YACKTMAN ASSET MANAGEMENT LP

Position in PEP — Pepsico Inc

CIK 905567 AUSTIN, TX

Back to PEP Full portfolio

Position in PEP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$280,662,942

-$34,260,053 QoQ

Shares Held

2,072,843

+2.2% QoQ

Ownership

0.152%

of shares outstanding

% of Portfolio

3.52%

of 13F equity value

Holder Rank

#77

of 3,394 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in PEP Over Time

Shares Held

Position Value (USD)

Position in Beverages - Non-Alcoholic

Consumer Defensive · as of Jun 30, 2026

YACKTMAN ASSET MANAGEMENT LP holds $453,577,626 across 2 Beverages - Non-Alcoholic names. PEP ranks #1 (61.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PEP	Pepsico Inc This page	2,072,843	$280,662,942
2	KO	Coca Cola Co	2,127,657	$172,914,684

All Filings in PEP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,662,942	2,072,843	+2.2%	Shares	Sole	2026-08-11
2026-03-31	$314,922,995	2,027,967	-0.0%	Shares	Sole	2026-05-01
2025-12-31	$291,149,121	2,028,631	-1.5%	Shares	Sole	2026-02-03
2025-09-30	$289,350,357	2,060,313	-2.2%	Shares	Sole	2025-11-04
2025-06-30	$278,260,039	2,107,392	-0.3%	Shares	Sole	2025-08-06
2025-03-31	$316,839,113	2,113,106	+0.5%	Shares	Sole	2025-04-30
2024-12-31	$319,732,304	2,102,672	-3.0%	Shares	Sole	2025-01-29
2024-09-30	$368,449,885	2,166,715	-12.9%	Shares	Sole	2024-10-30
2024-06-30	$410,405,049	2,488,359	+0.0%	Shares	Sole	2024-08-02
2024-03-31	$435,382,877	2,487,760	-1.9%	Shares	Sole	2024-05-02
2023-12-31	$430,861,151	2,536,865	-0.8%	Shares	Sole	2024-02-02
2023-09-30	$433,299,931	2,557,247	-0.1%	Shares	Sole	2023-11-01
2023-06-30	$474,265,441	2,560,552	-0.0%	Shares	Sole	2023-08-08
2023-03-31	$466,973,664	2,561,567	-1.0%	Shares	Sole	2023-05-08
2022-12-31	$467,486,836	2,587,661	-30.7%	Shares	Sole	2023-01-26
2022-09-30	$610,046,948	3,736,659	-12.2%	Shares	Sole	2022-11-07
2022-06-30	$709,361,457	4,256,339	-0.4%	Shares	Sole	2022-08-04
2022-03-31	$715,452,084	4,274,418	-4.1%	Shares	Sole	2022-05-02
2021-12-31	$773,956,219	4,455,450	-0.3%	Shares	Sole	2022-02-02
2021-09-30	$672,181,387	4,468,994	-0.2%	Shares	Sole	2021-11-01
2021-06-30	$663,606,460	4,478,683	+35.0%	Shares	Sole	2021-08-03
2021-03-31	$469,128,543	3,316,568	+2.2%	Shares	Sole	2021-05-04
2020-12-31	$481,193,014	3,244,727	-1.8%	Shares	Sole	2021-02-01
2020-09-30	$457,958,793	3,304,176	+1.1%	Shares	Sole	2020-10-30
2020-06-30	$432,437,560	3,269,602	-3.3%	Shares	Sole	2020-08-06
2020-03-31	$406,133,883	3,381,631	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.