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; 3,420 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
- 3,420
- −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
- 1,535 more reduced
56 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Osprey Private Wealth LLC | 45,580 | $6.17M | 1.59% | +3,218+7.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 45,490 | $6.16M | 1.80% | +6,639+17.1% | Added |
| Tower Research Capital LLC (TRC) | 45,030 | $6.10M | 0.15% | −15,518−25.6% | Reduced |
| Appleton Partners Inc | 45,024 | $6.10M | 0.37% | −934−2.0% | Reduced |
| Wealthspire Advisors, LLC | 44,980 | $6.09M | 0.03% | +4,492+11.1% | Added |
| Valeo Financial Advisors, LLC | 44,968 | $6.09M | 0.13% | −171−0.4% | Reduced |
| Laird Norton Trust Company, LLC | 44,858 | $6.07M | 0.12% | −8,221−15.5% | Reduced |
| LaFleur & Godfrey LLC | 44,826 | $6.07M | 0.72% | −603−1.3% | Reduced |
| ProVise Management Group, LLC | 44,740 | $6.06M | 0.41% | +1,792+4.2% | Added |
| Boston Private Wealth LLC | 44,735 | $6.06M | 0.38% | −1,112−2.4% | Reduced |
| Perigon Wealth Management, LLC | 44,714 | $6.05M | 0.10% | −1,968−4.2% | Reduced |
| Adams Asset Advisors, LLC | 44,582 | $6.04M | 0.68% | +2,935+7.0% | Added |
| Coston, McIsaac & Partners | 44,331 | $6.00M | 1.21% | +1,448+3.4% | Added |
| Harbour Investments, Inc. | 44,241 | $5.99M | 0.08% | −2,387−5.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 38,529 | $5.98M | 0.51% | +36,577+1,873.8% | Added |
| Principal Street Partners, LLC | 44,171 | $5.98M | 0.88% | −244−0.5% | Reduced |
| First National Trust Co | 44,147 | $5.98M | 0.20% | −5,565−11.2% | Reduced |
| Chemung Canal Trust Co | 44,010 | $5.96M | 1.10% | −944−2.1% | Reduced |
| Narwhal Capital Management | 43,887 | $5.94M | 0.41% | −12,204−21.8% | Reduced |
| Addenda Capital Inc. | 43,887 | $5.94M | 0.16% | −52−0.1% | Reduced |
| First Horizon Corp | 43,874 | $5.94M | 0.23% | −266−0.6% | Reduced |
| Howard Capital Management Inc. | 43,867 | $5.94M | 0.07% | +23,621+116.7% | Added |
| DLK Investment Management, LLC | 35,994 | $5.94M | 2.55% | +326+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 43,821 | $5.93M | 0.07% | +91+0.2% | Added |
| Mutual Advisors, LLC | 43,707 | $5.92M | 0.11% | +10,107+30.1% | Added |
| TCG Advisory Services, LLC | 43,630 | $5.91M | 0.11% | +7,575+21.0% | Added |
| Red Door Wealth Management, LLC | 43,465 | $5.89M | 0.54% | +2,548+6.2% | Added |
| NTV Asset Management LLC | 43,305 | $5.86M | 0.57% | +550+1.3% | Added |
| Machina Capital S.A.S. | 43,217 | $5.85M | 0.93% | +7,187+19.9% | Added |
| Alpine Woods Capital Investors, LLC | 43,111 | $5.84M | 1.32% | +315+0.7% | Added |
| Zions Bancorporation, National Association | 42,800 | $5.80M | 0.35% | −1,394−3.2% | Reduced |
| Steel Peak Wealth Management LLC | 42,736 | $5.79M | 0.15% | −57,554−57.4% | Reduced |
| J.W. Cole Advisors, Inc. | 42,727 | $5.79M | 0.10% | +42,727 | New |
| Sherman Porfolios, LLC | 37,081 | $5.76M | 0.45% | −202−0.5% | Reduced |
| YHB Investment Advisors, Inc. | 42,416 | $5.74M | 0.37% | −1,018−2.3% | Reduced |
| Ar Asset Management Inc | 42,209 | $5.71M | 1.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 39,490 | $5.69M | 1.72% | −466−1.2% | Reduced |
| Clark & Stuart, Inc | 41,995 | $5.69M | 3.57% | −806−1.9% | Reduced |
| Hunter Associates Investment Management LLC | 41,939 | $5.68M | 0.65% | +1,402+3.5% | Added |
| McKinley Carter Wealth Services, Inc. | 41,369 | $5.60M | 0.29% | +537+1.3% | Added |
| Ascent Group, LLC | 41,317 | $5.59M | 0.17% | −3,142−7.1% | Reduced |
| Destination Wealth Management | 41,294 | $5.59M | 0.13% | +1,147+2.9% | Added |
| Pavion Blue Capital, LLC | 41,249 | $5.59M | 2.25% | −151−0.4% | Reduced |
| MUFG Securities Americas Inc. | 41,165 | $5.57M | 0.29% | +3,357+8.9% | Added |
| Granite Investment Partners, LLC | 41,161 | $5.57M | 0.29% | −433−1.0% | Reduced |
| Park National Corp | 41,138 | $5.57M | 0.16% | −2,483−5.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 41,106 | $5.57M | 0.11% | −32,078−43.8% | Reduced |
| Wedbush Securities Inc | 41,099 | $5.57M | 0.14% | −650−1.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 41,015 | $5.55M | 1.00% | −903−2.2% | Reduced |
