
PEP · 主要消费
百事
PepsiCo Inc
2026 Q2:6 位巨人持有,综合权重 0.16%,共识排名第 95;本季 1 位买入、3 位卖出。季末价 $135.40(2026-06-30)。
持有人数
6
上季 7 位
综合权重
0.16%
共识排名第 95
季末价
$135.40
2026-06-30
巨人的平均成本估
$93.85
季末价比这个平均高 44%(每位巨人的成本各算一次)
6 位巨人持有
依占投资组合比重排序;点名字看那位巨人的持股历程。
怎么看?
估计平均成本:每次增持的股数 ×(季初价+季末价)÷ 2 的加权平均;1999 年第一季(或这位巨人最早的电子申报)之前就持有的,从那个季度的季末价起算。13F 看不到实际成交价。
成本地图:6 位中有 6 位的估计成本低于季末价
每一行是一位巨人:圆点是估计平均成本(越大=占投资组合越重),金色直线是最新季末价。
成本低于季末价(账面浮盈)成本高于季末价(账面浮亏)季末价
季末价走势(已按拆股调整)
1999 Q1 起,也就是巨人第一次持有的那个季度;悬停看当季持有人数与买卖人数。
怎么看?
价格是 13F 申报的季末市值 ÷ 股数,约等于季末收盘价,不是即时价格;拆股前的价格已换算成今天的股数。
越来越多还是越来越少巨人持有
持有人数
每季度买家与卖家(近 20 个季度)
买入卖出
综合权重(悬停看排名)
持股历程
点开一位巨人:他从什么时候开始持有、哪几季买卖、估计成本怎么变化。表格只列有买卖的季度和最新一季。
怎么看?
图中的价格与成本都换算成今天的股数(已按拆股调整);表格里是当季实际的数字。估计成交价=(季初价+季末价)÷ 2,只代表大致价位。
尼克·崔恩 5.3%·2015 Q2 起
季末价累计估计成本估计成交价(买/卖)
| 季度 | 动作 | 股数变动(万股) | 占投资组合 | 累计估计成本 |
|---|---|---|---|---|
| 2026 Q2 | 减持 | −25 | 5.3% | $118.83 |
| 2026 Q1 | 减持 | −52 | 6.3% | $118.83 |
| 2025 Q4 | 减持 | −40 | 6.6% | $118.83 |
| 2025 Q3 | 减持 | −23 | 7.6% | $118.83 |
| 2025 Q2 | 减持 | −3 | 7.6% | $118.83 |
| 2025 Q1 | 减持 | −10 | 10.2% | $118.83 |
| 2024 Q4 | 减持 | −21 | 9.7% | $118.83 |
| 2024 Q3 | 减持 | −3 | 10.6% | $118.83 |
| 2024 Q2 | 减持 | −21 | 10.8% | $118.83 |
| 2024 Q1 | 减持 | −23 | 11.0% | $118.83 |
| 2023 Q4 | 减持 | −8 | 10.7% | $118.83 |
| 2023 Q3 | 减持 | −8 | 11.3% | $118.83 |
| 2023 Q2 | 减持 | −21 | 11.2% | $118.83 |
| 2023 Q1 | 增持 | +5 | 11.5% | $118.83 |
| 2022 Q4 | 减持 | −16 | 12.2% | $118.03 |
| 2022 Q3 | 减持 | −12 | 12.4% | $118.03 |
| 2022 Q2 | 减持 | −68 | 12.6% | $118.03 |
| 2022 Q1 | 减持 | −42 | 11.9% | $118.03 |
| 2021 Q4 | 减持 | −68 | 12.4% | $118.03 |
| 2021 Q3 | 减持 | −30 | 11.7% | $118.03 |
| 2021 Q2 | 增持 | +14 | 11.4% | $118.03 |
| 2021 Q1 | 增持 | +66 | 11.5% | $117.40 |
| 2020 Q4 | 增持 | +14 | 11.0% | $113.84 |
| 2020 Q3 | 增持 | +4 | 11.2% | $113.04 |
| 2020 Q2 | 增持 | +51 | 10.9% | $112.86 |
| 2020 Q1 | 减持 | −51 | 11.4% | $111.32 |
| 2019 Q4 | 增持 | +20 | 10.8% | $111.32 |
| 2019 Q3 | 增持 | +20 | 11.0% | $110.23 |
