Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pepsico Inc (PEP)

3K + Investors. Track Smart Money conviction in PEP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +70
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — PEP

Based on 3540 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,540 hedge funds hold PEP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+191 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

1722 buying1726 selling
Last quarter: 1,722 funds bought or added vs 1,726 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-108 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 211 → 231 → 399 → 291. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 14% medium ■ 12% new
2,607 out of 3,540 hedge funds have held PEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

223 → 211 → 231 → 399 → 291 new funds/Q
New funds entering each quarter: 211 → 231 → 399 → 291. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 75% veterans vs 15% newcomers

■ 75% veterans ■ 11% 1-2yr ■ 15% new
Entry-cohort mix of 3,622 holders: 2,710 (75%) are 2+ year veterans, 382 entered 1–2 years ago, and 530 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
73 of 3528 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in PEP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PEP

In 2026 Q1, 1722 hedge funds were net buyers of PEP (291 opened a new position, 1431 added to an existing one), while 1726 reduced or exited (1505 trimmed, 221 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in PEP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +70 funds (more new holders than closures). Total institutional holders: 3540.

Hedge Fund Ownership: PEP

How many hedge funds hold PEP — quarterly history vs. share price
Quarterly hedge fund ownership of PEP vs. share price

Market Analysis: PEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PEP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pepsico Inc (PEP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PEP has moved relative to its sector benchmark (XLP) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
PEP
+4.2%
XLP
+3.6%

PEP outperformed XLP by +0.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
PEP
+0.0%
XLP
+0.0%

Since the filing became public, PEP outperformed XLP by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

136 top-rated funds 53 high-conviction
Consensus
9.3
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: PEP
2026 Q2 Stats Unlock in 4 days 3K + Investors

Track Smart Money conviction in PEP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3499 3465 0.98%
13F Shares 1.01B 1.12B -9.42%
Total Value $151.21B $152.09B -0.58%
New Positions 278 399 -121
Increased Positions 1396 1155 +241
Closed Positions 244 191 +53
Reduced Positions 1470 1509 -39
Total Calls 42 44 -4.55%
Total Puts 50 44 13.64%
PUT/CALL Ratio 1.19 1.0 Neutral

Statistics: PEP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PEP. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PEP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Miller Financial Services LLC 5.62% 51,600 $7.0M
2 Lindsell Train Ltd 5.27% 1,023,706 $138.6M
3 Holowesko Partners Ltd. 4.63% 135,200 $18.3M
4 Focused Investors LLC 4.45% 972,650 $131.7M
5 Capital Advisors Inc/Ok 4.43% 2,222,392 $300.9M
6 Absher Wealth Management, LLC 4.16% 269,725 $36.5M
7 Kennon-Green & Company, LLC 4.12% 38,994 $5.3M
8 Garton & Associates Financial Advisors LLC 3.78% 12,351 $1.7M
9 Enterprise Financial Services Corp 3.77% 68,181 $9.2M
10 Tyche Wealth Partners LLC 3.73% 196,170 $26.6M
11 Hutner Capital Management Inc 3.66% 68,143 $9.2M
12 Miramar Capital, LLC 3.63% 121,977 $16.5M
13 Coerente Capital Management 3.61% 144,699 $19.6M
14 Clark & Stuart, Inc 3.57% 41,995 $5.7M
15 Yacktman Asset Management LP 3.47% 2,072,843 $280.7M
16 Baypointe Partners LLC 3.25% 10,000 $1.4M
17 Rbo & Co LLC 3.15% 146,156 $19.8M
18 Windle Wealth, LLC 3.15% 57,889 $7.8M
19 Guinness Asset Management LTD 3.11% 1,363,494 $183.8M
20 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3.00% 2,000,000 $270.8M
21 Matrix Asset Advisors Inc/Ny 2.95% 268,055 $36.3M
22 Rnc Capital Management LLC 2.93% 430,974 $66.9M
23 Nichols & Pratt Advisers LLP /Ma 2.91% 354,402 $48.0M
24 Eldred Rock Partners, LLC 2.82% 97,005 $13.1M
25 Delta Global Management LP 2.74% 186,364 $25.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pepsico Inc (PEP)

What does the Smart Money Trend signal show for PEP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PEP?

Slight buying edge — 50% buying: Last quarter: 1,722 funds bought or added vs 1,726 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PEP holders?

Elite ownership — 60% AUM from top-100 funds: 73 of 3528 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in PEP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PEP?

74% of holders stayed for 2+ years: 2,607 out of 3,540 hedge funds have held PEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pepsico Inc (PEP) following the 2026 Q2 hedge fund 13F filings?

As of today, PEP has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PEP has gained +4.2% vs +3.6% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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