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PEP

Showing 9 of 31 quarters

Position history for Clifford Swan Investment Counsel LLCClifford Swan Investment Counsel LLC's holdings in PepsiCo, Inc.

Yes. Clifford Swan Investment Counsel holds 154,549 shares of PEP (PepsiCo), worth $19.6M, as of its Q3 2026 13F filing. It increased the position by 2,437 shares (+1.6%) from Q2 2026. Clifford Swan Investment Counsel has held PEP in every 13F on record since Q1 2019, 31 quarterly filings. PEP is 0.6% of Clifford Swan Investment Counsel's reported 13F portfolio.

Current Value

$19.6M

Current Shares

154,549

Total Value Change

+$1M

Total Shares Change

+45,446

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
154,549
+1.6%
$19.6M0.6%$126.72
41
2026-Q2
Decreased
152,112
-0.9%
$20.6M0.7%$133.97
0
2026-Q1
Increased
153,540
+0.2%
$23.8M0.8%$152.05
40
2025-Q4
Decreased
153,217
-0.3%
$22M0.7%$139.28
0
2025-Q3
Decreased
153,652
-1.3%
$21.6M0.7%$134.97
0
2025-Q2
Increased
155,612
+10.8%
$20.5M0.7%$125.67
44
2025-Q1
Increased
140,440
+22.8%
$21.1M0.8%$141.16
48
2024-Q4
Increased
114,381
+4.8%
$17.4M0.6%$141.90
42
2024-Q3
Decreased
109,103
-0.6%
$18.6M0.7%$157.35
0

Other major holders of PEP: Vanguard Group Inc., BlackRock Finance, Inc.

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