| 2019 Q2 | 增持 | +29 | 10.1% | $109.20 |
| 2019 Q1 | 增持 | +70 | 10.1% | $108.00 |
| 2018 Q4 | 减持 | −11 | 9.5% | $106.32 |
| 2018 Q3 | 增持 | +20 | 9.3% | $106.32 |
| 2018 Q2 | 增持 | +30 | 9.4% | $106.09 |
| 2018 Q1 | 增持 | +58 | 9.2% | $105.81 |
| 2017 Q4 | 增持 | +21 | 8.9% | $103.85 |
| 2017 Q3 | 增持 | +40 | 8.9% | $102.82 |
| 2017 Q2 | 增持 | +26 | 8.9% | $100.68 |
| 2017 Q1 | 增持 | +8 | 8.4% | $98.72 |
| 2016 Q4 | 增持 | +8 | 8.5% | $98.28 |
| 2016 Q3 | 增持 | +28 | 8.5% | $97.86 |
| 2016 Q2 | 增持 | +12 | 7.4% | $95.80 |
| 2016 Q1 | 增持 | +5 | 7.1% | $94.94 |
| 2015 Q4 | 增持 | +10 | 6.7% | $94.64 |
| 2015 Q3 | 增持 | +12 | 6.6% | $94.40 |
| 2015 Q2 | 新建仓 | +90 | 5.9% | $94.48 |
Yacktman 3.5%·2002 Q2 起
季末价累计估计成本估计成交价(买/卖)
| 季度 | 动作 | 股数变动(万股) | 占投资组合 | 累计估计成本 |
|---|---|---|---|---|
| 2026 Q2 | 增持 | +4 | 3.5% | $92.34 |
| 2025 Q4 | 减持 | −3 | 4.1% | $91.17 |
| 2025 Q3 | 减持 | −5 | 4.0% | $91.17 |
| 2024 Q4 | 减持 | −6 | 3.7% | $91.17 |
| 2024 Q3 | 减持 | −32 | 3.8% | $91.17 |
| 2024 Q1 | 减持 | −5 | 3.9% | $91.17 |
| 2023 Q4 | 减持 | −2 | 4.0% | $91.17 |
| 2023 Q1 | 减持 | −3 | 4.6% | $91.17 |
| 2022 Q4 | 减持 | −115 | 4.7% | $91.17 |
| 2022 Q3 | 减持 | −52 | 6.6% | $91.17 |
| 2022 Q1 | 减持 | −18 | 6.4% | $91.17 |
| 2021 Q2 | 增持 | +116 | 6.4% | $91.17 |
| 2021 Q1 | 增持 | +7 | 4.9% | $72.38 |
| 2020 Q4 | 减持 | −6 | 5.9% | $70.77 |
| 2020 Q3 | 增持 | +3 | 6.8% | $70.77 |
| 2020 Q2 | 减持 | −11 | 6.9% | $70.09 |
| 2020 Q1 | 减持 | −106 | 6.7% | $70.09 |
| 2019 Q4 | 减持 | −140 | 7.7% | $70.09 |
| 2019 Q3 | 减持 | −84 | 9.8% | $70.09 |
| 2019 Q2 | 减持 | −80 | 10.5% | $70.09 |
| 2019 Q1 | 减持 | −20 | 11.3% | $70.09 |
| 2018 Q4 | 增持 | +7 | 10.8% | $70.09 |
| 2018 Q3 | 减持 | −23 | 10.2% | $69.72 |
| 2018 Q2 | 增持 | +5 | 10.6% | $69.72 |
| 2018 Q1 | 减持 | −8 | 8.8% | $69.49 |
| 2017 Q4 | 减持 | −13 | 9.1% | $69.49 |
| 2017 Q3 | 减持 | −6 | 8.6% | $69.49 |
| 2017 Q2 | 减持 | −40 | 9.1% | $69.49 |
| 2017 Q1 | 减持 | −31 | 8.9% | $69.49 |
| 2016 Q3 | 减持 | −181 | 8.3% | $69.49 |
| 2016 Q2 | 减持 | −279 | 9.3% | $69.49 |
