SEC 13F Intelligence

Surevest, LLC / PEP

Surevest, LLC’s Pepsico Inc Position

Does Surevest, LLC own Pepsico Inc (PEP)? Yes27.0K shares worth $4M (+1.20% of its 13F portfolio) as of Q3 2022, down from 27.2K shares the prior filed quarter.

Position Value
$4M
Q3 2022
Shares
27.0K
% of Portfolio
+1.20%
Quarters Held
16
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $566,000Q4 ’18Q1 ’19: $974,000Q2 ’19: $2MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $4MQ2 ’22: $5MQ2 ’22Q3 ’22: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202227.0K$4M+1.20%
Q2 202227.2K$5M+1.19%
Q1 202226.6K$4M+1.07%
Q4 202134.4K$6M+1.42%
Q3 202136.3K$5M+1.38%
Q2 202134.9K$5M+1.35%
Q1 202134.3K$5M+1.47%
Q4 202029.7K$4M+1.47%
Q3 202028.8K$4M+1.57%
Q2 202026.4K$3M+1.54%
Q1 202022.0K$3M+1.44%
Q4 201916.9K$2M+0.98%
Q3 201913.4K$2M+0.90%
Q2 201912.5K$2M+0.85%
Q1 20197.9K$974,000+0.60%
Q4 20185.1K$566,000+0.45%

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