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 |
|---|---|---|---|---|---|
| Black Diamond Financial, LLC | 4,334 | $586.8K | 0.05% | +63+1.5% | Added |
| WJ Financial Advisors LLC | 4,330 | $586.2K | 0.43% | −10−0.2% | Reduced |
| Quattro Advisors LLC | 4,326 | $585.7K | 0.39% | +653+17.8% | Added |
| Phillips Wealth Planners LLC | 4,040 | $585.7K | 0.43% | +222+5.8% | Added |
| Atlantic Trust, LLC | 4,325 | $585.7K | 0.08% | −1,668−27.8% | Reduced |
| Washington Trust Bank | 4,303 | $582.6K | 0.04% | −440−9.3% | Reduced |
| Personal Cfo Solutions, LLC | 4,293 | $581.2K | 0.08% | +214+5.2% | Added |
| Winebrenner Capital Management LLC | 4,291 | $581.0K | 0.35% | +75+1.8% | Added |
| Silver Lake Advisory, LLC | 4,286 | $580.3K | 0.21% | −276−6.0% | Reduced |
| Perennial Advisors, LLC | 4,278 | $579.2K | 0.09% | +4+0.1% | Added |
| Councilmark Asset Management, LLC | 4,274 | $578.7K | 0.31% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 3,725 | $578.5K | 0.07% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 4,252 | $575.7K | 0.22% | −2,626−38.2% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 4,252 | $575.7K | 0.22% | +4,252 | New |
| Voya Financial Advisors, Inc. | 4,145 | $574.8K | 0.05% | −384−8.5% | Reduced |
| New England Research & Management, Inc. | 4,243 | $574.5K | 0.22% | −125−2.9% | Reduced |
| First Heartland Consultants, Inc. | 4,240 | $574.1K | 0.04% | +63+1.5% | Added |
| Atlas Wealth LLC | 4,239 | $574.0K | 0.08% | −12−0.3% | Reduced |
| D'Orazio & Associates, Inc. | 4,239 | $573.9K | 0.07% | −278−6.2% | Reduced |
| Armstrong Advisory Group, Inc | 4,227 | $572.4K | 0.03% | −82−1.9% | Reduced |
| Basecamp Wealth Advisors LLC | 4,227 | $572.3K | 0.11% | −4−0.1% | Reduced |
| Weatherly Asset Management L. P. | 4,224 | $572.0K | 0.04% | +43+1.0% | Added |
| Goepper Burkhardt LLC | 4,214 | $570.6K | 0.17% | −375−8.2% | Reduced |
| Twinbeech Capital LP | 4,205 | $569.4K | 0.10% | +2,874+215.9% | Added |
| Fiduciary Financial Group, LLC | 4,201 | $568.8K | 0.06% | +2,507+148.0% | Added |
| Wedgewood Investors Inc | 4,197 | $568.3K | 0.58% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,192 | $567.6K | 0.11% | −35−0.8% | Reduced |
| Clarus Group, Inc. | 4,189 | $567.3K | 0.19% | −46−1.1% | Reduced |
| Apriem Advisors | 4,189 | $567.2K | 0.05% | +37+0.9% | Added |
| Hollow Brook Wealth Management LLC | 4,187 | $566.9K | 0.11% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,178 | $565.7K | 0.13% | −5−0.1% | Reduced |
| Forza Wealth Management, LLC | 4,175 | $565.3K | 0.17% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 4,173 | $565.0K | 0.04% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 4,169 | $564.5K | 0.03% | +6+0.1% | Added |
| Successful Portfolios LLC | 4,104 | $564.3K | 0.26% | −77−1.8% | Reduced |
| Quent Capital, LLC | 4,162 | $563.5K | 0.03% | −294−6.6% | Reduced |
| Alteri Wealth LLC | 4,157 | $562.9K | 0.16% | +263+6.8% | Added |
| W.H. Cornerstone Investments Inc. | 4,150 | $561.9K | 0.32% | +936+29.1% | Added |
| PVG Asset Management Corp | 4,142 | $560.8K | 0.32% | +2,439+143.2% | Added |
| Stoneridge Investment Partners LLC | 4,016 | $560.0K | 0.37% | +4,016 | New |
| Amussen Hunsaker Associates LLC | 4,121 | $558.0K | 0.05% | −715−14.8% | Reduced |
| CoreCap Advisors, LLC | 4,121 | $558.0K | 0.02% | −103−2.4% | Reduced |
| Anchyra Partners LLC | 4,112 | $556.8K | 0.13% | −724−15.0% | Reduced |
| Income Insurance Ltd | 4,110 | $556.5K | 0.33% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 4,100 | $555.1K | 0.22% | 00.0% | Unchanged |
| Shah Wealth Advisors, LLC | 4,096 | $554.6K | 0.13% | +4,096 | New |
| Arbor Trust Wealth Advisors, LLC | 4,096 | $554.6K | 0.22% | −198−4.6% | Reduced |
| Rockingstone Advisors LLC | 4,087 | $553.4K | 0.22% | −72−1.7% | Reduced |
| Salomon & Ludwin, LLC | 3,919 | $553.2K | 0.05% | −288−6.8% | Reduced |
