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Saratoga Research & Investment Management: PEP position timeline

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

Saratoga Research & Investment Management held 164,728 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,728 shares
    Change vs previous 13F -8,589 shares

    1.22% of the 13F portfolio, value $22,304,187.

    13F-HR 0001477872-26-000004 filed by Saratoga Research & Investment 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 173,317 shares
    Change vs previous 13F +1,035 shares

    1.53% of the 13F portfolio, value $26,914,397.

    13F-HR 0001477872-26-000003 filed by Saratoga Research & Investment 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 172,282 shares
    Change vs previous 13F -9,223 shares

    1.3% of the 13F portfolio, value $24,725,913.

    13F-HR 0001477872-26-000001 filed by Saratoga Research & Investment 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 181,505 shares
    Change vs previous 13F +14,070 shares

    1.33% of the 13F portfolio, value $25,490,562.

    13F-HR 0001477872-25-000007 filed by Saratoga Research & Investment 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 167,435 shares
    Change vs previous 13F +1,905 shares

    1.18% of the 13F portfolio, value $22,108,117.

    13F-HR 0001477872-25-000005 filed by Saratoga Research & Investment 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 165,530 shares
    Change vs previous 13F +586 shares

    1.31% of the 13F portfolio, value $24,819,568.

    13F-HR 0001477872-25-000004 filed by Saratoga Research & Investment 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 164,944 shares
    Change vs previous 13F -10,439 shares

    1.27% of the 13F portfolio, value $25,081,385.

    13F-HR 0001477872-25-000002 filed by Saratoga Research & Investment 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 175,383 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $29,823,794.

    13F-HR 0001477872-24-000005 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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