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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Osterweis Capital Management Inc | 230 | $35.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 244 | $37.9K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 247 | $38.4K | 0.02% | −240−49.3% | Reduced |
| Team Financial Group, LLC | 248 | $38.6K | 0.02% | +4+1.6% | Added |
| Napier Financial, LLC | 250 | $38.8K | 0.01% | +250 | New |
| Anfield Capital Management, LLC | 253 | $39.3K | 0.01% | +165+187.5% | Added |
| Joseph Group Capital Management | 258 | $40.1K | 0.01% | +108+72.0% | Added |
| 1248 Management, LLC | 259 | $40.2K | 0.02% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 260 | $40.4K | 0.18% | +260 | New |
| Highline Wealth Partners LLC | 270 | $41.9K | 0.01% | +20+8.0% | Added |
| 3 Factor Indexing, LLC | 270 | $41.9K | 0.04% | +270 | New |
| Pacific Center for Financial Services | 276 | $42.9K | 0.01% | +3+1.1% | Added |
| Wellington-Altus USA Inc. | 339 | $45.9K | 0.03% | +65+23.7% | Added |
| Whipplewood Advisors, LLC | 297 | $46.1K | 0.02% | +136+84.5% | Added |
| Stance Capital LLC | 303 | $47.1K | 0.02% | +303 | New |
| Cedar Mountain Advisors, LLC | 304 | $47.2K | 0.01% | +29+10.5% | Added |
| Hager Investment Management Services, LLC | 314 | $48.8K | 0.03% | −44−12.3% | Reduced |
| Hurley Capital, LLC | 318 | $49.4K | 0.03% | +34+12.0% | Added |
| SIMA Wealth Partners, LLC | 320 | $49.7K | 0.04% | +250+357.1% | Added |
| Signature Resources Capital Management, LLC | 324 | $50.3K | 0.02% | −4−1.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 324 | $50.4K | 0.01% | +237+272.4% | Added |
| Curio Wealth, LLC | 342 | $53.1K | 0.02% | +10+3.0% | Added |
| Dunhill Financial, LLC | 343 | $53.3K | 0.01% | −158−31.5% | Reduced |
| Align Financial, LLC | 345 | $53.6K | 0.03% | −49,169−99.3% | Reduced |
| RMG Wealth Management LLC | 362 | $54.1K | 0.01% | +48+15.3% | Added |
| Your Advocates Ltd., LLP | 349 | $54.2K | 0.02% | +3+0.9% | Added |
| Basso Capital Management, L.P. | 352 | $54.7K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 354 | $55.0K | 0.01% | +71+25.1% | Added |
| Investment Research & Advisory Group, Inc. | 324 | $55.4K | 0.02% | +2+0.6% | Added |
| Protective Life Corp | 358 | $55.6K | 0.18% | +358 | New |
| Sarver Vrooman Wealth Advisors | 361 | $56.1K | 0.03% | +16+4.6% | Added |
| Nalls Sherbakoff Group, LLC | 367 | $57.0K | 0.04% | −165−31.0% | Reduced |
| Sachetta, LLC | 370 | $57.4K | 0.03% | −130−26.0% | Reduced |
| Lloyd Advisory Services, LLC. | 371 | $57.5K | 0.02% | −799−68.3% | Reduced |
| Kingdom Financial Group LLC. | 371 | $57.5K | 0.02% | −2−0.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 375 | $58.3K | 0.02% | +1+0.3% | Added |
| MPWM Advisory Solutions, LLC | 377 | $58.5K | 0.03% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 377 | $58.6K | 0.03% | +4+1.1% | Added |
| Burkett Financial Services, LLC | 388 | $60.3K | 0.02% | +8+2.1% | Added |
| Front Row Advisors LLC | 389 | $60.4K | 0.02% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 391 | $60.7K | 0.04% | +9+2.4% | Added |
| Silicon Valley Capital Partners | 392 | $60.8K | 0.01% | +235+149.7% | Added |
| Cheviot Value Management, LLC | 395 | $61.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 396 | $61.4K | 0.01% | +99+33.3% | Added |
| Murphy & Mullick Capital Management Corp | 398 | $61.8K | 0.05% | +3+0.8% | Added |
| Phillip James Consulting Co. | 403 | $62.0K | 0.05% | +9+2.3% | Added |
| Manning & Napier Advisors LLC | 396 | $62.1K | 0.00% | +86+27.7% | Added |
| Palouse Capital Management, Inc. | 400 | $62.1K | 0.04% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 401 | $62.3K | 0.01% | +2+0.5% | Added |
