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 |
|---|---|---|---|---|---|
| Monarch Capital Management Inc | 13,813 | $1.87M | 0.43% | +490+3.7% | Added |
| Patton Albertson Miller Group, LLC | 13,802 | $1.87M | 0.19% | +35+0.3% | Added |
| LVW Advisors, LLC | 13,799 | $1.87M | 0.16% | −1,178−7.9% | Reduced |
| Finer Wealth Management, Inc. | 13,798 | $1.87M | 0.83% | −1,870−11.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,767 | $1.86M | 0.07% | −146,374−91.4% | Reduced |
| Lee Danner & Bass Inc | 13,754 | $1.86M | 0.11% | −100−0.7% | Reduced |
| CSS LLC | 13,719 | $1.86M | 0.08% | +4,380+46.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,711 | $1.86M | 0.05% | +398+3.0% | Added |
| Missouri Trust & Investment Co | 13,257 | $1.85M | 0.50% | +2,224+20.2% | Added |
| Reynders McVeigh Capital Management, LLC | 13,622 | $1.84M | 0.08% | −1,720−11.2% | Reduced |
| Duncker Streett & Co Inc | 13,607 | $1.84M | 0.31% | +98+0.7% | Added |
| Connecticut Wealth Management, LLC | 13,564 | $1.84M | 0.07% | −16−0.1% | Reduced |
| Nilsine Partners, LLC | 13,559 | $1.84M | 0.13% | −1,480−9.8% | Reduced |
| XML Financial, LLC | 13,548 | $1.83M | 0.13% | +432+3.3% | Added |
| Oarsman Capital, Inc. | 13,538 | $1.83M | 0.19% | +1,036+8.3% | Added |
| Cyndeo Wealth Partners, LLC | 13,528 | $1.83M | 0.09% | −393−2.8% | Reduced |
| Cove Private Wealth, LLC | 13,489 | $1.83M | 0.35% | +2,153+19.0% | Added |
| Capital Counsel LLC | 13,470 | $1.82M | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 13,449 | $1.82M | 0.06% | −835−5.8% | Reduced |
| Farmers National Bank | 13,430 | $1.82M | 0.38% | −757−5.3% | Reduced |
| Evolve Private Wealth, LLC | 13,325 | $1.81M | 0.11% | −8,617−39.3% | Reduced |
| Shrier Wealth Management, LLC | 13,330 | $1.80M | 0.61% | +447+3.5% | Added |
| Detalus Advisors, LLC | 13,316 | $1.80M | 0.35% | −236−1.7% | Reduced |
| Gs Investments, Inc. | 13,312 | $1.80M | 1.30% | −4,993−27.3% | Reduced |
| Center for Financial Planning, Inc. | 13,299 | $1.80M | 0.17% | −30−0.2% | Reduced |
| Viewpoint Capital Management LLC | 13,284 | $1.80M | 0.92% | −2,074−13.5% | Reduced |
| Sax Wealth Advisors, LLC | 11,570 | $1.80M | 0.07% | −331−2.8% | Reduced |
| Paradigm Asset Management Co LLC | 13,211 | $1.79M | 0.38% | +1,200+10.0% | Added |
| Prosperity Consulting Group, LLC | 13,193 | $1.79M | 0.07% | −221−1.6% | Reduced |
| North Dallas Bank & Trust Co | 13,165 | $1.78M | 1.06% | −193−1.4% | Reduced |
| Patten Group, Inc. | 13,163 | $1.78M | 0.28% | −607−4.4% | Reduced |
| Bradyco, Inc. | 13,103 | $1.77M | 2.03% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 13,061 | $1.77M | 0.51% | +75+0.6% | Added |
| Claro Advisors LLC | 13,054 | $1.77M | 0.19% | −107−0.8% | Reduced |
| Diversified Enterprises, LLC | 13,037 | $1.77M | 0.09% | −310−2.3% | Reduced |
| Flagship Harbor Advisors, LLC | 13,018 | $1.76M | 0.07% | +1,668+14.7% | Added |
| Atwood & Palmer Inc | 13,016 | $1.76M | 0.09% | −296−2.2% | Reduced |
| Mather Group, LLC. | 13,001 | $1.76M | 0.02% | +3,725+40.2% | Added |
| BOCHK Asset Management Ltd | 13,000 | $1.76M | 0.28% | +12,500+2,500.0% | Added |
| Kovack Advisors, Inc. | 12,567 | $1.76M | 0.08% | +181+1.5% | Added |
| Allen Wealth Management, LLC | 12,973 | $1.76M | 0.86% | −26−0.2% | Reduced |
| Main Street Financial Solutions, LLC | 12,969 | $1.76M | 0.11% | +1,915+17.3% | Added |
| Sumitomo Life Insurance Co | 12,954 | $1.75M | 0.03% | −759−5.5% | Reduced |
| CWA Asset Management Group, LLC | 12,948 | $1.75M | 0.05% | −667−4.9% | Reduced |
| AIMZ Investment Advisors, LLC | 12,915 | $1.75M | 0.48% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 12,913 | $1.75M | 0.12% | +205+1.6% | Added |
| Cigna Investments Inc | 12,850 | $1.74M | 0.23% | −224−1.7% | Reduced |
| Aigen Investment Management, LP | 12,849 | $1.74M | 0.48% | +12,849 | New |
| Grove Bank & Trust | 12,835 | $1.74M | 0.17% | +434+3.5% | Added |
| Benedict Financial Advisors Inc | 12,831 | $1.74M | 0.34% | +16+0.1% | Added |
