Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

PEP · Pepsico Inc · Form 13F filings for Q2 2026

PepsiCo

13 of 76 investors hold it

Together they reported $542 million of it. In Q2 2026, 2 added and 0 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

2added or opened

Joel Greenblatt+74.5%Bill Nygren+21.0%

0reduced or sold out

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Lindsell Train5.27%$139MNo change of 20%
Yacktman Asset Management3.47%$281MNo change of 20%
David Katz2.95%$36MNo change of 20%
Torray Funds2.67%$20MNo change of 20%
Jensen Investment Management0.26%$11MNo change of 20%
Thomas Gayner0.10%$13MNo change of 20%
Joel Greenblatt0.08%$32M+74.5%
Kahn Brothers Group0.04%$244KNo change of 20%
First Eagle Investment Management0.01%$7MNo change of 20%
Mairs & Power Funds0.01%$1MNo change of 20%
Thomas Russo0.01%$1MNo change of 20%
Bill Nygren0.00%$273K+21.0%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

12Q3 ’24
12Q4 ’24
12Q1 ’25
13Q2 ’25
16Q3 ’25
15Q4 ’25
14Q1 ’26
13Q2 ’26

Where to next

Yacktman Asset ManagementLargest holder by dollars: $281M →Lindsell TrainHighest conviction: 5.27% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 713448108 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing