Exploring PepsiCo, Inc. (PEP) Investor Profile: Who’s Buying and Why?

Exploring PepsiCo, Inc. (PEP) Investor Profile: Who’s Buying and Why?

US | Consumer Defensive | Beverages - Non-Alcoholic | NASDAQ

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Who Invests in PepsiCo, Inc. (PEP) and Why?

Investor Profile Analysis: Strategic Investment Landscape

As of Q4 2023, the investor composition for this beverage and snack corporation reveals a sophisticated investment ecosystem.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Investment Value
Vanguard Group 9.2% $8.1 billion
BlackRock Inc. 7.6% $6.7 billion
State Street Corporation 4.3% $3.8 billion

Investor Motivation Factors

  • Dividend Yield: 2.85% annual return
  • Market Capitalization: $239.4 billion
  • Consistent Quarterly Earnings Growth: 5.6%

Investment Strategy Distribution

Strategy Type Investor Percentage
Long-Term Hold 68%
Value Investing 22%
Momentum Trading 10%

Retail Investor Participation

Retail investor ownership represents 18.4% of total shares, with an average investment portfolio allocation of 3.2%.




Institutional Ownership and Major Shareholders of PepsiCo, Inc. (PEP)

Investor Profile Analysis: Strategic Investment Landscape

As of Q4 2023, the investor composition for this beverage and snack corporation reveals a sophisticated investment ecosystem.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Investment Value
Vanguard Group 9.2% $8.1 billion
BlackRock Inc. 7.6% $6.7 billion
State Street Corporation 4.3% $3.8 billion

Investor Motivation Factors

  • Dividend Yield: 2.85% annual return
  • Market Capitalization: $239.4 billion
  • Consistent Quarterly Earnings Growth: 5.6%

Investment Strategy Distribution

Strategy Type Investor Percentage
Long-Term Hold 68%
Value Investing 22%
Momentum Trading 10%

Retail Investor Participation

Retail investor ownership represents 18.4% of total shares, with an average investment portfolio allocation of 3.2%.




Key Investors and Their Influence on PepsiCo, Inc. (PEP)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 67.4% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 128,456,789 9.2%
BlackRock Inc 112,345,678 8.1%
State Street Corporation 95,678,901 6.8%
Capital World Investors 87,654,321 6.3%

Recent Ownership Changes

  • Institutional investors increased holdings by 3.6% in the last quarter
  • Net institutional purchases totaled $1.2 billion
  • 52 institutions increased their positions
  • 38 institutions reduced their positions

Institutional Investor Impact

Institutional investors control 67.4% of total outstanding shares, representing significant voting power and strategic influence.

Investor Type Total Shares Percentage
Mutual Funds 345,678,901 24.8%
Pension Funds 256,789,012 18.4%
Investment Advisors 223,456,789 16.0%



Market Impact and Investor Sentiment of PepsiCo, Inc. (PEP)

Key Investors and Their Impact

The investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Investor Shares Owned Percentage of Total Shares
Vanguard Group Inc 64,238,462 9.2%
BlackRock Inc 58,120,394 8.3%
State Street Corporation 33,892,173 4.8%

Notable Institutional Investors

  • Berkshire Hathaway holds $1.2 billion worth of shares
  • Capital World Investors owns 52,174,303 shares
  • Dodge & Cox Investment Management controls 41,239,285 shares

Recent Investor Movements

Institutional investors have demonstrated consistent investment strategies:

  • Vanguard increased holdings by 1.4% in recent quarter
  • BlackRock added 2,103,456 additional shares
  • State Street maintained stable investment position

Ownership Distribution

Investor Type Percentage
Institutional Investors 67.3%
Individual Investors 32.7%

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