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
- 3,565
- +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
- 1,508 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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Shrier Wealth Management, LLC | 12,883 | $2.00M | 0.73% | +98+0.8% | Added |
| Kesler, Norman & Wride, LLC | 12,909 | $2.00M | 0.35% | −66−0.5% | Reduced |
| HORAN Wealth, LLC | 13,340 | $2.00M | 0.19% | +6,476+94.3% | Added |
| AIMZ Investment Advisors, LLC | 12,915 | $2.01M | 0.62% | +29+0.2% | Added |
| Investment Advisory Services Inc | 12,986 | $2.02M | 0.64% | −344−2.6% | Reduced |
| Allen Wealth Management, LLC | 12,999 | $2.02M | 1.01% | +1,250+10.6% | Added |
| Transcend Wealth Collective, LLC | 13,032 | $2.02M | 0.16% | −1,037−7.4% | Reduced |
| X-Square Capital, LLC | 13,035 | $2.02M | 0.68% | +885+7.3% | Added |
| GTS Securities LLC | 13,044 | $2.03M | 0.07% | −384−2.9% | Reduced |
| 111 Capital | 13,077 | $2.03M | 0.50% | −13,506−50.8% | Reduced |
| Cigna Investments Inc | 13,074 | $2.03M | 0.32% | −173−1.3% | Reduced |
| Bradyco, Inc. | 13,103 | $2.03M | 1.58% | 00.0% | Unchanged |
| XML Financial, LLC | 13,116 | $2.04M | 0.16% | +52+0.4% | Added |
| Waterloo Capital, L.P. | 13,122 | $2.04M | 0.14% | +4,765+57.0% | Added |
| Security National Bank of So Dak | 13,152 | $2.04M | 0.98% | −9−0.1% | Reduced |
| Claro Advisors LLC | 13,161 | $2.04M | 0.25% | −2,595−16.5% | Reduced |
| Garton & Associates Financial Advisors LLC | 13,184 | $2.05M | 1.67% | −11−0.1% | Reduced |
| Group One Trading, L.P. | 13,216 | $2.05M | 0.07% | −28,450−68.3% | Reduced |
| Hartford Financial Management Inc. | 13,222 | $2.05M | 0.52% | +174+1.3% | Added |
| Natural Investments, LLC | 13,228 | $2.05M | 0.51% | −52−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 13,254 | $2.06M | 0.06% | +437+3.4% | Added |
| Atwood & Palmer Inc | 13,312 | $2.07M | 0.12% | −274−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,313 | $2.07M | 0.07% | +1,350+11.3% | Added |
| Monarch Capital Management Inc | 13,323 | $2.07M | 0.51% | +350+2.7% | Added |
| Center for Financial Planning, Inc. | 13,329 | $2.07M | 0.22% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,336 | $2.07M | 0.05% | +9,172+220.3% | Added |
| Diversified Enterprises, LLC | 13,347 | $2.07M | 0.11% | +6,113+84.5% | Added |
| North Dallas Bank & Trust Co | 13,358 | $2.07M | 1.40% | −716−5.1% | Reduced |
| Prosperity Consulting Group, LLC | 13,414 | $2.08M | 0.09% | −904−6.3% | Reduced |
| Navellier & Associates Inc | 13,432 | $2.09M | 0.22% | −54−0.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,434 | $2.09M | 0.17% | +915+7.3% | Added |
| International Assets Investment Management, LLC | 13,492 | $2.09M | 0.14% | −194−1.4% | Reduced |
| Broderick Brian C | 13,437 | $2.09M | 0.38% | +60+0.4% | Added |
| Capital Counsel LLC | 13,470 | $2.09M | 0.09% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 13,494 | $2.10M | 0.41% | +92+0.7% | Added |
| Duncker Streett & Co Inc | 13,509 | $2.10M | 0.40% | +530+4.1% | Added |
| BOK Financial Private Wealth, Inc. | 13,541 | $2.10M | 0.13% | −392−2.8% | Reduced |
| Detalus Advisors, LLC | 13,552 | $2.10M | 0.48% | +297+2.2% | Added |
| Everhart Financial Group, Inc. | 13,557 | $2.11M | 0.18% | +1,375+11.3% | Added |
| Connecticut Wealth Management, LLC | 13,580 | $2.11M | 0.09% | +549+4.2% | Added |
| Jain Global LLC | 13,589 | $2.11M | 0.03% | +13,589 | New |
| DCM Advisors, LLC | 13,596 | $2.11M | 0.96% | −130−0.9% | Reduced |
| CWA Asset Management Group, LLC | 13,615 | $2.11M | 0.07% | +227+1.7% | Added |
| Pacitti Group Inc. | 13,659 | $2.12M | 0.78% | +869+6.8% | Added |
| Nadler Financial Group, Inc. | 13,689 | $2.13M | 0.20% | +10,064+277.6% | Added |
| Titan Investment Management LLC | 13,693 | $2.13M | 1.88% | +595+4.5% | Added |
| Sumitomo Life Insurance Co | 13,713 | $2.13M | 0.05% | +6,490+89.9% | Added |
| Chatham Capital Group, Inc. | 13,721 | $2.13M | 0.31% | −200−1.4% | Reduced |
| Patton Albertson Miller Group, LLC | 13,767 | $2.14M | 0.25% | −1,185−7.9% | Reduced |
