Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2026   Q1 81,335 0.25 Reduce 0.81% <0.01 $143.55–169.54 · VW $152.43i $12,630,512 SEC
2025   Q4 82,002 0.19 Reduce 11.29% 0.02 $136.01–171.48 · VW $159.08i $11,768,927 SEC
2025   Q3 92,436 0.16 Reduce 11.26% 0.02 $138.59–157.80 · VW $148.38i $12,981,712 SEC
2025   Q2 104,162 0.16 Reduce 90.28% 1.61 $127.60–154.61 · VW $143.62i $13,753,550 SEC
2025   Q1 1,071,955 1.78 Reduce 58.03% 2.04 $127.75–160.15 · VW $139.78i $160,728,933 SEC
2024   Q4 2,554,303 3.52 Reduce 1.43% 0.05 $141.51–163.65 · VW $152.88i $388,407,314 SEC
2024   Q3 2,591,236 3.68 Reduce 5.38% 0.20 $155.85–179.73 · VW $166.34i $440,639,682 SEC
2024   Q2 2,738,711 3.70 Reduce 11.87% 0.49 $158.03–180.91 · VW $170.61i $451,695,605 SEC
2024   Q1 3,107,551 4.15 Reduce 35.59% 2.21 $161.81–183.41 · VW $172.71i $543,852,501 SEC
2023   Q4 4,824,344 6.21 Reduce 2.10% 0.14 $164.36–175.20 · VW $168.30i $819,366,585 SEC
2023   Q3 4,927,822 6.60 Add 2.66% 0.17 $155.83–181.82 · VW $168.65i $834,970,160 SEC
2023   Q2 4,800,258 6.52 Add 1.15% 0.07 $175.31–192.38 · VW $181.87i $889,103,787 SEC
2023   Q1 4,745,892 6.77 Reduce 3.71% 0.26 $169.12–196.88 · VW $182.78i $858,199,650 SEC
2022   Q4 4,928,971 6.96 Add 2.69% 0.18 $167.05–186.84 · VW $175.81i $890,467,975 SEC
2022   Q3 4,800,068 6.82 Reduce 0.44% 0.03 $160.98–186.62 · VW $177.70i $783,659,000 SEC
2022   Q2 4,821,448 6.65 Reduce 4.22% 0.27 $154.86–181.07 · VW $169.40i $803,543,000 SEC
2022   Q1 5,033,761 6.29 Add 0.64% 0.04 $153.37–177.62 · VW $166.25i $842,551,000 SEC
2021   Q4 5,001,598 6.11 Reduce 0.59% 0.04 $159.83–177.24 · VW $166.94i $868,828,000 SEC
2021   Q3 5,031,471 6.00 Reduce 6.19% 0.37 $149.48–166.80 · VW $158.69i $756,784,000 SEC
2021   Q2 5,363,441 6.01 Reduce 0.85% 0.05 $144.61–159.63 · VW $153.54i $794,701,000 SEC
2021   Q1 5,409,693 6.12 Add 1.64% 0.10 $128.32–148.77 · VW $141.68i $765,201,000 SEC
2020   Q4 5,322,282 6.54 Add 0.47% 0.03 $128.57–148.77 · VW $135.51i $789,294,000 SEC
2020   Q3 5,297,453 6.50 Add 0.14% <0.01 $129.36–146.57 · VW $140.05i $734,227,000 SEC
2020   Q2 5,289,882 6.70 Add 0.20% 0.01 $126.53–141.02 · VW $135.87i $699,640,000 SEC
2020   Q1 5,279,378 7.10 Add 10.15% 0.65 $101.42–142.71 · VW $125.23i $634,053,000 SEC
2019   Q4 4,792,970 6.50 Reduce 0.02% <0.01 $128.35–147.20 · VW $135.86i $655,055,000 SEC
2019   Q3 4,794,135 7.02 Add 7.55% 0.49 $131.59–140.45 · VW $135.96i $657,276,000 SEC
2019   Q2 4,457,400 6.67 Add 3.67% 0.24 $123.88–137.11 · VW $132.57i $584,499,000 SEC
2019   Q1 4,299,461 6.27 Add 4.98% 0.30 $114.26–130.90 · VW $124.39i $526,899,000 SEC
2018   Q4 4,095,362 6.40 Reduce 0.29% 0.02 $105.03–120.91 · VW $113.86i $452,456,000 SEC
2018   Q3 4,107,118 5.73 Add 10.02% 0.52 $104.53–122.00 · VW $116.16i $459,176,000 SEC
2018   Q2 3,732,933 5.46 Reduce 3.84% 0.21 $99.65–118.44 · VW $110.03i $406,404,000 SEC
2018   Q1 3,881,818 5.53 Add 0.43% 0.02 $95.94–113.90 · VW $103.36i $423,700,000 SEC
