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Find answers to the most commonly asked PepsiCo investment questions, as well as who you can contact for additional information.
PepsiCo, Inc.
c/o BNY Mellon Shareowner Services
P.O. Box 358015
Pittsburgh, PA 15252-8015
800-226-0083
(201) 680 6685 (international callers)
E-mail: shrrelations@bnymellon.com
Website: www.bnymellon.com/shareowner/isd
A registered shareholder is a shareholder who is shown on the records of a corporation as owning the shares of the corporation and holds the shares in his or her own name.
A beneficial shareholder is a shareholder who enjoys the benefits of ownership even though the title is kept in the name of a brokerage house or mutual fund. When shares are kept in this manner, the term is often referred to as keeping the shares in "Street Name".
You may purchase shares of PepsiCo stock through a stock broker or investment advisor or through PepsiCo's BuyDIRECT Plan sponsored by BNY Mellon Shareowner Services. Investors can make their initial purchase of PepsiCo stock and additional optional cash investments through the Plan.
BuyDIRECT also offers dividend reinvestment and sale of shares. Please contact BNY Mellon Shareowner Services at 800-226-0083 or 201-680-6685 for more information.
Click hereto view our BuyDIRECT Plan brochure. You can print out a new application or an enrollment card for current shareholders to make optional cash payments.
You can also purchase shares online at www.bnymellon.com/shareowner/isd. Click on the Investment Plan Enrollment Link.
Original stock certificates can be brought to any broker for sale. Registered shareholders enrolled in our BuyDIRECT Plan can also sell shares held in certificate form, Direct Registration Shares or Dividend Reinvestment Plan shares by contacting BNY Mellon Shareowner Services at 800-226-0083 or 201-680-6685.
Shares can be sold online by accessing your account at http://www.bnymellon.com/shareowner/isd. First time users will have to establish a pin number by entering your 12-digit Investor ID.
In the Direct Registration System, physical stock certificates are not issued to shareholders. Instead, shareholders receive a statement detailing the number of shares they own. These shares are held electronically by the transfer agent. This system prevents the loss of certificates. At anytime, a shareholder can request a physical stock certificate to be issued at no charge.
If you are a registered shareholder, BNY Mellon Shareowner Services can assist you. Please contact them at 800-226-0083 or 201-680-6685 and speak with a customer service representative. Transfer instructions can be printed off of their website, www.bnymellon.com/shareowner/isd. You can also change your address online. To access your account online at www.bnymellon.com/shareowner/isd, you will first need to establish a PIN number by entering your 12-digit Investor ID.
You may also request transfer instructions or a change of address in writing by forwarding your correspondence to:
PepsiCo, Inc.
c/o BNY Mellon Shareowner Services
PO Box 358015
Pittsburgh, PA 15252-8015
Please include your Investor ID in your correspondence.
Beneficial shareholders, please contact your broker for assistance.
Registered shareholders may request the replacement of stock certificates by calling BNY Mellon Shareowner Services at 800-226-0083 or 201-680-6685 or writing to their Lost Securities Department. Please include the name of the security, the name of the registered owner(s), the number of shares and the certificate number(s), if available, in your correspondence.
Please ensure your letter is signed by all current owners or legal representatives. If the registered owner is deceased, please state so in your letter so that BNY Mellon Shareowner Services can provide you with the necessary legal requirements.
Please forward your correspondence to:
PepsiCo, Inc.
c/o BNY Mellon Shareowner Services
PO Box 358015
Pittsburgh, PA 15252-8015
A fee of approximately 2% of the market value of the lost securities will be charged by a surety company to replace the securities. Once BNY Mellon Shareowner Services receives your letter, a stop will be placed against the certificate(s) and an Affidavit of Loss will be mailed to the address specified in the letter. The Affidavit of Loss will specify the exact surety fee. Please note that a replacement fee will not be charged if you reported non-receipt of your certificates within one year of issuance and BNY Mellon Shareowner Services issued and mailed the stock and is currently the Transfer Agent.
Historically, quarterly dividends have been paid in January, March, June and September.Click hereto view our dividend history.
Registered shareholders may request the replacement of dividend checks by calling BNY Mellon Shareowner Services at 800-226-0083 or 201-680-6685 and use either the automated telephone system or speak with a customer service representative.
