Robert Millen - Jensen Investment Management Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  PepsiCo Inc. (PEP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 81,335 0.25 Reduce 0.81% <0.01 $155.29 $12,630,512 SEC
2025   Q4 82,002 0.19 Reduce 11.29% 0.02 $143.52 $11,768,927 SEC
2025   Q3 92,436 0.16 Reduce 11.26% 0.02 $140.44 $12,981,712 SEC
2025   Q2 104,162 0.16 Reduce 90.28% 1.61 $132.04 $13,753,550 SEC
2025   Q1 1,071,955 1.78 Reduce 58.03% 2.04 $149.94 $160,728,933 SEC
2024   Q4 2,554,303 3.52 Reduce 1.43% 0.05 $152.06 $388,407,314 SEC
2024   Q3 2,591,236 3.68 Reduce 5.38% 0.20 $170.05 $440,639,682 SEC
2024   Q2 2,738,711 3.70 Reduce 11.87% 0.49 $164.93 $451,695,605 SEC
2024   Q1 3,107,551 4.15 Reduce 35.59% 2.21 $175.01 $543,852,501 SEC
2023   Q4 4,824,344 6.21 Reduce 2.10% 0.14 $169.84 $819,366,585 SEC
2023   Q3 4,927,822 6.60 Add 2.66% 0.17 $169.44 $834,970,160 SEC
2023   Q2 4,800,258 6.52 Add 1.15% 0.07 $185.22 $889,103,787 SEC
2023   Q1 4,745,892 6.77 Reduce 3.71% 0.26 $180.83 $858,199,650 SEC
2022   Q4 4,928,971 6.96 Add 2.69% 0.18 $180.66 $890,467,975 SEC
2022   Q3 4,800,068 6.82 Reduce 0.44% 0.03 $163.26 $783,659,000 SEC
2022   Q2 4,821,448 6.65 Reduce 4.22% 0.27 $166.66 $803,543,000 SEC
2022   Q1 5,033,761 6.29 Add 0.64% 0.04 $167.38 $842,551,000 SEC
2021   Q4 5,001,598 6.11 Reduce 0.59% 0.04 $173.71 $868,828,000 SEC
2021   Q3 5,031,471 6.00 Reduce 6.19% 0.37 $150.41 $756,784,000 SEC
2021   Q2 5,363,441 6.01 Reduce 0.85% 0.05 $148.17 $794,701,000 SEC
2021   Q1 5,409,693 6.12 Add 1.64% 0.10 $141.45 $765,201,000 SEC
2020   Q4 5,322,282 6.54 Add 0.47% 0.03 $148.30 $789,294,000 SEC
2020   Q3 5,297,453 6.50 Add 0.14% <0.01 $138.60 $734,227,000 SEC
2020   Q2 5,289,882 6.70 Add 0.20% 0.01 $132.26 $699,640,000 SEC
2020   Q1 5,279,378 7.10 Add 10.15% 0.65 $120.10 $634,053,000 SEC
2019   Q4 4,792,970 6.50 Reduce 0.02% <0.01 $136.67 $655,055,000 SEC
2019   Q3 4,794,135 7.02 Add 7.55% 0.49 $137.10 $657,276,000 SEC
2019   Q2 4,457,400 6.67 Add 3.67% 0.24 $131.13 $584,499,000 SEC
2019   Q1 4,299,461 6.27 Add 4.98% 0.30 $122.55 $526,899,000 SEC
2018   Q4 4,095,362 6.40 Reduce 0.29% 0.02 $110.48 $452,456,000 SEC
2018   Q3 4,107,118 5.73 Add 10.02% 0.52 $111.80 $459,176,000 SEC
2018   Q2 3,732,933 5.46 Reduce 3.84% 0.21 $108.87 $406,404,000 SEC
