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: 39 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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| Chapin Davis, Inc. | 19,439 | $2.63M | 0.46% | +212+1.1% | Added |
| Volterra Technologies LP | 19,529 | $2.64M | 1.70% | +19,529 | New |
| All Terrain Financial Advisors, LLC | 19,548 | $2.65M | 0.56% | +10+0.1% | Added |
| Belpointe Asset Management LLC | 19,574 | $2.65M | 0.09% | +2,320+13.4% | Added |
| Delta Capital Management LLC | 19,625 | $2.66M | 1.22% | +430+2.2% | Added |
| Juno Financial Group LLC | 19,653 | $2.66M | 0.94% | +1,797+10.1% | Added |
| Formidable Asset Management, LLC | 17,183 | $2.67M | 0.43% | −5,828−25.3% | Reduced |
| Zhang Financial LLC | 19,743 | $2.67M | 0.08% | −745−3.6% | Reduced |
| Excalibur Management Corp | 19,885 | $2.69M | 0.89% | +149+0.8% | Added |
| Eagle Capital Management, LLC | 19,953 | $2.70M | 0.92% | −322−1.6% | Reduced |
| Triangle Securities Wealth Management | 19,966 | $2.70M | 0.54% | −223−1.1% | Reduced |
| Fundamentun, LLC | 19,971 | $2.70M | 0.10% | −4,246−17.5% | Reduced |
| Integrity Alliance, LLC. | 19,991 | $2.71M | 0.09% | +253+1.3% | Added |
| Aviance Capital Partners, LLC | 20,006 | $2.71M | 0.28% | +1,654+9.0% | Added |
| Stance Capital LLC | 20,110 | $2.72M | 0.83% | +19,807+6,537.0% | Added |
| Texas Yale Capital Corp. | 20,111 | $2.72M | 0.06% | +161+0.8% | Added |
| Smith Shellnut Wilson LLC | 20,115 | $2.72M | 1.02% | −187−0.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 20,121 | $2.72M | 0.32% | +1,114+5.9% | Added |
| Trust Point Inc. | 20,129 | $2.73M | 0.23% | −413−2.0% | Reduced |
| Colonial Trust Co | 20,143 | $2.73M | 0.35% | −2,722−11.9% | Reduced |
| Baldwin Investment Management, LLC | 20,225 | $2.74M | 0.26% | +8,531+73.0% | Added |
| ABN AMRO Bank N.V. | 20,237 | $2.75M | 0.04% | +928+4.8% | Added |
| Mechanics Bank Trust Department | 20,307 | $2.75M | 0.34% | −871−4.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 20,309 | $2.75M | 0.33% | −12,089−37.3% | Reduced |
| Insight Inv LLC | 20,335 | $2.75M | 1.30% | +440+2.2% | Added |
| Peninsula Asset Management Inc | 20,380 | $2.76M | 1.32% | −65−0.3% | Reduced |
| First Bank & Trust | 20,380 | $2.76M | 0.41% | +1,119+5.8% | Added |
| Robertson Stephens Wealth Management, LLC | 20,441 | $2.77M | 0.07% | −1,767−8.0% | Reduced |
| Private Trust Co NA | 20,555 | $2.78M | 0.22% | −715−3.4% | Reduced |
| American Trust | 20,616 | $2.79M | 0.22% | −1,926−8.5% | Reduced |
| Nations Financial Group Inc, | 20,639 | $2.79M | 0.13% | +926+4.7% | Added |
| Bangor Savings Bank | 20,678 | $2.80M | 0.21% | +206+1.0% | Added |
| Schulhoff & Co Inc | 20,704 | $2.80M | 1.13% | −1,130−5.2% | Reduced |
| Dillon & Associates Inc | 20,775 | $2.81M | 0.34% | −2,224−9.7% | Reduced |
| Cornerstone Planning, LLC | 20,791 | $2.82M | 0.65% | +91+0.4% | Added |
| Investment House LLC | 20,814 | $2.82M | 0.13% | −775−3.6% | Reduced |
| JPL Wealth Management, LLC | 20,865 | $2.83M | 0.56% | −674−3.1% | Reduced |
| Edgewood Management LLC | 20,881 | $2.83M | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 20,902 | $2.83M | 0.06% | +8,299+65.8% | Added |
| Burney Co | 20,928 | $2.83M | 0.08% | +1,727+9.0% | Added |
| Schnieders Capital Management, LLC. | 21,006 | $2.84M | 0.37% | +1,334+6.8% | Added |
| Beck Mack & Oliver LLC | 21,013 | $2.85M | 0.06% | −2,209−9.5% | Reduced |
| Zuckerman Investment Group, LLC | 21,030 | $2.85M | 0.24% | −269−1.3% | Reduced |
| Platform Technology Partners | 21,109 | $2.86M | 0.47% | −99−0.5% | Reduced |
| Agate Pass Investment Management, LLC | 21,162 | $2.87M | 1.06% | −372−1.7% | Reduced |
| Covington Investment Advisors Inc. | 21,207 | $2.87M | 0.37% | −5,568−20.8% | Reduced |
| Horrell Capital Management, Inc. | 21,218 | $2.87M | 1.31% | −2,183−9.3% | Reduced |
| Leavell Investment Management, Inc. | 21,275 | $2.88M | 0.11% | −1,089−4.9% | Reduced |
| Krilogy Financial LLC | 21,281 | $2.88M | 0.09% | −5,518−20.6% | Reduced |
