PepsiCo, Inc. (PEP) — Hedge Fund Ownership Q4 2025
PEP
- PepsiCo, Inc. (PEP) is held by 13 of 82 tracked hedge funds, with Lindsell Train (7%) and Yacktman Asset Management (4%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in PEP holdings came from Torray Investment Partners (+11%) and Matrix Asset Advisors (+4%), highlighting conviction.
- The biggest decreases in PEP holdings came from Lindsell Train (-18%) and Yacktman Asset Management (-2%), suggesting profit-taking or de-risking.
- 1 hedge fund exited PEP.
- Overall, hedge funds decreased exposure to PepsiCo, Inc. (PEP) by -9% vs the prior quarter and -43% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Lindsell Train
|
6.56% | 1.8M | -18.15% | -29.51% | $258.6M | $143.52 | — |
| 2 |
Yacktman Asset Management Donald Yacktman
|
4.08% | 2.0M | -1.54% | -3.52% | $291.1M | $143.52 | — |
| 3 |
Torray Investment Partners Robert Torray
|
2.79% | 136K | +10.64% | — | $19.5M | $143.52 | — |
| 4 |
Matrix Asset Advisors David Katz
|
2.64% | 205K | +3.90% | +217.43% | $29.4M | $143.52 | — |
| 5 |
Olstein Capital Management Robert Olstein
|
0.82% | 28K | — | — | $4.0M | $143.54 | — |
| 6 |
Jensen Investment Management
|
0.19% | 82K | -11.29% | -96.79% | $11.8M | $143.52 | — |
| 7 |
Markel Group Tom Gayner
|
0.11% | 96K | — | — | $13.8M | $143.52 | — |
| 8 |
Kahn Brothers Group Irving Kahn
|
0.05% | 2K | — | — | $258,336 | $143.52 | — |
| 9 |
Gardner Russo & Quinn Thomas Russo
|
0.02% | 10K | -10.64% | -15.04% | $1.4M | $143.52 | — |
| 10 |
Mairs & Power
|
0.01% | 9K | -2.65% | +16.71% | $1.3M | $143.52 | — |
| 11 |
First Eagle Investment Management
|
0.01% | 44K | -0.56% | -28.64% | $6.4M | $143.52 | — |
| 12 |
Maverick Capital Lee Ainslie
|
0.01% | 4K | -75.25% | — | $570,636 | $143.52 | — |
| 13 |
Dodge & Cox
|
0.00% | 3K | — | — | $441,324 | $143.52 | — |
| — |
Polen Capital Management
|
— | — | EXITED | — | — | — | — |
| 13 | Total | — | 4.4M | -8.99% | -42.61% | $638.6M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.