| High Note Wealth, LLC | 407 | $63.2K | 0.01% | +20+5.2% | Added |
| Scarborough Advisors, LLC | 407 | $63.3K | 0.01% | +407 | New |
| Avion Wealth | 416 | $64.0K | 0.01% | +126+43.4% | Added |
| Clear Investment Research, LLC | 418 | $64.9K | 0.10% | +418 | New |
| Arcadia Investment Management Corp | 425 | $66.0K | 0.01% | −3,400−88.9% | Reduced |
| Ulland Investment Advisors, LLC | 428 | $66.0K | 0.06% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 460 | $66.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 432 | $67.1K | 0.05% | +200+86.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 432 | $67.1K | 0.02% | −34−7.3% | Reduced |
| Provenance Wealth Advisors, LLC | 435 | $67.6K | 0.01% | +340+357.9% | Added |
| PFS Partners, LLC | 435 | $67.6K | 0.03% | +8+1.9% | Added |
| Caitlin John, LLC | 441 | $68.5K | 0.04% | +8+1.8% | Added |
| Magellan Asset Management Ltd | 443 | $68.8K | 0.00% | −51−10.3% | Reduced |
| Covestor Ltd | 443 | $69.0K | 0.05% | +8+1.8% | Added |
| Ogorek Anthony Joseph | 455 | $70.0K | 0.02% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 453 | $70.3K | 0.04% | 00.0% | Unchanged |
| Burk Holdings LLC | 462 | $71.7K | 0.03% | +462 | New |
| Redwood Park Advisors LLC | 468 | $72.6K | 0.05% | +4+0.9% | Added |
| McGuire Capital Advisors Inc | 469 | $72.9K | 0.05% | +3+0.6% | Added |
| FWL Investment Management, LLC | 478 | $74.2K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 485 | $75.0K | 0.06% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 489 | $75.9K | 0.03% | 00.0% | Unchanged |
| Aspect Partners, LLC | 499 | $77.5K | 0.03% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 500 | $77.6K | 0.02% | −9,500−95.0% | Reduced |
| Ramirez Asset Management, Inc. | 500 | $77.6K | 0.01% | −300−37.5% | Reduced |
| Kings Path Partners LLC | 500 | $77.6K | 0.03% | 00.0% | Unchanged |
| Zeit Capital LLC | 500 | $77.6K | 0.05% | +500 | New |
| Magnolia Wealth Management, LLC | 500 | $77.6K | 0.05% | +500 | New |
| Horizon Bancorp Inc | 504 | $78.0K | 0.04% | +400+384.6% | Added |
| Ares Financial Consulting, LLC | 511 | $79.0K | 0.06% | +260+103.6% | Added |
| Miller Global Investments, LLC | 510 | $79.2K | 0.07% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 510 | $79.2K | 0.02% | +192+60.4% | Added |
| Comprehensive Financial Planning, Inc. | 511 | $79.5K | 0.06% | −10−1.9% | Reduced |
| Boreal Capital Management LLC | 515 | $80.0K | 0.07% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 520 | $80.8K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 526 | $81.0K | 0.03% | 00.0% | Unchanged |
| CDKV Holdings LLC | 522 | $81.1K | 0.07% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 541 | $84.0K | 0.01% | −3−0.6% | Reduced |
| Accordant Advisory Group Inc | 541 | $84.0K | 0.05% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 549 | $85.1K | 0.08% | +1+0.2% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 556 | $86.3K | 0.08% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 558 | $86.7K | 0.09% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 560 | $86.9K | 0.07% | −6−1.1% | Reduced |
| Wealth Preservation Advisors, LLC | 563 | $87.4K | 0.07% | +521+1,240.5% | Added |
| Westend Capital Management, LLC | 574 | $89.1K | 0.03% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 574 | $89.1K | 0.07% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 580 | $90.0K | 0.03% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 588 | $91.4K | 0.09% | −70−10.6% | Reduced |
| Acumen Wealth Advisors, LLC | 592 | $91.9K | 0.02% | −15−2.5% | Reduced |
| IMA Wealth, Inc. | 593 | $92.1K | 0.01% | −1−0.2% | Reduced |
| Reyes Financial Architecture, Inc. | 600 | $93.2K | 0.08% | −100−14.3% | Reduced |