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: 17 institutions have reported holding PEP so far. See Q3 2026
- Institutional holders
- 3,421
- −89 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
- 244
- 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 |
|---|---|---|---|---|---|
| Snowwater Investment Partners, LLC | 2,403 | $325.4K | 0.22% | −364−13.2% | Reduced |
| Rialto Wealth Management, LLC | 2,402 | $325.2K | 0.06% | −17−0.7% | Reduced |
| Compass Financial Management LLC | 2,350 | $324.7K | 0.04% | +2,350 | New |
| Smallwood Wealth Investment Management, LLC | 2,395 | $324.4K | 0.14% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 2,399 | $323.9K | 0.03% | +2,399 | New |
| Rakuten Securities, Inc. | 2,392 | $323.9K | 0.08% | +262+12.3% | Added |
| Ponta Wealth Partners, LLC | 2,391 | $323.7K | 0.17% | −8−0.3% | Reduced |
| Thayer Partners, LLC | 2,390 | $323.5K | 0.13% | +47+2.0% | Added |
| Dogwood Wealth Management LLC | 2,388 | $323.3K | 0.13% | −533−18.2% | Reduced |
| Sharp Financial Services, LLC | 2,385 | $322.9K | 0.15% | −725−23.3% | Reduced |
| Sterling Group Wealth Management, LLC | 2,384 | $322.8K | 0.13% | +400+20.2% | Added |
| Pingora Partners LLC | 2,383 | $322.7K | 0.19% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,381 | $322.4K | 0.04% | −92−3.7% | Reduced |
| Payden & Rygel | 2,380 | $322.0K | 0.02% | −71,020−96.8% | Reduced |
| Marathon Strategic Advisors, LLC | 2,375 | $321.6K | 0.18% | −10−0.4% | Reduced |
| Blossom Wealth Management | 2,373 | $321.3K | 0.45% | +900+61.1% | Added |
| PCM Encore, LLC | 2,371 | $321.0K | 0.06% | −298−11.2% | Reduced |
| Latitude Advisors, LLC | 2,367 | $320.5K | 0.13% | +6+0.3% | Added |
| Summit Wealth Group, LLC | 2,367 | $320.4K | 0.07% | +3+0.1% | Added |
| Hilton Head Capital Partners, LLC | 2,367 | $320.4K | 0.16% | −29−1.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2,366 | $320.4K | 0.21% | +10+0.4% | Added |
| Warwick Investment Management, Inc. | 2,364 | $320.1K | 0.04% | −62−2.6% | Reduced |
| Bouchey Financial Group Ltd | 2,363 | $320.0K | 0.02% | −259−9.9% | Reduced |
| Sun Financial Inc | 2,311 | $318.3K | 0.15% | −181−7.3% | Reduced |
| Real Talk Capital, LLC | 2,350 | $318.2K | 0.24% | +90+4.0% | Added |
| Stonebrook Private Inc. | 2,348 | $317.9K | 0.06% | −871−27.1% | Reduced |
| Millstone Evans Group, LLC | 2,347 | $317.8K | 0.17% | −2,737−53.8% | Reduced |
| BankPlus Trust Department | 2,347 | $317.8K | 0.07% | −53−2.2% | Reduced |
| Petix & Botte Co | 2,346 | $317.6K | 0.06% | +1,173+100.0% | Added |
| Capital Investment Counsel, Inc | 2,340 | $316.8K | 0.03% | −301−11.4% | Reduced |
| Greenwood Gearhart Inc | 2,337 | $316.4K | 0.01% | +502+27.4% | Added |
| Opal Wealth Advisors, LLC | 2,336 | $316.3K | 0.07% | +622+36.3% | Added |
| Integrity Advisory Solutions, LLC | 2,329 | $315.4K | 0.03% | +810+53.3% | Added |
| Archetype Wealth Partners | 2,323 | $315.0K | 0.04% | −88−3.6% | Reduced |
| Edge Wealth Management LLC | 2,324 | $314.7K | 0.05% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 2,323 | $314.5K | 0.02% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,322 | $314.3K | 0.04% | −50−2.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 2,321 | $314.3K | 0.00% | +733+46.2% | Added |
| Aspen Grove Capital, LLC | 2,313 | $313.2K | 0.05% | −24−1.0% | Reduced |
| Agf Management Ltd | 2,311 | $312.9K | 0.00% | −2,701−53.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,310 | $312.8K | 0.07% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,305 | $312.0K | 0.11% | +2,305 | New |
| West Branch Capital LLC | 2,301 | $311.6K | 0.07% | −58−2.5% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,298 | $311.1K | 0.21% | −2−0.1% | Reduced |
| Oakmont Advisory Group, LLC | 2,297 | $311.0K | 0.26% | +329+16.7% | Added |
| Traynor Capital Management, Inc. | 2,296 | $310.9K | 0.01% | +10.0% | Added |
| Wealth Science Advisors LLC | 2,295 | $310.7K | 0.14% | +362+18.7% | Added |
| LifeSteps Financial, Inc. | 2,294 | $310.6K | 0.14% | −131−5.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,292 | $310.3K | 0.15% | +119+5.5% | Added |