You may also request replacement checks by writing to BNY Mellon Shareowner Services. Please include your Investor ID in your correspondence.
Please forward your correspondence to:
PepsiCo, Inc.
c/o BNY Mellon Shareowner Services
PO Box 358015
Pittsburgh, PA 15252-8015
Direct Deposit offers you the convenience of having your dividends directly deposited into your bank account through electronic funds transfer on the dividend payment date.
A Direct Deposit authorization form can be obtained by contacting BNY Mellon Shareowner Services at 800-226-0083 or 201-680-6685. You can also request an authorization form by writing to BNY Mellon Shareowner Services. Please include your Investor ID in your correspondence.
Please forward your correspondence to shrrelations@bnymellon.comor:
PepsiCo, Inc.
c/o BNY Mellon Shareowner Services
PO Box 358015
Pittsburgh, PA 15252-8015
Registered shareholders may invest all or a portion of the cash dividends paid to them. Alternatively, you may choose to receive cash dividends directly. Please contact BNY Mellon Shareowner Services at 800-226-0083 or 201-680-6685 for more information or click here.
1099-DIV's are mailed out by BNY Mellon Shareowner Services by January 31 in a separate envelope marked "Important Tax Document Enclosed". In some instances the dividend income statement is enclosed with the last dividend check or dividend reinvestment statement of the year.
Registered shareholders may request a duplicate 1099-DIV by calling BNY Mellon Shareowner Services at 800-226-0083 or 201-680-6685 and use either the automated telephone system or speak with a customer service representative. Duplicate 1099-DIV can also be viewed and printed off of the website, www.bnymellon.com/shareowner/isd. First time users will have to establish a PIN number by entering your 12-digit Investor ID.
If you are a registered shareholder, you may obtain information about your account by calling BNY Mellon Shareowner Services at 800-226-0083 or 201-680-6685 and use the automated telephone system or speak with a customer service representative.
You may also obtain information about your account by writing to BNY Mellon Shareowner Services or by visiting www.bnymellon.com/shareowner/isd for online access.
Registered shareholders can access their account online as well as perform routine transactions by visiting BNY Mellon Shareowner Services website, www.bnymellon.com/shareowner/isd. First time users will have to establish a pin number by entering your 12-digit Investor ID.
PepsiCo's most recent stock split was a 2-for-1 split declared on May 28, 1996.Click herefor stock split information.
Click here to look up historical stock prices which go back to 1990. PepsiCo also offers an investment calculator which goes back to 1990. Click here to use the calculator.
Click hereto complete our online request information form. PepsiCo?s SEC reports, earnings and other financial releases, corporate news and additional company information are available on our website,www.pepsico.com.
Multiple copies of our annual report can be requested by calling 914-253-3055.
PepsiCo's annual meeting is usually held on the first Wednesday of May.
PepsiCo offers shareholders the benefits and convenience of viewing Proxy Statements, Annual Reports and other shareholder materials on-line. Click here to enroll for electronic delivery of shareholder materials.
PepsiCo's fiscal year ends on the last Saturday of each December, resulting in an additional week of results every five or six years.
| Quarter | Quarter Ends | Tentative Week |
| 1Q 10 | March 20, 2010 | April 19, 2010 |
| 2Q 10 | June 12, 2010 | July 19, 2010 |
| 3Q 10 | September 4, 2010 | October 4, 2010 |
| 4Q 10 | December 25, 2010 | February 7, 2011 |
Click hereto view financial press releases.
PBG, PAS and PBV are anchor bottlers that were granted exclusive contracts to sell and manufacture certain beverage products bearing PepsiCo's trademarks within a specific geographical area.
