RNC Capital Management’s PepsiCo PEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$60.1M Buy
418,538
+98,125
+31% +$14.4M 2.73% 11
2025
Q3
$45M Sell
320,413
-2,280
-0.7% -$326K 2.07% 23
2025
Q2
$42.6M Buy
322,693
+47,082
+17% +$6.34M 2.07% 20
2025
Q1
$41.3M Buy
275,611
+245,487
+815% +$36.5M 2.11% 24
2024
Q4
$4.58M Sell
30,124
-8,975
-23% -$1.47M 0.24% 55
2024
Q3
$6.45M Hold
39,099
0.36% 47
2024
Q2
$6.45M Buy
39,099
+3,276
+9% +$565K 0.36% 47
2024
Q1
$6.27M Buy
35,823
+16,382
+84% +$2.76M 0.36% 47
2023
Q4
$3.3M Sell
19,441
-2,342
-11% -$388K 0.2% 60
2023
Q3
$3.69M Sell
21,783
-1,296
-6% -$235K 0.23% 55
2023
Q2
$4.28M Sell
23,079
-710
-3% -$132K 0.24% 58
2023
Q1
$4.34M Sell
23,789
-1,792
-7% -$313K 0.24% 61
2022
Q4
$4.62M Sell
25,581
-1,375
-5% -$245K 0.26% 55
2022
Q3
$4.4M Sell
26,956
-595
-2% -$103K 0.28% 59
2022
Q2
$4.59M Sell
27,551
-635
-2% -$107K 0.26% 64
2022
Q1
$4.72M Sell
28,186
-681
-2% -$114K 0.24% 67
2021
Q4
$5.01M Buy
28,867
+1,805
+7% +$295K 0.25% 66
2021
Q3
$4.07M Buy
27,062
+552
+2% +$85.4K 0.22% 72
2021
Q2
$3.93M Buy
26,510
+175
+0.7% +$25.5K 0.21% 70
2021
Q1
$3.73M Sell
26,335
-3,681
-12% -$505K 0.21% 74
2020
Q4
$4.45M Buy
30,016
+3,879
+15% +$551K 0.28% 61
2020
Q3
$3.62M Sell
26,137
-5,489
-17% -$747K 0.26% 61
2020
Q2
$4.18M Buy
31,626
+10,987
+53% +$1.45M 0.3% 56
2020
Q1
$2.48M Buy
20,639
+2,761
+15% +$373K 0.21% 63
2019
Q4
$2.44M Buy
17,878
+3,008
+20% +$409K 0.15% 74
2019
Q3
$2.04M Sell
14,870
-470
-3% -$62.4K 0.14% 72
2019
Q2
$2.01M Buy
15,340
+1,171
+8% +$150K 0.14% 73
2019
Q1
$1.74M Sell
14,169
-22
-0.2% -$2.51K 0.12% 70
2018
Q4
$1.57M Sell
14,191
-7
-0% -$789 0.12% 68
2018
Q3
$1.59M Buy
14,198
+105
+0.7% +$11.9K 0.1% 68
2018
Q2
$1.53M Buy
14,093
+245
+2% +$25.3K 0.11% 67
2018
Q1
$1.51M Sell
13,848
-32,350
-70% -$3.68M 0.11% 67
2017
Q4
$5.54M Sell
46,198
-2,674
-5% -$305K 0.38% 45
2017
Q3
$5.45M Sell
48,872
-2,997
-6% -$346K 0.41% 44
2017
Q2
$5.99M Sell
51,869
-263,761
-84% -$30.3M 0.46% 43
2017
Q1
$35.3M Buy
315,630
+11,002
+4% +$1.18M 2.81% 12
2016
Q4
$31.9M Buy
304,628
+5,176
+2% +$542K 2.63% 12
2016
Q3
$32.6M Buy
299,452
+6,171
+2% +$665K 2.89% 11
2016
Q2
$31.1M Sell
293,281
-4,363
-1% -$450K 2.9% 10
2016
Q1
$30.5M Buy
297,644
+2,990
+1% +$295K 3.01% 7
2015
Q4
$29.4M Sell
294,654
-43,226
-13% -$4.31M 2.95% 7
2015
Q3
$31.9M Sell
337,880
-4,511
-1% -$429K 3.07% 11
2015
Q2
$32M Sell
342,391
-4,368
-1% -$417K 2.72% 12
2015
Q1
$33.2M Sell
346,759
-10,135
-3% -$981K 2.78% 12
2014
Q4
$33.7M Sell
356,894
-1,881
-0.5% -$180K 2.77% 13
2014
Q3
$33.4M Buy
358,775
+9,387
+3% +$857K 2.68% 16
2014
Q2
$31.2M Sell
349,388
-7,915
-2% -$683K 2.52% 16
2014
Q1
$29.8M Buy
357,303
+2,346
+0.7% +$190K 2.59% 16
2013
Q4
$29.4M Buy
354,957
+3,678
+1% +$305K 2.62% 16
2013
Q3
$27.9M Buy
351,279
+12,297
+4% +$1.01M 2.81% 15
2013
Q2
$27.7M Buy
+338,982
New +$27.7M 2.93% 13

Other funds holding PEP

RNC Capital Management's PEP Position: Q4 2025 in Review

RNC Capital Management increased its PepsiCo (PEP) stake by 31% in Q4 2025, buying an estimated $14.4M and bringing the position to 418,538 shares worth $60.1M. The position accounts for 2.73% of the portfolio, ranked #11.

RNC Capital Management first reported a position in PEP in Q2 2013 and has held it in 51 quarters since. 3,497 funds tracked by Wall St. Rank hold PEP as of Q4 2025.

  • RNC Capital Management held 418,538 shares of PepsiCo worth $60.1M as of Q4 2025.
  • RNC Capital Management bought 98,125 PepsiCo shares in Q4 2025, an estimated $14.4M.
  • PepsiCo made up 2.73% of RNC Capital Management's portfolio in Q4 2025, its #11 holding.
  • RNC Capital Management first reported a position in PepsiCo in Q2 2013 and has held it in 51 quarters since.
  • 3,497 funds tracked by Wall St. Rank held PepsiCo as of Q4 2025.

Based on RNC Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.