| M&G Plc | 12,867 | $1.74M | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 12,799 | $1.73M | 0.03% | −64−0.5% | Reduced |
| Cottage Street Advisors LLC | 12,712 | $1.73M | 0.67% | −118−0.9% | Reduced |
| Chatham Capital Group, Inc. | 12,766 | $1.73M | 0.22% | −955−7.0% | Reduced |
| Westerkirk Capital Inc. | 12,747 | $1.73M | 0.17% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 12,728 | $1.72M | 1.26% | 00.0% | Unchanged |
| Frec Markets, Inc. | 12,718 | $1.72M | 0.15% | −3,324−20.7% | Reduced |
| SNS Financial Group, LLC | 12,707 | $1.72M | 0.03% | +9,174+259.7% | Added |
| Capital Fund Management S.A. | 12,707 | $1.72M | 0.01% | +12,707 | New |
| Mitchell McLeod Pugh & Williams Inc | 12,702 | $1.72M | 0.21% | +2,020+18.9% | Added |
| Security National Bank of So Dak | 12,668 | $1.72M | 0.79% | −484−3.7% | Reduced |
| Chancellor Financial Group WB LP | 12,609 | $1.71M | 1.06% | +1,211+10.6% | Added |
| Everhart Financial Group, Inc. | 12,586 | $1.70M | 0.11% | −971−7.2% | Reduced |
| Naviter Wealth, LLC | 12,562 | $1.70M | 0.15% | +1,247+11.0% | Added |
| Walter & Keenan Financial Consulting Co | 12,556 | $1.70M | 0.42% | −55−0.4% | Reduced |
| Mechanics Financial Corp | 12,554 | $1.70M | 0.61% | +443+3.7% | Added |
| Brown, Lisle/Cummings, Inc. | 12,518 | $1.70M | 0.38% | +53+0.4% | Added |
| Geneos Wealth Management Inc. | 12,509 | $1.69M | 0.03% | +26+0.2% | Added |
| Jupiter Wealth Management LLC | 12,500 | $1.69M | 0.68% | 00.0% | Unchanged |
| Davidson Trust Co | 12,460 | $1.69M | 0.66% | +20+0.2% | Added |
| BOK Financial Private Wealth, Inc. | 12,452 | $1.69M | 0.09% | −1,089−8.0% | Reduced |
| Kesler, Norman & Wride, LLC | 12,431 | $1.68M | 0.27% | −478−3.7% | Reduced |
| Thomasville National Bank | 12,412 | $1.68M | 0.09% | +12,412 | New |
| Outfitter Financial LLC | 12,378 | $1.68M | 1.18% | −145−1.2% | Reduced |
| Garton & Associates Financial Advisors LLC | 12,351 | $1.67M | 3.78% | −833−6.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 12,348 | $1.67M | 0.11% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 12,341 | $1.67M | 0.49% | +80+0.7% | Added |
| Beacon Financial Group | 12,313 | $1.67M | 0.15% | +240+2.0% | Added |
| TCI Wealth Advisors, Inc. | 12,309 | $1.67M | 0.07% | −2,108−14.6% | Reduced |
| Baker Avenue Asset Management, LP | 12,285 | $1.66M | 0.03% | +539+4.6% | Added |
| Peak Asset Management, LLC | 12,274 | $1.66M | 0.24% | +4,067+49.6% | Added |
| Sterling Investment Advisors, Ltd. | 12,252 | $1.66M | 0.28% | −436−3.4% | Reduced |
| Alhambra Investment Partners LLC | 12,236 | $1.66M | 0.72% | −112−0.9% | Reduced |
| Heartland Bank & Trust Co | 12,228 | $1.66M | 0.34% | −46−0.4% | Reduced |
| Tiaa Trust, National Association | 12,206 | $1.65M | 0.10% | −4,261−25.9% | Reduced |
| Athena Investment Management | 12,117 | $1.64M | 0.97% | −2,270−15.8% | Reduced |
| Great Lakes Retirement, Inc. | 12,105 | $1.64M | 0.15% | +618+5.4% | Added |
| CNB Bank | 12,073 | $1.63M | 0.64% | +735+6.5% | Added |
| Simon Quick Advisors, LLC | 12,072 | $1.63M | 0.07% | −1,745−12.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,071 | $1.63M | 0.12% | −1,363−10.1% | Reduced |
| Sargent Investment Group, LLC | 12,069 | $1.63M | 0.20% | +324+2.8% | Added |
| NVWM, LLC | 12,068 | $1.63M | 0.33% | −16−0.1% | Reduced |
| Hodges Capital Management Inc. | 12,054 | $1.63M | 0.11% | +2,277+23.3% | Added |
| Cidel Asset Management Inc | 12,048 | $1.63M | 0.08% | +1,178+10.8% | Added |
| Paradigm Financial Partners, LLC | 12,038 | $1.63M | 0.15% | −2,725−18.5% | Reduced |
| Peoples Bank | 12,032 | $1.63M | 1.58% | +488+4.2% | Added |
| Octavia Wealth Advisors, LLC | 12,025 | $1.63M | 0.14% | −3,646−23.3% | Reduced |
| Basepoint Wealth LLC | 12,019 | $1.63M | 0.93% | −288−2.3% | Reduced |
| Providence Wealth Advisors, LLC | 11,265 | $1.62M | 0.96% | +193+1.7% | Added |
| Partnership Wealth Management, LLC | 11,971 | $1.62M | 1.10% | +10.0% | Added |