SEC 13F Intelligence

Pegasus Asset Management, Inc. / PEP

Pegasus Asset Management, Inc.’s Pepsico Inc Position

Does Pegasus Asset Management, Inc. own Pepsico Inc (PEP)? Not currently — the last reported position was 30.4K shares worth $4M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2025
Shares
30.4K
% of Portfolio
+1.34%
Quarters Held
29
position exited

Position History PEP

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $5MQ2 ’24: $5MQ3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $4MQ3 ’25: $5MQ4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202530.4K$4M+1.34%
Q3 202533.1K$5M+1.49%
Q2 202532.7K$4M+1.48%
Q1 202531.3K$5M+1.88%
Q4 202429.9K$5M+1.71%
Q3 202429.7K$5M+1.93%
Q2 202429.6K$5M+1.87%
Q1 202429.4K$5M+1.99%
Q4 202329.1K$5M+2.12%
Q3 202329.0K$5M+2.28%
Q2 202328.7K$5M+2.36%
Q1 202328.6K$5M+2.58%
Q4 202228.3K$5M+2.76%
Q3 202228.3K$5M+2.62%
Q2 202228.7K$5M+2.60%
Q1 202229.1K$5M+2.12%
Q4 202129.3K$5M+2.09%
Q3 202128.8K$4M+1.99%
Q2 202128.4K$4M+1.97%
Q1 202127.9K$4M+2.00%
Q4 202027.0K$4M+2.19%
Q3 202025.7K$4M+2.23%
Q2 202025.6K$3M+2.31%
Q1 202025.7K$3M+2.55%
Q4 201925.7K$4M+2.31%
Q3 201925.2K$3M+2.52%
Q2 201925.2K$3M+2.55%
Q1 201924.8K$3M+2.51%
Q4 201824.7K$3M+2.58%

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