2018   Q1 3,881,818 5.53 Add 0.43% 0.02 $109.15 $423,700,000 SEC
2017   Q4 3,865,025 5.92 Add 5.16% 0.29 $119.92 $463,494,000 SEC
2017   Q3 3,675,363 5.53 Reduce 0.39% 0.02 $111.43 $409,546,000 SEC
2017   Q2 3,689,912 5.84 Reduce 3.16% 0.19 $115.49 $426,148,000 SEC
2017   Q1 3,810,409 5.97 Reduce 0.16% <0.01 $111.86 $426,232,000 SEC
2016   Q4 3,816,505 5.85 Reduce 0.04% <0.01 $104.63 $399,321,000 SEC
2016   Q3 3,818,153 6.21 Add 8.78% 0.50 $108.77 $415,301,000 SEC
2016   Q2 3,510,016 5.77 Reduce 1.10% 0.06 $105.94 $371,851,000 SEC
2016   Q1 3,548,971 5.80 Add 1.20% 0.07 $102.48 $363,699,000 SEC
2015   Q4 3,506,991 5.88 Add 0.16% <0.01 $99.92 $350,419,000 SEC
2015   Q3 3,501,471 5.81 Add 0.67% 0.04 $94.30 $330,189,000 SEC
2015   Q2 3,478,300 5.19 Add 0.02% <0.01 $93.34 $324,665,000 SEC
2015   Q1 3,477,632 5.08 Reduce 8.72% 0.49 $95.62 $332,531,000 SEC
2014   Q4 3,809,660 5.57 Reduce 2.00% 0.11 $94.56 $360,241,000 SEC
2014   Q3 3,887,277 5.74 Reduce 7.61% 0.43 $93.09 $361,867,000 SEC
2014   Q2 4,207,495 5.66 Reduce 3.92% 0.21 $89.34 $375,898,000 SEC
2014   Q1 4,378,965 5.27 Add 1.26% 0.07 $83.50 $365,644,000 SEC
2013   Q4 4,324,280 5.09 Add 12.15% 0.55 $82.94 $358,656,000 SEC
2013   Q3 3,855,835 4.74 Add 0.92% 0.04 $79.50 $306,539,000 SEC
2013   Q2 3,820,630 5.12 Reduce 9.13% 0.51 $81.79 $312,489,000 SEC
2013   Q1 4,204,441 5.56 Add 3.33% 0.18 $79.11 $332,613,000 SEC
2012   Q4 4,068,856 5.21 Reduce 2.35% 0.12 $68.43 $278,431,000 SEC
2012   Q3 4,166,677 5.28 Add 1.06% 0.06 $70.77 $294,875,000 SEC
2012   Q2 4,122,959 5.31 Reduce 2.25% 0.11 $70.66 $291,328,000 SEC
2012   Q1 4,217,865 4.83 Reduce 0.38% 0.02 $66.35 $279,855,000 SEC
2011   Q4 4,233,854 5.27 Add 2.57% 0.13 $66.35 $280,916,000 SEC
2011   Q3 4,127,750 2.61 Add 3.58% 0.09 $61.90 $255,507,000 SEC
2011   Q2 3,985,125 4.89 Add 0.46% 0.02 $70.43 $280,672,000 SEC
2011   Q1 3,966,964 4.68 Add 16.11% 0.65 $64.41 $255,512,000 SEC
2010   Q4 3,416,644 4.64 Add 45.59% 1.45 $65.33 $223,209,000 SEC
2010   Q3 2,346,721 1.93 Add 0.11% <0.01 $66.44 $155,916,000 SEC
2010   Q2 2,344,213 2.02 Add 13.04% 0.23 $60.95 $142,880,000 SEC
2010   Q1 2,073,793 1.91 Add 1.37% 0.03 $66.16 $137,202,000 SEC
2009   Q4 2,045,697 3.94 Add 4.98% 0.19 $60.80 $124,378,000 SEC
2009   Q3 1,948,723 2.06 Add 2.75% 0.06 $58.66 $114,312,000 SEC
