Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
Holdings Activity Buys Sells    History
Holding/activity history for  PepsiCo, Inc. (PEP)
← All PEP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,027,967 4.20 Reduce 0.03% <0.01 $143.55–169.54 · VW $152.43i $314,922,995 SEC
2025   Q4 2,028,631 4.08 Reduce 1.54% 0.06 $136.01–171.48 · VW $159.08i $291,149,121 SEC
2025   Q3 2,060,313 3.99 Reduce 2.23% 0.08 $138.59–157.80 · VW $148.38i $289,350,358 SEC
2025   Q2 2,107,392 3.74 Reduce 0.27% 0.01 $127.60–154.61 · VW $143.62i $278,260,040 SEC
2025   Q1 2,113,106 4.17 Add 0.50% 0.02 $127.75–160.15 · VW $139.78i $316,839,114 SEC
2024   Q4 2,102,672 3.74 Reduce 2.96% 0.11 $141.51–163.65 · VW $152.88i $319,732,304 SEC
2024   Q3 2,166,715 3.78 Reduce 12.93% 0.50 $155.85–179.73 · VW $166.34i $368,449,886 SEC
2024   Q2 2,488,359 3.85 Add 0.02% <0.01 $158.03–180.91 · VW $170.61i $410,405,050 SEC
2024   Q1 2,487,760 3.92 Reduce 1.94% 0.08 $161.81–183.41 · VW $172.71i $435,382,878 SEC
2023   Q4 2,536,865 4.01 Reduce 0.80% 0.03 $164.36–175.20 · VW $168.30i $430,861,152 SEC
2023   Q3 2,557,247 4.27 Reduce 0.13% <0.01 $155.83–181.82 · VW $168.65i $433,299,932 SEC
2023   Q2 2,560,552 4.50 Reduce 0.04% <0.01 $175.31–192.38 · VW $181.87i $474,265,441 SEC
2023   Q1 2,561,567 4.62 Reduce 1.01% 0.05 $169.12–196.88 · VW $182.78i $466,973,664 SEC
2022   Q4 2,587,661 4.66 Reduce 30.75% 2.04 $167.05–186.84 · VW $175.81i $467,486,836 SEC
2022   Q3 3,736,659 6.65 Reduce 12.21% 0.90 $160.98–186.62 · VW $177.70i $610,047,000 SEC
2022   Q2 4,256,339 7.36 Reduce 0.42% 0.03 $154.86–181.07 · VW $169.40i $709,361,000 SEC
2022   Q1 4,274,418 6.38 Reduce 4.06% 0.28 $153.37–177.62 · VW $166.25i $715,452,000 SEC
2021   Q4 4,455,450 6.90 Reduce 0.30% 0.02 $159.83–177.24 · VW $166.94i $773,956,000 SEC
2021   Q3 4,468,994 6.46 Reduce 0.22% 0.01 $149.48–166.80 · VW $158.69i $672,181,000 SEC
2021   Q2 4,478,683 6.44 Add 35.04% 1.67 $144.61–159.63 · VW $153.54i $663,606,000 SEC
2021   Q1 3,316,568 4.90 Add 2.21% 0.11 $128.32–148.77 · VW $141.68i $469,129,000 SEC
2020   Q4 3,244,727 5.95 Reduce 1.80% 0.12 $128.57–148.77 · VW $135.51i $481,193,000 SEC
2020   Q3 3,304,176 6.79 Add 1.06% 0.07 $129.36–146.57 · VW $140.05i $457,959,000 SEC
2020   Q2 3,269,602 6.89 Reduce 3.31% 0.22 $126.53–141.02 · VW $135.87i $432,438,000 SEC
2020   Q1 3,381,631 6.73 Reduce 23.92% 1.84 $101.42–142.71 · VW $125.23i $406,134,000 SEC
2019   Q4 4,444,969 7.68 Reduce 23.95% 2.36 $128.35–147.20 · VW $135.86i $607,494,000 SEC
2019   Q3 5,844,577 9.85 Reduce 12.53% 1.32 $131.59–140.45 · VW $135.96i $801,292,000 SEC
2019   Q2 6,681,723 10.52 Reduce 10.75% 1.22 $123.88–137.11 · VW $132.57i $876,174,000 SEC
2019   Q1 7,486,482 11.34 Reduce 2.66% 0.29 $114.26–130.90 · VW $124.39i $917,468,000 SEC
2018   Q4 7,691,249 10.83 Add 0.89% 0.10 $105.03–120.91 · VW $113.86i $849,729,000 SEC