| Stonebridge Financial Group, LLC | 4,077 | $552.0K | 0.04% | −24−0.6% | Reduced |
| Pointe Capital Management LLC | 4,072 | $551.3K | 0.25% | +32+0.8% | Added |
| Community Trust & Investment Co | 4,071 | $551.2K | 0.03% | −11−0.3% | Reduced |
| Cardiff Park Advisors, LLC | 4,071 | $551.1K | 0.04% | +4+0.1% | Added |
| Canton Hathaway, LLC | 4,061 | $549.9K | 0.11% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,942 | $549.6K | 0.11% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 4,058 | $549.4K | 0.08% | −34−0.8% | Reduced |
| Institute for Wealth Management, LLC. | 4,054 | $548.8K | 0.05% | −160−3.8% | Reduced |
| Sunburst Financial Group, LLC | 4,051 | $548.6K | 0.09% | −32−0.8% | Reduced |
| Main Street Group, LTD | 4,049 | $548.2K | 0.13% | +10.0% | Added |
| S&T Bank | 4,049 | $548.2K | 0.16% | −650−13.8% | Reduced |
| HCR Wealth Advisors | 4,048 | $548.2K | 0.05% | +1,815+81.3% | Added |
| Almanack Investment Partners, LLC. | 4,035 | $546.3K | 0.07% | +58+1.5% | Added |
| Bogart Wealth, LLC | 4,034 | $546.1K | 0.02% | +508+14.4% | Added |
| First Interstate Bank | 4,029 | $545.5K | 0.03% | −3,072−43.3% | Reduced |
| Cohen Investment Advisors LLC | 4,025 | $545.0K | 0.24% | +255+6.8% | Added |
| Unique Wealth Strategies, LLC | 4,021 | $544.5K | 0.20% | +121+3.1% | Added |
| Secured Retirement Advisors, LLC | 4,020 | $544.3K | 0.28% | +745+22.7% | Added |
| True North Advisors, LLC | 4,009 | $542.8K | 0.05% | −625−13.5% | Reduced |
| Archford Capital Strategies, LLC | 4,006 | $542.4K | 0.05% | −221−5.2% | Reduced |
| Plan A Wealth LLC | 4,005 | $542.3K | 0.23% | −82−2.0% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 4,001 | $541.7K | 0.01% | −1,299−24.5% | Reduced |
| Sovran Advisors, LLC | 3,792 | $541.7K | 0.04% | +289+8.3% | Added |
| Aristotle Atlantic Partners, LLC | 4,000 | $541.6K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3,992 | $541.0K | 0.28% | −22−0.5% | Reduced |
| Caliber Wealth Management, LLC | 3,989 | $540.1K | 0.05% | +3,989 | New |
| Silver Oak Securities, Inc | 3,982 | $539.2K | 0.03% | −263−6.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,981 | $539.0K | 0.03% | −79−1.9% | Reduced |
| Rice Partnership, LLC | 3,975 | $538.2K | 0.07% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,975 | $538.2K | 0.07% | −111−2.7% | Reduced |
| Optimize Financial Inc | 3,970 | $537.5K | 0.19% | −13−0.3% | Reduced |
| Sound Capital Solutions LLC | 3,970 | $537.5K | 0.13% | +3,970 | New |
| Signature Estate & Investment Advisors LLC | 3,964 | $537.1K | 0.01% | −89−2.2% | Reduced |
| Facet Wealth, Inc. | 3,967 | $537.1K | 0.01% | +150+3.9% | Added |
| Green Harvest Asset Management LLC | 3,966 | $537.0K | 0.01% | −192−4.6% | Reduced |
| Revisor Wealth Management LLC | 3,963 | $536.6K | 0.13% | −550−12.2% | Reduced |
| Breakwater Capital Group | 3,960 | $536.2K | 0.06% | +65+1.7% | Added |
| James Hambro & Partners | 3,959 | $536.1K | 0.02% | +2,268+134.1% | Added |
| Trust Co of Kansas | 3,951 | $535.0K | 0.27% | −250−6.0% | Reduced |
| American Investment Services, Inc. | 3,951 | $535.0K | 0.11% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,945 | $534.2K | 0.09% | +763+24.0% | Added |
| Gilman Hill Asset Management, LLC | 3,935 | $532.8K | 0.07% | +170+4.5% | Added |
| Cresta Advisors, Ltd. | 3,933 | $532.5K | 0.19% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 3,930 | $532.2K | 0.34% | +173+4.6% | Added |
| Reik & Co., LLC | 3,920 | $530.8K | 0.14% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,911 | $529.6K | 0.06% | −323−7.6% | Reduced |
| Sandro Wealth Management LLC | 3,909 | $529.3K | 0.38% | +177+4.7% | Added |
| Crabel Capital Management, LLC | 3,905 | $528.7K | 0.39% | +3,905 | New |
| Greenwich Wealth Management LLC | 3,900 | $528.0K | 0.02% | −241−5.8% | Reduced |
| Vantus Wealth LLC | 3,894 | $527.3K | 0.28% | +3,894 | New |
| Tortoise Investment Management, LLC | 3,885 | $526.1K | 0.04% | +32+0.8% | Added |