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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 23,553 | $3.19M | 0.16% | −1,045−4.2% | Reduced |
| Weiss Asset Management LP | 23,569 | $3.19M | 0.04% | +23,569 | New |
| TCW Group Inc | 23,574 | $3.19M | 0.02% | +356+1.5% | Added |
| Trust Co of Oklahoma | 23,597 | $3.20M | 0.82% | −968−3.9% | Reduced |
| Peak Retirement Planning, Inc. | 23,631 | $3.20M | 0.51% | +7,890+50.1% | Added |
| Anchor Investment Management, LLC | 23,781 | $3.22M | 0.24% | +826+3.6% | Added |
| SevenBridge Financial Group, LLC | 23,167 | $3.22M | 0.47% | −365−1.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 23,800 | $3.22M | 0.00% | −3,970−14.3% | Reduced |
| American National Bank | 23,804 | $3.22M | 0.28% | −57−0.2% | Reduced |
| Johnson Financial Group, Inc. | 23,821 | $3.23M | 0.11% | +535+2.3% | Added |
| Hohimer Wealth Management, LLC | 23,854 | $3.23M | 0.33% | −1,460−5.8% | Reduced |
| WBH Advisory Inc | 23,894 | $3.24M | 0.22% | +70+0.3% | Added |
| WealthPlan Investment Management, LLC | 23,894 | $3.24M | 0.16% | −9,301−28.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 23,900 | $3.24M | 0.18% | −23,900−50.0% | Reduced |
| Chicago Partners Investment Group LLC | 24,019 | $3.24M | 0.06% | −5,422−18.4% | Reduced |
| ICW Investment Advisors LLC | 23,991 | $3.25M | 1.14% | +94+0.4% | Added |
| Marietta Investment Partners LLC | 24,000 | $3.25M | 0.56% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 24,000 | $3.25M | 0.32% | +24,000 | New |
| Aristotle Capital Management, LLC | 24,066 | $3.26M | 0.01% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 24,154 | $3.27M | 1.24% | +824+3.5% | Added |
| Atlas Brown,Inc. | 24,289 | $3.29M | 0.88% | −72−0.3% | Reduced |
| Ballentine Partners, LLC | 24,330 | $3.29M | 0.04% | −1,924−7.3% | Reduced |
| Mystic Asset Management, Inc. | 24,345 | $3.30M | 0.70% | +288+1.2% | Added |
| Baugh & Associates, LLC | 24,408 | $3.30M | 1.46% | −2,106−7.9% | Reduced |
| Roundview Capital LLC | 24,481 | $3.31M | 0.18% | −388−1.6% | Reduced |
| SS&H Financial Advisors, Inc. | 24,544 | $3.32M | 0.85% | +24,544 | New |
| Private Wealth Partners, LLC | 24,551 | $3.32M | 0.24% | −500−2.0% | Reduced |
| Banque Cantonale Vaudoise | 24,577 | $3.33M | 0.13% | +8,928+57.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 24,692 | $3.34M | 0.11% | −13,300−35.0% | Reduced |
| Csenge Advisory Group | 24,713 | $3.35M | 0.14% | +564+2.3% | Added |
| StoneX Group Inc. | 24,764 | $3.35M | 0.14% | +676+2.8% | Added |
| Essex Financial Services, Inc. | 24,813 | $3.36M | 0.17% | −449−1.8% | Reduced |
| Saybrook Capital | 24,870 | $3.37M | 0.84% | −295−1.2% | Reduced |
| Biltmore Family Office, LLC | 24,979 | $3.38M | 0.44% | −1,029−4.0% | Reduced |
| NBC Securities, Inc. | 25,004 | $3.39M | 0.23% | +397+1.6% | Added |
| Hayek Kallen Investment Management | 25,038 | $3.39M | 1.03% | −543−2.1% | Reduced |
| Pittenger & Anderson Inc | 25,056 | $3.39M | 0.12% | +161+0.6% | Added |
| First Pacific Financial | 25,171 | $3.41M | 0.41% | +923+3.8% | Added |
| Graham Capital Management, L.P. | 25,214 | $3.41M | 0.09% | +25,214 | New |
| Norden Group LLC | 25,215 | $3.41M | 0.28% | +542+2.2% | Added |
| Alta Capital Management LLC | 25,221 | $3.41M | 0.25% | −201−0.8% | Reduced |
| Beaton Management Co. Inc. | 25,308 | $3.43M | 1.40% | −108−0.4% | Reduced |
| Harbor Advisory Corp | 25,475 | $3.45M | 0.92% | −700−2.7% | Reduced |
| Brentview Investment Management LLC | 25,526 | $3.46M | 1.37% | +642+2.6% | Added |
| Woodmont Investment Counsel LLC | 25,611 | $3.47M | 0.19% | −1,075−4.0% | Reduced |
| Principle Wealth Partners LLC | 25,630 | $3.47M | 0.17% | +583+2.3% | Added |
| Morton Community Bank | 25,683 | $3.48M | 0.71% | +623+2.5% | Added |
| Shufro Rose & Co LLC | 25,726 | $3.48M | 0.20% | +20+0.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 25,819 | $3.50M | 0.07% | +1,492+6.1% | Added |
| HF Advisory Group, LLC | 25,846 | $3.50M | 1.08% | +2,229+9.4% | Added |
