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 |
|---|---|---|---|---|---|
| Burling Wealth Partners, LLC | 6,428 | $870.4K | 0.13% | −520−7.5% | Reduced |
| Keating Investment Counselors Inc | 6,440 | $872.0K | 0.24% | −305−4.5% | Reduced |
| Ellenbecker Investment Group | 6,442 | $872.3K | 0.10% | +59+0.9% | Added |
| Annex Advisory Services, LLC | 6,451 | $873.4K | 0.01% | +158+2.5% | Added |
| Norris Perne & French LLP | 6,459 | $874.5K | 0.04% | +138+2.2% | Added |
| Keynote Financial Services LLC | 6,475 | $876.7K | 0.41% | +1,034+19.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 6,500 | $880.1K | 0.41% | −256−3.8% | Reduced |
| Blueshift Asset Management, LLC | 6,507 | $881.0K | 0.20% | +4,278+191.9% | Added |
| Private Capital Management, LLC | 6,510 | $881.5K | 0.08% | +200+3.2% | Added |
| Versant Capital Management, Inc | 6,541 | $885.7K | 0.08% | −832−11.3% | Reduced |
| Cambria Investment Management, L.P. | 6,547 | $886.5K | 0.04% | +1,363+26.3% | Added |
| TRUE Private Wealth Advisors | 6,547 | $886.5K | 0.08% | −412−5.9% | Reduced |
| Castlekeep Investment Advisors LLC | 6,555 | $887.5K | 0.44% | −473−6.7% | Reduced |
| AlphaGrep UK Ltd | 6,583 | $891.3K | 0.27% | +4,003+155.2% | Added |
| Castle Rock Wealth Management, LLC | 6,316 | $891.5K | 0.18% | −454−6.7% | Reduced |
| American Money Management, LLC | 6,586 | $891.8K | 0.13% | −21,862−76.8% | Reduced |
| Osmosis Investment Management UK Ltd | 6,593 | $892.7K | 0.04% | +142+2.2% | Added |
| Union Savings Bank | 6,603 | $894.0K | 0.36% | −453−6.4% | Reduced |
| Valley Brook Capital Group | 6,607 | $894.6K | 0.51% | −200−2.9% | Reduced |
| Guinness Atkinson Asset Management Inc | 6,619 | $896.2K | 0.40% | −507−7.1% | Reduced |
| Johnson & White Wealth Management, LLC | 6,631 | $897.8K | 0.34% | +351+5.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 6,636 | $898.5K | 0.08% | −31−0.5% | Reduced |
| Cambridge Advisors Inc. | 6,637 | $898.6K | 0.15% | +35+0.5% | Added |
| PCB Capital LLC | 6,647 | $900.0K | 1.10% | +608+10.1% | Added |
| Westfuller Advisors, LLC | 6,654 | $900.9K | 0.33% | +486+7.9% | Added |
| Staley Capital Advisers Inc | 6,656 | $901.2K | 0.04% | +10.0% | Added |
| Magnolia Capital Advisors LLC | 6,658 | $901.5K | 0.15% | −234−3.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,662 | $902.1K | 0.14% | +6+0.1% | Added |
| Ballew Advisors, Inc | 6,258 | $902.6K | 0.47% | +92+1.5% | Added |
| Los Angeles Capital Management LLC | 6,670 | $903.1K | 0.00% | −251,321−97.4% | Reduced |
| Advisors Preferred, LLC | 6,266 | $903.7K | 0.14% | −4,180−40.0% | Reduced |
| Aberdeen Wealth Management LLC | 6,697 | $906.8K | 0.44% | −1,256−15.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 6,698 | $906.9K | 0.13% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 6,710 | $908.5K | 0.20% | +265+4.1% | Added |
| Kuhn & Co Investment Counsel | 6,712 | $908.8K | 0.53% | +26+0.4% | Added |
| SCS Capital Management LLC | 6,714 | $909.1K | 0.01% | −76−1.1% | Reduced |
| VERITY Wealth Advisors | 6,726 | $910.7K | 0.55% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 6,729 | $911.1K | 0.20% | −6,493−49.1% | Reduced |
| Triad Wealth Partners, LLC | 6,533 | $912.1K | 0.05% | +1,179+22.0% | Added |
| Tudor Financial Inc. | 6,769 | $916.5K | 0.41% | +7+0.1% | Added |
| LRI Investments, LLC | 6,775 | $917.3K | 0.07% | +82+1.2% | Added |
| Buckley Wealth Management, LLC | 6,792 | $919.5K | 0.23% | +776+12.9% | Added |
| Park Edge Advisors, LLC | 6,792 | $919.6K | 0.20% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 6,794 | $919.9K | 0.30% | −400−5.6% | Reduced |
| Brindle & Bay Financial Advisors, LLC | 6,801 | $920.9K | 0.46% | +1,581+30.3% | Added |
| Birchbrook, Inc. | 6,816 | $922.8K | 0.43% | −2,415−26.2% | Reduced |
| Corsicana & Co. | 6,820 | $923.4K | 0.45% | +290+4.4% | Added |
| Kirtland Hills Capital Management, LLC | 6,836 | $925.6K | 0.26% | −287−4.0% | Reduced |
| M1 Capital Management LLC | 6,837 | $925.7K | 0.34% | −17−0.2% | Reduced |