2009   Q2 1,896,546 2.19 Add 0.33% <0.01 $54.96 $104,234,000 SEC
2009   Q1 1,890,363 2.28 Reduce 9.08% 0.22 $51.48 $97,316,000 SEC
2008   Q4 2,079,072 2.40 Reduce 0.03% <0.01 $54.77 $113,871,000 SEC
2008   Q3 2,079,614 2.48 Add 23.18% 0.47 $71.27 $148,214,000 SEC
2008   Q2 1,688,270 2.07 Add 1.25% 0.03 $63.59 $107,357,000 SEC
2008   Q1 1,667,479 2.18 Reduce 1.91% 0.04 $72.20 $120,392,000 SEC
2007   Q4 1,699,882 2.10 Reduce 0.81% 0.02 $75.90 $129,021,000 SEC
2007   Q3 1,713,687 2.05 Add 3.52% 0.07 $73.26 $125,545,000 SEC
2007   Q2 1,655,387 1.87 Add 2.70% 0.05 $64.85 $107,352,000 SEC
2007   Q1 1,611,872 1.88 Add 0.72% 0.01 $63.56 $102,451,000 SEC
2006   Q4 1,600,347 3.71 Add 3.01% 0.11 $62.55 $100,102,000 SEC
2006   Q3 1,553,647 4.16 Reduce 0.39% 0.02 $65.26 $101,391,000 SEC
2006   Q2 1,559,797 4.05 Reduce 5.67% 0.22 $60.04 $93,650,000 SEC
2006   Q1 1,653,547 3.86 Reduce 14.30% 0.60 $57.79 $95,558,000 SEC
2005   Q4 1,929,397 4.21 Reduce 13.42% 0.59 $59.08 $113,989,000 SEC
2005   Q3 2,228,347 4.38 Add 0.41% 0.02 $56.71 $126,370,000 SEC
2005   Q2 2,219,347 4.05 Add 0.80% 0.03 $53.93 $119,689,000 SEC
2005   Q1 2,201,687 4.00 Add 3.24% 0.13 $53.03 $116,755,000 SEC
2004   Q4 2,132,587 3.90 Add 7.19% 0.26 $52.20 $111,321,000 SEC
2004   Q3 1,989,587 3.85 Add 24.04% 0.75 $48.65 $96,793,000 SEC
2004   Q2 1,604,037 3.55 Add 12.31% 0.39 $53.88 $86,426,000 SEC
2004   Q1 1,428,277 3.71 Add 104.58% 1.90 $53.85 $76,913,000 SEC
2003   Q4 698,152 1.69 Add 8,464.18% 1.67 $46.62 $32,548,000 SEC
2003   Q3 8,152 0.02 $45.88 $374,000 SEC
2003   Q2 8,152 0.02 Reduce 4.68% <0.01 $44.53 $363,000 SEC
2003   Q1 8,552 0.03 Add 11.76% <0.01 $40,000.00 $342,080,000 SEC
2002   Q4 7,652 0.03 Reduce 2.55% <0.01 $42.21 $323,000 SEC
2002   Q3 7,852 0.05 Add 2.61% <0.01 $36,949.95 $290,131,000 SEC
2002   Q2 7,652 0.07 $48,199.95 $368,826,000 SEC
2002   Q1 7,652 0.11 Reduce 14.04% 0.03 $51,500.00 $394,078,000 SEC
2001   Q4 8,902 0.20 Add 12.66% 0.02 $48,689.96 $433,438,000 SEC
2001   Q3 7,902 0.26 Add 20.60% 0.04 $48,500.00 $383,247,000 SEC
2001   Q2 6,552 0.19 $44,199.94 $289,598,000 SEC
2001   Q1 6,552 0.22 $43,949.94 $287,960,000 SEC
2000   Q4 6,552 0.22 Reduce 7.09% 0.02 $49,559.98 $324,717,000 SEC
2000   Q3 7,052 0.23 Buy 0.23 $46,000.00 $324,392,000 SEC