SEC 13F Intelligence

Bull Street Advisors, LLC / PEP

Bull Street Advisors, LLC’s Pepsico Inc Position

Does Bull Street Advisors, LLC own Pepsico Inc (PEP)? Yes22.2K shares worth $3M (+1.71% of its 13F portfolio) as of Q1 2026, down from 22.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
22.2K
% of Portfolio
+1.71%
Quarters Held
27
currently held

Position History PEP

Reported value by quarter
Q3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $4MQ3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $4MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.2K$3M+1.71%
Q4 202522.4K$3M+1.49%
Q3 202520.3K$3M+1.33%
Q2 202519.9K$3M+1.26%
Q1 202519.8K$3M+1.42%
Q4 202419.6K$3M+1.43%
Q3 202419.6K$3M+1.54%
Q2 202420.3K$3M+1.62%
Q1 202420.2K$4M+1.69%
Q4 202320.1K$3M+1.73%
Q3 202320.1K$3M+1.80%
Q2 202319.9K$4M+1.89%
Q1 202320.0K$4M+1.89%
Q4 202220.0K$4M+1.88%
Q3 202220.0K$3M+1.83%
Q2 202219.9K$3M+1.78%
Q1 202219.9K$3M+1.62%
Q4 202119.8K$3M+1.64%
Q3 202120.0K$3M+1.55%
Q2 202119.4K$3M+1.54%
Q1 202116.6K$2M+1.33%
Q4 202015.6K$2M+1.40%
Q3 202014.4K$2M+1.37%
Q2 202013.8K$2M+1.40%
Q1 202013.0K$2M+1.39%
Q4 201912.8K$2M+1.53%
Q3 201912.6K$2M+1.61%

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