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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 Q2 2016 it was held by 13 managers with an aggregate reported value of $2.18B, which is 0.31% of the combined portfolio.

As of Q2 2016, 13 tracked institutional managers held PEP (PepsiCo, Inc.) with an aggregate reported value of $2.18B0.31% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2016
Ticker
PEP

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

Holders

1Yacktman Asset Management - Yacktman Asset Management9.31%Reduce -20.8%10,614,023$1.12B
2Terry Smith - Fundsmith6.16%Add +13.6%3,540,086$375.04M
3Jensen Investment Management - Jensen Investment Management5.77%Reduce -1.1%3,510,016$371.85M
4Lindsell Train - Lindsell Train7.45%Add +10.3%1,290,650$136.73M
5First Eagle - First Eagle Investment Management0.32%Add +88.0%1,194,952$126.59M
6Thomas Gayner - Markel Asset Management0.41%Add +4.2%145,100$15.37M
7David Katz - Matrix Asset Advisors2.49%Reduce -0.9%120,598$12.78M
8Robert Olstein - Olstein Capital Management0.66%-46,000$4.87M
9Ruane Cunniff LP - Ruane Cunniff LP0.04%Reduce -4.8%42,462$4.5M
10Thomas Russo - Gardner Russo & Quinn0.03%Reduce -4.1%35,148$3.72M
11Mairs & Power Growth Fund - Mairs & Power Growth Fund0.02%Add +1.8%11,637$1.23M
12Dodge & Cox - Dodge & Cox0.00%Reduce -1.5%6,245$662K
13David Rolfe - Wedgewood Partners0.01%Reduce -4.7%3,145$333K
Loading holder history for PEP