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
↑ +62
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — PEP

Based on 3527 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
3,527 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 — +5% more funds vs a year ago

fund count last 6Q
+181 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

1714 buying1723 selling
Last quarter: 1,714 funds bought or added vs 1,723 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 (-114 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 209 → 229 → 399 → 285. 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
2,598 out of 3,527 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 → 209 → 229 → 399 → 285 new funds/Q
New funds entering each quarter: 209 → 229 → 399 → 285. 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.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 11% 1-2yr ■ 15% new
Of 3,609 current holders: 2,701 (75%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
71 of 3527 holders are among the 100 largest funds by AUM, controlling 47% 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, 1714 hedge funds were net buyers of PEP (285 opened a new position, 1429 added to an existing one), while 1723 reduced or exited (1500 trimmed, 223 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in PEP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +62 funds (more new holders than closures). Total institutional holders: 3527.

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 Q1 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 March 31, 2026 · 71d ago
PEP
-6.1%
XLP
+1.3%

PEP outperformed XLP by -7.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
PEP
-4.9%
XLP
-1.9%

Since the filing became public, PEP outperformed XLP by -3.0% .

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
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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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.

QUARTER:
Top 25 institutional holders of PEP — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lindsell Train Ltd 6.32% 1,277,185 $198.3M
2 Gallacher Capital Management LLC 6.11% 102,541 $15.9M
3 Ilex Capital Partners (UK) LLP 6.08% 1,588,220 $246.6M
4 CAPITAL ADVISORS INC/OK 5.55% 2,224,007 $345.4M
5 Focused Investors LLC 5.42% 1,072,750 $166.6M
6 ENTERPRISE FINANCIAL SERVICES CORP 5.33% 67,716 $10.5M
7 Flat Footed LLC 4.98% 295,000 $45.8M
8 Kennon-Green & Company, LLC 4.74% 37,211 $5.8M
9 Tyche Wealth Partners LLC 4.70% 196,102 $30.5M
10 ABSHER WEALTH MANAGEMENT, LLC 4.66% 256,014 $39.8M
11 Clark & Stuart, Inc 4.48% 42,801 $6.6M
12 HUTNER CAPITAL MANAGEMENT INC 4.24% 66,492 $10.3M
13 Darwins River Capital, LP 4.22% 50,736 $7.9M
14 YACKTMAN ASSET MANAGEMENT LP 4.20% 2,027,967 $314.9M
15 Miramar Capital, LLC 4.18% 120,779 $18.8M
16 Contrarius Group Holdings Ltd 4.16% 472,477 $73.4M
17 COERENTE CAPITAL MANAGEMENT 4.14% 143,096 $22.2M
18 Guinness Asset Management LTD 3.85% 1,442,891 $223.3M
19 WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3.84% 2,000,000 $310.6M
20 RBO & CO LLC 3.74% 149,250 $23.2M
21 Eldred Rock Partners, LLC 3.60% 91,061 $14.1M
22 NICHOLS & PRATT ADVISERS LLP /MA 3.59% 358,612 $55.7M
23 PROFESSIONAL ADVISORY SERVICES INC 3.57% 166,414 $26K
24 Borer Denton & Associates, Inc. 3.52% 63,537 $9.9M
25 Windle Wealth, LLC 3.46% 52,696 $8.2M
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: 1,714 funds bought or added vs 1,723 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 — 47% AUM from top-100 funds: 71 of 3527 holders are among the 100 largest funds by AUM, controlling 47% 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: 2,598 out of 3,527 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 Q1 hedge fund 13F filings?

As of today, PEP has moved -4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.9% for the XLP sector ETF — an outperformance of -3.0%. Since the quarter end (March 31, 2026), PEP has gained -6.1% vs +1.3% 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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