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 |
|---|---|---|---|---|---|
| Verum Partners LLC | 3,408 | $461.4K | 0.07% | +1,594+87.9% | Added |
| Hutchinson Capital Management | 3,404 | $460.9K | 0.08% | +512+17.7% | Added |
| Flagstone Financial Management | 3,400 | $460.4K | 0.10% | 00.0% | Unchanged |
| CV Advisors LLC | 3,400 | $460.4K | 0.09% | +3,400 | New |
| Catalyst Funds Management Pty Ltd | 3,400 | $460.4K | 0.03% | +3,400 | New |
| Capstone Financial Advisors, Inc. | 3,380 | $457.7K | 0.02% | +6+0.2% | Added |
| Elser Financial Planning, Inc | 3,380 | $457.7K | 0.02% | +10+0.3% | Added |
| Financial Council Asset Management Inc | 3,371 | $456.4K | 0.15% | +7+0.2% | Added |
| Main Street Research LLC | 3,365 | $455.6K | 0.02% | −357−9.6% | Reduced |
| Granite Harbor Advisors, Inc. | 3,358 | $454.7K | 0.18% | +272+8.8% | Added |
| PCG Wealth Advisors, LLC | 3,357 | $454.5K | 0.10% | +349+11.6% | Added |
| Arista Wealth Management, LLC | 3,353 | $454.0K | 0.05% | +9+0.3% | Added |
| Guardian Investment Management | 3,350 | $453.6K | 0.31% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 3,350 | $453.6K | 0.01% | +3,350 | New |
| New Republic Capital, LLC | 3,343 | $452.6K | 0.10% | −228−6.4% | Reduced |
| Founders Financial Securities LLC | 3,340 | $452.2K | 0.02% | +14+0.4% | Added |
| Bond & Devick Financial Network, Inc. | 3,339 | $452.1K | 0.11% | −100−2.9% | Reduced |
| Sweeney & Michel, LLC | 3,245 | $451.1K | 0.12% | −473−12.7% | Reduced |
| Uncommon Cents Investing LLC | 3,330 | $450.9K | 0.10% | +195+6.2% | Added |
| Capstone Wealth Management Group, Inc. | 3,323 | $450.0K | 0.27% | +3,323 | New |
| Hickory Point Bank & Trust | 3,316 | $449.0K | 0.27% | −25−0.7% | Reduced |
| IMA Wealth, Inc. | 3,311 | $448.3K | 0.03% | +2,718+458.3% | Added |
| Global Trust Asset Management, LLC | 3,311 | $448.2K | 0.14% | −919−21.7% | Reduced |
| Precedent Wealth Partners, LLC | 3,304 | $447.4K | 0.07% | +326+10.9% | Added |
| Inspirion Wealth Advisors, LLC | 3,162 | $446.3K | 0.05% | +200+6.8% | Added |
| Cooper/Haims Advisors, LLC | 3,293 | $445.9K | 0.19% | 00.0% | Unchanged |
| Orographic Financial Advisors, LLC | 3,209 | $445.0K | 0.29% | −100−3.0% | Reduced |
| Capital Advantage, Inc. | 3,286 | $445.0K | 0.05% | −123−3.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 3,274 | $443.4K | 0.02% | +24+0.7% | Added |
| Fagan Associates, Inc. | 3,264 | $441.9K | 0.05% | +2+0.1% | Added |
| Knightsbridge Asset Management, LLC | 3,262 | $441.7K | 0.06% | −1,653−33.6% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 3,262 | $441.7K | 0.28% | −30−0.9% | Reduced |
| Root Financial Partners, LLC | 3,258 | $441.2K | 0.02% | +341+11.7% | Added |
| Aspire Private Capital, LLC | 3,256 | $440.8K | 0.09% | −199−5.8% | Reduced |
| Chilton Capital Management LLC | 3,252 | $440.3K | 0.01% | +110+3.5% | Added |
| Advocacy Wealth Management Services, LLC | 3,252 | $440.3K | 0.02% | +195+6.4% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,249 | $439.9K | 0.08% | +28+0.9% | Added |
| Clarendon Private LLC | 3,246 | $439.6K | 0.28% | −374−10.3% | Reduced |
| Equity Wealth Partners, LLC | 3,245 | $439.3K | 0.16% | +3,245 | New |
| Mattern Wealth Management LLC | 3,244 | $439.2K | 0.07% | −5−0.2% | Reduced |
| Fairview Capital Investment Management, LLC | 3,235 | $438.1K | 0.02% | −95−2.9% | Reduced |
| Flagship Wealth Advisors, LLC | 3,226 | $436.8K | 0.10% | +108+3.5% | Added |
| Riverview Capital Advisers, LLC | 3,217 | $435.6K | 0.12% | +212+7.1% | Added |
| Smith Thornton Advisors LLC | 3,141 | $435.1K | 0.19% | −68−2.1% | Reduced |
| Gen-Wealth Partners Inc | 3,212 | $435.0K | 0.12% | −1,205−27.3% | Reduced |
| Cranbrook Wealth Management, LLC | 3,208 | $434.4K | 0.08% | +5+0.2% | Added |
| Atlas Legacy Advisors, LLC | 3,103 | $434.2K | 0.06% | +772+33.1% | Added |
| Meramec Financial Planners, LLC | 3,104 | $433.9K | 0.16% | +884+39.8% | Added |
