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 |
|---|---|---|---|---|---|
| Costello Asset Management, INC | 17,834 | $2.77M | 0.96% | +20.0% | Added |
| Juno Financial Group LLC | 17,856 | $2.77M | 1.09% | +1,494+9.1% | Added |
| Delta Financial Advisors LLC | 17,880 | $2.78M | 0.72% | +1,018+6.0% | Added |
| Sunbelt Securities, Inc. | 17,902 | $2.78M | 0.18% | −104−0.6% | Reduced |
| White Pine Capital LLC | 17,922 | $2.78M | 0.76% | +164+0.9% | Added |
| Nicholson Wealth Management Group, LLC | 17,997 | $2.79M | 1.63% | +285+1.6% | Added |
| Burke & Herbert Bank & Trust Co | 18,002 | $2.80M | 0.77% | −994−5.2% | Reduced |
| Sagespring Wealth Partners, LLC | 18,028 | $2.80M | 0.05% | +1,444+8.7% | Added |
| River Street Advisors LLC | 18,033 | $2.80M | 0.95% | +3,669+25.5% | Added |
| Independent Investors Inc | 18,213 | $2.83M | 0.56% | −1,250−6.4% | Reduced |
| Capital Investment Advisory Services, LLC | 18,246 | $2.83M | 0.21% | −297−1.6% | Reduced |
| Richard Bernstein Advisors LLC | 18,272 | $2.84M | 0.08% | 00.0% | Unchanged |
| Gs Investments, Inc. | 18,305 | $2.84M | 1.63% | +60+0.3% | Added |
| Aviance Capital Partners, LLC | 18,352 | $2.85M | 0.33% | +438+2.4% | Added |
| Monetary Management Group Inc | 18,402 | $2.86M | 0.68% | −1,550−7.8% | Reduced |
| Cordatus Wealth Management LLC | 18,457 | $2.87M | 0.68% | +252+1.4% | Added |
| Jag Capital Management, LLC | 18,491 | $2.87M | 0.32% | −29−0.2% | Reduced |
| Carolina Wealth Advisors, LLC | 18,596 | $2.89M | 1.20% | +17,710+1,998.9% | Added |
| Wolff Wiese Magana LLC | 18,603 | $2.89M | 1.59% | +643+3.6% | Added |
| PFC Capital Group, Inc. | 18,651 | $2.90M | 1.28% | −245−1.3% | Reduced |
| Close Asset Management Ltd | 18,649 | $2.90M | 0.08% | +910+5.1% | Added |
| Financial Advisory Partners, LLC | 18,671 | $2.90M | 0.82% | +280+1.5% | Added |
| Baldwin Brothers Inc | 18,692 | $2.90M | 0.21% | −7,436−28.5% | Reduced |
| Bank Ozk | 18,718 | $2.91M | 1.03% | −397−2.1% | Reduced |
| Kera Capital Partners, Inc. | 18,902 | $2.94M | 0.36% | +325+1.7% | Added |
| Anb Bank | 18,960 | $2.94M | 1.19% | −10.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 19,007 | $2.95M | 0.40% | −887−4.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,012 | $2.95M | 0.05% | −862−4.3% | Reduced |
| DMKC Advisory Services, LLC | 19,100 | $2.97M | 1.24% | +2,021+11.8% | Added |
| Delta Capital Management LLC | 19,195 | $2.98M | 1.64% | 00.0% | Unchanged |
| Burney Co | 19,201 | $2.98M | 0.09% | −407−2.1% | Reduced |
| Gateway Wealth Partners, LLC | 19,216 | $2.98M | 0.12% | +11,890+162.3% | Added |
| Chapin Davis, Inc. | 19,227 | $2.99M | 0.67% | +252+1.3% | Added |
| First Bank & Trust | 19,261 | $2.99M | 0.48% | +2,496+14.9% | Added |
| Angeles Wealth Management, LLC | 19,367 | $3.01M | 0.16% | +511+2.7% | Added |
| Fort Point Capital Partners LLC | 19,386 | $3.01M | 0.40% | −3,262−14.4% | Reduced |
| Plimoth Trust Co LLC | 19,388 | $3.01M | 0.67% | −407−2.1% | Reduced |
| Havemeyer Place LP | 19,397 | $3.01M | 0.35% | +10,790+125.4% | Added |
| ABN AMRO Bank N.V. | 19,309 | $3.02M | 0.03% | +5,423+39.1% | Added |
| Ipswich Investment Management Co., Inc. | 19,477 | $3.02M | 0.71% | −1,815−8.5% | Reduced |
| Radnor Capital Management, LLC | 19,509 | $3.03M | 0.45% | +245+1.3% | Added |
| All Terrain Financial Advisors, LLC | 19,538 | $3.03M | 0.95% | −2,606−11.8% | Reduced |
| Garrett Investment Advisors LLC | 19,543 | $3.03M | 0.24% | −190−1.0% | Reduced |
| Retirement Guys Formula LLC | 19,543 | $3.03M | 1.40% | +11,769+151.4% | Added |
| Kathmere Capital Management, LLC | 19,566 | $3.04M | 0.19% | −1,560−7.4% | Reduced |
| Rothschild Investment LLC | 19,568 | $3.04M | 0.16% | +254+1.3% | Added |
| Keystone Financial Group | 19,562 | $3.04M | 0.21% | +813+4.3% | Added |
| Vickerman Investment Advisors, Inc. | 19,640 | $3.05M | 0.64% | −345−1.7% | Reduced |
| Crusonia Wealth Advisors LLC | 19,645 | $3.05M | 0.63% | +451+2.3% | Added |
