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 |
|---|---|---|---|---|---|
| Brooktree Capital Management | 2,950 | $458.1K | 0.36% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,952 | $458.4K | 0.09% | +20+0.7% | Added |
| Taproot Management LP | 2,954 | $458.7K | 0.09% | −42,432−93.5% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,954 | $458.8K | 0.25% | −80−2.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,962 | $460.0K | 0.06% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2,966 | $460.6K | 0.26% | −145−4.7% | Reduced |
| Abundance Wealth Counselors | 2,969 | $461.1K | 0.07% | +2,969 | New |
| Purkiss Capital Advisors LLC | 2,978 | $462.4K | 0.20% | +165+5.9% | Added |
| Precedent Wealth Partners, LLC | 2,978 | $462.5K | 0.09% | +27+0.9% | Added |
| Optivise Advisory Services LLC | 2,981 | $462.9K | 0.28% | −601−16.8% | Reduced |
| KFA Private Wealth Group, LLC | 2,982 | $463.2K | 0.11% | +5+0.2% | Added |
| WealthTrust Axiom LLC | 2,987 | $463.9K | 0.11% | −9−0.3% | Reduced |
| G2 Capital Management, LLC | 2,993 | $464.8K | 0.11% | −13−0.4% | Reduced |
| Advisors Management Group Inc | 2,997 | $465.0K | 0.08% | +30+1.0% | Added |
| Delta Investment Management, LLC | 2,995 | $465.2K | 0.08% | −85−2.8% | Reduced |
| Frisch Financial Group, Inc. | 2,998 | $465.6K | 0.10% | +20+0.7% | Added |
| DSG Capital Advisors, LLC | 3,000 | $465.9K | 0.07% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 3,000 | $465.9K | 0.35% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 3,000 | $466.0K | 0.20% | +3,000 | New |
| Financial Management Network Inc | 2,959 | $466.0K | 0.07% | +352+13.5% | Added |
| N.E.W. Advisory Services LLC | 3,004 | $466.4K | 0.03% | +52+1.8% | Added |
| Syverson Strege & Co | 3,004 | $466.5K | 0.11% | +327+12.2% | Added |
| Eagle Wealth Advisors LLC | 3,004 | $466.5K | 0.43% | +3,004 | New |
| Riverview Capital Advisers, LLC | 3,005 | $466.6K | 0.16% | −76−2.5% | Reduced |
| PCG Wealth Advisors, LLC | 3,008 | $467.2K | 0.12% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 3,010 | $467.8K | 0.20% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,013 | $467.9K | 0.08% | +582+23.9% | Added |
| McIlrath & Eck, LLC | 3,017 | $468.5K | 0.03% | −51−1.7% | Reduced |
| Ames National Corp | 3,020 | $469.0K | 0.28% | −5−0.2% | Reduced |
| Gilpin Wealth Management, LLC | 3,020 | $469.0K | 0.37% | +10+0.3% | Added |
| Drive Wealth Management, LLC | 3,031 | $470.6K | 0.10% | −873−22.4% | Reduced |
| Adapt Wealth Advisors, LLC | 3,035 | $471.4K | 0.17% | −100−3.2% | Reduced |
| Ocean Capital Management, LLC | 3,037 | $471.6K | 0.10% | +126+4.3% | Added |
| HHM Wealth Advisors, LLC | 3,043 | $472.5K | 0.05% | +614+25.3% | Added |
| Virtue Capital Management, LLC | 3,016 | $473.0K | 0.07% | −805−21.1% | Reduced |
| Spectrum Strategic Capital Management, LLC | 3,050 | $473.6K | 0.25% | −995−24.6% | Reduced |
| Advocacy Wealth Management Services, LLC | 3,057 | $474.7K | 0.02% | −112−3.5% | Reduced |
| Martel Wealth Advisors Inc | 3,059 | $475.0K | 0.08% | +59+2.0% | Added |
| Sunpointe, LLC | 3,060 | $475.2K | 0.16% | +57+1.9% | Added |
| Adamsbrown Wealth Consultants LLC | 3,060 | $475.3K | 0.13% | +62+2.1% | Added |
| Financial Consulate, Inc | 3,062 | $475.6K | 0.06% | −368−10.7% | Reduced |
| Vigil Wealth Management, LLC | 3,071 | $476.9K | 0.39% | 00.0% | Unchanged |
| Parker Financial LLC | 3,072 | $477.1K | 0.19% | +3,072 | New |
| Marks Group Wealth Management, Inc | 3,075 | $477.5K | 0.05% | −60−1.9% | Reduced |
| Dodge & Cox | 3,075 | $477.5K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 3,096 | $478.8K | 0.08% | +3,096 | New |
| Granite Harbor Advisors, Inc. | 3,086 | $479.2K | 0.21% | +253+8.9% | Added |
| Klingman & Associates, LLC | 3,087 | $479.4K | 0.02% | −392−11.3% | Reduced |
| Family Management Corp | 3,089 | $479.7K | 0.06% | −549−15.1% | Reduced |
| Bennett Associates Wealth Management | 3,089 | $479.7K | 0.32% | +3,089 | New |
