Jefferies Group's PEP Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 1.28 M shares of PepsiCo, Inc. (PEP) worth $180.14 M, representing 0.85% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in PEP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 1.27 M shares. Largest reduction occurred in Q1 2025, reducing 51,789 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's PepsiCo (PEP) Holding Value Over Time
Track share changes against reported price movement
Quarterly PepsiCo (PEP) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +12,499 | New Buy | 12,499 | $182.30 |
| Q2 2023 | -3,488 | Reduce 27.91% | 9,011 | $185.22 |
| Q3 2023 | +3,738 | Add 41.48% | 12,749 | $169.44 |
| Q4 2023 | +17,823 | Add 139.80% | 30,572 | $169.84 |
| Q1 2024 | -22,650 | Reduce 74.09% | 7,922 | $175.01 |
| Q2 2024 | +41 | Add 0.52% | 7,963 | $164.93 |
| Q3 2024 | +30,930 | Add 388.42% | 38,893 | $170.05 |
| Q4 2024 | +21,817 | Add 56.09% | 60,710 | $152.06 |
| Q1 2025 | -51,789 | Reduce 85.31% | 8,921 | $149.94 |
| Q2 2025 | +1,575 | Add 17.65% | 10,496 | $132.04 |
| Q3 2025 | +1.27 M | Add 12120.52% | 1.28 M | $140.44 |
Jefferies Group's PepsiCo Investment FAQs
Jefferies Group first purchased PepsiCo, Inc. (PEP) in Q1 2023, acquiring 12,499 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held PepsiCo, Inc. (PEP) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to PepsiCo, Inc. (PEP) was in Q3 2025, adding 1,282,666 shares worth $180.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 1,282,666 shares of PepsiCo, Inc. (PEP), valued at approximately $180.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, PepsiCo, Inc. (PEP) represents approximately 0.85% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in PepsiCo, Inc. (PEP) was 1,282,666 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.