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 |
|---|---|---|---|---|---|
| ShankerValleau Wealth Advisors, Inc. | 8,329 | $1.13M | 0.30% | 00.0% | Unchanged |
| Baader Bank INC | 8,361 | $1.13M | 0.09% | +4,512+117.2% | Added |
| 71 West Capital Partners | 8,370 | $1.13M | 0.04% | +2,560+44.1% | Added |
| Summit Place Financial Advisors, LLC | 8,383 | $1.14M | 0.50% | −106−1.2% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,401 | $1.14M | 0.61% | −280−3.2% | Reduced |
| Widmann Financial Services, Inc. | 8,427 | $1.14M | 0.61% | +40+0.5% | Added |
| Shepherd Financial Partners LLC | 8,441 | $1.14M | 0.09% | +1,121+15.3% | Added |
| Martin & Co Inc | 8,443 | $1.14M | 0.18% | −48−0.6% | Reduced |
| First City Capital Management, Inc. | 8,443 | $1.14M | 0.56% | −617−6.8% | Reduced |
| Minot DeBlois Advisors LLC | 8,447 | $1.14M | 0.98% | −19−0.2% | Reduced |
| Bank & Trust Co | 8,470 | $1.15M | 0.72% | +258+3.1% | Added |
| Strategic Investment Advisors | 8,485 | $1.15M | 0.07% | −1,276−13.1% | Reduced |
| Sterling Wealth Management, Inc. | 8,524 | $1.15M | 0.29% | −176−2.0% | Reduced |
| Focus Financial Network, Inc. | 8,530 | $1.15M | 0.04% | −385−4.3% | Reduced |
| Avestar Capital, LLC | 8,538 | $1.16M | 0.07% | −1,313−13.3% | Reduced |
| Augustine Asset Management Inc | 8,545 | $1.16M | 0.23% | −72−0.8% | Reduced |
| Wynn Capital, LLC | 8,545 | $1.16M | 0.52% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 8,572 | $1.16M | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 8,614 | $1.17M | 0.47% | +1,040+13.7% | Added |
| EverSource Wealth Advisors, LLC | 8,618 | $1.17M | 0.04% | −4,636−35.0% | Reduced |
| MEMBERS Trust Co | 8,621 | $1.17M | 0.04% | −418−4.6% | Reduced |
| Northside Capital Management, LLC | 8,658 | $1.17M | 0.10% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 8,680 | $1.18M | 0.09% | +287+3.4% | Added |
| Occidental Asset Management, LLC | 8,716 | $1.18M | 0.12% | +4,357+100.0% | Added |
| Oakworth Capital, Inc. | 8,611 | $1.18M | 0.06% | −641−6.9% | Reduced |
| Northstar Financial Companies, Inc. | 8,743 | $1.18M | 0.80% | +752+9.4% | Added |
| StrongBox Wealth, LLC | 8,757 | $1.19M | 0.34% | −126−1.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,766 | $1.19M | 0.30% | −492−5.3% | Reduced |
| Oxbow Advisors, LLC | 8,778 | $1.19M | 0.10% | +500+6.0% | Added |
| Hexagon Capital Partners LLC | 8,779 | $1.19M | 0.17% | −92−1.0% | Reduced |
| Impact Capital Partners LLC | 8,781 | $1.19M | 0.32% | −366−4.0% | Reduced |
| Elmwood Wealth Management, Inc. | 8,782 | $1.19M | 0.30% | −47−0.5% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 8,795 | $1.19M | 0.09% | −200−2.2% | Reduced |
| Impact Partnership Wealth, LLC | 8,797 | $1.19M | 0.12% | +2,761+45.7% | Added |
| Edmond de Rothschild Holding S.A. | 8,803 | $1.19M | 0.02% | +6,405+267.1% | Added |
| GoalVest Advisory LLC | 8,810 | $1.19M | 0.22% | −56−0.6% | Reduced |
| Kidder Stephen W | 8,833 | $1.20M | 0.30% | −405−4.4% | Reduced |
| Alliance Private Wealth, LLC | 8,834 | $1.20M | 0.42% | −490−5.3% | Reduced |
| First United Bank Trust | 8,841 | $1.20M | 0.34% | −597−6.3% | Reduced |
| Arrow Financial Corp | 8,857 | $1.20M | 0.11% | −178−2.0% | Reduced |
| Bigelow Investment Advisors, LLC | 8,857 | $1.20M | 0.43% | −154−1.7% | Reduced |
| Redmond Asset Management, LLC | 8,862 | $1.20M | 0.30% | −250−2.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 8,867 | $1.20M | 0.37% | +125+1.4% | Added |
| Advyzon Investment Management, LLC | 8,877 | $1.20M | 0.09% | −1,564−15.0% | Reduced |
| McNamara Financial Services, Inc. | 8,886 | $1.20M | 0.21% | 00.0% | Unchanged |
| Sapient Capital LLC | 8,933 | $1.21M | 0.02% | −3,612−28.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,949 | $1.21M | 0.06% | −861−8.8% | Reduced |
| Harbor Investment Advisory, LLC | 9,001 | $1.22M | 0.09% | −157−1.7% | Reduced |
| Pacific Point Advisors, LLC | 9,010 | $1.22M | 0.56% | −8,564−48.7% | Reduced |