| 2016 Q1 | 减持 | −96 | 10.7% | $69.49 |
| 2015 Q4 | 减持 | −344 | 10.9% | $69.49 |
| 2015 Q3 | 减持 | −455 | 11.0% | $69.49 |
| 2015 Q2 | 减持 | −314 | 11.1% | $69.49 |
| 2015 Q1 | 减持 | −150 | 11.2% | $69.49 |
| 2014 Q4 | 减持 | −222 | 10.6% | $69.49 |
| 2014 Q3 | 减持 | −231 | 11.4% | $69.49 |
| 2014 Q2 | 减持 | −150 | 11.4% | $69.49 |
| 2014 Q1 | 增持 | +112 | 11.5% | $69.49 |
| 2013 Q4 | 增持 | +396 | 10.9% | $69.00 |
| 2013 Q3 | 增持 | +498 | 9.9% | $67.27 |
| 2012 Q4 | 增持 | +82 | 9.4% | $64.37 |
| 2012 Q2 | 减持 | −167 | 10.3% | $64.18 |
| 2012 Q1 | 增持 | +235 | 10.8% | $64.18 |
| 2011 Q4 | 增持 | +200 | 11.7% | $63.94 |
| 2011 Q3 | 增持 | +448 | 12.3% | $63.92 |
| 2011 Q2 | 增持 | +46 | 11.2% | $63.25 |
| 2011 Q1 | 增持 | +524 | 11.9% | $63.12 |
| 2010 Q4 | 增持 | +295 | 10.3% | $62.15 |
| 2010 Q3 | 增持 | +20 | 9.1% | $60.45 |
| 2010 Q2 | 增持 | +138 | 10.5% | $60.35 |
| 2010 Q1 | 增持 | +112 | 9.9% | $59.44 |
| 2009 Q4 | 增持 | +151 | 9.9% | $58.25 |
| 2009 Q3 | 增持 | +96 | 7.7% | $57.26 |
| 2009 Q2 | 增持 | +66 | 6.7% | $57.59 |
| 2009 Q1 | 减持 | −6 | 5.4% | $62.10 |
| 2008 Q4 | 减持 | −38 | 5.5% | $62.10 |
| 2008 Q3 | 减持 | −6 | 10.6% | $62.10 |
| 2008 Q1 | 减持 | −10 | 10.4% | $62.10 |
| 2007 Q4 | 减持 | −3 | 10.6% | $62.10 |
| 2007 Q3 | 减持 | −4 | 10.4% | $62.10 |
| 2007 Q2 | 增持 | +18 | 9.6% | $62.10 |
| 2007 Q1 | 增持 | +45 | 8.2% | $61.77 |
| 2006 Q4 | 增持 | +58 | 5.0% | $60.91 |
| 2006 Q3 | 减持 | −<1 | 0.8% | $42.77 |
| 2005 Q4 | 减持 | −1 | 0.8% | $42.77 |
| 2003 Q3 | 减持 | −6 | 1.0% | $42.77 |
| 2003 Q1 | 减持 | −2 | 1.3% | $42.77 |
| 2002 Q3 | 增持 | +17 | 1.8% | $42.77 |
| 2002 Q2 | 新建仓 | +<1 | 0.1% | $49.85 |
Jensen 0.3%·1999 Q1 起
季末价累计估计成本估计成交价(买/卖)
| 季度 | 动作 | 股数变动(万股) | 占投资组合 | 累计估计成本 |
|---|---|---|---|---|
| 2026 Q2 | 减持 | −<1 | 0.3% | $92.70 |
| 2026 Q1 | 减持 | −<1 | 0.2% | $92.70 |
| 2025 Q4 | 减持 | −1 | 0.2% | $92.70 |
| 2025 Q3 | 减持 | −1 | 0.2% | $92.70 |
| 2025 Q2 | 减持 | −97 | 0.2% | $92.70 |
| 2025 Q1 | 减持 | −148 | 1.8% | $92.70 |
| 2024 Q4 | 减持 | −4 | 3.5% | $92.70 |
| 2024 Q3 | 减持 | −15 | 3.7% | $92.70 |
