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 |
|---|---|---|---|---|---|
| Adapt Wealth Advisors, LLC | 3,035 | $411.0K | 0.13% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 3,012 | $410.4K | 0.14% | +2+0.1% | Added |
| ABLE Financial Group, LLC | 3,031 | $410.4K | 0.07% | −170−5.3% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 3,023 | $409.4K | 0.19% | +292+10.7% | Added |
| Gables Capital Management Inc. | 3,011 | $407.7K | 0.15% | −200−6.2% | Reduced |
| Parker Financial LLC | 3,011 | $407.7K | 0.15% | −61−2.0% | Reduced |
| Hamilton Capital, LLC | 3,004 | $406.7K | 0.02% | −503−14.3% | Reduced |
| Compass Wealth Management, LLC | 3,001 | $406.3K | 0.16% | +10.0% | Added |
| Graver Capital Management, LLC | 3,000 | $406.2K | 0.29% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,998 | $406.0K | 0.07% | −166−5.2% | Reduced |
| Financial Management Network Inc | 2,961 | $406.0K | 0.06% | +2+0.1% | Added |
| Delta Investment Management, LLC | 2,997 | $405.8K | 0.07% | +2+0.1% | Added |
| Atwater Malick LLC | 2,996 | $405.7K | 0.09% | +339+12.8% | Added |
| Midwest Financial Group LLC | 2,988 | $404.6K | 0.14% | +168+6.0% | Added |
| Balboa Wealth Partners | 2,985 | $404.2K | 0.06% | −28−0.9% | Reduced |
| Advisory Solutions Group, LLC | 2,982 | $403.8K | 0.14% | +2,982 | New |
| G2 Capital Management, LLC | 2,979 | $403.4K | 0.09% | −14−0.5% | Reduced |
| Gilpin Wealth Management, LLC | 2,974 | $402.7K | 0.28% | −46−1.5% | Reduced |
| Delos Wealth Advisors, LLC | 2,966 | $401.6K | 0.21% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 2,963 | $401.2K | 0.32% | −4,485−60.2% | Reduced |
| Sunpointe, LLC | 2,961 | $400.9K | 0.11% | −99−3.2% | Reduced |
| Wall Street Financial Group, Inc. | 2,958 | $400.5K | 0.21% | −231−7.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,954 | $400.0K | 0.18% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 2,952 | $399.6K | 0.02% | −540−15.5% | Reduced |
| Secure Asset Management, LLC | 2,951 | $399.6K | 0.06% | +342+13.1% | Added |
| Brooktree Capital Management | 2,950 | $399.4K | 0.26% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 2,950 | $399.4K | 0.20% | +10.0% | Added |
| SmartHarvest Portfolios, LLC | 2,947 | $399.1K | 0.13% | +184+6.7% | Added |
| Financial Consulate, Inc | 2,942 | $398.3K | 0.04% | −120−3.9% | Reduced |
| Ironwood Investment Management LLC | 2,940 | $398.1K | 0.14% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,940 | $398.0K | 0.01% | −1,524−34.1% | Reduced |
| Advisors Management Group Inc | 2,946 | $398.0K | 0.07% | −51−1.7% | Reduced |
| Ames National Corp | 2,938 | $397.8K | 0.22% | −82−2.7% | Reduced |
| KDT Advisors, LLC | 2,938 | $397.8K | 0.55% | +61+2.1% | Added |
| Virtue Capital Management, LLC | 2,935 | $397.4K | 0.05% | −81−2.7% | Reduced |
| CM Wealth Advisors LLC | 2,925 | $396.0K | 0.07% | −1,097−27.3% | Reduced |
| FLC Capital Advisors | 2,925 | $396.0K | 0.06% | −330−10.1% | Reduced |
| McRae Capital Management Inc | 2,917 | $395.0K | 0.08% | −1,350−31.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 2,916 | $394.8K | 0.14% | −175−5.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,914 | $394.5K | 0.08% | −375−11.4% | Reduced |
| Bolthouse Investments, LLC | 2,913 | $394.5K | 0.32% | +51+1.8% | Added |
| Pitcairn Wealth Advisors LLC | 2,913 | $394.5K | 0.04% | +2+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 2,911 | $394.2K | 0.09% | +1,334+84.6% | Added |
| Tenet Wealth Partners, LLC | 2,816 | $393.6K | 0.29% | +2,816 | New |
| Zevin Asset Management LLC | 2,905 | $393.3K | 0.06% | 00.0% | Unchanged |
| Alesco Advisors LLC | 2,902 | $392.9K | 0.01% | −30−1.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2,897 | $392.2K | 0.06% | −16−0.5% | Reduced |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 2,896 | $392.2K | 0.13% | +2,896 | New |
| Clifford Group, LLC | 2,891 | $391.4K | 0.27% | +14+0.5% | Added |
| Aft, Forsyth & Company, Inc. | 2,889 | $391.2K | 0.19% | −675−18.9% | Reduced |
