SEC 13F Intelligence

Yacktman Asset Management LP / PEP

Yacktman Asset Management LP’s Pepsico Inc Position

Does Yacktman Asset Management LP own Pepsico Inc (PEP)? Yes — 2.03M shares worth $315M (+4.20% of its 13F portfolio) as of Q1 2026, down from 2.03M shares the prior filed quarter.

Position Value
$315M
Q1 2026
Shares
2.03M
% of Portfolio
+4.20%
Quarters Held
30
currently held

Position History PEP

Reported value by quarter
Q4 ’18: $850MQ4 ’18Q1 ’19: $917MQ2 ’19: $876MQ3 ’19: $801MQ4 ’19: $607MQ4 ’19Q1 ’20: $406MQ2 ’20: $432MQ3 ’20: $458MQ4 ’20: $481MQ4 ’20Q1 ’21: $469MQ2 ’21: $664MQ3 ’21: $672MQ4 ’21: $774MQ4 ’21Q1 ’22: $715MQ2 ’22: $709MQ3 ’22: $610MQ4 ’22: $467MQ4 ’22Q1 ’23: $467MQ2 ’23: $474MQ3 ’23: $433MQ4 ’23: $431MQ4 ’23Q1 ’24: $435MQ2 ’24: $410MQ3 ’24: $368MQ4 ’24: $320MQ4 ’24Q1 ’25: $317MQ2 ’25: $278MQ3 ’25: $289MQ4 ’25: $291MQ4 ’25Q1 ’26: $315Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.03M$315M+4.20%
Q4 20252.03M$291M+4.08%
Q3 20252.06M$289M+3.99%
Q2 20252.11M$278M+3.74%
Q1 20252.11M$317M+4.17%
Q4 20242.10M$320M+3.74%
Q3 20242.17M$368M+3.78%
Q2 20242.49M$410M+3.85%
Q1 20242.49M$435M+3.92%
Q4 20232.54M$431M+4.01%
Q3 20232.56M$433M+4.27%
Q2 20232.56M$474M+4.50%
Q1 20232.56M$467M+4.62%
Q4 20222.59M$467M+4.66%
Q3 20223.74M$610M+6.65%
Q2 20224.26M$709M+7.36%
Q1 20224.27M$715M+6.38%
Q4 20214.46M$774M+6.90%
Q3 20214.47M$672M+6.46%
Q2 20214.48M$664M+6.44%
Q1 20213.32M$469M+4.90%
Q4 20203.24M$481M+5.95%
Q3 20203.30M$458M+6.79%
Q2 20203.27M$432M+6.89%
Q1 20203.38M$406M+6.73%
Q4 20194.44M$607M+7.68%
Q3 20195.84M$801M+9.85%
Q2 20196.68M$876M+10.52%
Q1 20197.49M$917M+11.34%
Q4 20187.69M$850M+10.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Yacktman Asset Management LP’s full portfolio or all institutional holders of PEP.