2018   Q3 7,623,073 10.22 Reduce 2.92% 0.31 $104.53–122.00 · VW $116.16i $852,260,000 SEC
2018   Q2 7,852,617 10.62 Add 0.59% 0.06 $99.65–118.44 · VW $110.03i $854,914,000 SEC
2018   Q1 7,806,422 8.76 Reduce 0.98% 0.09 $95.94–113.90 · VW $103.36i $852,071,000 SEC
2017   Q4 7,883,590 9.11 Reduce 1.63% 0.14 $107.94–122.51 · VW $113.39i $945,400,000 SEC
2017   Q3 8,013,823 8.63 Reduce 0.69% 0.06 $106.19–117.38 · VW $113.36i $892,980,000 SEC
2017   Q2 8,069,108 9.07 Reduce 4.77% 0.42 $112.25–119.39 · VW $115.79i $931,901,000 SEC
2017   Q1 8,473,466 8.85 Reduce 3.52% 0.29 $108.47–118.12 · VW $114.49i $947,842,000 SEC
2016   Q4 8,782,946 8.34 Reduce 0.22% 0.02 $98.50–110.60 · VW $106.49i $918,960,000 SEC
2016   Q3 8,801,906 8.32 Reduce 17.07% 1.59 $100.10–109.71 · VW $103.30i $957,383,000 SEC
2016   Q2 10,614,023 9.31 Reduce 20.82% 2.23 $100.30–110.94 · VW $106.00i $1,124,450,000 SEC
2016   Q1 13,404,933 10.69 Reduce 6.66% 0.72 $97.54–106.94 · VW $101.88i $1,373,738,000 SEC
2015   Q4 14,361,804 10.87 Reduce 19.30% 2.13 $93.25–101.70 · VW $97.59i $1,435,031,000 SEC
2015   Q3 17,796,881 11.01 Reduce 20.37% 2.27 $90.43–103.44 · VW $98.01i $1,678,246,000 SEC
2015   Q2 22,349,418 11.13 Reduce 12.31% 1.39 $76.48–100.61 · VW $90.01i $2,086,095,000 SEC
2015   Q1 25,486,417 11.27 Reduce 5.55% 0.59 $92.24–99.30 · VW $95.99i $2,437,011,000 SEC
2014   Q4 26,984,307 10.66 Reduce 7.61% 0.88 $92.43–100.76 · VW $97.39i $2,551,636,000 SEC
2014   Q3 29,207,369 11.62 Reduce 7.33% 0.86 $89.82–100.70 · VW $96.87i $2,718,914,000 SEC
2014   Q2 31,517,996 11.70 Reduce 4.55% 0.53 $86.71–93.51 · VW $90.90i $2,815,818,000 SEC
2014   Q1 33,019,680 11.70 Add 3.51% 0.40 $79.10–88.48 · VW $85.30i $2,757,143,000 SEC
2013   Q4 31,899,219 11.05 Add 14.18% 1.37 $77.01–84.52 · VW $80.53i $2,645,721,000 SEC
2013   Q3 27,937,091 10.07 Add 21.71% 1.80 $78.32–86.73 · VW $83.17i $2,220,999,000 SEC
2013   Q2 22,953,521 9.03 Reduce 0.40% 0.04 $78.20–87.06 · VW $81.66i $1,877,368,000 SEC
2013   Q1 23,044,812 9.49 Add 0.17% 0.02 $75.37–84.78 · VW $80.31i $1,823,075,000 SEC
2012   Q4 23,006,617 9.61 Add 3.69% 0.34 $67.39–76.33 · VW $73.16i $1,574,343,000 SEC
2012   Q3 22,188,707 9.60 Reduce 0.37% 0.04 $67.72–72.68 · VW $70.20i $1,570,295,000 SEC
2012   Q2 22,271,288 10.31 Reduce 6.99% 0.76 $66.66–73.66 · VW $70.92i $1,573,689,000 SEC
2012   Q1 23,944,950 10.91 Add 10.90% 1.07 $62.15–69.34 · VW $66.45i $1,588,747,000 SEC
2011   Q4 21,591,142 11.79 Add 10.20% 1.09 $62.33–67.19 · VW $64.15i $1,432,572,000 SEC
2011   Q3 19,592,104 12.39 Add 29.68% 2.84 $58.50–66.65 · VW $63.05i $1,212,751,000 SEC
2011   Q2 15,107,709 11.29 Add 3.11% 0.34 $60.10–70.87 · VW $65.13i $1,064,036,000 SEC
2011   Q1 14,651,370 11.98 Add 55.62% 4.28 $62.05–71.89 · VW $68.35i $943,695,000 SEC
