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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 20,143 | $2.73M | 0.35% | −2,722−11.9% | Reduced |
| Trust Point Inc. | 20,129 | $2.73M | 0.23% | −413−2.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 20,121 | $2.72M | 0.32% | +1,114+5.9% | Added |
| Smith Shellnut Wilson LLC | 20,115 | $2.72M | 1.02% | −187−0.9% | Reduced |
| Texas Yale Capital Corp. | 20,111 | $2.72M | 0.06% | +161+0.8% | Added |
| Stance Capital LLC | 20,110 | $2.72M | 0.83% | +19,807+6,537.0% | Added |
| Aviance Capital Partners, LLC | 20,006 | $2.71M | 0.28% | +1,654+9.0% | Added |
| Integrity Alliance, LLC. | 19,991 | $2.71M | 0.09% | +253+1.3% | Added |
| Fundamentun, LLC | 19,971 | $2.70M | 0.10% | −4,246−17.5% | Reduced |
| Triangle Securities Wealth Management | 19,966 | $2.70M | 0.54% | −223−1.1% | Reduced |
| Eagle Capital Management, LLC | 19,953 | $2.70M | 0.92% | −322−1.6% | Reduced |
| Excalibur Management Corp | 19,885 | $2.69M | 0.89% | +149+0.8% | Added |
| Zhang Financial LLC | 19,743 | $2.67M | 0.08% | −745−3.6% | Reduced |
| Formidable Asset Management, LLC | 17,183 | $2.67M | 0.43% | −5,828−25.3% | Reduced |
| Juno Financial Group LLC | 19,653 | $2.66M | 0.94% | +1,797+10.1% | Added |
| Delta Capital Management LLC | 19,625 | $2.66M | 1.22% | +430+2.2% | Added |
| Belpointe Asset Management LLC | 19,574 | $2.65M | 0.09% | +2,320+13.4% | Added |
| All Terrain Financial Advisors, LLC | 19,548 | $2.65M | 0.56% | +10+0.1% | Added |
| Volterra Technologies LP | 19,529 | $2.64M | 1.70% | +19,529 | New |
| Chapin Davis, Inc. | 19,439 | $2.63M | 0.46% | +212+1.1% | Added |
| Kathmere Capital Management, LLC | 19,421 | $2.63M | 0.14% | −145−0.7% | Reduced |
| Rockline Wealth Management, LLC | 19,395 | $2.63M | 0.50% | −290−1.5% | Reduced |
| Kera Capital Partners, Inc. | 19,394 | $2.63M | 0.25% | +492+2.6% | Added |
| Two Sigma Securities, LLC | 19,371 | $2.62M | 0.23% | +19,371 | New |
| Crusonia Wealth Advisors LLC | 19,360 | $2.62M | 0.43% | −285−1.5% | Reduced |
| Pallas Capital Advisors LLC | 19,277 | $2.61M | 0.08% | −7,590−28.3% | Reduced |
| Radnor Capital Management, LLC | 19,259 | $2.61M | 0.37% | −250−1.3% | Reduced |
| Coastline Trust Co | 19,219 | $2.60M | 0.23% | −600−3.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 19,165 | $2.60M | 0.55% | −312−1.6% | Reduced |
| Plimoth Trust Co LLC | 19,119 | $2.59M | 0.52% | −269−1.4% | Reduced |
| Kavar Capital Partners Group, LLC | 19,097 | $2.59M | 0.32% | −715−3.6% | Reduced |
| Cordatus Wealth Management LLC | 19,030 | $2.58M | 0.57% | +573+3.1% | Added |
| Stone Point Wealth LLC | 19,018 | $2.58M | 0.65% | −634−3.2% | Reduced |
| Keebeck Wealth Management, LLC | 18,945 | $2.57M | 0.25% | +2,476+15.0% | Added |
| South State Corp. | 18,687 | $2.53M | 0.11% | −1,939−9.4% | Reduced |
| River Street Advisors LLC | 18,682 | $2.53M | 0.75% | +649+3.6% | Added |
| Angeles Wealth Management, LLC | 18,665 | $2.53M | 0.12% | −702−3.6% | Reduced |
| Financial Advisory Partners, LLC | 18,636 | $2.52M | 0.66% | −35−0.2% | Reduced |
| Jag Capital Management, LLC | 18,619 | $2.52M | 0.24% | +128+0.7% | Added |
| Hall Laurie J Trustee | 18,583 | $2.52M | 0.78% | −1,359−6.8% | Reduced |
| Cornerstone Wealth Management, LLC | 18,493 | $2.50M | 0.11% | +2,141+13.1% | Added |
| Frank, Rimerman Advisors LLC | 18,396 | $2.49M | 0.14% | −2,623−12.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 18,354 | $2.49M | 1.99% | +8,244+81.5% | Added |
| Carolina Wealth Advisors, LLC | 18,340 | $2.48M | 0.97% | −256−1.4% | Reduced |
| Anb Bank | 18,331 | $2.48M | 0.93% | −629−3.3% | Reduced |
| Wolff Wiese Magana LLC | 18,293 | $2.48M | 1.14% | −310−1.7% | Reduced |
| Capital Investment Advisory Services, LLC | 18,283 | $2.48M | 0.15% | +37+0.2% | Added |
| IFG Advisory, LLC | 18,277 | $2.47M | 0.09% | +18,277 | New |
| PFC Capital Group, Inc. | 18,279 | $2.47M | 0.95% | −372−2.0% | Reduced |
