Ken Fisher’s PEP Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+8.31 M Shares
Current Position
8.11 M Shares
$1.14 B Value

Ken Fisher's PEP Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 8.11 M shares of PepsiCo, Inc. (PEP) worth $1.14 B, representing 0.41% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in PEP, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2023, adding 4.4 M shares. Largest reduction occurred in Q1 2019, reducing 6.62 M shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's PepsiCo (PEP) Holding Value Over Time

Track share changes against reported price movement

Quarterly PepsiCo (PEP) Trades by Ken Fisher

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +8.31 M Add 0.00% 8.31 M $81.79
Q3 2013 -195,562 Reduce 2.35% 8.11 M $79.50
Q4 2013 -3.23 M Reduce 39.82% 4.88 M $82.94
Q1 2014 +36,293 Add 0.74% 4.92 M $83.50
Q2 2014 +135,214 Add 2.75% 5.05 M $89.34
Q3 2014 +51,515 Add 1.02% 5.11 M $93.09
Q4 2014 +10,514 Add 0.21% 5.12 M $94.56
Q1 2015 +6,976 Add 0.14% 5.12 M $95.62
Q2 2015 +96,237 Add 1.88% 5.22 M $93.34
Q3 2015 +51,197 Add 0.98% 5.27 M $94.30
Q4 2015 +70,317 Add 1.33% 5.34 M $99.92
Q1 2016 +21,568 Add 0.40% 5.36 M $103.77
Q2 2016 +62,787 Add 1.17% 5.43 M $108.91
Q3 2016 -7,769 Reduce 0.14% 5.42 M $108.77
Q4 2016 +29,566 Add 0.55% 5.45 M $104.63
Q1 2017 +50,154 Add 0.92% 5.5 M $111.86
Q2 2017 +277,607 Add 5.05% 5.78 M $115.49
Q3 2017 +118,615 Add 2.05% 5.89 M $111.43
Q4 2017 +187,135 Add 3.18% 6.08 M $119.92
Q1 2018 +187,669 Add 3.09% 6.27 M $109.15
Q2 2018 +227,728 Add 3.63% 6.5 M $108.87
Q3 2018 +161,821 Add 2.49% 6.66 M $111.80
Q4 2018 +193,336 Add 2.90% 6.85 M $110.48
Q1 2019 -6.62 M Reduce 96.66% 228,745 $122.55
Q2 2019 -30,072 Reduce 13.15% 198,673 $131.13
Q3 2019 -8,175 Reduce 4.11% 190,498 $137.10
Q4 2019 -43,387 Reduce 22.78% 147,111 $136.67
Q1 2020 -65,247 Reduce 44.35% 81,864 $120.10
Q2 2020 -10,266 Reduce 12.54% 71,598 $132.27
Q3 2020 -5,014 Reduce 7.00% 66,584 $138.61
Q4 2020 +5,907 Add 8.87% 72,491 $148.31
Q1 2021 -13,693 Reduce 18.89% 58,798 $141.45
Q2 2021 -1,216 Reduce 2.07% 57,582 $148.17
Q3 2021 +1,071 Add 1.86% 58,653 $150.41
Q4 2021 +10,506 Add 17.91% 69,159 $173.72
Q1 2022 +2,243 Add 3.24% 71,402 $167.38
Q2 2022 -9,434 Reduce 13.21% 61,968 $166.67
Q3 2022 +765 Add 1.23% 62,733 $163.26
Q4 2022 -10,522 Reduce 16.77% 52,211 $180.67
Q1 2023 -2,267 Reduce 4.34% 49,944 $182.30
Q2 2023 +4.4 M Add 8813.17% 4.45 M $185.22
Q3 2023 +3.5 M Add 78.52% 7.95 M $169.44
Q4 2023 -1.35 M Reduce 17.02% 6.59 M $169.84
Q1 2024 +357,701 Add 5.42% 6.95 M $175.01
Q2 2024 +480,073 Add 6.91% 7.43 M $164.93
Q3 2024 +422,080 Add 5.68% 7.85 M $170.05
Q4 2024 +246,553 Add 3.14% 8.1 M $152.06
Q1 2025 +75,246 Add 0.93% 8.18 M $149.94
Q2 2025 -219,665 Reduce 2.69% 7.96 M $132.04
Q3 2025 +155,636 Add 1.96% 8.11 M $140.44

Ken Fisher's PepsiCo Investment FAQs

Ken Fisher first purchased PepsiCo, Inc. (PEP) in Q2 2013, acquiring 8,309,235 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held PepsiCo, Inc. (PEP) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher's largest addition to PepsiCo, Inc. (PEP) was in Q2 2013, adding 8,309,235 shares worth $679.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 8,112,038 shares of PepsiCo, Inc. (PEP), valued at approximately $1.14 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, PepsiCo, Inc. (PEP) represents approximately 0.41% of Ken Fisher'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.

Ken Fisher's peak holding in PepsiCo, Inc. (PEP) was 8,309,235 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.