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Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  PepsiCo, Inc. (PEP)
← All PEP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% <0.01 $136.01–171.48 · VW $159.08i SEC
2025   Q3 4,528 <0.01 Buy <0.01 $138.59–157.80 · VW $148.38i $635,912 SEC
Price snapshot:
Current price$138.49
52-week low$128.66
52-week high$168.19
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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