PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,421 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q1 2026
Institutional positions in PepsiCo Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,566
- +106 vs. Q4 2025
- Shares held
- 1.06B
- +156.0M (+17.3%) vs. Q4 2025
- Total value
- $163.5B
- +$34.1B (+26.4%) vs. Q4 2025
- New holders
- 256
- 1,438 more added
- Sold out
- 150
- 1,509 more reduced
58 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,421 | $146.5B |
| Q1 2026 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McLaughlin Asset Management, Inc. | 2,634 | $409.0K | 0.39% | −144−5.2% | Reduced |
| Lumbard & Kellner, LLC | 2,640 | $410.0K | 0.14% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 2,641 | $410.0K | 0.05% | −1,678−38.9% | Reduced |
| Intellus Advisors LLC | 2,641 | $410.1K | 0.06% | −1,290−32.8% | Reduced |
| Strategic Advisors LLC | 2,642 | $410.4K | 0.07% | +21+0.8% | Added |
| Capital City Trust Co | 2,643 | $410.4K | 0.09% | −65−2.4% | Reduced |
| Flagship Wealth Advisors, LLC | 3,118 | $411.7K | 0.18% | −108−3.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,651 | $411.7K | 0.06% | +52+2.0% | Added |
| Atwater Malick LLC | 2,657 | $412.6K | 0.11% | −127−4.6% | Reduced |
| Financial Advisors Network, Inc. | 2,659 | $412.9K | 0.06% | +179+7.2% | Added |
| Bouchey Financial Group Ltd | 2,622 | $413.0K | 0.03% | +241+10.1% | Added |
| Birch Financial Group, LLC | 2,660 | $413.1K | 0.24% | −13−0.5% | Reduced |
| UMA Financial Services, Inc. | 2,666 | $414.0K | 0.06% | +167+6.7% | Added |
| Ackerman Capital Advisors, LLC | 2,666 | $414.0K | 0.08% | −1,147−30.1% | Reduced |
| Discipline Wealth Solutions, LLC | 2,667 | $414.1K | 0.04% | +2,667 | New |
| PCM Encore, LLC | 2,669 | $414.4K | 0.09% | +230+9.4% | Added |
| Onyx Bridge Wealth Group LLC | 2,673 | $415.1K | 0.04% | +66+2.5% | Added |
| Greenline Partners, LLC | 2,673 | $415.1K | 0.04% | +786+41.7% | Added |
| Van Diest Capital, LLC | 2,678 | $415.9K | 0.33% | +2,678 | New |
| Strata Wealth Advisors, LLC | 2,680 | $416.2K | 0.11% | +188+7.5% | Added |
| LongView Wealth Management | 2,673 | $416.2K | 0.10% | −1,866−41.1% | Reduced |
| Revolve Wealth Partners, LLC | 2,682 | $416.5K | 0.05% | +97+3.8% | Added |
| Eagle Wealth Strategies LLC | 2,683 | $416.6K | 0.18% | +44+1.7% | Added |
| Greenfield Seitz Capital Management, LLC | 2,683 | $416.6K | 0.13% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2,684 | $416.8K | 0.38% | +1,917+249.9% | Added |
| Westside Investment Management, Inc. | 2,683 | $417.0K | 0.06% | −10.0% | Reduced |
| Solstein Capital, LLC | 2,688 | $417.4K | 0.17% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 2,911 | $417.9K | 0.04% | −10.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,695 | $418.5K | 0.05% | −6−0.2% | Reduced |
| Drexel Morgan & Co. | 2,700 | $419.3K | 0.06% | 00.0% | Unchanged |
| Private Advisory Group LLC | 2,700 | $419.3K | 0.03% | +782+40.8% | Added |
| Bey-Douglas LLC | 2,708 | $420.6K | 0.37% | +91+3.5% | Added |
| nVerses Capital, LLC | 2,714 | $421.5K | 0.38% | +2,714 | New |
| Outlook Wealth Advisors, LLC | 2,715 | $421.6K | 0.10% | +2,715 | New |
| Cherry Creek Investment Advisors, Inc. | 2,716 | $421.8K | 0.18% | −61−2.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2,717 | $421.9K | 0.08% | −69−2.5% | Reduced |
| Storen Legacy Partners, LLC | 2,723 | $422.9K | 0.13% | −100−3.5% | Reduced |
| Genesis Private Wealth, LLC | 2,723 | $422.9K | 0.13% | +688+33.8% | Added |
| Covenant Asset Management, LLC | 2,725 | $423.2K | 0.09% | −284−9.4% | Reduced |
| Marco Investment Management LLC | 2,729 | $423.8K | 0.03% | −60−2.2% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 2,731 | $424.1K | 0.23% | +227+9.1% | Added |
| Flatrock Wealth Partners LLC | 2,738 | $425.1K | 0.19% | −633−18.8% | Reduced |
| Essex LLC | 2,742 | $425.8K | 0.08% | −5−0.2% | Reduced |
| Madison Wealth Partners, Inc | 2,744 | $426.1K | 0.07% | +676+32.7% | Added |
| Bay Capital Advisors, LLC | 2,748 | $426.7K | 0.26% | −116−4.1% | Reduced |
| Creekside Partners | 2,752 | $427.4K | 0.18% | −111−3.9% | Reduced |
