SEC 13F Intelligence

Citadel Investment Advisory, Inc. / PEP

Citadel Investment Advisory, Inc.’s Pepsico Inc Position

Does Citadel Investment Advisory, Inc. own Pepsico Inc (PEP)? Yes — 15.6K shares worth $2M (+1.15% of its 13F portfolio) as of Q1 2026, down from 15.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
15.6K
% of Portfolio
+1.15%
Quarters Held
22
currently held

Position History PEP

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.6K$2M+1.15%
Q4 202515.8K$2M+0.98%
Q3 202516.0K$2M+1.03%
Q2 202516.0K$2M+1.02%
Q1 202516.7K$3M+1.23%
Q4 202416.7K$3M+1.31%
Q3 202416.5K$3M+1.48%
Q2 202416.1K$3M+1.51%
Q1 202416.1K$3M+1.59%
Q4 202316.1K$3M+1.68%
Q3 202316.1K$3M+1.79%
Q2 202316.1K$3M+1.93%
Q1 202316.1K$3M+2.00%
Q4 202216.3K$3M+2.02%
Q3 202216.3K$3M+2.03%
Q2 202216.2K$3M+1.83%
Q1 202216.8K$3M+1.63%
Q4 202117.1K$3M+1.74%
Q3 202117.1K$3M+1.59%
Q2 202117.1K$3M+1.57%
Q1 202117.2K$2M+1.59%
Q4 202017.3K$3M+1.83%

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