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: 10 institutions have reported holding PEP so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 8,618 | $1.17M | 0.04% | −4,636−35.0% | Reduced |
| Pflug Koory, LLC | 8,614 | $1.17M | 0.47% | +1,040+13.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 8,572 | $1.16M | 0.07% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 8,545 | $1.16M | 0.23% | −72−0.8% | Reduced |
| Wynn Capital, LLC | 8,545 | $1.16M | 0.52% | 00.0% | Unchanged |
| Avestar Capital, LLC | 8,538 | $1.16M | 0.07% | −1,313−13.3% | Reduced |
| Focus Financial Network, Inc. | 8,530 | $1.15M | 0.04% | −385−4.3% | Reduced |
| Sterling Wealth Management, Inc. | 8,524 | $1.15M | 0.29% | −176−2.0% | Reduced |
| Strategic Investment Advisors | 8,485 | $1.15M | 0.07% | −1,276−13.1% | Reduced |
| Bank & Trust Co | 8,470 | $1.15M | 0.72% | +258+3.1% | Added |
| Minot DeBlois Advisors LLC | 8,447 | $1.14M | 0.98% | −19−0.2% | Reduced |
| First City Capital Management, Inc. | 8,443 | $1.14M | 0.56% | −617−6.8% | Reduced |
| Martin & Co Inc | 8,443 | $1.14M | 0.18% | −48−0.6% | Reduced |
| Shepherd Financial Partners LLC | 8,441 | $1.14M | 0.09% | +1,121+15.3% | Added |
| Widmann Financial Services, Inc. | 8,427 | $1.14M | 0.61% | +40+0.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,401 | $1.14M | 0.61% | −280−3.2% | Reduced |
| Summit Place Financial Advisors, LLC | 8,383 | $1.14M | 0.50% | −106−1.2% | Reduced |
| 71 West Capital Partners | 8,370 | $1.13M | 0.04% | +2,560+44.1% | Added |
| Baader Bank INC | 8,361 | $1.13M | 0.09% | +4,512+117.2% | Added |
| ShankerValleau Wealth Advisors, Inc. | 8,329 | $1.13M | 0.30% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 8,325 | $1.13M | 0.61% | −75−0.9% | Reduced |
| Copos Capital S.a r.l. | 8,322 | $1.13M | 0.15% | +8,322 | New |
| Taylor Financial Group, Inc. | 8,317 | $1.13M | 0.62% | −144−1.7% | Reduced |
| Tempus Wealth Planning, LLC | 8,313 | $1.13M | 0.22% | +194+2.4% | Added |
| Ashton Thomas Securities, LLC | 8,362 | $1.13M | 0.17% | −1,619−16.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,310 | $1.13M | 0.25% | −388−4.5% | Reduced |
| Ballast, Inc. | 8,301 | $1.12M | 0.21% | −534−6.0% | Reduced |
| West Family Investments, Inc. | 8,267 | $1.12M | 0.32% | +2,950+55.5% | Added |
| Powers Advisory Group, LLC | 8,265 | $1.12M | 0.35% | −88−1.1% | Reduced |
| Independent Investors Inc | 8,263 | $1.12M | 0.21% | −9,950−54.6% | Reduced |
| Segment Wealth Management, LLC | 8,258 | $1.12M | 0.06% | −192−2.3% | Reduced |
| Elevated Private Wealth, LLC | 8,235 | $1.12M | 1.06% | +8,235 | New |
| Manchester Capital Management LLC | 8,232 | $1.11M | 0.15% | −67−0.8% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 8,220 | $1.11M | 0.52% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 8,216 | $1.11M | 0.09% | +8,216 | New |
| Capstone Triton Financial Group, LLC | 8,212 | $1.11M | 0.64% | +8,212 | New |
| Concord Wealth Partners | 8,196 | $1.11M | 0.13% | +83+1.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8,192 | $1.11M | 0.00% | +82+1.0% | Added |
| Garrison Point Advisors, LLC | 8,188 | $1.11M | 0.45% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 8,166 | $1.11M | 0.18% | +10.0% | Added |
| Potomac Fund Management Inc | 8,122 | $1.10M | 0.03% | +275+3.5% | Added |
| NBH Bank | 8,110 | $1.10M | 0.46% | +8,110 | New |
| Evergreen Wealth Solutions, LLC | 7,793 | $1.10M | 0.06% | +1,567+25.2% | Added |
| Ipsen Advisor Group LLC | 8,085 | $1.09M | 0.70% | +104+1.3% | Added |
| Greenfield Savings Bank | 8,068 | $1.09M | 0.41% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 8,067 | $1.09M | 0.15% | −1,078−11.8% | Reduced |
| NCM Capital Management, LLC | 8,065 | $1.09M | 0.34% | −172−2.1% | Reduced |
| Meridian Wealth Advisors, LLC | 8,063 | $1.09M | 0.12% | +101+1.3% | Added |
| Gibson Wealth Advisors LLC | 8,050 | $1.09M | 0.68% | 00.0% | Unchanged |
| Accredited Investors Inc. | 8,042 | $1.09M | 0.05% | −54−0.7% | Reduced |