2010   Q4 9,414,702 10.60 Add 45.53% 3.32 $62.56–67.46 · VW $64.48i $615,062,000 SEC
2010   Q3 6,469,035 9.48 Add 3.21% 0.30 $63.43–68.11 · VW $65.39i $429,803,000 SEC
2010   Q2 6,267,671 10.80 Add 28.16% 2.37 $60.32–66.83 · VW $63.78i $382,015,000 SEC
2010   Q1 4,890,541 10.44 Add 29.62% 2.38 $61.04–67.61 · VW $63.85i $323,558,000 SEC
2009   Q4 3,772,950 10.52 Add 66.98% 4.22 $58.75–64.48 · VW $61.90i $229,395,000 SEC
2009   Q3 2,259,515 8.30 Add 74.42% 3.54 $55.69–63.27 · VW $60.39i $132,543,000 SEC
2009   Q2 1,295,425 7.38 Add 103.32% 3.75 $52.11–59.64 · VW $56.14i $71,197,000 SEC
2009   Q1 637,150 6.00 Reduce 8.91% 0.54 $45.39–56.95 · VW $51.46i $32,800,000 SEC
2008   Q4 699,500 6.07 Reduce 35.25% 4.01 $43.78–56.93 · VW $49.62i $38,312,000 SEC
2008   Q3 1,080,300 11.37 Reduce 5.46% 0.61 $49.74–75.25 · VW $60.56i $76,993,000 SEC
2008   Q2 1,142,700 11.13 Add 0.13% 0.01 $63.28–70.83 · VW $67.53i $72,664,000 SEC
2008   Q1 1,141,200 10.80 Reduce 7.90% 0.88 $66.81–72.35 · VW $69.15i $82,395,000 SEC
2007   Q4 1,239,050 11.11 Reduce 2.43% 0.27 $66.30–79.79 · VW $71.88i $94,044,000 SEC
2007   Q3 1,269,950 10.93 Reduce 2.75% 0.28 $66.63–77.41 · VW $73.74i $93,037,000 SEC
2007   Q2 1,305,850 10.27 Add 15.60% 1.39 $64.25–70.25 · VW $67.51i $84,684,000 SEC
2007   Q1 1,129,650 8.86 Add 67.28% 3.56 $61.89–69.64 · VW $66.62i $71,801,000 SEC
2006   Q4 675,320 5.58 Add 604.78% 4.79 $61.46–65.54 · VW $63.38i $42,241,000 SEC
2006   Q3 95,820 0.91 Reduce 0.52% <0.01 $61.15–65.99 · VW $63.04i $6,253,000 SEC
2006   Q2 96,320 0.89 $60.04 $5,783,000 SEC
2006   Q1 96,320 0.86 Reduce 0.16% <0.01 $56.51–60.77 · VW $59.25i $5,566,000 SEC
2005   Q4 96,470 0.86 Reduce 9.39% 0.08 $56.00–60.34 · VW $58.48i $5,699,000 SEC
2005   Q3 106,470 0.84 $56.71 $6,038,000 SEC
2005   Q2 106,470 0.78 $53.93 $5,742,000 SEC
2005   Q1 106,470 0.79 $53.03 $5,646,000 SEC
2004   Q4 106,470 0.76 $52.20 $5,558,000 SEC
2004   Q3 106,470 0.81 Add 0.06% <0.01 $47.37–52.49 · VW $49.92i $5,180,000 SEC
2004   Q2 106,410 0.93 $53.88 $5,733,000 SEC
2004   Q1 106,410 1.00 $53.85 $5,730,000 SEC
2003   Q4 106,410 0.92 $46.62 $4,961,000 SEC
2003   Q3 106,410 1.04 Reduce 34.07% 0.43 $44.10–48.88 · VW $47.03i $4,877,000 SEC
2003   Q2 161,410 1.27 Add 0.31% <0.01 $43.10–47.98 · VW $45.21i $7,183,000 SEC
2003   Q1 160,910 1.36 Reduce 8.53% 0.14 $36.24–44.60 · VW $41.68i $6,436,000 SEC
2002   Q4 175,910 1.61 $42.22 $7,427,000 SEC
2002   Q3 175,910 1.86 Add 3564.79% 1.81 $34.00–45.30 · VW $40.59i $6,500,000 SEC
2002   Q2 4,800 0.10 Buy 0.10 $35.01–52.18 · VW $42.25i $231,000 SEC
1999   Q4 0 0.00 Sell 100.00% 0.16 $32.13–38.63 · VW $34.29i SEC
1999   Q3 15,800 0.16 $30.51 $482,000 SEC
1999   Q2 15,800 0.14 $38.67 $611,000 SEC
1999   Q1 15,800 0.13 $39.18 $619,000 SEC
Price snapshot:
Current price$138.49
Avg. buy price$92.07
+/- since buy50.42%
52-week low$128.66
52-week high$168.19