SEC 13F Intelligence

Aevitas Wealth Management, Inc. / PEP

Aevitas Wealth Management, Inc.’s Pepsico Inc Position

Does Aevitas Wealth Management, Inc. own Pepsico Inc (PEP)? Yes32.2K shares worth $6M (+3.45% of its 13F portfolio) as of Q4 2022, up from 31.8K shares the prior filed quarter.

Position Value
$6M
Q4 2022
Shares
32.2K
% of Portfolio
+3.45%
Quarters Held
17
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ3 ’19Q4 ’19: $4MQ1 ’20: $4MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202232.2K$6M+3.45%
Q3 202231.8K$5M+3.90%
Q2 202231.9K$5M+3.60%
Q1 202231.5K$5M+3.22%
Q4 202132.8K$6M+3.40%
Q3 202133.9K$5M+3.25%
Q2 202132.9K$5M+3.12%
Q1 202132.2K$5M+3.18%
Q4 202032.0K$5M+3.48%
Q3 202031.6K$4M+3.62%
Q2 202030.9K$4M+3.78%
Q1 202030.1K$4M+4.04%
Q4 201930.6K$4M+3.93%
Q3 201930.6K$4M+4.21%
Q2 201932.6K$4M+4.31%
Q1 201932.9K$4M+3.59%
Q4 201831.9K$4M+3.61%

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