SEC 13F Intelligence

First Personal Financial Services / PEP

First Personal Financial Services’s Pepsico Inc Position

Does First Personal Financial Services own Pepsico Inc (PEP)? Yes — 35.2K shares worth $6M (+1.27% of its 13F portfolio) as of Q3 2024, down from 35.2K shares the prior filed quarter.

Position Value
$6M
Q3 2024
Shares
35.2K
% of Portfolio
+1.27%
Quarters Held
24
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ3 ’19Q4 ’19: $5MQ1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $6MQ1 ’23: $6MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $6MQ1 ’24: $6MQ1 ’24Q2 ’24: $6MQ3 ’24: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202435.2K$6M+1.27%
Q2 202435.2K$6M+1.31%
Q1 202435.2K$6M+1.43%
Q4 202334.6K$6M+1.43%
Q3 202334.7K$6M+1.53%
Q2 202332.3K$6M+1.49%
Q1 202332.5K$6M+1.53%
Q4 202231.8K$6M+1.56%
Q3 202232.1K$5M+1.52%
Q2 202232.0K$5M+1.49%
Q1 202232.7K$5M+1.28%
Q4 202132.7K$6M+1.27%
Q3 202132.6K$5M+1.22%
Q2 202132.8K$5M+1.24%
Q1 202133.1K$5M+1.28%
Q4 202032.5K$5M+1.37%
Q3 202032.8K$5M+1.44%
Q2 202032.3K$4M+1.46%
Q1 202032.5K$4M+1.51%
Q4 201935.8K$5M+1.59%
Q3 201937.8K$5M+1.61%
Q2 201939.0K$5M+1.46%
Q1 201939.4K$5M+1.47%
Q4 201838.3K$4M+1.46%

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