SEC 13F Intelligence

Beaton Management Co. Inc. / PEP

Beaton Management Co. Inc.’s Pepsico Inc Position

Does Beaton Management Co. Inc. own Pepsico Inc (PEP)? Yes — 25.4K shares worth $4M (+1.76% of its 13F portfolio) as of Q1 2026, down from 25.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
25.4K
% of Portfolio
+1.76%
Quarters Held
29
currently held

Position History PEP

Reported value by quarter
Q1 ’19: $3MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ4 ’19: $4MQ1 ’20: $3MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ1 ’21: $8MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ1 ’22: $5MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.4K$4M+1.76%
Q4 202525.6K$4M+1.62%
Q3 202525.9K$4M+1.65%
Q2 202526.1K$3M+1.68%
Q1 202526.9K$4M+2.09%
Q4 202427.1K$4M+2.08%
Q3 202427.1K$5M+2.33%
Q2 202427.2K$4M+2.41%
Q1 202427.2K$5M+2.59%
Q4 202327.4K$5M+2.79%
Q3 202327.6K$5M+3.03%
Q2 202327.5K$5M+3.23%
Q1 202327.5K$5M+3.39%
Q4 202227.6K$5M+3.34%
Q3 202227.6K$5M+3.40%
Q2 202227.6K$5M+3.26%
Q1 202227.6K$5M+2.86%
Q4 202127.4K$5M+2.84%
Q3 202127.4K$4M+2.72%
Q2 202127.4K$4M+2.58%
Q1 202154.9K$8M+2.69%
Q4 202027.5K$4M+3.01%
Q3 202027.5K$4M+3.15%
Q2 202027.8K$4M+3.28%
Q1 202027.8K$3M+3.34%
Q4 201927.6K$4M+2.96%
Q3 201927.6K$4M+3.07%
Q2 201927.2K$4M+2.96%
Q1 201927.3K$3M+2.90%

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