| Madison Wealth Partners, Inc | 2,885 | $390.7K | 0.05% | +141+5.1% | Added |
| Mosley Wealth Management | 2,883 | $390.4K | 0.12% | +1,324+84.9% | Added |
| BlackDiamond Wealth Management Inc. | 2,833 | $390.2K | 0.16% | +222+8.5% | Added |
| Strive Financial Group ,LLC | 2,878 | $389.7K | 0.17% | −9,230−76.2% | Reduced |
| Oxler Private Wealth LLC | 2,878 | $389.7K | 0.11% | +29+1.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 2,875 | $389.3K | 0.08% | −30−1.0% | Reduced |
| LexAurum Advisors, LLC | 2,864 | $387.8K | 0.04% | +20+0.7% | Added |
| Peachtree Investment Partners, LLC | 2,861 | $387.4K | 0.12% | +98+3.5% | Added |
| Caerus Investment Advisors, LLC | 2,861 | $387.4K | 0.13% | −2,544−47.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 2,860 | $387.0K | 0.07% | +600+26.5% | Added |
| Ambassador Advisors, LLC | 2,855 | $386.6K | 0.05% | +2,855 | New |
| TCFG Investment Advisors, LLC | 2,852 | $386.3K | 0.13% | +57+2.0% | Added |
| Brand Asset Management Group, Inc. | 2,850 | $385.9K | 0.09% | −783−21.6% | Reduced |
| Values Added Financial LLC | 2,850 | $385.9K | 0.14% | +56+2.0% | Added |
| Maple Capital Management, Inc. | 2,849 | $385.8K | 0.02% | −241−7.8% | Reduced |
| Ruggaard & Associates LLC | 2,849 | $385.8K | 0.14% | +27+1.0% | Added |
| Outlook Wealth Advisors, LLC | 2,845 | $385.1K | 0.08% | +130+4.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,685 | $384.7K | 0.12% | −105−3.8% | Reduced |
| Focused Wealth Management, Inc | 2,839 | $384.4K | 0.03% | +475+20.1% | Added |
| WealthShield Partners, LLC | 2,839 | $384.4K | 0.06% | −3,839−57.5% | Reduced |
| Childress Capital Advisors, LLC | 2,838 | $384.3K | 0.06% | −1,021−26.5% | Reduced |
| RW Investment Management LLC | 2,833 | $383.6K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,827 | $382.8K | 0.09% | −160−5.4% | Reduced |
| Centric Wealth Management | 2,472 | $382.2K | 0.06% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 2,819 | $381.7K | 0.07% | 00.0% | Unchanged |
| Wellington Grp LLC | 2,817 | $381.4K | 0.10% | −642−18.6% | Reduced |
| Financial Security Advisor, Inc. | 2,816 | $381.3K | 0.06% | −7−0.2% | Reduced |
| Red Cedar Investment Management, LLC | 2,813 | $380.9K | 0.04% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 2,810 | $380.5K | 0.14% | −606−17.7% | Reduced |
| Blue Capital, Inc. | 2,810 | $380.5K | 0.24% | +1,154+69.7% | Added |
| BNB Wealth Management, LLC | 2,807 | $380.0K | 0.21% | −423−13.1% | Reduced |
| GAM Holding AG | 2,801 | $379.3K | 0.03% | −9,653−77.5% | Reduced |
| Perfromance Wealth Partners, LLC | 2,800 | $379.1K | 0.01% | −6−0.2% | Reduced |
| Vision Capital Management, Inc. | 2,799 | $379.0K | 0.04% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 2,794 | $378.3K | 0.19% | −37−1.3% | Reduced |
| Southern Michigan Bank & Trust | 2,792 | $378.0K | 0.13% | −639−18.6% | Reduced |
| Dupree Financial Group, LLC | 2,782 | $376.7K | 0.14% | 00.0% | Unchanged |
| Security National Bank | 2,775 | $375.7K | 0.04% | −2,442−46.8% | Reduced |
| Sunbeam Capital Management, LLC | 2,775 | $375.7K | 0.17% | +807+41.0% | Added |
| Creekside Partners | 2,757 | $373.4K | 0.14% | +5+0.2% | Added |
| Onyx Bridge Wealth Group LLC | 2,757 | $373.3K | 0.03% | +84+3.1% | Added |
| Richard C. Young & CO., LTD. | 2,752 | $372.6K | 0.03% | −48−1.7% | Reduced |
| DSG Capital Advisors, LLC | 2,750 | $372.5K | 0.05% | −250−8.3% | Reduced |
| Laurel Oak Wealth Management, LLC | 2,743 | $371.4K | 0.05% | −125−4.4% | Reduced |
| Bay Capital Advisors, LLC | 2,737 | $370.6K | 0.20% | −11−0.4% | Reduced |
| DeDora Capital, Inc. | 2,736 | $370.5K | 0.08% | −142−4.9% | Reduced |
| Frisch Financial Group, Inc. | 2,736 | $370.4K | 0.06% | −262−8.7% | Reduced |
| Storen Legacy Partners, LLC | 2,735 | $370.3K | 0.10% | +12+0.4% | Added |
| Cornerstone Financial Management LLC | 2,732 | $369.9K | 0.30% | +48+1.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 2,731 | $369.7K | 0.15% | +15+0.6% | Added |