| Ted Buchan & Co | 9,017 | $1.22M | 0.40% | −84−0.9% | Reduced |
| Charles Schwab Trust Co | 9,017 | $1.22M | 0.07% | +1,981+28.2% | Added |
| Gerald Baker Financial Group LLC | 9,029 | $1.22M | 0.35% | +9+0.1% | Added |
| Abbot Financial Management, Inc. | 9,030 | $1.22M | 0.45% | −63−0.7% | Reduced |
| Inlet Private Wealth, LLC | 9,040 | $1.22M | 0.30% | −30−0.3% | Reduced |
| Gateway Wealth Partners, LLC | 9,044 | $1.22M | 0.07% | −10,172−52.9% | Reduced |
| BKM Wealth Management, LLC | 9,094 | $1.23M | 0.44% | +963+11.8% | Added |
| Legacy Private Trust Co. | 9,101 | $1.23M | 0.07% | +15+0.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,115 | $1.23M | 0.01% | −90−1.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 9,142 | $1.24M | 0.40% | −137−1.5% | Reduced |
| Mairs & Power Inc | 9,175 | $1.24M | 0.01% | +197+2.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 9,201 | $1.25M | 0.16% | −68−0.7% | Reduced |
| Stonebridge Capital Advisors LLC | 9,214 | $1.25M | 0.08% | −342−3.6% | Reduced |
| S-Bank Fund Management Ltd | 9,245 | $1.25M | 0.17% | +9,245 | New |
| Panoramic Investment Advisors, LLC | 9,268 | $1.25M | 0.60% | −90−1.0% | Reduced |
| Pettee Investors, Inc. | 9,275 | $1.26M | 0.62% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 9,299 | $1.26M | 0.02% | +9,299 | New |
| Sprott Inc. | 9,303 | $1.26M | 0.04% | +9,303 | New |
| Redhawk Wealth Advisors, Inc. | 9,312 | $1.26M | 0.12% | +6,429+223.0% | Added |
| HighPoint Advisor Group LLC | 9,343 | $1.27M | 0.04% | +928+11.0% | Added |
| Crews Bank & Trust | 9,348 | $1.27M | 0.17% | +62+0.7% | Added |
| Gryphon Financial Partners LLC | 9,355 | $1.27M | 0.11% | −918−8.9% | Reduced |
| Founders Financial Alliance, LLC | 9,377 | $1.27M | 0.17% | −833−8.2% | Reduced |
| First National Bank Sioux Falls | 8,020 | $1.27M | 0.35% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 9,401 | $1.27M | 0.25% | −82−0.9% | Reduced |
| MOKAN Wealth Management Inc. | 9,407 | $1.27M | 0.49% | +495+5.6% | Added |
| Insigneo Advisory Services, LLC | 9,411 | $1.27M | 0.05% | +1,046+12.5% | Added |
| Tandem Capital Management Corp | 9,428 | $1.28M | 0.54% | −628−6.2% | Reduced |
| Strengthening Families & Communities, LLC | 9,432 | $1.28M | 0.28% | +766+8.8% | Added |
| Strategic Financial Services, Inc, | 9,433 | $1.28M | 0.06% | −120−1.3% | Reduced |
| Park Place Capital Corp | 9,434 | $1.28M | 0.20% | +4,000+73.6% | Added |
| Iams Wealth Management, LLC | 9,437 | $1.28M | 0.38% | +1,303+16.0% | Added |
| Christine Messmer PC | 9,488 | $1.28M | 0.72% | +1,543+19.4% | Added |
| South Plains Financial, Inc. | 9,489 | $1.28M | 0.69% | −245−2.5% | Reduced |
| Bank of Hawaii | 9,514 | $1.29M | 0.06% | −24−0.3% | Reduced |
| Wright Investors Service Inc | 9,515 | $1.29M | 0.35% | −59−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 9,565 | $1.30M | 0.08% | −1,537−13.8% | Reduced |
| Strategy Asset Managers LLC | 9,607 | $1.30M | 0.19% | −24−0.2% | Reduced |
| Becker Capital Management Inc | 9,624 | $1.30M | 0.04% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 9,647 | $1.31M | 0.78% | −7,545−43.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 9,669 | $1.31M | 0.19% | −2,206−18.6% | Reduced |
| Walsky Investment Management, Inc. | 9,673 | $1.31M | 1.22% | 00.0% | Unchanged |
| Peterson Wealth Management | 9,673 | $1.31M | 0.61% | +24+0.2% | Added |
| Pine Haven Investment Counsel, Inc | 9,682 | $1.31M | 0.88% | −163−1.7% | Reduced |
| Capital Analysts, LLC | 9,685 | $1.31M | 0.03% | +246+2.6% | Added |
| PFG Advisors | 9,685 | $1.31M | 0.07% | +756+8.5% | Added |
| B&L Asset Management LLC | 9,693 | $1.31M | 0.45% | +94+1.0% | Added |
| Icon Wealth Advisors, LLC | 9,698 | $1.31M | 0.08% | −11,643−54.6% | Reduced |
| Sivia Capital Partners, LLC | 9,731 | $1.32M | 0.16% | +523+5.7% | Added |
| Strategic Blueprint, LLC | 9,743 | $1.32M | 0.07% | +19+0.2% | Added |
| Sierra Summit Advisors LLC | 9,750 | $1.32M | 0.15% | +172+1.8% | Added |