| NewEdge Wealth, LLC | 40,993 | $5.55M | 0.06% | −5,102−11.1% | Reduced |
| E. Ohman J:or Asset Management AB | 40,802 | $5.52M | 0.13% | +4,500+12.4% | Added |
| Van Strum & Towne Inc. | 40,752 | $5.52M | 1.50% | +697+1.7% | Added |
| North Dakota State Investment Board | 40,747 | $5.52M | 0.22% | +1,040+2.6% | Added |
| Sagewood Asset Management LP | 40,722 | $5.51M | 1.25% | −2,160−5.0% | Reduced |
| Martin Capital Partners, LLC | 40,544 | $5.49M | 2.02% | −56−0.1% | Reduced |
| Northcape Wealth Management, LLC | 40,451 | $5.48M | 1.44% | −233−0.6% | Reduced |
| Evelyn Partners Group Ltd | 40,319 | $5.46M | 0.10% | +40,319 | New |
| Middleton & Co Inc | 40,297 | $5.46M | 0.58% | +4,864+13.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 39,984 | $5.45M | 0.13% | +12,958+47.9% | Added |
| Rodgers Brothers Inc. | 40,226 | $5.45M | 0.53% | +737+1.9% | Added |
| Prudential PLC | 40,164 | $5.44M | 0.04% | +4,004+11.1% | Added |
| Azzad Asset Management Inc | 40,133 | $5.43M | 0.48% | +7,743+23.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 40,061 | $5.42M | 0.29% | +3,355+9.1% | Added |
| Mount Yale Investment Advisors, LLC | 39,997 | $5.42M | 0.10% | −3,522−8.1% | Reduced |
| Dark Forest Capital Management LP | 39,939 | $5.41M | 0.35% | +39,939 | New |
| Morgan Dempsey Capital Management LLC | 39,911 | $5.40M | 2.32% | +12,097+43.5% | Added |
| Pathway Financial Advisers, LLC | 39,871 | $5.40M | 1.36% | +227+0.6% | Added |
| Capstone Investment Advisors, LLC | 39,838 | $5.39M | 0.04% | +27,105+212.9% | Added |
| American Assets Investment Management, LLC | 39,800 | $5.39M | 0.33% | 00.0% | Unchanged |
| Eastern Bank | 39,794 | $5.39M | 0.08% | −2,169−5.2% | Reduced |
| TownSquare Capital, LLC | 39,793 | $5.39M | 0.99% | +1,158+3.0% | Added |
| Havemeyer Place LP | 39,731 | $5.38M | 0.53% | +20,334+104.8% | Added |
| Sigma Planning Corp | 39,708 | $5.38M | 0.14% | +827+2.1% | Added |
| Sowell Financial Services LLC | 39,691 | $5.37M | 0.18% | −2,156−5.2% | Reduced |
| Citizens National Bank Trust Department | 39,612 | $5.36M | 0.79% | −451−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 39,594 | $5.36M | 0.15% | +8,272+26.4% | Added |
| Procyon Private Wealth Partners, LLC | 39,565 | $5.36M | 0.23% | +2,674+7.2% | Added |
| PYA Waltman Capital, LLC | 39,563 | $5.36M | 1.27% | +8,682+28.1% | Added |
| LMR Partners LLP | 39,555 | $5.36M | 0.04% | +24,364+160.4% | Added |
| Simplex Trading, LLC | 39,506 | $5.35M | 0.14% | −82,051−67.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 39,296 | $5.32M | 0.06% | −586−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 39,220 | $5.31M | 0.04% | −1,577−3.9% | Reduced |
| Arkadios Wealth Advisors | 39,155 | $5.30M | 0.08% | +2,124+5.7% | Added |
| Raab & Moskowitz Asset Management LLC | 39,005 | $5.28M | 1.06% | −954−2.4% | Reduced |
| Kennon-Green & Company, LLC | 38,994 | $5.28M | 4.12% | +1,783+4.8% | Added |
| TD Private Client Wealth LLC | 38,958 | $5.27M | 0.10% | −615−1.6% | Reduced |
| Summit Global Investments | 38,932 | $5.27M | 0.29% | −21,778−35.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 38,915 | $5.27M | 0.33% | −2,995−7.1% | Reduced |
| Park Avenue Securities LLC | 38,869 | $5.26M | 0.03% | +38,869 | New |
| Everence Capital Management Inc | 38,728 | $5.24M | 0.28% | −5,450−12.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 38,644 | $5.23M | 0.36% | −1,186−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 38,407 | $5.20M | 0.08% | +1,310+3.5% | Added |
| Altrius Capital Management Inc | 38,386 | $5.20M | 0.99% | +2,895+8.2% | Added |
| Coastal Bridge Advisors, LLC | 38,019 | $5.15M | 0.32% | −3,299−8.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 37,957 | $5.14M | 0.26% | −59,463−61.0% | Reduced |
| AMG National Trust Bank | 37,879 | $5.13M | 0.11% | −5,799−13.3% | Reduced |
| Kerusso Capital Management LLC | 37,857 | $5.13M | 1.87% | +7,186+23.4% | Added |
| Hussman Strategic Advisors, Inc. | 37,800 | $5.12M | 1.18% | +27,300+260.0% | Added |
| IHT Wealth Management, LLC | 37,491 | $5.08M | 0.11% | −1,689−4.3% | Reduced |
| Independence Bank of Kentucky | 37,438 | $5.07M | 0.57% | −410−1.1% | Reduced |