| Westover Capital Advisors, LLC | 8,030 | $1.09M | 0.18% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 8,019 | $1.09M | 0.43% | −950−10.6% | Reduced |
| Peoples Financial Services Corp. | 8,008 | $1.08M | 0.47% | +92+1.2% | Added |
| FSM Wealth Advisors, LLC | 7,997 | $1.08M | 0.12% | −286−3.5% | Reduced |
| Weaver Capital Management LLC | 6,948 | $1.08M | 0.24% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 7,946 | $1.08M | 0.09% | +7,946 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,931 | $1.07M | 0.12% | −450−5.4% | Reduced |
| Lifeworks Advisors, LLC | 7,928 | $1.07M | 0.11% | +1,538+24.1% | Added |
| Transamerica Financial Advisors, Inc. | 7,925 | $1.07M | 0.09% | +364+4.8% | Added |
| Acropolis Investment Management, LLC | 7,913 | $1.07M | 0.04% | −349−4.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 7,901 | $1.07M | 0.13% | +171+2.2% | Added |
| WNY Asset Management, LLC | 7,861 | $1.06M | 0.10% | −84−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 7,837 | $1.06M | 0.28% | +614+8.5% | Added |
| IFC Advisors LLC | 7,827 | $1.06M | 0.13% | −266−3.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,813 | $1.06M | 0.02% | −22−0.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,285 | $1.06M | 0.25% | +1,109+21.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,782 | $1.05M | 0.11% | −8,010−50.7% | Reduced |
| First County Bank | 7,782 | $1.05M | 0.50% | +29+0.4% | Added |
| Legacy Financial Advisors, Inc. | 7,781 | $1.05M | 0.13% | −887−10.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,769 | $1.05M | 0.08% | −172−2.2% | Reduced |
| Broderick Brian C | 7,767 | $1.05M | 0.16% | −5,670−42.2% | Reduced |
| Somerville Kurt F | 7,763 | $1.05M | 0.25% | −202−2.5% | Reduced |
| Atlas Capital Advisors LLC | 7,752 | $1.05M | 0.11% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 7,748 | $1.05M | 0.12% | −1,981−20.4% | Reduced |
| Timber Creek Capital Management LLC | 7,725 | $1.05M | 0.21% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 7,718 | $1.05M | 0.35% | +2,852+58.6% | Added |
| Elevatus Welath Management | 7,715 | $1.04M | 0.25% | +3,351+76.8% | Added |
| Excelsior Advisor Network LLC | 7,710 | $1.04M | 0.14% | +7,710 | New |
| American State Bank (Iowa) | 7,709 | $1.04M | 0.42% | +638+9.0% | Added |
| Alphadyne Asset Management LP | 7,708 | $1.04M | 0.05% | +7,708 | New |
| Clark Capital Management Group, Inc. | 7,705 | $1.04M | 0.01% | −331,584−97.7% | Reduced |
| Hardworking Capital Advisors, LLC | 7,691 | $1.04M | 0.85% | −20.0% | Reduced |
| Concord Asset Management, LLC | 7,691 | $1.04M | 0.16% | −53−0.7% | Reduced |
| WealthCare Asset Management, LLC | 7,688 | $1.04M | 0.44% | +7,688 | New |
| Renaissance Investment Group LLC | 7,686 | $1.04M | 0.20% | +638+9.1% | Added |
| Groupama Asset Managment | 7,497 | $1.04M | 0.01% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 7,676 | $1.04M | 0.09% | −15−0.2% | Reduced |
| Ami Asset Management Corp | 7,665 | $1.04M | 0.06% | +86+1.1% | Added |
| Odyssean, LLC | 7,658 | $1.04M | 0.17% | +7,658 | New |
| Atlanta Consulting Group Advisors, LLC | 7,654 | $1.04M | 0.16% | +4,192+121.1% | Added |
| St. Johns Investment Management Company, LLC | 7,651 | $1.04M | 0.39% | +160+2.1% | Added |
| Asset Dedication, LLC | 7,634 | $1.03M | 0.07% | −265−3.4% | Reduced |
| Bristlecone Value Partners, LLC | 7,608 | $1.03M | 0.83% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 7,605 | $1.03M | 0.10% | +164+2.2% | Added |
| Alpha Family Trust | 7,600 | $1.03M | 0.41% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 7,600 | $1.03M | 0.30% | +1,850+32.2% | Added |
| Chesapeake Capital Corp | 7,597 | $1.03M | 0.56% | +1,013+15.4% | Added |
| FSB Premier Wealth Management, Inc. | 7,583 | $1.03M | 0.29% | +503+7.1% | Added |
| McDonald Partners LLC | 7,582 | $1.03M | 0.25% | −145−1.9% | Reduced |
| Griffin Asset Management, Inc. | 7,581 | $1.03M | 0.11% | +242+3.3% | Added |