q3 201952.9K$7M+1.20%
Q2 201954.3K$7M+1.12%
Q1 201954.4K$7M+1.09%

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