| Cadinha & Co LLC | 3,201 | $433.4K | 0.06% | 00.0% | Unchanged |
| Puzo Michael J | 3,200 | $433.3K | 0.11% | −2,175−40.5% | Reduced |
| FDx Advisors, Inc. | 3,198 | $433.0K | 0.13% | −350−9.9% | Reduced |
| South Shore Capital Advisors | 3,196 | $432.7K | 0.29% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 3,196 | $432.7K | 0.05% | +379+13.5% | Added |
| Rexford Capital Inc | 3,193 | $432.3K | 0.27% | +89+2.9% | Added |
| Sand Hill Global Advisors, LLC | 3,192 | $432.2K | 0.01% | +37+1.2% | Added |
| Joule Financial, LLC | 3,190 | $431.9K | 0.12% | +42+1.3% | Added |
| Titleist Asset Management, LLC | 3,190 | $431.9K | 0.03% | −48−1.5% | Reduced |
| Medallion Wealth Advisors, LLC | 3,186 | $431.4K | 0.14% | −16−0.5% | Reduced |
| Blalock Williams, LLC | 3,186 | $431.4K | 0.28% | −108−3.3% | Reduced |
| Avise Financial Cooperative, Inc. | 3,180 | $430.6K | 0.31% | +583+22.4% | Added |
| Evansbrook LLC | 3,179 | $430.4K | 0.26% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,178 | $430.3K | 0.12% | +2+0.1% | Added |
| Finward Bancorp | 3,169 | $429.1K | 0.33% | −158−4.7% | Reduced |
| Herold Advisors, Inc. | 3,160 | $429.0K | 0.08% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 3,164 | $428.4K | 0.07% | −1,312−29.3% | Reduced |
| Marble Wealth, LLC | 3,163 | $428.3K | 0.07% | +3+0.1% | Added |
| Ascent Wealth Partners, LLC | 3,161 | $428.0K | 0.04% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 3,157 | $427.5K | 0.04% | −10,532−76.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,152 | $427.0K | 0.11% | −355−10.1% | Reduced |
| Goldstein Advisors, LLC | 3,152 | $426.8K | 0.04% | +216+7.4% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 3,143 | $425.6K | 0.02% | 00.0% | Unchanged |
| Crux Wealth Advisors | 3,136 | $424.6K | 0.15% | −115−3.5% | Reduced |
| 17 Capital Partners, LLC | 3,134 | $424.3K | 0.19% | −81−2.5% | Reduced |
| N.E.W. Advisory Services LLC | 3,127 | $423.4K | 0.03% | +123+4.1% | Added |
| Angeles Investment Advisors, LLC | 3,126 | $423.3K | 0.03% | 00.0% | Unchanged |
| Lexington Hill Partners, LLC | 3,126 | $423.2K | 0.21% | −77−2.4% | Reduced |
| Innova Wealth Partners | 3,124 | $423.0K | 0.18% | −37−1.2% | Reduced |
| Financial Advisors Network, Inc. | 3,121 | $422.6K | 0.05% | +462+17.4% | Added |
| Mustard Seed Financial, LLC | 3,121 | $422.6K | 0.22% | 00.0% | Unchanged |
| Burton Enright Welch | 3,115 | $421.8K | 0.05% | −180−5.5% | Reduced |
| Mma Asset Management LLC | 3,111 | $421.2K | 0.13% | −37−1.2% | Reduced |
| Sage Investment Advisers LLC | 3,105 | $420.4K | 0.28% | −27−0.9% | Reduced |
| Essex Investment Management Co LLC | 3,100 | $419.7K | 0.05% | −6−0.2% | Reduced |
| Arch Global Advisors, LLC | 3,089 | $418.3K | 0.19% | +246+8.7% | Added |
| CFM Wealth Partners LLC | 3,083 | $417.4K | 0.05% | −4,602−59.9% | Reduced |
| Klingman & Associates, LLC | 3,081 | $417.2K | 0.02% | −6−0.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 3,078 | $416.8K | 0.36% | −150−4.6% | Reduced |
| Dodge & Cox | 3,075 | $416.4K | 0.00% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,075 | $416.4K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,071 | $415.9K | 0.04% | −1,545−33.5% | Reduced |
| Vigil Wealth Management, LLC | 3,071 | $415.8K | 0.30% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,062 | $414.6K | 0.13% | −68−2.2% | Reduced |
| Martel Wealth Advisors Inc | 3,059 | $414.2K | 0.07% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 3,059 | $414.1K | 0.21% | +78+2.6% | Added |
| Gratus Wealth Advisors, LLC | 3,052 | $413.2K | 0.05% | −226−6.9% | Reduced |
| KFA Private Wealth Group, LLC | 3,044 | $412.2K | 0.10% | +62+2.1% | Added |
| Ocean Capital Management, LLC | 3,041 | $411.7K | 0.08% | +4+0.1% | Added |
| Great Waters Wealth Management | 3,040 | $411.7K | 0.04% | +202+7.1% | Added |
| HHM Wealth Advisors, LLC | 3,038 | $411.4K | 0.04% | −5−0.2% | Reduced |
| Kelman-Lazarov, Inc. | 3,038 | $411.3K | 0.05% | −163−5.1% | Reduced |