SEC 13F Intelligence

Saratoga Research & Investment Management / PEP

Saratoga Research & Investment Management’s Pepsico Inc Position

Does Saratoga Research & Investment Management own Pepsico Inc (PEP)? Yes — 173.3K shares worth $27M (+1.53% of its 13F portfolio) as of Q1 2026, up from 172.3K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
173.3K
% of Portfolio
+1.53%
Quarters Held
30
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $30MQ4 ’18Q1 ’19: $35MQ2 ’19: $38MQ3 ’19: $39MQ4 ’19: $39MQ4 ’19Q1 ’20: $46MQ2 ’20: $51MQ3 ’20: $51MQ4 ’20: $55MQ4 ’20Q1 ’21: $54MQ2 ’21: $50MQ3 ’21: $42MQ4 ’21: $43MQ4 ’21Q1 ’22: $36MQ2 ’22: $29MQ3 ’22: $13MQ4 ’22: $14MQ4 ’22Q1 ’23: $14MQ2 ’23: $14MQ3 ’23: $12MQ4 ’23: $12MQ4 ’23Q1 ’24: $32MQ2 ’24: $30MQ3 ’24: $30MQ4 ’24: $25MQ4 ’24Q1 ’25: $25MQ2 ’25: $22MQ3 ’25: $25MQ4 ’25: $25MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026173.3K$27M+1.53%
Q4 2025172.3K$25M+1.30%
Q3 2025181.5K$25M+1.33%
Q2 2025167.4K$22M+1.18%
Q1 2025165.5K$25M+1.31%
Q4 2024164.9K$25M+1.27%
Q3 2024175.4K$30M+1.31%
Q2 2024181.4K$30M+1.36%
Q1 2024185.3K$32M+1.47%
Q4 202370.9K$12M+0.56%
Q3 202372.9K$12M+0.60%
Q2 202374.5K$14M+0.64%
Q1 202374.9K$14M+0.65%
Q4 202275.6K$14M+0.68%
Q3 202277.1K$13M+0.67%
Q2 2022175.8K$29M+1.45%
Q1 2022213.5K$36M+1.56%
Q4 2021249.8K$43M+1.85%
Q3 2021281.6K$42M+1.96%
Q2 2021339.4K$50M+2.37%
Q1 2021384.4K$54M+2.75%
Q4 2020371.7K$55M+2.95%
Q3 2020365.4K$51M+3.04%
Q2 2020383.3K$51M+3.20%
Q1 2020382.5K$46M+3.18%
Q4 2019284.7K$39M+2.33%
Q3 2019287.3K$39M+2.54%
Q2 2019292.9K$38M+2.42%
Q1 2019288.4K$35M+2.41%
Q4 2018273.7K$30M+2.40%

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