2017   Q4 3,865,025 5.92 Add 5.16% 0.29 $107.94–122.51 · VW $113.39i $463,494,000 SEC
2017   Q3 3,675,363 5.53 Reduce 0.39% 0.02 $106.19–117.38 · VW $113.36i $409,546,000 SEC
2017   Q2 3,689,912 5.84 Reduce 3.16% 0.19 $112.25–119.39 · VW $115.79i $426,148,000 SEC
2017   Q1 3,810,409 5.97 Reduce 0.16% <0.01 $108.47–118.12 · VW $114.49i $426,232,000 SEC
2016   Q4 3,816,505 5.85 Reduce 0.04% <0.01 $98.50–110.60 · VW $106.49i $399,321,000 SEC
2016   Q3 3,818,153 6.21 Add 8.78% 0.50 $100.10–109.71 · VW $103.30i $415,301,000 SEC
2016   Q2 3,510,016 5.77 Reduce 1.10% 0.06 $100.30–110.94 · VW $106.00i $371,851,000 SEC
2016   Q1 3,548,971 5.80 Add 1.20% 0.07 $97.54–106.94 · VW $101.88i $363,699,000 SEC
2015   Q4 3,506,991 5.88 Add 0.16% <0.01 $93.25–101.70 · VW $97.59i $350,419,000 SEC
2015   Q3 3,501,471 5.81 Add 0.67% 0.04 $90.43–103.44 · VW $98.01i $330,189,000 SEC
2015   Q2 3,478,300 5.19 Add 0.02% <0.01 $76.48–100.61 · VW $90.01i $324,665,000 SEC
2015   Q1 3,477,632 5.08 Reduce 8.72% 0.49 $92.24–99.30 · VW $95.99i $332,531,000 SEC
2014   Q4 3,809,660 5.57 Reduce 2.00% 0.11 $92.43–100.76 · VW $97.39i $360,241,000 SEC
2014   Q3 3,887,277 5.74 Reduce 7.61% 0.43 $89.82–100.70 · VW $96.87i $361,867,000 SEC
2014   Q2 4,207,495 5.66 Reduce 3.92% 0.21 $86.71–93.51 · VW $90.90i $375,898,000 SEC
2014   Q1 4,378,965 5.27 Add 1.26% 0.07 $79.10–88.48 · VW $85.30i $365,644,000 SEC
2013   Q4 4,324,280 5.09 Add 12.15% 0.55 $77.01–84.52 · VW $80.53i $358,656,000 SEC
2013   Q3 3,855,835 4.74 Add 0.92% 0.04 $78.32–86.73 · VW $83.17i $306,539,000 SEC
2013   Q2 3,820,630 5.12 Reduce 9.13% 0.51 $78.20–87.06 · VW $81.66i $312,489,000 SEC
2013   Q1 4,204,441 5.56 Add 3.33% 0.18 $75.37–84.78 · VW $80.31i $332,613,000 SEC
2012   Q4 4,068,856 5.21 Reduce 2.35% 0.12 $67.39–76.33 · VW $73.16i $278,431,000 SEC
2012   Q3 4,166,677 5.28 Add 1.06% 0.06 $67.72–72.68 · VW $70.20i $294,875,000 SEC
2012   Q2 4,122,959 5.31 Reduce 2.25% 0.11 $66.66–73.66 · VW $70.92i $291,328,000 SEC
2012   Q1 4,217,865 4.83 Reduce 0.38% 0.02 $62.15–69.34 · VW $66.45i $279,855,000 SEC
2011   Q4 4,233,854 5.27 Add 2.57% 0.13 $62.33–67.19 · VW $64.15i $280,916,000 SEC
2011   Q3 4,127,750 2.61 Add 3.58% 0.09 $58.50–66.65 · VW $63.05i $255,507,000 SEC
2011   Q2 3,985,125 4.89 Add 0.46% 0.02 $60.10–70.87 · VW $65.13i $280,672,000 SEC
2011   Q1 3,966,964 4.68 Add 16.11% 0.65 $62.05–71.89 · VW $68.35i $255,512,000 SEC
2010   Q4 3,416,644 4.64 Add 45.59% 1.45 $62.56–67.46 · VW $64.48i $223,209,000 SEC
2010   Q3 2,346,721 1.93 Add 0.11% <0.01 $63.43–68.11 · VW $65.39i $155,916,000 SEC
2010   Q2 2,344,213 2.02 Add 13.04% 0.23 $60.32–66.83 · VW $63.78i $142,880,000 SEC
2010   Q1 2,073,793 1.91 Add 1.37% 0.03 $61.04–67.61 · VW $63.85i $137,202,000 SEC
2009   Q4 2,045,697 3.94 Add 4.98% 0.19 $58.75–64.48 · VW $61.90i $124,378,000 SEC
2009   Q3 1,948,723 2.06 Add 2.75% 0.06 $55.69–63.27 · VW $60.39i $114,312,000 SEC
