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Equibles

MARTINGALE ASSET MANAGEMENT L P

Position in PEP — Pepsico Inc

CIK 936944 BOSTON, MA
Back to PEP Full portfolio

Position in PEP

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$23,873,863
-$3,869,471 QoQ
Shares Held
176,321
-1.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 70% Shared 0% None 30%

Common Shares in PEP Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $72,848,321 across 6 Beverages - Non-Alcoholic names. PEP ranks #2 (32.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KO
Coca Cola Co
 338,464 $27,506,969
2 PEP
Pepsico Inc
This page 		176,321 $23,873,863
3 COKE
Coca-Cola Consolidated, Inc.
 50,075 $9,560,319
4 MNST
Monster Beverage Corp
 175,814 $8,449,620
5 COCO
Vita Coco Company, Inc.
 31,508 $2,083,939
6 FIZZ
National Beverage Corp
 44,026 $1,373,611

All Filings in PEP

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,873,863 176,321
2026-03-31 $27,743,334 178,655
2025-12-31 $25,851,540 180,125
2025-09-30 $25,042,699 178,316
2025-06-30 $24,207,157 183,332
2025-03-31 $25,876,795 172,581
2024-12-31 $27,553,119 181,199
2024-09-30 $32,084,523 188,677
2024-06-30 $36,317,585 220,200
2024-03-31 $42,489,452 242,783
2023-12-31 $43,966,310 258,869
2023-09-30 $47,254,952 278,889
2023-06-30 $54,164,254 292,432
2023-03-31 $57,396,425 314,846
2022-12-31 $58,329,874 322,871
2022-09-30 $57,118,959 349,865
2022-06-30 $60,421,415 362,543
2022-03-31 $67,619,845 403,990
2021-12-31 $78,560,347 452,250
2021-09-30 $75,547,031 502,274
2021-06-30 $88,421,484 596,757
2021-03-31 $89,632,620 633,670
2020-12-31 $94,336,447 636,119
2020-09-30 $81,669,772 589,248
2020-06-30 $75,718,717 572,499
2020-03-31 $71,321,144 593,848