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
↑ +174
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — PEP

Based on 3222 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
3,222 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PEP is almost the same as a year ago (+32 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

1477 buying1597 selling
Last quarter: 1,597 funds reduced or exited vs 1,477 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+146 vs last Q)

new funds entering per quarter
Funds opening a new PEP position: 196 → 182 → 208 → 354. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

77% of holders stayed for 2+ years

■ 77% conviction (2yr+) ■ 13% medium ■ 10% new
2,486 out of 3,222 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.
📈

Growing discovery — still being found

283 → 196 → 182 → 208 → 354 new funds/Q
New funds entering each quarter: 196 → 182 → 208 → 354. A growing number of institutions are discovering PEP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 9% 1-2yr ■ 15% new
Of 3,303 current holders: 2,510 (76%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
48 of 3222 holders are among the 100 largest funds by AUM, controlling 57% 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

226 top-rated funds 38 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: PEP
2026 Q1 Stats Unlock in 19 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3303 3136 5.33%
13F Shares 1.09B 1.03B 6.55%
Total Value $149.34B $143.49B 4.08%
New Positions 358 216 +142
Increased Positions 1230 1420 -190
Closed Positions 186 221 -35
Reduced Positions 1539 1419 +120
Total Calls 44 47 -6.38%
Total Puts 44 48 -8.33%
PUT/CALL Ratio 1.0 1.02 Neutral

Statistics: PEP

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of PEP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lindsell Train Ltd 6.32% 1,277,185 $198.3M
2 CAPITAL ADVISORS INC/OK 5.55% 2,224,007 $345.4M
3 Focused Investors LLC 5.42% 1,072,750 $166.6M
4 Kennon-Green & Company, LLC 4.74% 37,211 $5.8M
5 Clark & Stuart, Inc 4.48% 42,801 $6.6M
6 COERENTE CAPITAL MANAGEMENT 4.14% 143,096 $22.2M
7 Guinness Asset Management LTD 3.85% 1,442,891 $223.3M
8 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3.84% 2,000,000 $310.6M
9 Eldred Rock Partners, LLC 3.60% 91,061 $14.1M
10 NICHOLS & PRATT ADVISERS LLP /MA 3.59% 358,612 $55.7M
11 PROFESSIONAL ADVISORY SERVICES INC 3.57% 166,414 $26K
12 MATRIX ASSET ADVISORS INC/NY 3.44% 241,281 $37.5M
13 FLOSSBACH VON STORCH SE 3.42% 4,725,462 $733.8M
14 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3.03% 36,453 $5.7M
15 Ketron Financial 2.96% 53,220 $8.3M
16 First American Bank 2.90% 297,619 $46.2M
17 LETSON INVESTMENT MANAGEMENT, INC. 2.86% 48,013 $7.5M
18 OLD REPUBLIC INTERNATIONAL CORP 2.84% 460,250 $71K
19 Cairn Investment Group, Inc. 2.77% 35,933 $6K
20 HENDLEY & CO INC 2.75% 47,866 $7K
21 Hendershot Investments Inc. 2.64% 126,445 $19.6M
22 Constitution Capital LLC 2.63% 33,851 $5.3M
23 DIAMANT ASSET MANAGEMENT, INC. 2.61% 3,586,423 $3.6M
24 Wealth Advisory Solutions, LLC 2.55% 73,734 $11.5M
25 Private Harbour Investment Management & Counsel, LLC 2.55% 14,955 $2.3M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 48% buying: Last quarter: 1,597 funds reduced or exited vs 1,477 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PEP holders?

Elite ownership — 57% AUM from top-100 funds: 48 of 3222 holders are among the 100 largest funds by AUM, controlling 57% 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?

77% of holders stayed for 2+ years: 2,486 out of 3,222 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.

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.