Tom Russo's PEP Position Overview
Tom Russo (via Gardner Russo & Quinn LLC) currently holds 10,960 shares of PepsiCo, Inc. (PEP) worth $1.54 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Tom Russo has maintained a long-term strategic position in PEP, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 1,914 shares. Largest reduction occurred in Q1 2014, reducing 13,123 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Russo's PepsiCo (PEP) Holding Value Over Time
Track share changes against reported price movement
Quarterly PepsiCo (PEP) Trades by Tom Russo
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +60,853 | Add 0.00% | 60,852 | $81.79 |
| Q3 2013 | -1,624 | Reduce 2.67% | 59,228 | $79.51 |
| Q4 2013 | -1,007 | Reduce 1.70% | 58,221 | $82.94 |
| Q1 2014 | -13,123 | Reduce 22.54% | 45,098 | $83.51 |
| Q2 2014 | -859 | Reduce 1.90% | 44,239 | $89.33 |
| Q3 2014 | -850 | Reduce 1.92% | 43,389 | $93.09 |
| Q4 2014 | -1,125 | Reduce 2.59% | 42,264 | $94.57 |
| Q1 2015 | -1,323 | Reduce 3.13% | 40,941 | $95.63 |
| Q2 2015 | -1,049 | Reduce 2.56% | 39,892 | $93.33 |
| Q3 2015 | -99 | Reduce 0.25% | 39,793 | $94.29 |
| Q4 2015 | -682 | Reduce 1.71% | 39,111 | $99.92 |
| Q1 2016 | -2,464 | Reduce 6.30% | 36,647 | $102.49 |
| Q2 2016 | -1,499 | Reduce 4.09% | 35,148 | $105.95 |
| Q3 2016 | +1,914 | Add 5.45% | 37,062 | $108.76 |
| Q4 2016 | -195 | Reduce 0.53% | 36,867 | $104.62 |
| Q1 2017 | -948 | Reduce 2.57% | 35,919 | $111.86 |
| Q2 2017 | -700 | Reduce 1.95% | 35,219 | $115.48 |
| Q3 2017 | -19 | Reduce 0.05% | 35,200 | $111.42 |
| Q4 2017 | -1,025 | Reduce 2.91% | 34,175 | $119.91 |
| Q1 2018 | -578 | Reduce 1.69% | 33,597 | $109.15 |
| Q2 2018 | -1,423 | Reduce 4.24% | 32,174 | $108.88 |
| Q3 2018 | -199 | Reduce 0.62% | 31,975 | $111.81 |
| Q4 2018 | -4,054 | Reduce 12.68% | 27,921 | $110.49 |
| Q1 2019 | -1,254 | Reduce 4.49% | 26,667 | $122.55 |
| Q2 2019 | -391 | Reduce 1.47% | 26,276 | $131.15 |
| Q3 2019 | -531 | Reduce 2.02% | 25,745 | $137.11 |
| Q4 2019 | -1,677 | Reduce 6.51% | 24,068 | $136.65 |
| Q1 2020 | -594 | Reduce 2.47% | 23,474 | $120.09 |
| Q2 2020 | +201 | Add 0.86% | 23,675 | $132.25 |
| Q3 2020 | -13 | Reduce 0.05% | 23,662 | $138.62 |
| Q4 2020 | -100 | Reduce 0.42% | 23,562 | $148.29 |
| Q1 2021 | -513 | Reduce 2.18% | 23,049 | $141.44 |
| Q2 2021 | -193 | Reduce 0.84% | 22,856 | $148.19 |
| Q3 2021 | -109 | Reduce 0.48% | 22,747 | $150.39 |
| Q4 2021 | -991 | Reduce 4.36% | 21,756 | $173.70 |
| Q1 2022 | -89 | Reduce 0.41% | 21,667 | $167.40 |
| Q2 2022 | -482 | Reduce 2.22% | 21,185 | $166.67 |
| Q3 2022 | -320 | Reduce 1.51% | 20,865 | $163.24 |
| Q4 2022 | -1,088 | Reduce 5.21% | 19,777 | $180.66 |
| Q1 2023 | -5,338 | Reduce 26.99% | 14,439 | $182.30 |
| Q2 2023 | -376 | Reduce 2.60% | 14,063 | $185.22 |
| Q3 2023 | -15 | Reduce 0.11% | 14,048 | $169.44 |
| Q4 2023 | -1,000 | Reduce 7.12% | 13,048 | $169.84 |
| Q1 2024 | -605 | Reduce 4.64% | 12,443 | $175.01 |
| Q2 2024 | -77 | Reduce 0.62% | 12,366 | $164.92 |
| Q3 2024 | -124 | Reduce 1.00% | 12,242 | $170.05 |
| Q4 2024 | -714 | Reduce 5.83% | 11,528 | $152.06 |
| Q1 2025 | -549 | Reduce 4.76% | 10,979 | $149.94 |
| Q2 2025 | -19 | Reduce 0.17% | 10,960 | $132.04 |
Tom Russo's PepsiCo Investment FAQs
Tom Russo first purchased PepsiCo, Inc. (PEP) in Q2 2013, acquiring 60,852 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo has held PepsiCo, Inc. (PEP) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo's largest addition to PepsiCo, Inc. (PEP) was in Q2 2013, adding 60,852 shares worth $4.98 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 10,960 shares of PepsiCo, Inc. (PEP), valued at approximately $1.54 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, PepsiCo, Inc. (PEP) represents approximately 0.02% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo's peak holding in PepsiCo, Inc. (PEP) was 60,852 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.