| Bank Ozk | 18,210 | $2.47M | 0.73% | −508−2.7% | Reduced |
| Arete Wealth Advisors, LLC | 18,163 | $2.46M | 0.16% | +1,109+6.5% | Added |
| Aspiriant, LLC | 18,108 | $2.45M | 0.06% | +528+3.0% | Added |
| Field & Main Bank | 18,108 | $2.45M | 0.51% | +589+3.4% | Added |
| Fort Point Capital Partners LLC | 18,064 | $2.45M | 0.26% | −1,322−6.8% | Reduced |
| RiverFront Investment Group, LLC | 18,013 | $2.44M | 0.03% | +8,973+99.3% | Added |
| Studio Investment Management LLC | 17,914 | $2.43M | 0.41% | +268+1.5% | Added |
| White Pine Capital LLC | 17,882 | $2.42M | 0.57% | −40−0.2% | Reduced |
| DoubleLine ETF Adviser LP | 17,832 | $2.41M | 1.00% | +17,832 | New |
| Banco Santander, S.A. | 17,727 | $2.40M | 0.01% | +3,834+27.6% | Added |
| Compass Wealth Management LLC | 17,702 | $2.40M | 0.45% | +1,120+6.8% | Added |
| Nicholson Wealth Management Group, LLC | 17,680 | $2.39M | 1.42% | −317−1.8% | Reduced |
| Clarkston Capital Partners, LLC | 17,650 | $2.39M | 0.20% | −2,533−12.6% | Reduced |
| AustralianSuper Pty Ltd | 17,643 | $2.39M | 0.01% | −451,679−96.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 17,530 | $2.37M | 0.59% | −472−2.6% | Reduced |
| Grace & White Inc | 17,524 | $2.37M | 0.38% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 17,521 | $2.37M | 0.02% | +6,025+52.4% | Added |
| Ostrum Asset Management | 17,502 | $2.37M | 0.11% | −9,905−36.1% | Reduced |
| Oakmont Investment Advisors, Inc. | 17,470 | $2.37M | 1.64% | +331+1.9% | Added |
| Brick & Kyle, Associates | 15,173 | $2.36M | 0.78% | 00.0% | Unchanged |
| Smith, Moore & Co. | 17,385 | $2.35M | 0.15% | +291+1.7% | Added |
| LVM Capital Management Ltd | 17,381 | $2.35M | 0.20% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 17,343 | $2.35M | 0.56% | −537−3.0% | Reduced |
| First Western Trust Bank | 17,292 | $2.34M | 0.11% | +24+0.1% | Added |
| Valmark Advisers, Inc. | 17,249 | $2.34M | 0.02% | −168−1.0% | Reduced |
| Townsend & Associates, Inc | 17,213 | $2.33M | 0.20% | −93−0.5% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 17,215 | $2.33M | 1.40% | +905+5.5% | Added |
| Guardian Wealth Management, Inc. | 17,192 | $2.33M | 1.14% | +598+3.6% | Added |
| CMH Wealth Management LLC | 17,178 | $2.33M | 0.35% | +225+1.3% | Added |
| Costello Asset Management, INC | 17,141 | $2.32M | 0.70% | −693−3.9% | Reduced |
| InvesTrust | 17,083 | $2.31M | 0.89% | +274+1.6% | Added |
| Umpqua Bank | 17,080 | $2.31M | 0.52% | +310+1.8% | Added |
| Kovitz Investment Group Partners, LLC | 17,022 | $2.30M | 0.05% | −12,314−42.0% | Reduced |
| Mitchell Sinkler & Starr | 17,017 | $2.30M | 0.96% | +65+0.4% | Added |
| Perpetual Ltd | 16,984 | $2.30M | 0.03% | −21−0.1% | Reduced |
| Monetary Management Group Inc | 16,979 | $2.30M | 0.47% | −1,423−7.7% | Reduced |
| Chapman Financial Group, LLC | 16,962 | $2.30M | 1.53% | −50−0.3% | Reduced |
| Webster Bank, N. A. | 16,940 | $2.29M | 0.20% | −313−1.8% | Reduced |
| Optimist Retirement Group LLC | 16,934 | $2.29M | 0.88% | +31+0.2% | Added |
| BLB&B Advisors, LLC | 16,926 | $2.29M | 0.08% | +185+1.1% | Added |
| Dover Advisors, LLC | 15,795 | $2.29M | 0.94% | −14−0.1% | Reduced |
| Sentinel Trust Co Lba | 16,908 | $2.29M | 0.20% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 16,745 | $2.29M | 0.43% | 00.0% | Unchanged |
| Northstar Group, Inc. | 16,852 | $2.28M | 0.29% | −372−2.2% | Reduced |
| Symphony Financial, Ltd. Co. | 16,455 | $2.28M | 0.25% | −839−4.9% | Reduced |
| JFS Wealth Advisors, LLC | 16,807 | $2.28M | 0.11% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 16,775 | $2.27M | 0.44% | +200+1.2% | Added |
| Garrett Investment Advisors LLC | 16,774 | $2.27M | 0.17% | −2,769−14.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 16,691 | $2.26M | 0.23% | +641+4.0% | Added |
| Cadent Capital Advisors, LLC | 16,685 | $2.26M | 0.47% | −7,508−31.0% | Reduced |
| Union Bancaire Privee, UBP SA | 17,301 | $2.26M | 0.03% | −19,582−53.1% | Reduced |