| Patten Group, Inc. | 13,770 | $2.14M | 0.37% | −263−1.9% | Reduced |
| Ausdal Financial Partners, Inc. | 13,772 | $2.14M | 0.10% | −3,025−18.0% | Reduced |
| Legato Capital Management LLC | 13,786 | $2.14M | 0.19% | +8,510+161.3% | Added |
| Simon Quick Advisors, LLC | 13,817 | $2.15M | 0.10% | +4,301+45.2% | Added |
| Lee Danner & Bass Inc | 13,854 | $2.15M | 0.14% | −400−2.8% | Reduced |
| Cito Capital Group, LLC | 13,874 | $2.15M | 0.66% | 00.0% | Unchanged |
| Banco Santander, S.A. | 13,893 | $2.16M | 0.02% | −1,822−11.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,921 | $2.16M | 0.11% | −403−2.8% | Reduced |
| Ridgewood Investments LLC | 13,948 | $2.17M | 0.89% | +13,948 | New |
| Aprio Wealth Management, LLC | 13,972 | $2.17M | 0.12% | +3,933+39.2% | Added |
| Essex Savings Bank | 14,000 | $2.17M | 0.48% | −955−6.4% | Reduced |
| Chilton Investment Co LLC | 14,020 | $2.18M | 0.05% | +4,762+51.4% | Added |
| Massachusetts Wealth Management | 14,030 | $2.18M | 0.94% | +229+1.7% | Added |
| Vanguard National Trust Co | 14,081 | $2.19M | 0.14% | +14,081 | New |
| KCM Investment Advisors LLC | 14,166 | $2.20M | 0.07% | −53−0.4% | Reduced |
| Farmers National Bank | 14,187 | $2.20M | 0.49% | −671−4.5% | Reduced |
| Integrated Investment Consultants, LLC | 14,191 | $2.20M | 0.47% | +40+0.3% | Added |
| Accel Wealth Management | 14,218 | $2.21M | 0.58% | +125+0.9% | Added |
| Heritage Wealth Advisors | 14,284 | $2.22M | 0.09% | −3,939−21.6% | Reduced |
| Home Federal Bank of Tennessee | 14,337 | $2.23M | 0.56% | +875+6.5% | Added |
| S.A. Mason LLC | 14,337 | $2.23M | 0.84% | +1,145+8.7% | Added |
| Creative Financial Designs Inc | 14,358 | $2.23M | 0.14% | +2,084+17.0% | Added |
| Abacus Planning Group, Inc. | 14,365 | $2.23M | 0.30% | −575−3.8% | Reduced |
| Athena Investment Management | 14,387 | $2.23M | 1.16% | −1,996−12.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,391 | $2.23M | 0.91% | +1,134+8.6% | Added |
| TCI Wealth Advisors, Inc. | 14,417 | $2.24M | 0.12% | −390−2.6% | Reduced |
| Aries Wealth Management | 14,494 | $2.25M | 0.49% | −885−5.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 14,552 | $2.26M | 0.48% | −269−1.8% | Reduced |
| Westchester Capital Management, Inc. | 14,572 | $2.26M | 0.46% | +1,260+9.5% | Added |
| Phraction Management LLC | 14,666 | $2.28M | 0.59% | +953+6.9% | Added |
| BSW Wealth Partners | 14,674 | $2.28M | 0.28% | +254+1.8% | Added |
| Eads & Heald Wealth Management | 14,710 | $2.28M | 1.14% | +333+2.3% | Added |
| SageView Advisory Group, LLC | 14,747 | $2.29M | 0.08% | −6,817−31.6% | Reduced |
| Paradigm Financial Partners, LLC | 14,763 | $2.29M | 0.41% | −1,967−11.8% | Reduced |
| Brookmont Capital Management | 14,773 | $2.29M | 1.28% | +940+6.8% | Added |
| Mathes Company, Inc. | 14,922 | $2.32M | 0.85% | −6,484−30.3% | Reduced |
| Nilsine Partners, LLC | 15,039 | $2.32M | 0.18% | +4,514+42.9% | Added |
| Hilltop Holdings Inc. | 14,942 | $2.32M | 0.21% | −2,275−13.2% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 14,955 | $2.32M | 2.55% | −83−0.6% | Reduced |
| Intellectus Partners, LLC | 14,962 | $2.32M | 0.47% | +649+4.5% | Added |
| LVW Advisors, LLC | 14,977 | $2.33M | 0.23% | −2,130−12.5% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.33M | 0.71% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 15,053 | $2.34M | 1.14% | +191+1.3% | Added |
| Accurate Wealth Management, LLC | 14,884 | $2.34M | 0.28% | +1,488+11.1% | Added |
| Kingswood Wealth Advisors, LLC | 15,071 | $2.34M | 0.11% | −1,713−10.2% | Reduced |
| Aull & Monroe Investment Management Corp | 15,119 | $2.35M | 1.09% | +281+1.9% | Added |
| Spartan Wealth Advisory Services LLC | 15,154 | $2.35M | 0.21% | +15,154 | New |
| Brick & Kyle, Associates | 15,173 | $2.36M | 0.78% | −15,495−50.5% | Reduced |
| LMR Partners LLP | 15,191 | $2.36M | 0.02% | −52,066−77.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 15,224 | $2.36M | 0.17% | −600−3.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 15,342 | $2.38M | 0.12% | −908−5.6% | Reduced |