| Conscious Wealth Investments, LLC | 25,944 | $3.50M | 1.80% | −178−0.7% | Reduced |
| King Wealth | 25,917 | $3.51M | 0.38% | −587−2.2% | Reduced |
| High Net Worth Advisory Group LLC | 25,941 | $3.51M | 0.75% | −80−0.3% | Reduced |
| GeoWealth Management, LLC | 26,123 | $3.54M | 0.11% | −3,777−12.6% | Reduced |
| WCG Wealth Advisors LLC | 26,159 | $3.54M | 0.08% | +1,083+4.3% | Added |
| First National Bank & Trust Co of Newtown | 25,414 | $3.55M | 0.72% | −2,352−8.5% | Reduced |
| Builder Investment Group Inc | 26,210 | $3.55M | 0.70% | +600+2.3% | Added |
| Novem Group | 26,246 | $3.55M | 0.36% | +1,472+5.9% | Added |
| Atom Investors LP | 26,345 | $3.57M | 0.32% | +26,345 | New |
| Trilogy Capital Inc. | 26,438 | $3.58M | 0.14% | +469+1.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 26,529 | $3.59M | 0.54% | +26,529 | New |
| Callan Family Office, LLC | 26,688 | $3.61M | 0.07% | −680−2.5% | Reduced |
| IFP Advisors, Inc | 26,736 | $3.62M | 0.07% | +3,752+16.3% | Added |
| Stokes Family Office, LLC | 26,742 | $3.62M | 0.42% | −4,328−13.9% | Reduced |
| Fruth Investment Management | 26,766 | $3.62M | 0.86% | −350−1.3% | Reduced |
| Segall Bryant & Hamill, LLC | 26,807 | $3.63M | 0.04% | +26,807 | New |
| Heritage Trust Co | 26,939 | $3.65M | 0.32% | +3,185+13.4% | Added |
| Value Partners Investments Inc. | 26,990 | $3.65M | 0.25% | −57−0.2% | Reduced |
| Advanced Asset Management Advisors Inc | 26,964 | $3.65M | 0.96% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 27,027 | $3.66M | 0.26% | +723+2.7% | Added |
| Curbstone Financial Management Corp | 27,208 | $3.68M | 0.63% | +3,880+16.6% | Added |
| Parkside Financial Bank & Trust | 27,280 | $3.69M | 0.25% | −159−0.6% | Reduced |
| Union Heritage Capital, LLC | 27,289 | $3.69M | 1.25% | 00.0% | Unchanged |
| William Allan, LLC | 27,453 | $3.72M | 1.82% | −452−1.6% | Reduced |
| Pure Financial Advisors, Inc. | 27,503 | $3.72M | 0.05% | +770+2.9% | Added |
| Fulton Bank, N.A. | 27,554 | $3.73M | 0.11% | −269−1.0% | Reduced |
| KLCM Advisors, Inc. | 27,615 | $3.74M | 0.30% | +639+2.4% | Added |
| Meeder Advisory Services, Inc. | 27,788 | $3.76M | 0.14% | −5,081−15.5% | Reduced |
| Hall Capital Management Co Inc | 27,921 | $3.78M | 1.18% | +745+2.7% | Added |
| Money Concepts Capital Corp | 28,082 | $3.80M | 0.18% | +6,859+32.3% | Added |
| Patrick Mauro Investment Advisor, INC. | 28,112 | $3.81M | 1.91% | +6,172+28.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 28,146 | $3.81M | 0.42% | −7,411−20.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 28,167 | $3.81M | 1.68% | +1,087+4.0% | Added |
| Ashton Thomas Private Wealth, LLC | 28,168 | $3.81M | 0.08% | −2,557−8.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,193 | $3.82M | 1.19% | +5,725+25.5% | Added |
| Univest Financial Corp | 28,223 | $3.82M | 0.19% | −287−1.0% | Reduced |
| Equitable Trust Co | 28,237 | $3.82M | 0.16% | +279+1.0% | Added |
| Caldwell Trust Co | 28,259 | $3.83M | 0.31% | −1,292−4.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 28,411 | $3.85M | 1.73% | +2,870+11.2% | Added |
| Motco | 28,528 | $3.86M | 0.33% | −227−0.8% | Reduced |
| Long Road Investment Counsel, LLC | 28,580 | $3.87M | 1.43% | −70−0.2% | Reduced |
| Tema ETFs LLC | 28,593 | $3.87M | 0.13% | +2,755+10.7% | Added |
| Graybill Bartz & Assoc Ltd | 28,612 | $3.87M | 1.04% | +825+3.0% | Added |
| Charter Research & Investment Group, Inc. | 28,657 | $3.88M | 2.36% | −120−0.4% | Reduced |
| Portside Wealth Group, LLC | 28,703 | $3.89M | 0.45% | +409+1.4% | Added |
| Foundations Investment Advisors, LLC | 28,711 | $3.89M | 0.04% | +811+2.9% | Added |
| Pekin Hardy Strauss, Inc. | 28,735 | $3.89M | 0.34% | −2,021−6.6% | Reduced |
| AIA Group Ltd | 28,796 | $3.90M | 0.05% | −22,709−44.1% | Reduced |
| Hengehold Capital Management LLC | 28,796 | $3.90M | 0.30% | −478−1.6% | Reduced |
| Bowen Hanes & Co Inc | 25,173 | $3.91M | 0.10% | 00.0% | Unchanged |