PEP
Pepsico Inc
14 super-investors hold PEP worth a combined $673M. The largest position: Lindsell Train at 6.3% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 44 — ranked #77 of 724 scored stocks.
Why super-investors own PEP
Ownership within the cohort is narrow but entrenched: just 14 managers hold PEP, and the position is heavily concentrated in two value-oriented shops — Yacktman Asset Management ($315M, 4.2% of portfolio) and Lindsell Train ($198M, 6.3%), which together account for roughly three-quarters of the cohort's $673M combined exposure. Activity in 2026Q1 was minimal, with Lindsell Train the only mover, trimming its already-large position. No manager added or initiated. The longer-term trajectory is one of stagnation: cohort owner count has flatlined in the low single digits for several quarters, suggesting interest is neither building nor collapsing — this is a stock held by patient, quality-oriented investors content to wait, not one attracting fresh conviction.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (14) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Yacktman Asset Management | 4.2% | 40q | $315M | 2,027,967 |
| 2 | Lindsell Train | 6.3% | 40q | $198M | 1,277,185 |
| 3 | Joel Greenblatt | <0.1% | 39q | $59M | 379,118 |
| 4 | David Katz | 3.4% | 32q | $37M | 241,281 |
| 5 | Torray Funds | 3.1% | 3q | $21M | 135,967 |
| 6 | Thomas Gayner | 0.1% | 40q | $15M | 96,210 |
| 7 | Jensen Investment Management | 0.2% | 40q | $13M | 81,335 |
| 8 | First Eagle Investment Management | <0.1% | 30q | $7M | 46,457 |
| 9 | Robert Olstein | 0.9% | 14q | $4M | 26,000 |
| 10 | Thomas Russo | <0.1% | 40q | $1M | 9,205 |
| 11 | Mairs & Power Funds | <0.1% | 40q | $1M | 8,978 |
| 12 | Dodge & Cox Funds | 0.0% | 40q | $478K | 3,075 |
| 13 | Kahn Brothers Group | 0.1% | 27q | $280K | 1,800 |
| 14 | Bill Nygren | 0.0% | 4q | $259K | 1,665 |
- 1Yacktman Asset Managementport4.2%val$315M2,027,967 sh·40q held
- 2Lindsell Trainport6.3%val$198M1,277,185 sh·40q held
- 3Joel Greenblattport<0.1%val$59M379,118 sh·39q held
- 4David Katzport3.4%val$37M241,281 sh·32q held
- 5Torray Fundsport3.1%val$21M135,967 sh·3q held
- 6Thomas Gaynerport0.1%val$15M96,210 sh·40q held
- 7Jensen Investment Managementport0.2%val$13M81,335 sh·40q held
- 8First Eagle Investment Managementport<0.1%val$7M46,457 sh·30q held
- 9Robert Olsteinport0.9%val$4M26,000 sh·14q held
- 10Thomas Russoport<0.1%val$1M9,205 sh·40q held
- 11Mairs & Power Fundsport<0.1%val$1M8,978 sh·40q held
- 12Dodge & Cox Fundsport0.0%val$478K3,075 sh·40q held
- 13Kahn Brothers Groupport0.1%val$280K1,800 sh·27q held
- 14Bill Nygrenport0.0%val$259K1,665 sh·4q held
Owners of PEP also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Lindsell Train | TRIM | 6.3% | -29% | $198M | Apr 24, 2026 |
Long US equity 13F-HR filings only. CUSIP 713448108. Not investment advice.