| Maple Capital Management, Inc. | 3,090 | $479.8K | 0.03% | −1,750−36.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,091 | $480.0K | 0.19% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,104 | $482.0K | 0.34% | +252+8.8% | Added |
| Essex Investment Management Co LLC | 3,106 | $482.3K | 0.08% | −2,215−41.6% | Reduced |
| Sharp Financial Services, LLC | 3,110 | $483.0K | 0.24% | +150+5.1% | Added |
| BTC Capital Management, Inc. | 3,114 | $483.6K | 0.03% | +1,278+69.6% | Added |
| Sage Investment Advisers LLC | 3,132 | $484.4K | 0.36% | +24+0.8% | Added |
| Mustard Seed Financial, LLC | 3,121 | $484.7K | 0.29% | −450−12.6% | Reduced |
| Angeles Investment Advisors, LLC | 3,126 | $485.4K | 0.03% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,130 | $486.1K | 0.17% | +421+15.5% | Added |
| Uncommon Cents Investing LLC | 3,135 | $486.8K | 0.11% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 3,141 | $487.8K | 0.11% | +2+0.1% | Added |
| Chilton Capital Management LLC | 3,142 | $487.9K | 0.02% | −426−11.9% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 3,143 | $488.1K | 0.04% | 00.0% | Unchanged |
| Joule Financial, LLC | 3,148 | $488.9K | 0.14% | +181+6.1% | Added |
| Mma Asset Management LLC | 3,148 | $488.9K | 0.17% | +201+6.8% | Added |
| Sand Hill Global Advisors, LLC | 3,155 | $489.9K | 0.02% | +10+0.3% | Added |
| Astoria Portfolio Advisors LLC. | 3,182 | $490.3K | 0.10% | −61−1.9% | Reduced |
| Sigma Investment Counselors Inc | 3,158 | $490.4K | 0.03% | 00.0% | Unchanged |
| Marble Wealth, LLC | 3,160 | $490.7K | 0.09% | +38+1.2% | Added |
| Herold Advisors, Inc. | 3,160 | $490.7K | 0.11% | 00.0% | Unchanged |
| Innova Wealth Partners | 3,161 | $490.9K | 0.23% | −25−0.8% | Reduced |
| Ascent Wealth Partners, LLC | 3,161 | $490.9K | 0.06% | +237+8.1% | Added |
| Insight Advisors, LLC | 3,164 | $491.2K | 0.09% | −2,262−41.7% | Reduced |
| Sterling Financial Planning, Inc. | 3,176 | $493.2K | 0.15% | +4+0.1% | Added |
| Ethos Financial Group, LLC | 3,176 | $493.5K | 0.04% | +220+7.4% | Added |
| City National Bank of Florida | 3,178 | $493.5K | 0.29% | +476+17.6% | Added |
| Evansbrook LLC | 3,179 | $493.7K | 0.33% | +377+13.5% | Added |
| Newbridge Financial Services Group, Inc. | 3,183 | $494.3K | 0.08% | +1,300+69.0% | Added |
| Wall Street Financial Group, Inc. | 3,189 | $495.2K | 0.29% | +352+12.4% | Added |
| South Shore Capital Advisors | 3,196 | $496.3K | 0.36% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 3,201 | $497.0K | 0.10% | −30−0.9% | Reduced |
| Cadinha & Co LLC | 3,201 | $497.1K | 0.09% | +15+0.5% | Added |
| Kelman-Lazarov, Inc. | 3,201 | $497.1K | 0.07% | −151−4.5% | Reduced |
| Medallion Wealth Advisors, LLC | 3,202 | $497.2K | 0.16% | +474+17.4% | Added |
| Lexington Hill Partners, LLC | 3,203 | $497.3K | 0.28% | +279+9.5% | Added |
| Cranbrook Wealth Management, LLC | 3,203 | $497.4K | 0.10% | +10+0.3% | Added |
| Smith Thornton Advisors LLC | 3,209 | $498.3K | 0.25% | −29−0.9% | Reduced |
| Gables Capital Management Inc. | 3,211 | $498.6K | 0.21% | −83−2.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,214 | $499.2K | 0.31% | +1,635+103.5% | Added |
| Claris Financial LLC | 3,215 | $499.3K | 0.27% | −10.0% | Reduced |
| 17 Capital Partners, LLC | 3,215 | $499.3K | 0.26% | +631+24.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,216 | $499.4K | 0.02% | −262−7.5% | Reduced |
| Compass Capital Management, Inc | 3,216 | $499.4K | 0.03% | −856−21.0% | Reduced |
| Stonebrook Private Inc. | 3,219 | $499.9K | 0.11% | +393+13.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,221 | $500.2K | 0.10% | −208−6.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 3,228 | $501.3K | 0.49% | +669+26.1% | Added |
| Capstone Wealth Management Group LLC | 3,229 | $501.5K | 0.31% | +41+1.3% | Added |
| BNB Wealth Management, LLC | 3,230 | $501.6K | 0.32% | +8+0.2% | Added |
| Titleist Asset Management, LLC | 3,238 | $502.9K | 0.04% | −203−5.9% | Reduced |