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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 2018 it was held by 10 managers with an aggregate reported value of $2.52B, which is 0.28% of the combined portfolio.

As of Q2 2018, 10 tracked institutional managers held PEP (PepsiCo, Inc.) with an aggregate reported value of $2.52B0.28% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2018
Ticker
PEP

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

Holders

1Yacktman Asset Management - Yacktman Asset Management10.62%Add +0.6%7,852,617$854.91M
2Terry Smith - Fundsmith6.22%Add +16.7%7,681,927$836.33M
3Jensen Investment Management - Jensen Investment Management5.46%Reduce -3.8%3,732,933$406.4M
4Lindsell Train - Lindsell Train9.37%Add +9.4%3,473,000$378.11M
5David Katz - Matrix Asset Advisors3.10%Add +12.0%172,707$18.8M
6Thomas Gayner - Markel Asset Management0.29%-145,600$15.85M
7Thomas Russo - Gardner Russo & Quinn0.03%Reduce -4.2%32,174$3.5M
8Mairs & Power Growth Fund - Mairs & Power Growth Fund0.02%Reduce -6.2%12,807$1.39M
9Robert Olstein - Olstein Capital Management0.13%Reduce -69.0%9,300$1.01M
10Dodge & Cox - Dodge & Cox0.00%-4,245$462K
Loading holder history for PEP