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 Q4 2014 it was held by 15 managers with an aggregate reported value of $4.87B, which is 0.63% of the combined portfolio.
As of Q4 2014, 15 tracked institutional managers held PEP (PepsiCo, Inc.) with an aggregate reported value of $4.87B — 0.63% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2014
- Ticker
- PEP
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Yacktman Asset Management - Yacktman Asset Management | 10.58% | Reduce -53.8% | 26,984,307 | $2.55B |
| 2 | Nelson Peltz - Trian Fund Management | 17.91% | - | 17,865,831 | $1.69B |
| 3 | Jensen Investment Management - Jensen Investment Management | 5.57% | Reduce -2.0% | 3,809,660 | $360.24M |
| 4 | Terry Smith - Fundsmith | 6.63% | Add +4.3% | 1,967,897 | $186.08M |
| 5 | David Katz - Matrix Asset Advisors | 2.24% | Reduce -1.9% | 209,881 | $19.85M |
| 6 | Ruane Cunniff LP - Ruane Cunniff LP | 0.09% | Reduce -0.6% | 187,735 | $17.75M |
| 7 | Thomas Gayner - Markel Asset Management | 0.34% | - | 134,300 | $12.7M |
| 8 | Valley Forge Capital Management - Valley Forge Capital Management | 1.47% | Reduce -2.9% | 131,590 | $12.44M |
| 9 | Robert Olstein - Olstein Capital Management | 0.74% | Reduce -31.2% | 64,000 | $6.05M |
| 10 | Thomas Russo - Gardner Russo & Quinn | 0.04% | Reduce -2.6% | 42,264 | $4M |
| 11 | Christopher Bloomstran - Semper Augustus | 1.37% | Reduce -23.7% | 22,643 | $2.14M |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.02% | Reduce -4.7% | 12,251 | $1.16M |
| 13 | Dodge & Cox - Dodge & Cox | 0.00% | Reduce -10.1% | 11,115 | $1.05M |
| 14 | Bill Nygren - Oakmark Funds | 0.00% | Add +2.6% | 7,902 | $747K |
| 15 | Steven Check - Check Capital Management | 0.03% | Add +5.3% | 2,617 | $247K |
Loading holder history for PEP…