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Disclosery

MAI Capital Management: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on PEP, newest first. How the timeline and the estimate are built.

MAI Capital Management held 364,714 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 364,714 shares
    Change vs previous 13F +25,084 shares

    0.19% of the 13F portfolio, value $49,382,315.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 339,630 shares
    Change vs previous 13F -2,575 shares

    0.3% of the 13F portfolio, value $52,741,114.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 342,205 shares
    Change vs previous 13F +14,566 shares

    0.28% of the 13F portfolio, value $49,113,309.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 327,639 shares
    Change vs previous 13F +9,387 shares

    0.29% of the 13F portfolio, value $46,013,667.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 318,252 shares
    Change vs previous 13F -26,188 shares

    0.29% of the 13F portfolio, value $42,021,966.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 344,440 shares
    Change vs previous 13F -262 shares

    0.39% of the 13F portfolio, value $51,645,323.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 344,702 shares
    Change vs previous 13F +69,530 shares

    0.39% of the 13F portfolio, value $52,415,366.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 275,172 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $46,793,012.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).