Nick Train trimmed PEP · PepsiCo, Inc.
$121M · now 5.1% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$140 now
OUR VALUE
$140 today
low $87mid $116high $145
3 models, as of 2026-11-02.
They sold inside our value range.
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