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PEP - PepsiCo, Inc.

This page shows which of the focused investors we track hold PEP and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2014 it was held by 12 managers with an aggregate reported value of $3.33B, which is 0.67% of the combined portfolio.

As of Q1 2014, 12 tracked institutional managers held PEP (PepsiCo, Inc.) with an aggregate reported value of $3.33B0.67% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2014
Ticker
PEP

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Yacktman Asset Management - Yacktman Asset Management11.49%New33,019,680$2.76B
2Jensen Investment Management - Jensen Investment Management5.27%Add +1.3%4,378,965$365.64M
3Terry Smith - Fundsmith7.05%Add +30.9%1,609,367$134.38M
4David Katz - Matrix Asset Advisors2.14%Add +27.6%214,007$17.87M
5Valley Forge Capital Management - Valley Forge Capital Management1.73%Add +25.8%192,114$16.04M
6First Eagle - First Eagle Investment Management0.04%Reduce -84.1%165,695$13.84M
7Thomas Gayner - Markel Asset Management0.33%Reduce -0.8%129,300$10.8M
8Robert Olstein - Olstein Capital Management1.25%Add +14.7%109,000$9.1M
9Christopher Bloomstran - Semper Augustus2.39%-49,730$4.15M
10Thomas Russo - Gardner Russo & Quinn0.04%Reduce -22.5%45,098$3.77M
11Mairs & Power Growth Fund - Mairs & Power Growth Fund0.02%Add +5.1%13,058$1.09M
12Dodge & Cox - Dodge & Cox0.00%Reduce -7.9%5,845$488K
Loading holder history for PEP