| Peachtree Investment Partners, LLC | 2,763 | $429.0K | 0.16% | −10−0.4% | Reduced |
| Evergreen Wealth Partners LLC | 2,763 | $429.1K | 0.33% | −236−7.9% | Reduced |
| SmartHarvest Portfolios, LLC | 2,763 | $429.1K | 0.18% | −1,003−26.6% | Reduced |
| Beto Financial Group, LLC | 2,747 | $429.4K | 0.25% | −218−7.4% | Reduced |
| Snowwater Investment Partners, LLC | 2,767 | $429.7K | 0.41% | +362+15.1% | Added |
| Trinity Financial Advisors LLC | 2,770 | $430.2K | 0.12% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 2,777 | $431.2K | 0.45% | +83+3.1% | Added |
| Meriwether Wealth & Planning, LLC | 2,777 | $431.2K | 0.24% | +90+3.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,790 | $432.0K | 0.14% | +105+3.9% | Added |
| Dupree Financial Group, LLC | 2,782 | $432.0K | 0.17% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,783 | $432.3K | 0.05% | −201−6.7% | Reduced |
| Values Added Financial LLC | 2,794 | $433.9K | 0.18% | +129+4.8% | Added |
| TCFG Wealth Management, LLC | 2,795 | $434.1K | 0.16% | 00.0% | Unchanged |
| TCFG Investment Advisors, LLC | 2,795 | $434.1K | 0.16% | +2,795 | New |
| Vision Capital Management, Inc. | 2,799 | $434.6K | 0.05% | +595+27.0% | Added |
| Richard C. Young & CO., LTD. | 2,800 | $434.8K | 0.04% | +25+0.9% | Added |
| Perfromance Wealth Partners, LLC | 2,806 | $435.7K | 0.01% | −24−0.8% | Reduced |
| Red Cedar Investment Management, LLC | 2,813 | $436.8K | 0.05% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,817 | $437.4K | 0.05% | −10.0% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $437.8K | 0.08% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 2,820 | $437.9K | 0.19% | +15+0.5% | Added |
| Ruggaard & Associates LLC | 2,822 | $438.2K | 0.17% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,823 | $438.4K | 0.08% | +37+1.3% | Added |
| First Financial Corp | 2,830 | $439.5K | 0.17% | −71−2.4% | Reduced |
| Wolfstich Capital, LLC | 2,803 | $439.6K | 0.38% | +2,803 | New |
| Gentry Private Wealth, LLC | 2,831 | $439.6K | 0.26% | +172+6.5% | Added |
| RW Investment Management LLC | 2,833 | $440.0K | 0.04% | +2,833 | New |
| Great Waters Wealth Management | 2,838 | $440.7K | 0.05% | +10.0% | Added |
| Arch Global Advisors, LLC | 2,843 | $441.5K | 0.23% | +2,843 | New |
| LexAurum Advisors, LLC | 2,844 | $441.6K | 0.06% | +2,844 | New |
| Oxler Private Wealth LLC | 2,849 | $442.4K | 0.14% | −23−0.8% | Reduced |
| Crumly & Associates Inc. | 2,854 | $443.2K | 0.09% | +669+30.6% | Added |
| Altrafin AG | 2,855 | $443.4K | 0.15% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 2,862 | $444.5K | 0.40% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 2,868 | $445.4K | 0.07% | −40−1.4% | Reduced |
| Circle Wealth Management, LLC | 2,873 | $446.2K | 0.01% | +534+22.8% | Added |
| Elefante Mark B | 2,875 | $446.5K | 0.25% | 00.0% | Unchanged |
| Clifford Group, LLC | 2,877 | $446.7K | 0.34% | +432+17.7% | Added |
| KDT Advisors, LLC | 2,877 | $446.8K | 0.71% | +70+2.5% | Added |
| DeDora Capital, Inc. | 2,878 | $447.0K | 0.11% | +138+5.0% | Added |
| Golden Reserve Retirement LLC | 2,880 | $447.2K | 0.09% | +118+4.3% | Added |
| Redhawk Wealth Advisors, Inc. | 2,883 | $447.6K | 0.05% | +49+1.7% | Added |
| Hutchinson Capital Management | 2,892 | $449.1K | 0.08% | −15−0.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 2,905 | $451.1K | 0.10% | +23+0.8% | Added |
| Zevin Asset Management LLC | 2,905 | $451.1K | 0.06% | −90−3.0% | Reduced |
| Coordinated Financial Services, Inc. | 2,909 | $451.7K | 0.26% | −91−3.0% | Reduced |
| RWM Asset Management, LLC | 2,912 | $452.2K | 0.05% | −112−3.7% | Reduced |
| VisionPoint Advisory Group, LLC | 2,913 | $452.4K | 0.09% | +120+4.3% | Added |
| Root Financial Partners, LLC | 2,917 | $453.0K | 0.02% | +81+2.9% | Added |
| Dogwood Wealth Management LLC | 2,921 | $453.5K | 0.20% | −1,022−25.9% | Reduced |
| Alesco Advisors LLC | 2,932 | $455.3K | 0.01% | +120+4.3% | Added |
| Goldstein Advisors, LLC | 2,936 | $455.9K | 0.05% | +336+12.9% | Added |
| Ironwood Investment Management LLC | 2,940 | $456.6K | 0.19% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 2,949 | $457.9K | 0.26% | −50−1.7% | Reduced |