| 2024 Q2 | 减持 | −37 | 3.7% | $92.70 |
| 2024 Q1 | 减持 | −172 | 4.2% | $92.70 |
| 2023 Q4 | 减持 | −10 | 6.2% | $92.70 |
| 2023 Q3 | 增持 | +13 | 6.6% | $92.70 |
| 2023 Q2 | 增持 | +5 | 6.5% | $90.45 |
| 2023 Q1 | 减持 | −18 | 6.8% | $89.38 |
| 2022 Q4 | 增持 | +13 | 7.0% | $89.38 |
| 2022 Q2 | 减持 | −21 | 6.7% | $87.16 |
| 2022 Q1 | 增持 | +3 | 6.3% | $87.16 |
| 2021 Q4 | 减持 | −3 | 6.1% | $86.63 |
| 2021 Q3 | 减持 | −33 | 6.0% | $86.63 |
| 2021 Q2 | 减持 | −5 | 6.0% | $86.63 |
| 2021 Q1 | 增持 | +9 | 6.1% | $86.63 |
| 2020 Q1 | 增持 | +49 | 7.1% | $85.67 |
| 2019 Q3 | 增持 | +34 | 7.0% | $81.34 |
| 2019 Q2 | 增持 | +16 | 6.7% | $77.35 |
| 2019 Q1 | 增持 | +20 | 6.3% | $75.53 |
| 2018 Q3 | 增持 | +37 | 5.7% | $73.49 |
| 2018 Q2 | 减持 | −15 | 5.5% | $69.80 |
| 2017 Q4 | 增持 | +19 | 5.9% | $69.80 |
| 2017 Q2 | 减持 | −12 | 5.8% | $67.43 |
| 2016 Q3 | 增持 | +31 | 6.2% | $67.43 |
| 2016 Q2 | 减持 | −4 | 5.8% | $63.92 |
| 2016 Q1 | 增持 | +4 | 5.8% | $63.92 |
| 2015 Q3 | 增持 | +2 | 5.8% | $63.48 |
| 2015 Q1 | 减持 | −33 | 5.1% | $63.28 |
| 2014 Q4 | 减持 | −8 | 5.6% | $63.28 |
| 2014 Q3 | 减持 | −32 | 5.7% | $63.28 |
| 2014 Q2 | 减持 | −17 | 5.7% | $63.28 |
| 2014 Q1 | 增持 | +5 | 5.3% | $63.28 |
| 2013 Q4 | 增持 | +47 | 5.1% | $63.02 |
| 2013 Q3 | 增持 | +4 | 4.7% | $60.81 |
| 2013 Q2 | 减持 | −38 | 5.1% | $60.63 |
| 2013 Q1 | 增持 | +14 | 5.6% | $60.63 |
| 2012 Q4 | 减持 | −10 | 5.2% | $60.19 |
| 2012 Q3 | 增持 | +4 | 5.3% | $60.19 |
| 2012 Q2 | 减持 | −9 | 5.3% | $60.08 |
| 2011 Q4 | 增持 | +11 | 2.6% | $60.08 |
| 2011 Q3 | 增持 | +14 | 2.6% | $59.98 |
| 2011 Q1 | 增持 | +55 | 2.3% | $59.76 |
| 2010 Q4 | 增持 | +107 | 2.3% | $58.93 |
| 2010 Q2 | 增持 | +27 | 2.0% | $55.76 |
| 2010 Q1 | 增持 | +3 | 1.9% | $54.74 |
| 2009 Q4 | 增持 | +10 | 2.0% | $54.62 |
| 2009 Q3 | 增持 | +5 | 2.1% | $54.37 |
| 2009 Q1 | 减持 | −19 | 2.3% | $54.30 |
| 2008 Q3 | 增持 | +39 | 5.0% | $54.30 |
| 2008 Q2 | 增持 | +2 | 4.1% | $51.26 |
| 2008 Q1 | 减持 | −3 | 4.3% | $51.05 |
| 2007 Q4 | 减持 | −1 | 4.1% | $51.05 |
| 2007 Q3 | 增持 | +6 | 4.0% | $51.05 |
