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Tufton Capital Management: PEP position timeline

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

Tufton Capital Management held 29,114 PEP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,114 shares
    Change vs previous 13F -435 shares

    0.66% of the 13F portfolio, value $3,942,000.

    13F-HR 0001055963-26-000003 filed by Tufton 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 29,549 shares
    Change vs previous 13F -649 shares

    0.83% of the 13F portfolio, value $4,588,000.

    13F-HR 0001055963-26-000002 filed by Tufton 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 30,198 shares
    Change vs previous 13F -150 shares

    0.76% of the 13F portfolio, value $4,334,000.

    13F-HR 0001055963-26-000001 filed by Tufton 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 30,348 shares
    Change vs previous 13F -2,680 shares

    0.76% of the 13F portfolio, value $4,262,000.

    13F-HR 0001055963-25-000005 filed by Tufton 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 33,028 shares
    Change vs previous 13F -1,045 shares

    0.83% of the 13F portfolio, value $4,361,000.

    13F-HR 0001055963-25-000003 filed by Tufton 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 34,073 shares
    Change vs previous 13F -440 shares

    0.98% of the 13F portfolio, value $5,109,005.

    13F-HR 0001055963-25-000002 filed by Tufton 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 34,513 shares
    Change vs previous 13F +180 shares

    0.99% of the 13F portfolio, value $5,248,046.

    13F-HR 0001055963-25-000001 filed by Tufton 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 34,333 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $5,838,326.

    13F-HR 0001055963-24-000004 filed by Tufton Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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