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; 3,420 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
- Institutional holders
- 3,420
- −90 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
- 245
- 1,535 more reduced
56 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Joseph Group Capital Management | 238 | $32.2K | 0.01% | −20−7.8% | Reduced |
| Premier Financial Group | 244 | $33.0K | 0.01% | +244 | New |
| Kilter Group LLC | 245 | $33.2K | 0.01% | +66+36.9% | Added |
| Retirement Wealth Solutions LLC | 248 | $33.5K | 0.02% | +1+0.4% | Added |
| Napier Financial, LLC | 250 | $33.9K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 255 | $34.5K | 0.02% | −112−30.5% | Reduced |
| Highline Wealth Partners LLC | 258 | $35.0K | 0.01% | −12−4.4% | Reduced |
| 1248 Management, LLC | 259 | $35.1K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 260 | $35.2K | 0.04% | 00.0% | Unchanged |
| Planning Strategies Inc. | 267 | $36.2K | 0.02% | +267 | New |
| Investment Research & Advisory Group, Inc. | 245 | $36.5K | 0.01% | −79−24.4% | Reduced |
| 3 Factor Indexing, LLC | 270 | $36.6K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 271 | $37.0K | 0.02% | −172−38.8% | Reduced |
| Pacific Center for Financial Services | 278 | $37.7K | 0.01% | +2+0.7% | Added |
| Avion Wealth | 283 | $38.0K | 0.01% | −133−32.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 294 | $39.9K | 0.01% | −30−9.3% | Reduced |
| Frazier Financial Advisors, LLC | 301 | $40.8K | 0.02% | +57+23.4% | Added |
| Cedar Mountain Advisors, LLC | 304 | $41.2K | 0.01% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 308 | $41.7K | 0.01% | +308 | New |
| RMG Wealth Management LLC | 314 | $43.6K | 0.00% | −48−13.3% | Reduced |
| CDKV Holdings LLC | 322 | $43.6K | 0.03% | −200−38.3% | Reduced |
| High Note Wealth, LLC | 322 | $43.6K | 0.01% | −85−20.9% | Reduced |
| Signature Resources Capital Management, LLC | 324 | $43.9K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 329 | $44.5K | 0.02% | −5,411−94.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 329 | $44.5K | 0.02% | −46−12.3% | Reduced |
| Hager Investment Management Services, LLC | 329 | $44.5K | 0.02% | +15+4.8% | Added |
| Cheviot Value Management, LLC | 332 | $45.0K | 0.00% | −63−15.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 337 | $45.6K | 0.01% | −2,152−86.5% | Reduced |
| United Financial Planning Group LLC | 339 | $45.9K | 0.02% | −52−13.3% | Reduced |
| Regatta Research & Money Management | 343 | $46.4K | 0.04% | +343 | New |
| Align Financial, LLC | 345 | $46.7K | 0.02% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 353 | $47.8K | 0.01% | +4+1.1% | Added |
| Raffa Wealth Management, LLC | 353 | $47.8K | 0.01% | −1−0.3% | Reduced |
| Sarver Vrooman Wealth Advisors | 336 | $47.9K | 0.03% | −25−6.9% | Reduced |
| Wellington-Altus USA Inc. | 309 | $48.0K | 0.03% | −30−8.8% | Reduced |
| Sherman Asset Management, Inc. | 358 | $48.5K | 0.04% | −320−47.2% | Reduced |
| Dunhill Financial, LLC | 360 | $48.9K | 0.01% | +17+5.0% | Added |
| Kingdom Financial Group LLC. | 364 | $49.3K | 0.01% | −7−1.9% | Reduced |
| Kroeger Financial Partners | 366 | $49.6K | 0.05% | +366 | New |
| Buck Wealth Strategies, LLC | 367 | $49.7K | 0.01% | +367 | New |
| PFS Partners, LLC | 379 | $51.3K | 0.02% | −56−12.9% | Reduced |
| Battery Global Advisors, LLC | 380 | $51.5K | 0.03% | +3+0.8% | Added |
| Spectrum Wealth Advisory Group, LLC | 385 | $52.1K | 0.01% | +385 | New |
| Catalyst Capital Advisors LLC | 389 | $52.7K | 0.00% | −1,564−80.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 391 | $53.0K | 0.03% | −7−1.8% | Reduced |
| Burkett Financial Services, LLC | 392 | $53.1K | 0.02% | +4+1.0% | Added |
| Palouse Capital Management, Inc. | 400 | $54.2K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 403 | $54.5K | 0.01% | +2+0.5% | Added |