| QTR Family Wealth, LLC | 2,290 | $310.0K | 0.11% | −1,497−39.5% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,285 | $309.3K | 0.11% | −9−0.4% | Reduced |
| Intrepid Financial Planning Group LLC | 2,283 | $309.1K | 0.11% | −57−2.4% | Reduced |
| Cromwell Holdings LLC | 2,283 | $309.1K | 0.14% | +438+23.7% | Added |
| Insight Wealth Partners, LLC | 2,281 | $308.8K | 0.04% | +19+0.8% | Added |
| Stronghold Wealth Management L.L.C. | 2,275 | $308.0K | 0.41% | +4+0.2% | Added |
| Atlantic Family Wealth, LLC | 2,272 | $307.6K | 0.20% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 2,265 | $306.6K | 0.05% | +533+30.8% | Added |
| Banque de Luxembourg S.A. | 2,263 | $306.4K | 0.14% | −320−12.4% | Reduced |
| Rossby Financial, LCC | 2,260 | $305.9K | 0.06% | −351−13.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,258 | $305.7K | 0.17% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,257 | $305.6K | 0.95% | +22+1.0% | Added |
| Independent Solutions Wealth Management, LLC | 2,256 | $305.5K | 0.04% | −1,132−33.4% | Reduced |
| Gibraltar Capital Management, Inc. | 2,253 | $305.1K | 0.05% | +104+4.8% | Added |
| Garde Capital, Inc. | 2,252 | $304.9K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 2,252 | $304.8K | 0.08% | −2,240−49.9% | Reduced |
| Lipe & Dalton | 2,245 | $304.0K | 0.14% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 2,243 | $303.7K | 0.21% | +42+1.9% | Added |
| Cherry Tree Wealth Management, LLC | 2,243 | $303.7K | 0.06% | −90−3.9% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,242 | $303.6K | 0.07% | +102+4.8% | Added |
| Trust Co of the South | 2,242 | $303.6K | 0.04% | −1,697−43.1% | Reduced |
| Francis Financial, Inc. | 2,242 | $303.6K | 0.05% | +892+66.1% | Added |
| BBR Partners, LLC | 2,241 | $303.4K | 0.01% | −1,171−34.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,239 | $303.1K | 0.05% | +271+13.8% | Added |
| Allen Investment Management LLC | 2,237 | $302.9K | 0.00% | 00.0% | Unchanged |
| Investment Research Partners LLC | 2,233 | $302.3K | 0.10% | +841+60.4% | Added |
| Tradition Wealth Management, LLC | 2,229 | $301.8K | 0.02% | +34+1.5% | Added |
| Midwest Financial Partners Investments, Inc. | 2,227 | $301.5K | 0.13% | 00.0% | Unchanged |
| Elefante Mark B | 2,225 | $301.3K | 0.13% | −650−22.6% | Reduced |
| Rosenberg Matthew Hamilton | 2,225 | $301.3K | 0.06% | +477+27.3% | Added |
| Sone Capital Management, LLC | 2,221 | $300.7K | 0.02% | −121,603−98.2% | Reduced |
| Aua Capital Management, LLC | 2,220 | $300.6K | 0.14% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 2,219 | $300.5K | 0.04% | +161+7.8% | Added |
| CMG Global Holdings, LLC | 2,218 | $300.3K | 0.13% | −80−3.5% | Reduced |
| GSG Advisors LLC | 2,217 | $300.2K | 0.07% | +35+1.6% | Added |
| Petra Financial Advisors Inc | 2,217 | $300.1K | 0.14% | +230+11.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,214 | $299.8K | 0.08% | +22+1.0% | Added |
| Vicus Capital | 2,213 | $299.6K | 0.02% | +235+11.9% | Added |
| Horst & Graben Wealth Management LLC | 2,120 | $299.3K | 0.04% | −21−1.0% | Reduced |
| TrustBank | 2,206 | $298.7K | 0.10% | −33−1.5% | Reduced |
| Alerus Financial NA | 2,202 | $298.2K | 0.01% | +119+5.7% | Added |
| Spirit of America Management Corp | 2,200 | $297.9K | 0.06% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,191 | $296.7K | 0.09% | +48+2.2% | Added |
| Accretive Wealth Partners, LLC | 2,188 | $296.3K | 0.07% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2,186 | $296.0K | 0.25% | +14+0.6% | Added |
| Berkeley Capital Partners, LLC | 2,178 | $294.9K | 0.06% | −62−2.8% | Reduced |
| Freedom Financial Partners LLC | 2,178 | $294.9K | 0.10% | −1,223−36.0% | Reduced |
| Mascagni Wealth Management, Inc. | 2,177 | $294.7K | 0.18% | −12−0.5% | Reduced |
| Advance Capital Management, Inc. | 2,176 | $294.7K | 0.01% | +435+25.0% | Added |
| Rowland & Co Investment Counsel | 2,175 | $294.5K | 0.05% | −40−1.8% | Reduced |
| Private Management Group Inc | 2,174 | $294.4K | 0.01% | +19+0.9% | Added |