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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 2019 it was held by 10 managers with an aggregate reported value of $3.19B, which is 0.36% of the combined portfolio.

As of Q2 2019, 10 tracked institutional managers held PEP (PEPSICO INC) with an aggregate reported value of $3.19B0.36% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2019
Ticker
PEP

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

Holders

1Terry Smith - Fundsmith5.65%Add +0.1%8,275,341$1.09B
2Yacktman Asset Management - Yacktman Asset Management10.52%Reduce -10.8%6,681,723$876.17M
3Lindsell Train - Lindsell Train10.13%Add +6.8%4,553,183$596.65M
4Jensen Investment Management - Jensen Investment Management6.67%Add +3.7%4,457,400$584.5M
5Thomas Gayner - Markel Asset Management0.29%-145,600$19.09M
6David Katz - Matrix Asset Advisors2.59%Reduce -30.7%111,548$14.63M
7Lee Ainslie - Maverick Capital0.12%New65,260$8.56M
8Thomas Russo - Gardner Russo & Quinn0.03%Reduce -1.5%26,276$3.45M
9Mairs & Power Growth Fund - Mairs & Power Growth Fund0.02%Reduce -0.2%14,402$1.89M
10Dodge & Cox - Dodge & Cox0.00%Reduce -7.2%5,145$675K
Loading holder history for PEP