PepsiCo 401(k) Plan and PepsiCo Stock Purchase Program:
The PepsiCo Savings & Retirement Center at Fidelity
PO Box 770003
Cincinnati, OH 45277-0065
Telephone: 800-632-2014
(Overseas: Dial your country's AT&T access number +800-632-2014. In the U.S.,
access numbers are available by calling 800-331-1140. From anywhere in the world,
access numbers are available online at www.att.com/traveler.) Website: www.netbenefits.fidelity.com
PepsiCo Stock Purchase Program - for Canadian employees:
Fidelity Stock Plan Services
PO Box 5000
Cincinnati, OH 45273-8398
Telephone: 800-554-0275
Website: www.iStockPlan.com/ESPP
SharePower participants (employees with SharePower options) should address all questions regarding your account, outstanding options or shares received through option exercises to:
Merrill Lynch/SharePower
Stock Option Unit
1600 Merrill Lynch Drive
Mail Stop 06-02-SOP
Pennington, NJ 08534
Telephone: 800-637-6713 (U.S., Puerto Rico and Canada)
609-818-8800 (all other locations)
PepsiCo, Inc. was founded in 1965 by Donald M. Kendall, President and Chief Executive Officer of Pepsi-Cola and Herman W. Lay, Chairman and Chief Executive Officer of Frito-Lay, through the merger of the two companies.
PepsiCo, Inc. was incorporated on June 8, 1965 in Delaware. PepsiCo was reincorporated in 1986 in North Carolina.
The exchange rate is 2/3 share of PepsiCo stock for each share of Frito-Lay, Inc. stock, as of June 10, 1965.
The exchange rate is one share of PepsiCo stock for each 2.2 shares of Lease Plan International Corp. stock, as of January 5, 1966.
The exchange rate is one share of PepsiCo stock for each 1.7 shares of Chandler Leasing Corporation stock, as of June 28, 1968.
PepsiCo acquired the remaining interest in Wilson Sporting Goods Co. in December 1972. It was divested in 1985. Wilson shareholders received $17.50 for each share of Wilson.
All funds pertaining to the redemption of any outstanding certificates were processed and escheated to the respective states of the last known address of the shareholder as abandoned property in September 1986.
PepsiCo acquired Rheingold in 1972 and sold it in 1973. Any outstanding shares at that time were redeemable for $13.00 per share. This included shares from companies that were renamed Rheingold Corporation. They are The Bankamerica Corp., Bancamerica Corp., Bancamerica Blair Corp., Blair & Co., Inc., Blair Holdings Corp., Pepsi-Cola United Bottlers, Inc. and Pub United Corp.
All funds pertaining to the redemption of these certificates were processed and escheated to the respective states of the last known address of the shareholder as abandoned property in February 1991.
PepsiCo acquired Lee Way Motor Freight, Inc. on October 27, 1975 through an exchange of stock. Lee Way shareholders received 0.241546 share of PepsiCo for each share of Lee Way. Cash-in-lieu of fractional shares were calculated at a rate of $80 per share.
Unexchanged shares were processed and escheated to the respective states of the last known address of the shareholder as abandoned property in 1986.
PepsiCo acquired Pizza Hut, Inc. in November 1977 through an exchange of stock. Pizza Hut shareholders received 1.55 shares of PepsiCo, Inc. common stock for each share of Pizza Hut. Cash in lieu of fractional shares calculated at a rate of $26.00 per share.
Pizza Hut was spun off along with Taco Bell and KFC businesses as Tricon Global Restaurants, Inc. in 1997. Tricon Global Restaurants later becomes YUM! Brands, Inc.
PepsiCo acquired Taco Bell in June 1978 through an exchange of stock. Taco Bell shareholders received 1.43 shares of PepsiCo, Inc. common stock for each share of Taco Bell. Cash in lieu of fractional shares calculated at a rate of $29.625 per share.
Taco Bell was spun off along with Pizza Hut and KFC businesses as Tricon Global Restaurants, Inc. in 1997. Tricon Global Restaurants later becomes YUM! Brands, Inc.
KFC was acquired in October 1986 from RJR Nabisco, Inc. by PepsiCo, Inc., for approximately $840 million. There was no exchange of stock.
KFC was spun off along with Pizza Hut and Taco Bell businesses as Tricon Global Restaurants, Inc. in 1997. Tricon Global Restaurants later becomes YUM! Brands, Inc.