| 2007 Q2 | 增持 | +4 | 3.7% | $50.42 |
| 2007 Q1 | 增持 | +1 | 3.7% | $50.05 |
| 2006 Q4 | 增持 | +5 | 3.5% | $49.95 |
| 2006 Q2 | 减持 | −9 | 3.9% | $49.53 |
| 2006 Q1 | 减持 | −28 | 3.6% | $49.53 |
| 2005 Q4 | 减持 | −30 | 3.9% | $49.53 |
| 2005 Q2 | 增持 | +2 | 3.7% | $49.53 |
| 2005 Q1 | 增持 | +7 | 3.7% | $49.50 |
| 2004 Q4 | 增持 | +14 | 3.6% | $49.40 |
| 2004 Q3 | 增持 | +39 | 3.5% | $49.33 |
| 2004 Q2 | 增持 | +18 | 3.3% | $48.86 |
| 2004 Q1 | 增持 | +73 | 3.3% | $48.25 |
| 2003 Q4 | 增持 | +69 | 1.5% | $46.17 |
| 2003 Q2 | 减持 | −<1 | <0.1% | $41.32 |
| 2003 Q1 | 增持 | +<1 | <0.1% | $41.32 |
| 2002 Q4 | 减持 | −<1 | <0.1% | $41.34 |
| 2002 Q3 | 增持 | +<1 | <0.1% | $41.34 |
汤姆·盖纳 0.1%·2007 Q4 起
季末价累计估计成本估计成交价(买/卖)
| 季度 | 动作 | 股数变动(万股) | 占投资组合 | 累计估计成本 |
|---|---|---|---|---|
| 2026 Q2 | 不变 | — | 0.1% | $72.03 |
| 2020 Q4 | 增持 | +<1 | 0.2% | $72.03 |
| 2020 Q1 | 减持 | −5 | 0.2% | $71.57 |
| 2016 Q2 | 增持 | +1 | 0.4% | $71.57 |
| 2015 Q3 | 增持 | +<1 | 0.3% | $70.21 |
| 2014 Q2 | 增持 | +<1 | 0.3% | $69.33 |
| 2014 Q1 | 减持 | −<1 | 0.3% | $68.67 |
| 2013 Q2 | 增持 | +<1 | 0.4% | $68.67 |
| 2012 Q3 | 增持 | +<1 | 0.4% | $68.39 |
| 2012 Q2 | 增持 | +2 | 0.4% | $68.32 |
| 2011 Q2 | 增持 | +1 | 0.4% | $68.29 |
| 2011 Q1 | 增持 | +2 | 0.3% | $68.42 |
| 2010 Q2 | 增持 | +<1 | 0.3% | $69.69 |
| 2010 Q1 | 增持 | +3 | 0.3% | $70.19 |
Thomas Kahn <0.1%·2019 Q3 起
季末价累计估计成本估计成交价(买/卖)
| 季度 | 动作 | 股数变动(万股) | 占投资组合 | 累计估计成本 |
|---|---|---|---|---|
| 2026 Q2 | 不变 | — | <0.1% | $134.11 |
| 2024 Q4 | 减持 | −<1 | 0.1% | $134.11 |
| 2020 Q4 | 减持 | −<1 | <0.1% | $134.11 |
| 2020 Q2 | 减持 | −<1 | <0.1% | $134.11 |
| 2019 Q3 | 新建仓 | +<1 | <0.1% | $134.11 |
Tom Russo <0.1%·1999 Q1 起
季末价累计估计成本估计成交价(买/卖)
| 季度 | 动作 | 股数变动(万股) | 占投资组合 | 累计估计成本 |
|---|---|---|---|---|
| 2026 Q2 | 减持 | −<1 | <0.1% | $53.07 |
| 2026 Q1 | 减持 | −<1 | <0.1% | $53.07 |
| 2025 Q4 | 减持 | −<1 | <0.1% | $53.07 |
| 2025 Q1 | 减持 | −<1 | <0.1% | $53.07 |
| 2024 Q4 | 减持 | −<1 | <0.1% | $53.07 |
| 2024 Q3 | 减持 | −<1 | <0.1% | $53.07 |
| 2024 Q2 | 减持 | −<1 | <0.1% | $53.07 |
| 2024 Q1 | 减持 | −<1 | <0.1% | $53.07 |
| 2023 Q4 | 减持 | −<1 | <0.1% | $53.07 |
| 2023 Q2 | 减持 | −<1 | <0.1% | $53.07 |
| 2023 Q1 | 减持 | −1 | <0.1% | $53.07 |
| 2022 Q4 | 减持 | −<1 | <0.1% | $53.07 |
| 2022 Q3 | 减持 | −<1 | <0.1% | $53.07 |
| 2022 Q2 | 减持 | −<1 | <0.1% | $53.07 |
| 2021 Q4 | 减持 | −<1 | <0.1% | $53.07 |
| 2021 Q2 | 减持 | −<1 | <0.1% | $53.07 |
| 2021 Q1 | 减持 | −<1 | <0.1% | $53.07 |
| 2020 Q2 | 增持 | +<1 | <0.1% | $53.07 |
| 2020 Q1 | 减持 | −<1 | <0.1% | $52.45 |
| 2019 Q4 | 减持 | −<1 | <0.1% | $52.45 |
| 2019 Q3 | 减持 | −<1 | <0.1% | $52.45 |
| 2019 Q2 | 减持 | −<1 | <0.1% | $52.45 |
| 2019 Q1 | 减持 | −<1 | <0.1% | $52.45 |
| 2018 Q4 | 减持 | −<1 | <0.1% | $52.45 |
| 2018 Q3 | 减持 | −<1 | <0.1% | $52.45 |
| 2018 Q2 | 减持 | −<1 | <0.1% | $52.45 |
| 2018 Q1 | 减持 | −<1 | <0.1% | $52.45 |
| 2017 Q4 | 减持 | −<1 | <0.1% | $52.45 |
| 2017 Q2 | 减持 | −<1 | <0.1% | $52.45 |
| 2017 Q1 | 减持 | −<1 | <0.1% | $52.45 |
| 2016 Q4 | 减持 | −<1 | <0.1% | $52.45 |
| 2016 Q3 | 增持 | +<1 | <0.1% | $52.45 |
| 2016 Q2 | 减持 | −<1 | <0.1% | $49.46 |
| 2016 Q1 | 减持 | −<1 | <0.1% | $49.46 |
| 2015 Q4 | 减持 | −<1 | <0.1% | $49.46 |
| 2015 Q2 | 减持 | −<1 | <0.1% | $49.46 |
| 2015 Q1 | 减持 | −<1 | <0.1% | $49.46 |
| 2014 Q4 | 减持 | −<1 | <0.1% | $49.46 |
| 2014 Q3 | 减持 | −<1 | <0.1% | $49.46 |
| 2014 Q2 | 减持 | −<1 | <0.1% | $49.46 |
| 2014 Q1 | 减持 | −1 | <0.1% | $49.46 |
| 2013 Q4 | 减持 | −<1 | <0.1% | $49.46 |
| 2013 Q3 | 减持 | −<1 | <0.1% | $49.46 |
| 2013 Q2 | 减持 | −<1 | 0.1% | $49.46 |
| 2011 Q3 | 减持 | −<1 | 0.1% | $49.46 |
| 2011 Q2 | 减持 | −4 | 0.1% | $49.46 |
| 2011 Q1 | 增持 | +<1 | 0.2% | $49.46 |
| 2010 Q4 | 减持 | −<1 | 0.3% | $49.07 |
| 2010 Q3 | 减持 | −<1 | 0.4% | $49.07 |
| 2010 Q2 | 减持 | −<1 | 0.4% | $49.07 |
| 2009 Q4 | 减持 | −1 | 0.4% | $49.07 |
| 2009 Q3 | 减持 | −<1 | 0.4% | $49.07 |
| 2009 Q2 | 增持 | +2 | 0.5% | $49.07 |
| 2009 Q1 | 增持 | +2 | 0.4% | $48.49 |
| 2008 Q4 | 增持 | +<1 | 0.3% | $47.83 |
| 2008 Q3 | 减持 | −<1 | 0.3% | $47.44 |
最近 8 季清仓的巨人
- 泰瑞·
史密斯 2025 Q1

