Stocklore

PepsiCo, Inc. (PEP)

Consumer Goods · US stock

What changed in recent filings

  • Revenue +6% YoYQuarter ended Jun 13, 2026
  • Institutions — 5 new · 1 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding PepsiCo, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 10
2019 Q1 · 32019 Q2 · 52019 Q3 · 52019 Q4 · 32020 Q1 · 62020 Q2 · 42020 Q3 · 62020 Q4 · 32021 Q1 · 42021 Q2 · 62021 Q3 · 62021 Q4 · 42022 Q1 · 42022 Q2 · 62022 Q3 · 72022 Q4 · 62023 Q1 · 62023 Q2 · 52023 Q3 · 52023 Q4 · 52024 Q1 · 32024 Q2 · 52024 Q3 · 42024 Q4 · 42025 Q1 · 52025 Q2 · 52025 Q3 · 82025 Q4 · 72026 Q1 · 52026 Q2 · 10
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 10 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold PepsiCo, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Baillie Gifford & Co0.07% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater Associates0.07% of portfolio · since 2020 Q3
  • Temasek Holdings (Singapore)0.21% of portfolio · since 2025 Q1
  • Elliott Management0.76% of portfolio · since 2025 Q3
  • Caisse de depot (Quebec)0.16% of portfolio · held as of 2026 Q2 or earlier
  • GQG Partners0.05% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.29% of portfolio · held as of 2026 Q2 or earlier
  • Harris Associates (Oakmark)under 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A food-and-beverage giant holding brands like Doritos, Gatorade, and Quaker in addition to Pepsi. The snack business accounts for over half of total revenue.

What is the Consumer Goods sector?

Staples, sportswear, and food & drink. Defensive dividend names.

PepsiCo, Inc. is classified under the Consumer Goods sector. See peers below.

PEP revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-13 revenue was $24.2B, +6.4% YoY.

The largest segment is PepsiCo Beverages North America, 30.0% of revenue — a relatively diversified structure.

Recent revenue growth was led mainly by the PepsiCo Beverages North America segment (about 31% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

PEP segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Aug '24May '25May '26
PepsiCo Beverages North America 30%PepsiCo Foods North America 26%Europe, Middle East & Africa (Segment) 21%Latin America Foods (Segment) 12%International Beverage Franchise 6%Other 5%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding PepsiCo, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLPState Street(R) Consumer Staples Select Sector SPDR(R) ETF
4.32%
SCHDSchwab U.S. Dividend Equity ETF
3.44%
JEPIJPMorgan Equity Premium Income ETF
1.19%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.90%
QQQMInvesco NASDAQ 100 ETF
0.86%
QQQInvesco QQQ Trust, Series 1
0.80%
VTVVANGUARD VALUE INDEX FUND
0.69%
SPY
0.29%
VOOVANGUARD 500 INDEX FUND
0.29%
IVViShares Core S&P 500 ETF
0.29%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.26%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.25%
RSPInvesco S&P 500 Equal Weight ETF
0.19%

PEP on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Consumer Goods average
See full PEP analysis →

Peers · Consumer Goods

PEP FAQ

What is PepsiCo, Inc. (PEP)?

A food-and-beverage giant holding brands like Doritos, Gatorade, and Quaker in addition to Pepsi. The snack business accounts for over half of total revenue.

What sector is PepsiCo, Inc. in?

PepsiCo, Inc. is classified under Consumer Goods. Staples, sportswear, and food & drink. Defensive dividend names.

What are PepsiCo, Inc.'s main revenue segments?

The largest segment is PepsiCo Beverages North America, about 30.0% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze PepsiCo, Inc. (PEP) stock?

On Stocklore you can see PEP's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea