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
- Institutional holders
- 3,421
- −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
- 1,536 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 |
|---|---|---|---|---|---|
| Eagle Wealth Strategies LLC | 2,654 | $359.4K | 0.14% | −29−1.1% | Reduced |
| Compass Ion Advisors, LLC | 2,656 | $359.7K | 0.03% | +212+8.7% | Added |
| Spectrum Strategic Capital Management, LLC | 2,660 | $360.2K | 0.18% | −390−12.8% | Reduced |
| LBMC Investment Advisors, LLC | 2,663 | $360.5K | 0.02% | −1,259−32.1% | Reduced |
| Core Wealth Advisors, Inc. | 2,667 | $361.1K | 0.07% | +332+14.2% | Added |
| Greenline Partners, LLC | 2,673 | $361.9K | 0.04% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 2,683 | $363.3K | 0.11% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,683 | $363.3K | 0.09% | +171+6.8% | Added |
| Westside Investment Management, Inc. | 2,684 | $363.4K | 0.05% | +10.0% | Added |
| Solstein Capital, LLC | 2,688 | $364.0K | 0.12% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,691 | $364.4K | 0.06% | −340−11.2% | Reduced |
| Drexel Morgan & Co. | 2,700 | $365.6K | 0.05% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 2,704 | $366.1K | 0.04% | +197+7.9% | Added |
| Genesis Private Wealth, LLC | 2,708 | $366.7K | 0.10% | −15−0.6% | Reduced |
| Revolve Wealth Partners, LLC | 2,709 | $366.8K | 0.04% | +27+1.0% | Added |
| Birch Financial Group, LLC | 2,710 | $366.9K | 0.19% | +50+1.9% | Added |
| Evergreen Wealth Partners LLC | 2,710 | $367.0K | 0.22% | −53−1.9% | Reduced |
| Ackerman Capital Advisors, LLC | 2,712 | $367.2K | 0.07% | +46+1.7% | Added |
| Beto Financial Group, LLC | 2,723 | $368.9K | 0.19% | −24−0.9% | Reduced |
| Covenant Asset Management, LLC | 2,725 | $369.0K | 0.07% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 2,731 | $369.7K | 0.15% | +15+0.6% | Added |
| Cornerstone Financial Management LLC | 2,732 | $369.9K | 0.30% | +48+1.8% | Added |
| Storen Legacy Partners, LLC | 2,735 | $370.3K | 0.10% | +12+0.4% | Added |
| Frisch Financial Group, Inc. | 2,736 | $370.4K | 0.06% | −262−8.7% | Reduced |
| DeDora Capital, Inc. | 2,736 | $370.5K | 0.08% | −142−4.9% | Reduced |
| Bay Capital Advisors, LLC | 2,737 | $370.6K | 0.20% | −11−0.4% | Reduced |
| Laurel Oak Wealth Management, LLC | 2,743 | $371.4K | 0.05% | −125−4.4% | Reduced |
| DSG Capital Advisors, LLC | 2,750 | $372.5K | 0.05% | −250−8.3% | Reduced |
| Richard C. Young & CO., LTD. | 2,752 | $372.6K | 0.03% | −48−1.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,757 | $373.3K | 0.03% | +84+3.1% | Added |
| Creekside Partners | 2,757 | $373.4K | 0.14% | +5+0.2% | Added |
| Sunbeam Capital Management, LLC | 2,775 | $375.7K | 0.17% | +807+41.0% | Added |
| Security National Bank | 2,775 | $375.7K | 0.04% | −2,442−46.8% | Reduced |
| Dupree Financial Group, LLC | 2,782 | $376.7K | 0.14% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 2,792 | $378.0K | 0.13% | −639−18.6% | Reduced |
| Gentry Private Wealth, LLC | 2,794 | $378.3K | 0.19% | −37−1.3% | Reduced |
| Vision Capital Management, Inc. | 2,799 | $379.0K | 0.04% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,800 | $379.1K | 0.01% | −6−0.2% | Reduced |
| GAM Holding AG | 2,801 | $379.3K | 0.03% | −9,653−77.5% | Reduced |
| BNB Wealth Management, LLC | 2,807 | $380.0K | 0.21% | −423−13.1% | Reduced |
| Blue Capital, Inc. | 2,810 | $380.5K | 0.24% | +1,154+69.7% | Added |
| Burford Brothers, Inc. | 2,810 | $380.5K | 0.14% | −606−17.7% | Reduced |
| Red Cedar Investment Management, LLC | 2,813 | $380.9K | 0.04% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,816 | $381.3K | 0.06% | −7−0.2% | Reduced |
| Wellington Grp LLC | 2,817 | $381.4K | 0.10% | −642−18.6% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $381.7K | 0.07% | 00.0% | Unchanged |
| Centric Wealth Management | 2,472 | $382.2K | 0.06% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,827 | $382.8K | 0.09% | −160−5.4% | Reduced |
| RW Investment Management LLC | 2,833 | $383.6K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,838 | $384.3K | 0.06% | −1,021−26.5% | Reduced |
| WealthShield Partners, LLC | 2,839 | $384.4K | 0.06% | −3,839−57.5% | Reduced |
| Focused Wealth Management, Inc | 2,839 | $384.4K | 0.03% | +475+20.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,685 | $384.7K | 0.12% | −105−3.8% | Reduced |
| Outlook Wealth Advisors, LLC | 2,845 | $385.1K | 0.08% | +130+4.8% | Added |
| Maple Capital Management, Inc. | 2,849 | $385.8K | 0.02% | −241−7.8% | Reduced |
| Ruggaard & Associates LLC | 2,849 | $385.8K | 0.14% | +27+1.0% | Added |
| Brand Asset Management Group, Inc. | 2,850 | $385.9K | 0.09% | −783−21.6% | Reduced |
| Values Added Financial LLC | 2,850 | $385.9K | 0.14% | +56+2.0% | Added |
| TCFG Investment Advisors, LLC | 2,852 | $386.3K | 0.13% | +57+2.0% | Added |
| Ambassador Advisors, LLC | 2,855 | $386.6K | 0.05% | +2,855 | New |
| First Fiduciary Investment Counsel, Inc. | 2,860 | $387.0K | 0.07% | +600+26.5% | Added |
| Caerus Investment Advisors, LLC | 2,861 | $387.4K | 0.13% | −2,544−47.1% | Reduced |
| Peachtree Investment Partners, LLC | 2,861 | $387.4K | 0.12% | +98+3.5% | Added |
| LexAurum Advisors, LLC | 2,864 | $387.8K | 0.04% | +20+0.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,875 | $389.3K | 0.08% | −30−1.0% | Reduced |
| Oxler Private Wealth LLC | 2,878 | $389.7K | 0.11% | +29+1.0% | Added |
| Strive Financial Group ,LLC | 2,878 | $389.7K | 0.17% | −9,230−76.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,833 | $390.2K | 0.16% | +222+8.5% | Added |
| Mosley Wealth Management | 2,883 | $390.4K | 0.12% | +1,324+84.9% | Added |
| Madison Wealth Partners, Inc | 2,885 | $390.7K | 0.05% | +141+5.1% | Added |
| Aft, Forsyth & Company, Inc. | 2,889 | $391.2K | 0.19% | −675−18.9% | Reduced |
| Clifford Group, LLC | 2,891 | $391.4K | 0.27% | +14+0.5% | Added |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 2,896 | $392.2K | 0.13% | +2,896 | New |
| VisionPoint Advisory Group, LLC | 2,897 | $392.2K | 0.06% | −16−0.5% | Reduced |
| Alesco Advisors LLC | 2,902 | $392.9K | 0.01% | −30−1.0% | Reduced |
| Zevin Asset Management LLC | 2,905 | $393.3K | 0.06% | 00.0% | Unchanged |
| Tenet Wealth Partners, LLC | 2,816 | $393.6K | 0.29% | +2,816 | New |
| Safeguard Investment Advisory Group, LLC | 2,911 | $394.2K | 0.09% | +1,334+84.6% | Added |
| Pitcairn Wealth Advisors LLC | 2,913 | $394.5K | 0.04% | +2+0.1% | Added |
| Bolthouse Investments, LLC | 2,913 | $394.5K | 0.32% | +51+1.8% | Added |
| Baker Tilly Wealth Management, LLC | 2,914 | $394.5K | 0.08% | −375−11.4% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 2,916 | $394.8K | 0.14% | −175−5.7% | Reduced |
| McRae Capital Management Inc | 2,917 | $395.0K | 0.08% | −1,350−31.6% | Reduced |
| CM Wealth Advisors LLC | 2,925 | $396.0K | 0.07% | −1,097−27.3% | Reduced |
| FLC Capital Advisors | 2,925 | $396.0K | 0.06% | −330−10.1% | Reduced |
| Virtue Capital Management, LLC | 2,935 | $397.4K | 0.05% | −81−2.7% | Reduced |
| Ames National Corp | 2,938 | $397.8K | 0.22% | −82−2.7% | Reduced |
| KDT Advisors, LLC | 2,938 | $397.8K | 0.55% | +61+2.1% | Added |
| Advisors Management Group Inc | 2,946 | $398.0K | 0.07% | −51−1.7% | Reduced |
| Gradient Investments LLC | 2,940 | $398.0K | 0.01% | −1,524−34.1% | Reduced |
| Ironwood Investment Management LLC | 2,940 | $398.1K | 0.14% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,942 | $398.3K | 0.04% | −120−3.9% | Reduced |
| SmartHarvest Portfolios, LLC | 2,947 | $399.1K | 0.13% | +184+6.7% | Added |
| Heritage Wealth Management, Inc. | 2,950 | $399.4K | 0.20% | +10.0% | Added |
| Brooktree Capital Management | 2,950 | $399.4K | 0.26% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,951 | $399.6K | 0.06% | +342+13.1% | Added |
| Monticello Wealth Management, LLC | 2,952 | $399.6K | 0.02% | −540−15.5% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,954 | $400.0K | 0.18% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 2,958 | $400.5K | 0.21% | −231−7.2% | Reduced |
| Sunpointe, LLC | 2,961 | $400.9K | 0.11% | −99−3.2% | Reduced |