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 |
|---|---|---|---|---|---|
| TMB Capital Partners, LLC | 1,495 | $202.4K | 0.06% | −50−3.2% | Reduced |
| Peterson Wealth Advisors, LLC | 1,500 | $203.1K | 0.02% | +4+0.3% | Added |
| J. Goldman & Co LP | 1,500 | $203.1K | 0.01% | −10,100−87.1% | Reduced |
| Ellerson Group Inc | 1,500 | $203.1K | 0.12% | −40−2.6% | Reduced |
| Paradigm Capital Management Inc | 1,500 | $203.1K | 0.01% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,500 | $203.1K | 0.00% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,501 | $203.2K | 0.03% | −218−12.7% | Reduced |
| Insight Wealth Strategies, LLC | 1,440 | $203.3K | 0.02% | −676−31.9% | Reduced |
| tru Independence LLC | 1,507 | $204.0K | 0.09% | +15+1.0% | Added |
| Correct Capital Wealth Management | 1,507 | $204.1K | 0.04% | +2+0.1% | Added |
| Guardian Capital, LLC | 1,511 | $204.6K | 0.17% | −420−21.8% | Reduced |
| Birch Capital Management, LLC | 1,512 | $204.7K | 0.10% | −73−4.6% | Reduced |
| PAX Financial Group, LLC | 1,513 | $204.9K | 0.03% | +171+12.7% | Added |
| San Luis Wealth Advisors LLC | 1,516 | $205.2K | 0.03% | −166−9.9% | Reduced |
| Clearwave Capital, LLC | 1,518 | $205.5K | 0.11% | +1,518 | New |
| Harrell Investment Partners, LLC | 1,518 | $205.5K | 0.04% | −18−1.2% | Reduced |
| Inspire Advisors, LLC | 1,518 | $205.9K | 0.01% | +23+1.5% | Added |
| Provident Wealth Management, LLC | 1,521 | $205.9K | 0.05% | +32+2.1% | Added |
| BCR Wealth Strategies, LLC | 1,526 | $206.0K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,524 | $206.3K | 0.03% | 00.0% | Unchanged |
| Mullaney, Keating & Wright, Inc. | 1,526 | $206.6K | 0.10% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 1,527 | $206.8K | 0.10% | −487−24.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,530 | $207.2K | 0.02% | +755+97.4% | Added |
| ORG Wealth Partners, LLC | 1,533 | $207.6K | 0.03% | +911+146.5% | Added |
| Wealth Effects LLC | 1,534 | $207.7K | 0.06% | +66+4.5% | Added |
| Wilkerson Advisory Group LLC | 1,547 | $209.6K | 0.06% | −493−24.2% | Reduced |
| C2C Wealth Management, LLC | 1,548 | $209.6K | 0.16% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,549 | $209.7K | 0.12% | −98−6.0% | Reduced |
| Chelsea Counsel Co | 1,550 | $209.9K | 0.09% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 1,551 | $210.0K | 0.21% | 00.0% | Unchanged |
| Directional Asset Management | 1,554 | $210.4K | 0.20% | −279−15.2% | Reduced |
| Compton Financial Group, LLC | 1,554 | $210.4K | 0.04% | +6+0.4% | Added |
| Atlas Wealth Partners, LLC | 1,556 | $210.7K | 0.23% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,558 | $210.9K | 0.07% | +75+5.1% | Added |
| Campbell Deegan Wealth Management, LLC | 1,558 | $211.0K | 0.15% | −320−17.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,558 | $211.0K | 0.08% | +1,558 | New |
| Navalign, LLC | 1,560 | $211.3K | 0.05% | +14+0.9% | Added |
| New World Advisors LLC | 1,564 | $211.8K | 0.04% | +204+15.0% | Added |
| Semus Wealth Partners LLC | 1,565 | $211.9K | 0.10% | −216−12.1% | Reduced |
| Wood Tarver Financial Group, LLC | 1,569 | $212.0K | 0.05% | −44−2.7% | Reduced |
| Wealthspan Partners, LLC | 1,566 | $212.1K | 0.07% | +2+0.1% | Added |
| Lansing Street Advisors | 1,567 | $212.2K | 0.05% | −405−20.5% | Reduced |
| Intellus Advisors LLC | 1,569 | $212.4K | 0.03% | −1,072−40.6% | Reduced |
| AMG Asset Management Group, Inc. | 1,579 | $213.8K | 0.13% | −2−0.1% | Reduced |
| Rise Advisors, LLC | 1,581 | $214.1K | 0.06% | −6−0.4% | Reduced |
| Seven Mile Advisory | 1,582 | $214.3K | 0.14% | −470−22.9% | Reduced |
| Capital Performance Advisors LLP | 1,583 | $214.3K | 0.01% | −6,151−79.5% | Reduced |
| Phillips Financial Management, LLC | 1,584 | $214.5K | 0.02% | −348−18.0% | Reduced |
| Calton & Associates, Inc. | 1,584 | $214.5K | 0.03% | −723−31.3% | Reduced |
| Castle Wealth Management LLC | 1,585 | $214.6K | 0.06% | +55+3.6% | Added |
| Ni Acquisitions Company, LLC | 511 | $214.9K | 0.09% | +511 | New |
| Kohmann Bosshard Financial Services, LLC | 1,591 | $215.4K | 0.02% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 1,593 | $215.7K | 0.06% | +97+6.5% | Added |
| Clark Financial Services Group Inc | 1,594 | $215.8K | 0.10% | −816−33.9% | Reduced |
| TrueWealth Advisors, LLC | 1,595 | $215.9K | 0.05% | +9+0.6% | Added |
| Manchester Financial Inc | 1,596 | $216.1K | 0.04% | −69−4.1% | Reduced |
| Sage Capital Management, LLC | 1,600 | $216.6K | 0.08% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,600 | $216.6K | 0.14% | +600+60.0% | Added |
| Lakeshore Financial Planning, Inc. | 1,599 | $216.7K | 0.07% | −1−0.1% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 1,603 | $217.0K | 0.13% | −1−0.1% | Reduced |
| Bard Associates Inc | 1,608 | $217.7K | 0.05% | +16+1.0% | Added |
| Cape Investment Advisory, Inc. | 1,608 | $217.8K | 0.06% | −242−13.1% | Reduced |
| Blue Rock Wealth Management LLC | 1,611 | $218.1K | 0.12% | −63−3.8% | Reduced |
| Ameliora Wealth Management Ltd. | 1,614 | $218.5K | 0.06% | 00.0% | Unchanged |
| Planning Directions Inc | 1,626 | $220.1K | 0.10% | +14+0.9% | Added |
| Silver Grove Financial Group, Inc. | 1,627 | $220.3K | 0.12% | +74+4.8% | Added |
| Green Square Capital Advisors LLC | 1,627 | $220.3K | 0.02% | −174−9.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,628 | $220.4K | 0.14% | −85−5.0% | Reduced |
| Brio Consultants, LLC | 1,628 | $220.4K | 0.03% | +58+3.7% | Added |
| Zinnia Wealth Advisory, LLC | 1,628 | $220.4K | 0.22% | +5+0.3% | Added |
| Talbot Financial, LLC | 1,630 | $220.7K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 1,634 | $221.2K | 0.04% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,634 | $221.3K | 0.07% | +34+2.1% | Added |
| Independent Family Office, LLC | 1,635 | $221.4K | 0.09% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,637 | $221.6K | 0.05% | 00.0% | Unchanged |
| EJMK Ventures LLC | 1,638 | $221.8K | 0.10% | −168−9.3% | Reduced |
| Cortland Associates Inc | 1,640 | $222.0K | 0.03% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,642 | $222.3K | 0.02% | −11,790−87.8% | Reduced |
| Clark Estates Inc | 1,650 | $223.4K | 0.05% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 1,652 | $223.7K | 0.04% | 00.0% | Unchanged |
| One Day In July LLC | 1,656 | $224.2K | 0.02% | +118+7.7% | Added |
| Skyline Advisors, Inc. | 1,657 | $224.4K | 0.07% | 00.0% | Unchanged |
| Next Level Private LLC | 1,659 | $224.6K | 0.04% | −30−1.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,665 | $225.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,665 | $225.4K | 0.15% | −134−7.4% | Reduced |
| Arlington Partners LLC | 1,666 | $225.6K | 0.41% | +99+6.3% | Added |
| Talon Private Wealth, LLC | 1,667 | $225.6K | 0.03% | +1,667 | New |
| BankChampaign, National Association | 1,667 | $225.7K | 0.17% | +1,667 | New |
| MOR Wealth Management, LLC | 1,670 | $226.1K | 0.09% | +326+24.3% | Added |
| Fortis Group Advisors, LLC | 1,670 | $226.1K | 0.04% | −27−1.6% | Reduced |
| TFB Advisors LLC | 1,672 | $226.4K | 0.10% | +13+0.8% | Added |
| Vista Capital Partners, Inc. | 1,673 | $226.5K | 0.02% | +116+7.5% | Added |
| Teamwork Financial Advisors, LLC | 1,678 | $227.2K | 0.02% | −389−18.8% | Reduced |
| Hanover Advisors Inc | 1,678 | $227.2K | 0.08% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 1,679 | $227.3K | 0.07% | 00.0% | Unchanged |
| Kane Co Wealth Management, Inc. | 1,680 | $227.5K | 0.17% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,682 | $227.8K | 0.04% | −46−2.7% | Reduced |
| STG Securities, LLC | 1,683 | $227.9K | 0.25% | +1,683 | New |
| Rockbridge Investment Management, LCC | 1,683 | $227.9K | 0.02% | +33+2.0% | Added |
| New Covenant Trust Company, N.A. | 1,685 | $228.1K | 0.17% | +177+11.7% | Added |