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, Q2 2026
Institutional positions in PepsiCo Inc as of Jun 30, 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
Q3 2026 data is still coming in: 17 institutions have reported holding PEP so far. See Q3 2026
- Institutional holders
- 3,421
- −89 vs. Q1 2026
- Shares held
- 1.08B
- +25.6M (+2.4%) vs. Q1 2026
- Total value
- $146.5B
- −$16.7B (−10.3%) vs. Q1 2026
- New holders
- 155
- 1,341 more added
- Sold out
- 244
- 1,536 more reduced
55 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Florida Financial Advisors, LLC | 5,556 | $752.4K | 0.13% | −230−4.0% | Reduced |
| General Partner, Inc. | 5,568 | $753.9K | 0.41% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 5,580 | $755.5K | 0.55% | −200−3.5% | Reduced |
| Chiron Capital Management, LLC | 5,580 | $755.5K | 0.68% | +247+4.6% | Added |
| Brady Martz Wealth Solutions, LLC | 5,594 | $757.5K | 0.11% | +36+0.6% | Added |
| Stony Point Wealth Management Inc. | 5,596 | $757.7K | 0.27% | −847−13.1% | Reduced |
| 4WEALTH Advisors, Inc. | 5,467 | $758.1K | 0.58% | +52+1.0% | Added |
| Opinicus Capital, Inc. | 5,614 | $760.1K | 0.41% | +52+0.9% | Added |
| Spinnaker Investment Group, LLC | 5,626 | $761.8K | 0.12% | +2,674+90.6% | Added |
| Indiana Trust & Investment Management CO | 5,640 | $763.7K | 0.21% | −100−1.7% | Reduced |
| Forum Financial Management, LP | 5,653 | $765.4K | 0.01% | +702+14.2% | Added |
| SHP Wealth Management | 5,659 | $766.3K | 0.05% | +2,293+68.1% | Added |
| Gallacher Capital Management LLC | 5,669 | $767.6K | 0.43% | −96,872−94.5% | Reduced |
| Resurgent Financial Advisors LLC | 5,686 | $770.0K | 0.22% | +1,802+46.4% | Added |
| Bernicke Wealth Management, Ltd. | 5,701 | $771.9K | 0.09% | −20.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,708 | $772.8K | 0.28% | +461+8.8% | Added |
| Quad-Cities Investment Group, LLC | 5,714 | $773.7K | 0.28% | −98−1.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,717 | $774.1K | 0.02% | −10,668−65.1% | Reduced |
| Dorato Capital Management | 5,639 | $774.7K | 0.53% | +35+0.6% | Added |
| RIA Advisory Group LLC | 5,722 | $774.7K | 0.17% | +550+10.6% | Added |
| BTC Capital Management, Inc. | 5,726 | $775.3K | 0.05% | +2,612+83.9% | Added |
| Marathon Capital Management | 5,748 | $778.3K | 0.16% | −623−9.8% | Reduced |
| CRA Financial Services, LLC | 5,752 | $778.8K | 0.09% | −194−3.3% | Reduced |
| Counterpoint Mutual Funds LLC | 5,759 | $779.8K | 0.08% | +175+3.1% | Added |
| Proficio Capital Partners LLC | 5,812 | $786.9K | 0.03% | +5,812 | New |
| Foster Group, Inc. | 5,814 | $787.2K | 0.02% | −878−13.1% | Reduced |
| Regatta Capital Group, LLC | 5,839 | $790.6K | 0.11% | +82+1.4% | Added |
| Asio Capital, LLC | 5,841 | $790.9K | 0.10% | −246−4.0% | Reduced |
| Parcion Private Wealth LLC | 5,869 | $794.7K | 0.04% | −699−10.6% | Reduced |
| Prudent Man Advisors, LLC | 5,871 | $794.9K | 0.18% | +603+11.4% | Added |
| Pinnacle West Asset Management, Inc. | 5,870 | $795.0K | 0.55% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 5,884 | $796.7K | 0.05% | −49−0.8% | Reduced |
| Southeast Asset Advisors Inc. | 5,894 | $798.0K | 0.08% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 5,901 | $800.9K | 0.03% | −50−0.8% | Reduced |
| Virtue Asset Management LLC | 5,920 | $801.6K | 0.56% | +295+5.2% | Added |
| MN Wealth Advisors, LLC | 5,923 | $802.1K | 0.34% | +620+11.7% | Added |
| OneAscent Financial Services LLC | 5,924 | $802.1K | 0.04% | −30−0.5% | Reduced |
| Wall Street Access Asset Management, LLC | 5,934 | $803.5K | 0.11% | +505+9.3% | Added |
| Wolff Financial Management LLC | 5,934 | $803.5K | 0.16% | +20.0% | Added |
| Promethium Advisors,llc | 5,950 | $805.6K | 0.39% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 5,951 | $805.8K | 0.64% | +105+1.8% | Added |
| Winnow Wealth LLC | 5,957 | $806.6K | 0.55% | −185−3.0% | Reduced |
| Berger Financial Group, Inc | 5,962 | $807.2K | 0.04% | −188−3.1% | Reduced |
| Guardian Wealth Advisors, LLC | 5,974 | $808.9K | 0.05% | −228−3.7% | Reduced |
| Princeton Global Asset Management LLC | 5,976 | $809.1K | 0.12% | −487−7.5% | Reduced |
| Proffitt & Goodson Inc | 5,987 | $810.6K | 0.11% | +121+2.1% | Added |