| Vista Investment Partners LLC | 6,842 | $926.4K | 0.23% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 6,848 | $927.2K | 0.12% | −130−1.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,860 | $928.8K | 0.14% | +348+5.3% | Added |
| Taylor Hoffman Capital Management LLC | 6,861 | $929.0K | 0.23% | 00.0% | Unchanged |
| Invesco, LLC | 6,865 | $929.5K | 0.29% | +465+7.3% | Added |
| Andrews Advisory Associates, LLC | 6,877 | $931.1K | 0.45% | −362−5.0% | Reduced |
| Core Capital Management & Research, inc. | 6,486 | $931.7K | 0.49% | +6,486 | New |
| Carson Advisory Inc. | 6,894 | $933.5K | 0.43% | +16+0.2% | Added |
| Oak Harbor Wealth Partners, LLC | 6,908 | $935.3K | 0.35% | −5,655−45.0% | Reduced |
| Sym Financial Corp | 6,909 | $935.5K | 0.08% | −948−12.1% | Reduced |
| Sentry LLC | 6,928 | $938.1K | 0.26% | +10.0% | Added |
| Synergy Financial Management, LLC | 6,937 | $939.3K | 0.09% | −6−0.1% | Reduced |
| Accent Capital Management, LLC | 6,940 | $939.7K | 0.41% | −1,830−20.9% | Reduced |
| Kennedy Investment Group | 6,967 | $943.4K | 0.32% | −231−3.2% | Reduced |
| Hanson & Doremus Investment Management | 6,978 | $945.0K | 0.10% | −350−4.8% | Reduced |
| Cross Staff Investments Inc | 6,980 | $945.1K | 0.56% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $947.8K | 0.21% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 7,001 | $947.9K | 0.37% | 00.0% | Unchanged |
| Family Capital Trust Co | 7,006 | $948.6K | 0.31% | −24,900−78.0% | Reduced |
| Z3 Capital Partners, LLC | 7,014 | $949.7K | 0.20% | −183−2.5% | Reduced |
| Greatmark Investment Partners, Inc. | 7,037 | $952.8K | 0.11% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,024 | $953.0K | 0.25% | −99−1.4% | Reduced |
| Platform Wealth Management, LLC | 7,042 | $953.5K | 0.35% | +7,042 | New |
| AdvisorNet Financial, Inc | 7,045 | $953.8K | 0.04% | −437−5.8% | Reduced |
| Lyell Wealth Management, LP | 7,049 | $954.4K | 0.06% | −645−8.4% | Reduced |
| Verity Asset Management, Inc. | 7,052 | $954.8K | 0.36% | +371+5.6% | Added |
| PW Nova Financial Services LLC | 7,057 | $955.5K | 0.20% | +322+4.8% | Added |
| Summit Asset Management, LLC | 7,059 | $955.8K | 0.12% | 00.0% | Unchanged |
| Cowa, LLC | 7,084 | $959.2K | 0.24% | +207+3.0% | Added |
| Portus Wealth Advisors, LLC | 7,112 | $963.0K | 0.79% | −792−10.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 7,114 | $963.2K | 0.02% | +340+5.0% | Added |
| Altfest L J & Co Inc | 7,118 | $963.7K | 0.09% | +8+0.1% | Added |
| Investors Research Corp | 7,121 | $964.2K | 0.17% | −1,387−16.3% | Reduced |
| Legato Capital Management LLC | 7,177 | $971.8K | 0.08% | −6,609−47.9% | Reduced |
| EagleClaw Capital Managment, LLC | 7,195 | $974.2K | 0.13% | −315−4.2% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,200 | $974.8K | 0.32% | −11−0.2% | Reduced |
| Probity Advisors, Inc. | 7,200 | $974.9K | 0.14% | +944+15.1% | Added |
| Waterloo Capital, L.P. | 7,208 | $975.9K | 0.05% | −5,914−45.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 7,228 | $978.7K | 0.56% | +20.0% | Added |
| Blackhawk Capital Partners LLC. | 7,230 | $978.9K | 0.32% | −5,050−41.1% | Reduced |
| ZWJ Investment Counsel Inc | 7,235 | $979.6K | 0.03% | −57−0.8% | Reduced |
| Woodward Diversified Capital, LLC | 7,241 | $980.4K | 0.43% | −81−1.1% | Reduced |
| Holderness Investments Co | 7,245 | $981.0K | 0.16% | +192+2.7% | Added |
| Jeppson Wealth Management, LLC | 7,257 | $982.6K | 0.29% | +110+1.5% | Added |
| Doliver Advisors, LP | 7,259 | $982.9K | 0.22% | +166+2.3% | Added |
| Lederer & Associates Investment Counsel | 7,282 | $986.0K | 0.65% | +1,612+28.4% | Added |
| Virtu Financial LLC | 7,285 | $986.0K | 0.03% | +7,285 | New |
| MidFirst Bank | 7,294 | $987.6K | 0.07% | −952−11.5% | Reduced |
| Axxion S.A. | 7,306 | $989.2K | 0.07% | +7,306 | New |
| Custos Family Office, LLC | 7,308 | $989.5K | 0.59% | +38+0.5% | Added |
| MBA Advisors LLC | 7,308 | $989.5K | 0.34% | +254+3.6% | Added |