| Phillip James Consulting Co. | 403 | $54.6K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 407 | $55.1K | 0.02% | +407 | New |
| Manning & Napier Advisors LLC | 401 | $55.6K | 0.00% | +5+1.3% | Added |
| Toews Corp | 424 | $57.4K | 0.01% | +424 | New |
| Ulland Investment Advisors, LLC | 428 | $58.0K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 429 | $58.1K | 0.01% | −81−15.9% | Reduced |
| Lodestone Wealth Management LLC | 430 | $58.2K | 0.02% | −175−28.9% | Reduced |
| Burk Holdings LLC | 438 | $59.3K | 0.02% | −24−5.2% | Reduced |
| Provenance Wealth Advisors, LLC | 440 | $59.6K | 0.01% | +5+1.1% | Added |
| Downshift Financial, LLC | 442 | $59.8K | 0.03% | +442 | New |
| Caitlin John, LLC | 446 | $60.4K | 0.03% | +5+1.1% | Added |
| Keystone Financial Group, Inc. | 453 | $61.3K | 0.03% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 460 | $62.3K | 0.09% | +460 | New |
| Evolution Wealth Management Inc. | 465 | $63.0K | 0.04% | +33+7.6% | Added |
| Redwood Park Advisors LLC | 470 | $63.6K | 0.05% | +2+0.4% | Added |
| Asset Planning,Inc | 472 | $63.9K | 0.04% | −216−31.4% | Reduced |
| Sachetta, LLC | 475 | $64.3K | 0.03% | +105+28.4% | Added |
| MPWM Advisory Solutions, LLC | 477 | $64.6K | 0.03% | +100+26.5% | Added |
| Prudent Man Investment Management, Inc. | 460 | $66.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 491 | $66.4K | 0.03% | +2+0.4% | Added |
| Aspect Partners, LLC | 499 | $67.6K | 0.03% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 500 | $67.7K | 0.04% | −100−16.7% | Reduced |
| Zeit Capital LLC | 500 | $67.7K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $67.7K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 500 | $67.7K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 504 | $68.0K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 509 | $68.0K | 0.02% | +54+11.9% | Added |
| Strategic Wealth Advisors LLC | 485 | $69.0K | 0.06% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 510 | $69.1K | 0.06% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 511 | $69.2K | 0.05% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 515 | $69.7K | 0.05% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 516 | $69.8K | 0.04% | +5+1.0% | Added |
| McGuire Capital Advisors Inc | 521 | $70.5K | 0.04% | +52+11.1% | Added |
| Evolution Advisers, Inc. | 528 | $71.0K | 0.03% | +2+0.4% | Added |
| FWL Investment Management, LLC | 532 | $72.0K | 0.01% | +54+11.3% | Added |
| Accordant Advisory Group Inc | 541 | $73.3K | 0.05% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 552 | $74.7K | 0.01% | +11+2.0% | Added |
| Vision Financial Markets LLC | 549 | $74.8K | 0.06% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 556 | $75.3K | 0.07% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 558 | $75.6K | 0.07% | 00.0% | Unchanged |
| Operose Advisors LLC | 565 | $76.5K | 0.01% | −153−21.3% | Reduced |
| Harbor Asset Planning, Inc. | 574 | $77.7K | 0.06% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 588 | $79.7K | 0.07% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 592 | $80.2K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 592 | $80.2K | 0.02% | +72+13.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 605 | $82.0K | 0.02% | +173+40.0% | Added |
| Gleason Group, Inc. | 615 | $83.3K | 0.01% | +7+1.2% | Added |
| Bell Investment Advisors, Inc | 625 | $84.6K | 0.01% | −164−20.8% | Reduced |
| Beacon Financial Strategies CORP | 628 | $85.0K | 0.04% | −80−11.3% | Reduced |
| Fourth Dimension Wealth, LLC | 629 | $85.2K | 0.03% | −100−13.7% | Reduced |
| Financial Gravity Companies, Inc. | 630 | $85.3K | 0.01% | +630 | New |
| Proathlete Wealth Management LLC | 634 | $86.0K | 0.02% | 00.0% | Unchanged |