| Empirical Asset Management, LLC | 5,988 | $810.8K | 0.18% | −191−3.1% | Reduced |
| Fortis Capital Management LLC | 5,990 | $811.1K | 0.09% | +129+2.2% | Added |
| Walsh & Associates, LLC | 5,993 | $811.5K | 0.66% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 5,999 | $812.3K | 0.57% | +535+9.8% | Added |
| Retirement Planning Co of New England, Inc. | 5,999 | $812.3K | 0.29% | +4+0.1% | Added |
| Spire Wealth Management | 6,000 | $812.4K | 0.02% | −614−9.3% | Reduced |
| Canopy Partners, LLC | 6,007 | $813.3K | 0.24% | −60−1.0% | Reduced |
| Defiance ETFs, LLC | 5,762 | $813.4K | 0.01% | +1,229+27.1% | Added |
| Quilter Plc | 6,015 | $814.4K | 0.01% | −3,300−35.4% | Reduced |
| Old Port Advisors | 6,029 | $816.4K | 0.16% | −101−1.6% | Reduced |
| IKE Capital, LLC | 6,055 | $819.8K | 0.43% | −490−7.5% | Reduced |
| Diligent Investors, LLC | 6,062 | $820.8K | 0.18% | +262+4.5% | Added |
| Midland Wealth Advisors LLC | 6,111 | $827.4K | 0.04% | −1,453−19.2% | Reduced |
| Bourne Lent Asset Management Inc | 6,115 | $828.0K | 0.29% | −300−4.7% | Reduced |
| Sawgrass Asset Management LLC | 6,123 | $829.1K | 0.11% | −224−3.5% | Reduced |
| Royal Capital Wealth Management, LLC | 6,130 | $830.1K | 0.47% | −80−1.3% | Reduced |
| HORAN Wealth, LLC | 6,133 | $830.4K | 0.10% | −7,207−54.0% | Reduced |
| Dividend Assets Capital, LLC | 6,139 | $831.2K | 0.16% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 6,152 | $833.0K | 0.21% | +576+10.3% | Added |
| STAR Financial Bank | 6,154 | $833.3K | 0.34% | −1,880−23.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 6,163 | $834.5K | 0.07% | +999+19.3% | Added |
| Zullo Investment Group, Inc. | 6,163 | $834.5K | 0.28% | −914−12.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,184 | $837.3K | 0.07% | −908−12.8% | Reduced |
| Loudon Investment Management, LLC | 6,185 | $837.4K | 0.41% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 6,197 | $839.1K | 0.20% | +342+5.8% | Added |
| WealthTrust Asset Management, LLC | 6,197 | $839.1K | 0.45% | +14+0.2% | Added |
| Mendel Money Management | 6,207 | $840.4K | 0.31% | −4,583−42.5% | Reduced |
| Ark Wealth Advisors LLC | 6,212 | $841.0K | 0.75% | +211+3.5% | Added |
| Cullen Capital Management LLC | 6,224 | $842.7K | 0.01% | 00.0% | Unchanged |
| Range Financial Group LLC | 6,224 | $842.7K | 0.23% | +872+16.3% | Added |
| Clayton Financial Group LLC | 6,230 | $843.5K | 0.47% | −267−4.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 6,231 | $843.7K | 0.05% | −472−7.0% | Reduced |
| Bridgewater Advisors Inc. | 6,057 | $845.7K | 0.05% | −797−11.6% | Reduced |
| denkapparat Operations GmbH | 6,252 | $846.5K | 0.28% | +586+10.3% | Added |
| Winthrop Advisory Group LLC | 6,254 | $846.8K | 0.06% | +110+1.8% | Added |
| CoreFirst Bank & Trust | 6,261 | $847.7K | 0.42% | −100−1.6% | Reduced |
| Wakefield Asset Management LLLP | 6,278 | $850.0K | 0.19% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 6,279 | $850.2K | 0.04% | −2,436−28.0% | Reduced |
| KC Investment Advisors, LLC | 6,285 | $851.0K | 0.16% | −1,384−18.0% | Reduced |
| WealthPLAN Partners, LLC | 6,297 | $852.6K | 0.16% | −11,294−64.2% | Reduced |
| Colter Lewis Investment Partners LLC | 6,300 | $853.0K | 0.38% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 6,302 | $853.3K | 0.31% | +32+0.5% | Added |
| Bank of New Hampshire | 6,306 | $853.8K | 0.18% | −88−1.4% | Reduced |
| Ellis Investment Partners, LLC | 6,320 | $855.8K | 0.13% | +230+3.8% | Added |
| MB, Levis & Associates, LLC | 6,321 | $855.8K | 0.32% | +83+1.3% | Added |
| Capital Advisors Wealth Management, LLC | 6,329 | $856.9K | 0.10% | +996+18.7% | Added |
| Phoenix Wealth Advisors | 6,341 | $858.5K | 0.29% | +14+0.2% | Added |
| Gould Asset Management LLC | 6,350 | $859.8K | 0.14% | −165−2.5% | Reduced |
| Delaney Dennis R | 6,350 | $859.8K | 0.27% | −40−0.6% | Reduced |
| EPG Wealth Management LLC | 6,356 | $860.6K | 0.21% | −737−10.4% | Reduced |
| Asset Advisors Investment Management, LLC | 6,411 | $868.0K | 0.08% | −152−2.3% | Reduced |
| Fragasso Group Inc. | 6,412 | $868.2K | 0.05% | −1,763−21.6% | Reduced |
| Jmac Enterprises LLC | 6,413 | $868.4K | 0.15% | +1,216+23.4% | Added |
| Verus Capital Partners, LLC | 6,427 | $870.2K | 0.05% | −185−2.8% | Reduced |