2009   Q2 1,896,546 2.19 Add 0.33% <0.01 $52.11–59.64 · VW $56.14i $104,234,000 SEC
2009   Q1 1,890,363 2.28 Reduce 9.08% 0.22 $45.39–56.95 · VW $51.46i $97,316,000 SEC
2008   Q4 2,079,072 2.40 Reduce 0.03% <0.01 $43.78–56.93 · VW $49.62i $113,871,000 SEC
2008   Q3 2,079,614 2.48 Add 23.18% 0.47 $49.74–75.25 · VW $60.56i $148,214,000 SEC
2008   Q2 1,688,270 2.07 Add 1.25% 0.03 $63.28–70.83 · VW $67.53i $107,357,000 SEC
2008   Q1 1,667,479 2.18 Reduce 1.91% 0.04 $66.81–72.35 · VW $69.15i $120,392,000 SEC
2007   Q4 1,699,882 2.10 Reduce 0.81% 0.02 $66.30–79.79 · VW $71.88i $129,021,000 SEC
2007   Q3 1,713,687 2.05 Add 3.52% 0.07 $66.63–77.41 · VW $73.74i $125,545,000 SEC
2007   Q2 1,655,387 1.87 Add 2.70% 0.05 $64.25–70.25 · VW $67.51i $107,352,000 SEC
2007   Q1 1,611,872 1.88 Add 0.72% 0.01 $61.89–69.64 · VW $66.62i $102,451,000 SEC
2006   Q4 1,600,347 3.71 Add 3.01% 0.11 $61.46–65.54 · VW $63.38i $100,102,000 SEC
2006   Q3 1,553,647 4.16 Reduce 0.39% 0.02 $61.15–65.99 · VW $63.04i $101,391,000 SEC
2006   Q2 1,559,797 4.05 Reduce 5.67% 0.22 $58.55–65.99 · VW $63.27i $93,650,000 SEC
2006   Q1 1,653,547 3.86 Reduce 14.30% 0.60 $56.51–60.77 · VW $59.25i $95,558,000 SEC
2005   Q4 1,929,397 4.21 Reduce 13.42% 0.59 $56.00–60.34 · VW $58.48i $113,989,000 SEC
2005   Q3 2,228,347 4.38 Add 0.41% 0.02 $53.55–60.10 · VW $57.62i $126,370,000 SEC
2005   Q2 2,219,347 4.05 Add 0.80% 0.03 $52.07–57.04 · VW $54.65i $119,689,000 SEC
2005   Q1 2,201,687 4.00 Add 3.24% 0.13 $51.75–57.20 · VW $55.07i $116,755,000 SEC
2004   Q4 2,132,587 3.90 Add 7.19% 0.26 $50.00–55.71 · VW $53.19i $111,321,000 SEC
2004   Q3 1,989,587 3.85 Add 24.04% 0.75 $47.37–52.49 · VW $49.92i $96,793,000 SEC
2004   Q2 1,604,037 3.55 Add 12.31% 0.39 $48.41–55.71 · VW $51.37i $86,426,000 SEC
2004   Q1 1,428,277 3.71 Add 104.58% 1.90 $50.28–55.48 · VW $53.04i $76,913,000 SEC
2003   Q4 698,152 1.68 Add 8464.18% 1.66 $45.30–52.42 · VW $49.87i $32,548,000 SEC
2003   Q3 8,152 0.02 $45.88 $374,000 SEC
2003   Q2 8,152 0.02 Reduce 4.68% <0.01 $43.10–47.98 · VW $45.21i $363,000 SEC
2003   Q1 8,552 0.03 Add 11.76% <0.01 $36.24–44.60 · VW $41.68i $342,080 SEC
2002   Q4 7,652 0.03 Reduce 2.55% <0.01 $37.85–44.06 · VW $40.08i $323,000 SEC
2002   Q3 7,852 0.05 Add 2.61% <0.01 $34.00–45.30 · VW $40.59i $290,131,000 SEC
2002   Q2 7,652 0.07 $48,199.95 $368,826,000 SEC
2002   Q1 7,652 0.11 Reduce 14.04% 0.03 $48.87–53.50 · VW $51.45i $394,078,000 SEC
2001   Q4 8,902 0.20 Add 12.66% 0.02 $46.45–51.20 · VW $49.38i $433,438,000 SEC
2001   Q3 7,902 0.27 Add 20.60% 0.05 $45.76–50.46 · VW $48.28i $383,247,000 SEC
2001   Q2 6,552 0.19 $44,199.94 $289,598,000 SEC
2001   Q1 6,552 0.22 $43,949.94 $287,960,000 SEC
2000   Q4 6,552 0.22 Reduce 7.09% 0.02 $41.50–49.94 · VW $45.84i $324,717,000 SEC
2000   Q3 7,052 0.23 Buy 0.23 $41.31–49.44 · VW $45.38i $324,392,000 SEC
Price snapshot:
Current price$138.49
Avg. buy price$116.19
+/- since buy19.19%
52-week low$128.66
52-week high$168.19