SEC 13F Intelligence

Philip James Wealth Mangement, LLC / PEP

Philip James Wealth Mangement, LLC’s Pepsico Inc Position

Does Philip James Wealth Mangement, LLC own Pepsico Inc (PEP)? Yes — 80.6K shares worth $13M (+1.44% of its 13F portfolio) as of Q1 2026, up from 80.4K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
80.6K
% of Portfolio
+1.44%
Quarters Held
8
currently held

Position History PEP

Reported value by quarter
Q4 ’23: $312,275Q4 ’23Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $12MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202680.6K$13M+1.44%
Q4 202580.4K$12M+1.34%
Q3 202582.0K$12M+1.34%
Q2 202580.0K$11M+1.35%
Q1 202526.5K$4M+0.48%
Q4 20248.2K$1M+0.16%
Q3 20248.5K$1M+0.18%
Q4 20231.8K$312,275+0.24%

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