Skip to main content

McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

PEP holding history

PepsiCo Inc in every 13F filed by McDaniel Terry & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEP overviewAll 13F holders of PEPFull Q2 2026 holdings

Shares (Q2 2026)
15,592
Value
$2.11M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of PEP by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,592$2.11M0.2%+40.0%AddedHolders
Q1 202615,588$2.42M0.2%−1,426−8.4%ReducedHolders
Q4 202517,014$2.44M0.2%−3,154−15.6%ReducedHolders
Q3 202520,168$2.83M0.2%−1,948−8.8%ReducedHolders
Q2 202522,116$2.92M0.2%−23,159−51.2%ReducedHolders
Q1 202545,275$6.79M0.6%−136,870−75.1%ReducedHolders
Q4 2024182,145$27.7M2.3%+8,452+4.9%AddedHolders
Q3 2024173,693$29.5M2.5%+2,827+1.7%AddedHolders
Q2 2024170,866$28.2M2.5%+2,658+1.6%AddedHolders
Q1 2024168,208$29.4M2.6%−1,831−1.1%ReducedHolders
Q4 2023170,039$28.9M2.8%−2,606−1.5%ReducedHolders
Q3 2023172,645$29.3M3.0%+1,319+0.8%AddedHolders
Q2 2023171,326$31.7M3.2%−2,122−1.2%ReducedHolders
Q1 2023173,448$31.6M3.4%+760+0.4%AddedHolders
Q4 2022172,688$31.2M3.6%−601−0.3%ReducedHolders
Q3 2022173,289$28.3M3.7%+1,026+0.6%AddedHolders
Q2 2022172,263$28.7M3.5%+1,881+1.1%AddedHolders
Q1 2022170,382$28.5M3.1%−569−0.3%ReducedHolders
Q4 2021170,951$29.7M3.0%+4,693+2.8%AddedHolders
Q3 2021166,258$25.0M2.9%+1,484+0.9%AddedHolders
Q2 2021164,774$24.4M2.8%+696+0.4%AddedHolders
Q1 2021164,078$23.2M2.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.