PepsiCo, Inc. (PEP) — Hedge Fund Ownership Q1 2026
PEP
- PepsiCo, Inc. (PEP) is held by 12 of 84 tracked hedge funds, with Lindsell Train (6%) 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 Matrix Asset Advisors (+18%) and First Eagle Investment Management (+4%), highlighting conviction.
- The biggest decreases in PEP holdings came from Lindsell Train (-29%) and Olstein Capital Management (-7%), suggesting profit-taking or de-risking.
- 1 hedge fund exited PEP.
- Overall, hedge funds decreased exposure to PepsiCo, Inc. (PEP) by -11% vs the prior quarter and -36% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Lindsell Train
|
6.32% | 1.3M | -29.12% | -47.96% | $198.3M | $155.29 | — |
| 2 |
Yacktman Asset Management Donald Yacktman
|
4.20% | 2.0M | -0.03% | -4.03% | $314.9M | $155.29 | — |
| 3 |
Matrix Asset Advisors David Katz
|
3.44% | 241K | +17.89% | +74.69% | $37.5M | $155.29 | — |
| 4 |
Torray Investment Partners Robert Torray
|
3.10% | 136K | +0.22% | — | $21.1M | $155.29 | — |
| 5 |
Olstein Capital Management Robert Olstein
|
0.88% | 26K | -7.14% | +23.81% | $4.0M | $155.31 | — |
| 6 |
Jensen Investment Management
|
0.25% | 81K | -0.81% | -92.41% | $12.6M | $155.29 | — |
| 7 |
Markel Group Tom Gayner
|
0.13% | 96K | — | — | $14.9M | $155.29 | — |
| 8 |
Kahn Brothers Group Irving Kahn
|
0.05% | 2K | — | — | $279,522 | $155.29 | — |
| 9 |
Gardner Russo & Quinn Thomas Russo
|
0.02% | 9K | -6.01% | -16.16% | $1.4M | $155.28 | — |
| 10 |
Mairs & Power
|
0.01% | 9K | -1.37% | +19.55% | $1.4M | $155.29 | — |
| 11 |
First Eagle Investment Management
|
0.01% | 46K | +4.44% | -24.66% | $7.2M | $155.29 | — |
| 12 |
Dodge & Cox
|
0.00% | 3K | — | — | $477,517 | $155.29 | — |
| — |
Maverick Capital Lee Ainslie
|
— | — | EXITED | — | — | — | — |
| 12 | Total | — | 4.0M | -11.10% | -36.13% | $614.2M | — | — |
* 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.