| Stone Point Wealth LLC | 19,652 | $3.05M | 0.85% | −4,535−18.7% | Reduced |
| Schnieders Capital Management, LLC. | 19,672 | $3.05M | 0.49% | −966−4.7% | Reduced |
| Rockline Wealth Management, LLC | 19,685 | $3.06M | 0.66% | −674−3.3% | Reduced |
| Nations Financial Group Inc, | 19,713 | $3.06M | 0.16% | −44−0.2% | Reduced |
| Excalibur Management Corp | 19,736 | $3.06M | 1.10% | −36−0.2% | Reduced |
| Integrity Alliance, LLC. | 19,738 | $3.07M | 0.12% | −773−3.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 19,739 | $3.07M | 0.73% | −322−1.6% | Reduced |
| Kavar Capital Partners Group, LLC | 19,812 | $3.08M | 0.39% | +166+0.8% | Added |
| Coastline Trust Co | 19,819 | $3.08M | 0.31% | +313+1.6% | Added |
| Insight Inv LLC | 19,895 | $3.09M | 1.69% | +585+3.0% | Added |
| Hall Laurie J Trustee | 19,942 | $3.10M | 1.09% | −1,100−5.2% | Reduced |
| Texas Yale Capital Corp. | 19,950 | $3.10M | 0.09% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 20,223 | $3.10M | 1.87% | −402−1.9% | Reduced |
| Clarkston Capital Partners, LLC | 20,183 | $3.13M | 0.24% | −183,987−90.1% | Reduced |
| Triangle Securities Wealth Management | 20,189 | $3.14M | 0.71% | +197+1.0% | Added |
| Flputnam Investment Management Co | 20,227 | $3.14M | 0.05% | −12,378−38.0% | Reduced |
| Howard Capital Management Inc. | 20,246 | $3.14M | 0.05% | −27,480−57.6% | Reduced |
| Eagle Capital Management, LLC | 20,275 | $3.15M | 1.24% | +61+0.3% | Added |
| Smith Shellnut Wilson LLC | 20,302 | $3.15M | 1.38% | −90.0% | Reduced |
| Twin Capital Management Inc | 20,323 | $3.16M | 0.41% | +521+2.6% | Added |
| Peninsula Asset Management Inc | 20,445 | $3.17M | 1.62% | −2,450−10.7% | Reduced |
| Bangor Savings Bank | 20,472 | $3.18M | 0.25% | −887−4.2% | Reduced |
| Zhang Financial LLC | 20,488 | $3.18M | 0.11% | +542+2.7% | Added |
| Trust Point Inc. | 20,542 | $3.19M | 0.28% | +428+2.1% | Added |
| Raelipskie Partnership | 20,554 | $3.19M | 1.35% | +1,711+9.1% | Added |
| Inscription Capital, LLC | 20,613 | $3.20M | 0.34% | −271−1.3% | Reduced |
| South State Corp. | 20,626 | $3.20M | 0.15% | −2,590−11.2% | Reduced |
| Boit C F David | 22,900 | $3.20M | 1.42% | 00.0% | Unchanged |
| Lighthouse Financial Services Inc | 20,628 | $3.21M | 0.72% | +242+1.2% | Added |
| Cornerstone Planning, LLC | 20,700 | $3.22M | 0.73% | +2,379+13.0% | Added |
| VestGen Advisors, LLC | 21,235 | $3.22M | 0.09% | +10,755+102.6% | Added |
| Shoker Investment Counsel, Inc. | 20,803 | $3.23M | 0.96% | −1,991−8.7% | Reduced |
| Edgewood Management LLC | 20,881 | $3.24M | 0.02% | −50.0% | Reduced |
| Modern Wealth Management, LLC | 20,983 | $3.25M | 0.06% | +1,677+8.7% | Added |
| Sciencast Management LP | 20,916 | $3.25M | 0.41% | −21,236−50.4% | Reduced |
| Frank, Rimerman Advisors LLC | 21,019 | $3.26M | 0.21% | +247+1.2% | Added |
| Mechanics Bank Trust Department | 21,178 | $3.29M | 0.46% | −1,775−7.7% | Reduced |
| Platform Technology Partners | 21,208 | $3.29M | 0.64% | +1,678+8.6% | Added |
| Money Concepts Capital Corp | 21,223 | $3.30M | 0.18% | +308+1.5% | Added |
| Formidable Asset Management, LLC | 23,011 | $3.30M | 0.51% | −3,034−11.6% | Reduced |
| Private Trust Co NA | 21,270 | $3.30M | 0.29% | −1,425−6.3% | Reduced |
| Zuckerman Investment Group, LLC | 21,299 | $3.31M | 0.31% | +738+3.6% | Added |
| Icon Wealth Advisors, LLC | 21,341 | $3.31M | 0.22% | −198−0.9% | Reduced |
| Smartleaf Asset Management LLC | 21,155 | $3.32M | 0.12% | +2,035+10.6% | Added |
| Bell & Brown Wealth Advisors, LLC | 21,371 | $3.32M | 1.08% | +449+2.1% | Added |
| Physicians Financial Services, Inc. | 21,383 | $3.32M | 0.91% | +976+4.8% | Added |
| BCM Advisors, LLC | 21,551 | $3.33M | 0.66% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 21,534 | $3.34M | 1.31% | −834−3.7% | Reduced |
| JPL Wealth Management, LLC | 21,539 | $3.34M | 0.77% | −67−0.3% | Reduced |
| Chicago Trust Co NA | 21,543 | $3.35M | 0.53% | −878−3.9% | Reduced |
| Winthrop Capital Management, LLC | 21,577 | $3.35M | 0.86% | −890−4.0% | Reduced |