In May 1986, PepsiCo purchased the assets of MEI Corporation. During this time, the health and snack food assets of MEI Corporation were spun-off from the company and MEI Diversified Inc. was created. As a result, the MEI Corporation shareholders were entitled to $35.00 a share for each MEI Corporation share and one share of MEI Diversified. This acquisition included the predecessor companies, i.e. Search Investments Corporation and Investors Growth Industries. The MEI Corporation stock was to be redeemed by PepsiCo, Inc. and the MEI Diversified stock was delivered to the shareholder by the transfer agent of MEI Diversified.
All funds pertaining to the redemption of any outstanding certificates were processed and escheated to the respective states of the last known address of the shareholder as abandoned property.
On March 18, 1991 Collins Foods International, Inc. was acquired by PepsiCo. Each share of Collins stock converted into .215952 shares of PepsiCo stock and one share of Sizzler (formerly New Collins) stock. The rate of the cash-in-lieu for fractional shares was $33.375.
Naugles, Inc. was a predecessor company of Collins Foods International and was exchanged for PepsiCo stock. Collins Foods, Inc. was not part of this deal and didn't convert into PepsiCo.
The Collins acquisition was a tax-free deal so the formal shareholders of Collins International have a carryover tax basis in their PepsiCo and Sizzler (formerly New Collins) stock. While PepsiCo cannot give tax advice, we can mention the facts from which a tax basis can be calculated. The closing price of PepsiCo stock on March 15, 1992, the closing date, was $33.375 for a total value of $7.18 and Sizzler opened at $12.50. Based on these values, 36% of the basis would be allocated to the PepsiCo shares and 64% to Sizzler.
All funds pertaining to the redemption of any outstanding certificates were processed and escheated to the respective states of the last known address of the shareholder as abandoned property in 1996.
Please note: Shareholders of Collins Food International were also given one share of Collins Foods, Inc. for each share of Collins Food International. Questions regarding these shares and Sizzler International, Inc. should be addressed to Worldwide Restaurant Concepts, the successor company.
PepsiCo merged with The Quaker Oats Company on August 2, 2001. Shareholders of Quaker are entitled to exchange each share of Quaker Oats common stock for 2.3 shares of PepsiCo. Shares of Quaker can be exchanged by contacting our transfer agent, BNY Mellon Shareowner Services, at 800-226-0083 or 212-815-3700.
Click hereto see the letter that was sent out to shareholders of The Quaker Oats Company. This letter provides specific information to help you compute your cost basis.
The Quaker Oats Company acquired Stokely-Van Camp in 1983 and sold everything except for the pork and beans business and Gatorade. After the merger of PepsiCo and Quaker Oats in 2001, shares of Stokely-Van Camp were exchanged into PepsiCo stock. Please contact our transfer agent, BNY Mellon Shareowner Services, at 800-226-0083 or 212-815-3700.
In July 1991, The Quaker Oats Company decided to spin-off the Fisher-Price toy and juvenile products operations and distributed one share of stock of a newly formed corporation, Fisher-Price, Inc., for every five shares of stock of The Quaker Oats Company held as of the close of business July 8, 1991, the record date.
Click hereto see the letter that was sent to shareholders of Quaker Oats. This letter provides specific information to help you compute your cost basis for Quaker and Fisher-Price stock.
Please note: On November 30, 1993, Mattel, Inc. acquired Fisher-Price. Fisher-Price shares were exchanged for 1.275 shares of Mattel stock. Please contact Mattel, Inc. for more information.
On October 6, 1997, PepsiCo shareholders received a special distribution of one share of Tricon Global Restaurants, Inc stock for each 10 shares of PepsiCo stock owned as of the record date of September 19, 1997.
Click hereto see the letter that was sent out to shareholders of PepsiCo, Inc. This letter provides specific information to help you compute your cost basis.
Please note: Tricon Global Restaurants, Inc. is now called Yum! Brands, Inc.
Effective September 15, 2006, PepsiCo acquired Izze Beverage Company.
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Lynn A. Tyson
Senior Vice President, Investor Relations
PepsiCo, Inc.
(914) 253-3035
investor@pepsico.com
PepsiCo, Inc.
c/o BNY Mellon Shareowner
Services
P.O. Box 358015
Pittsburgh, PA 15252-8015
(800) 226-0083
(201) 680-6685
(Outside the U.S.)
shrrelations@bnymellon.com
© 2010 PepsiCo Inc.