PEP
PepsiCo, Inc. · Consumer Defensive · Beverages - Non-Alcoholic
Momentum inputs (comparable managers):
holder breadth +5.3% ·
share flow -0.4% ·
net new positions +5.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 181 | -1 | 840.57M | $113.98B | +2 | −5 |
| Q1 2026 | 187 | 0 | 825.09M | $128.14B | +4 | −5 |
| Q4 2025 | 186 | +1 | 898.43M | $129.00B | +2 | n/a |
| Q3 2025 | 29 | +3 | 487.27M | $68.42B | +3 | −1 |
| Q2 2025 | 24 | 0 | 403.21M | $53.22B | +1 | −1 |
| Q1 2025 | 21 | +1 | 143.57M | $21.52B | +1 | n/a |
| Q4 2024 | 20 | +1 | 143.38M | $21.87B | +1 | n/a |
| Q3 2024 | 18 | -1 | 86.19M | $14.64B | n/a | −1 |
| Q2 2024 | 19 | n/a | 87.55M | $14.43B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 57.76M | n/a | $8.86B | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 31.08M | +1.9% | $4.72B | 0.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passive) | 17.95M | +5.2% | $2.73B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 11.77M | -2.7% | $1.79B | 0.3% | ▼ Trim | 3 | SEC ↗ ×7 |
| 5 | Fisher Asset Management ✦ | 8.10M | +3.1% | $1.23B | 0.5% | ▲ Add | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 5.55M | -42.0% | $844.21M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Arrowstreet Capital ✦ | 4.52M | +15.2% | $686.73M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 1.39M | -0.5% | $212.05M | 0.3% | ▼ Trim | 3 | SEC ↗ ×6 |
| 9 | Adage Capital Partners ✦ | 1.25M | +22.8% | $189.74M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 10 | Millennium Management ✦ | 725.74K | +59.6% | $110.36M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Baillie Gifford ✦ | 709.19K | +0.1% | $107.84M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Citadel Advisors ✦ | 642.03K | +240.9% | $97.63M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Two Sigma Investments ✦ | 614.67K | +3499.4% | $93.47M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 493.06K | New | $74.98M | 0.1% | New | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 334.61K | -18.1% | $50.88M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Bridgewater Associates ✦ | 247.54K | -67.3% | $37.64M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 17 | Markel Group ✦ | 96.21K | 0.0% | $14.63M | 0.1% | Held | 3 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 73.87K | +49.6% | $11.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | GAMCO Investors ✦ | 70.92K | -6.8% | $10.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Dodge & Cox ✦ | 3.08K | 0.0% | $467,585 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $74.98M | 0.1% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 172.80K shares, $26,834 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 45.08K sh @ 128.28 · $5.78M
Director · 84.51K sh @ 128.28 · $10.84M
Director · 45.08K sh @ 128.28 · $5.78M
Director · 9.99K sh @ 128.28 · $1.28M
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology