Which New Zealand managed funds hold PepsiCo Inc?

26 New Zealand managed funds hold PepsiCo Inc as a direct holding, across 6 fund managers. Weights range from 0.050% to 0.630% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding PepsiCo Inc indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in PepsiCo Inc?

Kernel S&P Global 100 (NZD Hedged) Fund has the largest direct holding at 0.630% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold PepsiCo Inc?

26 funds hold PepsiCo Inc directly, across 6 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold PepsiCo Inc indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Kernel S&P Global 100 (NZD Hedged) Fund	Kernel	0.630%
Kernel S&P Global 100 Fund	Kernel	0.620%
SBS Wealth World Equity Portfolio	SBS Wealth	0.570%
Booster Wealth Geared Growth Fund	Booster	0.490%
Booster Socially Responsible High Growth Fund	Booster	0.440%
Booster Wealth High Growth Fund	Booster	0.400%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.380%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.380%
Clarity Global Shares Fund	Clarity	0.360%
Simplicity Hedged Global Share Fund	Simplicity	0.340%
Simplicity Unhedged Global Share Fund	Simplicity	0.340%
Booster Socially Responsible Growth Fund	Booster	0.340%
Booster Wealth Growth Fund	Booster	0.310%
SBS Wealth Balanced Strategy	SBS Wealth	0.260%
Simplicity High Growth Investment Fund	Simplicity	0.250%
Booster Socially Responsible Balanced Fund	Booster	0.250%
Kernel High Growth Fund	Kernel	0.250%
Booster Wealth Balanced Fund	Booster	0.230%
Simplicity Growth Investment Fund	Simplicity	0.200%
Simplicity Balanced Investment Fund	Simplicity	0.150%
Booster Wealth Moderate Fund	Booster	0.140%
Kernel Balanced Fund	Kernel	0.130%
SBS Wealth Conservative Strategy	SBS Wealth	0.130%
Harbour Balanced Growth Fund	Harbour	0.110%
Booster Shielded Growth Fund	Booster	0.110%
Simplicity Conservative Investment Fund	Simplicity	0.050%

Funds holding PepsiCo Inc usually also hold

Companies that appear alongside PepsiCo Inc in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 2 spellings were treated as PepsiCo Inc — shown so you can check the grouping rather than take it on trust.

PEPSICO INC
PepsiCo Inc

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