Follow-The-Filings

Security · featured owners

PEP Pepsico Inc.

Consumer Staples COM Equity as of 2026 Q2 among managers we track

  • 17 Owners
  • #30
  • Max 5.3%
  • Master 0.04%
  • $759M
  • 8 add 4 reduce

PEP (Pepsico Inc.) is held in 17 featured 13F books as of 2026 Q2. Lindsell Train is the largest tracked holder by portfolio weight (5.3%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 5.3% (Lindsell Train) · not free-float ownership

  1. Lindsell Train reduce 5.3%
  2. Don Yacktman add 3.5%
  3. David Katz add 3.0%
  4. Torray Investment Partners add 2.7%
  5. Murphy Pohlad add 1.1%
  6. Paul Singer 0.76%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Don Yacktman - Yacktman Asset Management 2026 Q2 3.5% Add +2.2% 2,072,843 $281M history
Paul Singer - Elliott Investment Management 2026 Q2 0.76% Hold 1,275,000 $173M history
Lindsell Train 2026 Q2 5.3% Reduce −19.8% 1,023,706 $139M history
Lewis Sanders - Sanders Capital 2026 Q2 0.07% Reduce −70.1% 530,401 $72M history
David Katz - Matrix Asset Advisors 2026 Q2 3.0% Add +11.1% 268,055 $36M history
Torray Investment Partners 2026 Q2 2.7% Add +7.6% 146,268 $20M history
Thomas Gayner - Markel Group 2026 Q2 0.10% Hold 96,210 $13M history
Jensen Investment Management 2026 Q2 0.26% Reduce −1.7% 79,927 $11M history
First Eagle Investment Management 2026 Q2 0.01% Add +3.8% 48,231 $7M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 1.1% Add +0.9% 23,112 $3M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.73% Add 0.0% 11,269 $2M history
Mairs & Power 2026 Q2 0.01% Add +2.2% 9,175 $1M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 0.01% Reduce −1.0% 9,115 $1M history
Dodge & Cox 2026 Q2 <0.01% Hold 3,075 $416K history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% Add +21.0% 2,015 $273K history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 <0.01% Hold 1,840 $249K history
Kahn Brothers Group 2026 Q2 0.04% Hold 1,800 $244K history

SEC filings

Recent issuer filings from EDGAR · 14 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q FORM 10-Q
8-K 2.02,9.01
8-K 8.01,9.01
8-K 5.07
10-Q FORM 10-Q
8-K 2.02,9.01
DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS
8-K 8.01,9.01
424B2
424B2
10-K FORM 10-K
8-K 2.02,9.01
8-K 5.02
8-K 7.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Aug 6, 2026
4 Period Aug 3, 2026
4 Period Jul 27, 2026
4 Period Jul 1, 2026
4 Period Jun 1, 2026 · 4 forms
4 Period May 6, 2026
4 Period Mar 4, 2026
4 Period Mar 2, 2026
4 Period Mar 1, 2026 · 9 forms
4 Period Dec 1, 2025 · 5 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $91.47B $91.85B $93.92B
Gross profit $49.59B $50.11B $50.86B
Gross margin * 54.2% 54.6% 54.1%
Net income $9.07B $9.58B $8.24B
Net margin * 9.9% 10.4% 8.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $26.95B $25.83B $27.95B
Total non-current assets * $73.54B $73.64B $79.45B
Total assets $100.5B $99.47B $107.4B
Total current liabilities $31.65B $31.54B $32.76B
Total non-current liabilities * $50.21B $49.76B $54.09B
Total equity $18.5B $18.04B $20.41B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $13.44B $12.51B $12.09B
Cash from investing -$5.5B -$5.47B -$6.88B
Cash from financing -$3.01B -$7.56B -$4.98B
Net change in cash $4.66B -$1.21B $0.651B

ownership over time

filing count by report period · click a bar for that quarter’s holders