| Twin Capital Management Inc | 21,318 | $2.89M | 0.31% | +995+4.9% | Added |
| Retirement Planning Group | 21,382 | $2.90M | 0.07% | −1,376−6.0% | Reduced |
| Integrated Advisors Network LLC | 21,384 | $2.90M | 0.13% | −13,431−38.6% | Reduced |
| G&S Capital LLC | 21,562 | $2.92M | 0.85% | +21,562 | New |
| Physicians Financial Services, Inc. | 21,568 | $2.92M | 0.73% | +185+0.9% | Added |
| Wealth Group, Ltd. | 21,568 | $2.92M | 0.73% | +13,376+163.3% | Added |
| Winthrop Capital Management, LLC | 21,575 | $2.92M | 0.71% | −20.0% | Reduced |
| Sequent Planning LLC | 21,598 | $2.92M | 0.62% | −386−1.8% | Reduced |
| Rayburn West Financial Services LLC | 21,607 | $2.93M | 1.61% | −89−0.4% | Reduced |
| Raelipskie Partnership | 21,642 | $2.93M | 1.11% | +1,088+5.3% | Added |
| BCM Advisors, LLC | 21,452 | $2.93M | 0.57% | −99−0.5% | Reduced |
| Sendero Wealth Management, LLC | 21,661 | $2.93M | 0.29% | −40.0% | Reduced |
| Smartleaf Asset Management LLC | 21,155 | $2.93M | 0.10% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 21,682 | $2.94M | 1.10% | +2,139+10.9% | Added |
| Axq Capital, LP | 21,752 | $2.95M | 0.32% | +15,874+270.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,853 | $2.96M | 0.04% | +2,841+14.9% | Added |
| First PREMIER Bank | 21,924 | $2.97M | 0.48% | +55+0.3% | Added |
| Wealth Alliance | 21,964 | $2.97M | 0.25% | −3,124−12.5% | Reduced |
| Granite Group Advisors, LLC | 22,052 | $2.99M | 1.77% | +1,829+9.0% | Added |
| HBW Advisory Services LLC | 22,074 | $2.99M | 0.27% | +114+0.5% | Added |
| Leelyn Smith, LLC | 22,082 | $2.99M | 0.36% | +416+1.9% | Added |
| Aquatic Capital Management LLC | 22,285 | $3.02M | 0.10% | +22,285 | New |
| Inscription Capital, LLC | 22,316 | $3.02M | 0.27% | +1,703+8.3% | Added |
| Lighthouse Financial Services Inc | 21,445 | $3.03M | 0.64% | +817+4.0% | Added |
| Gladstone Institutional Advisory LLC | 22,360 | $3.03M | 0.10% | +509+2.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 22,394 | $3.03M | 0.92% | +1,023+4.8% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 22,573 | $3.06M | 0.12% | −13,222−36.9% | Reduced |
| DMKC Advisory Services, LLC | 22,579 | $3.06M | 0.58% | +3,479+18.2% | Added |
| TKG Advisors, LLC | 22,616 | $3.06M | 1.06% | +22,616 | New |
| KMG Fiduciary Partners, LLC | 22,622 | $3.06M | 0.28% | −2,243−9.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 22,739 | $3.08M | 0.02% | −566−2.4% | Reduced |
| Bull Street Advisors, LLC | 22,765 | $3.08M | 1.41% | +520+2.3% | Added |
| 180 Wealth Advisors, LLC | 22,792 | $3.09M | 0.31% | +544+2.4% | Added |
| Simplicity Wealth,LLC | 22,816 | $3.09M | 0.10% | +5,643+32.9% | Added |
| Somerset Trust Co | 22,863 | $3.10M | 0.88% | +256+1.1% | Added |
| Shoker Investment Counsel, Inc. | 22,881 | $3.10M | 0.78% | +2,078+10.0% | Added |
| Boit C F David | 22,900 | $3.10M | 1.30% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 22,914 | $3.10M | 0.18% | +5,940+35.0% | Added |
| Koshinski Asset Management, Inc. | 22,944 | $3.11M | 0.17% | +354+1.6% | Added |
| Advisortrust Partners, LLC | 22,992 | $3.11M | 1.06% | +396+1.8% | Added |
| Boyd Watterson Asset Management LLC | 23,075 | $3.12M | 0.84% | +533+2.4% | Added |
| Murphy Pohlad Asset Management LLC | 23,112 | $3.13M | 1.09% | +205+0.9% | Added |
| City Holding Co | 23,164 | $3.14M | 0.35% | −938−3.9% | Reduced |
| First International Bank of Israel Ltd. | 23,178 | $3.14M | 0.86% | +845+3.8% | Added |
| CX Institutional | 23,182 | $3.14M | 0.09% | −1,640−6.6% | Reduced |
| Arnhold LLC | 23,222 | $3.14M | 0.22% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 23,254 | $3.15M | 2.14% | −3,563,169−99.4% | Reduced |
| Estabrook Capital Management | 23,314 | $3.16M | 0.43% | −103−0.4% | Reduced |
| St. Clair Advisors, LLC | 23,371 | $3.16M | 0.81% | 00.0% | Unchanged |
| Chicago Trust Co NA | 23,420 | $3.17M | 0.46% | +1,877+8.7% | Added |
| Resonant Capital Advisors, LLC | 23,443 | $3.17M | 0.15% | −759−3.1% | Reduced |