PepsiCo, Inc.
GB ˙ LSE ˙ US7134481081
143,59 $ ↑2,12 (1,50%)
2026-06-05
DEL PRIS
SecurityGB:0QOS / PepsiCo, Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership41,847 shares
Latest Disclosed Value $ 6,498,442
Sowell Financial Services LLC reports 1.71% increase in ownership of 0QOS / PepsiCo, Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 41,847 shares of PepsiCo, Inc. (GB:0QOS) valued at $6,502,187 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 41,144 shares of PepsiCo, Inc.. This represents a change in shares of 1.71% during the quarter. The current value of the position is $6,008,811 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F PEPSICO COM 713448108 41,847 703 1.71 6,498 10.04 0.2403
2026-01-21 2025-12-31 13F PEPSICO COM 713448108 41,144 2,154 5.52 5,905 7.85 0.2169
2025-10-17 2025-09-30 13F PEPSICO COM 713448108 38,990 3,549 10.01 5,476 17.01 0.2101
2025-07-14 2025-06-30 13F PEPSICO COM 713448108 35,441 2,506 7.61 4,680 -5.25 0.1906
2025-04-17 2025-03-31 13F PEPSICO COM 713448108 32,935 917 2.86 4,938 1.44 0.2247
2025-02-07 2024-12-31 13F PEPSICO COM 713448108 32,018 2,629 8.95 4,869 -2.60 0.2560
2024-10-04 2024-09-30 13F PEPSICO COM 713448108 29,389 -502 -1.68 4,998 1.38 0.2322
2024-08-13 2024-06-30 13F PEPSICO COM 713448108 29,891 -513 -1.69 4,930 -8.02 0.2354
2024-05-03 2024-03-31 13F PEPSICO COM 713448108 30,404 -1,339 -4.22 5,360 -1.33 0.2528
2024-01-24 2023-12-31 13F PEPSICO COM 713448108 31,743 1,897 6.36 5,432 7.42 0.2943
2023-11-08 2023-09-30 13F PEPSICO COM 713448108 29,846 -5,031 -14.42 5,057 -21.72 0.3174
2023-08-14 2023-06-30 13F PEPSICO COM 713448108 34,877 8,207 30.77 6,460 161,400.00 0.3601
2023-05-12 2023-03-31 13F PEPSICO STOCK 713448108 26,670 1,640 6.55 5 0.00 0.3752
2023-02-09 2022-12-31 13F Pepsico Stock 713448108 25,030 5,519 28.29 5 -99.87 0.2945
2022-11-15 2022-09-30 13F Pepsico Stock 713448108 19,511 -182 -0.92 3,185 -2.96 0.3211
2022-08-15 2022-06-30 13F PEPSICO Stock 713448108 19,693 9,374 90.84 3,282 88.73 0.3033
2022-05-13 2022-03-31 13F PEPSICO Stock 713448108 10,319 -7,797 -43.04 1,739 -45.07 0.3038
2022-02-09 2021-12-31 13F PEPSICO INC COM Stock 713448108 18,116 466 2.64 3,166 19.25 0.1815
2021-11-04 2021-09-30 13F PEPSICO INC COM Stock 713448108 17,650 1,793 11.31 2,655 12.98 0.1793
2021-08-05 2021-06-30 13F PEPSICO INC COM Stock 713448108 15,857 -8,355 -34.51 2,350 -33.31 0.1557
2021-05-07 2021-03-31 13F PEPSICO INC COM Stock 713448108 24,212 -5,211 -17.71 3,524 -19.23 0.1227
2021-01-13 2020-12-31 13F PEPSICO INC COM COM 713448108 29,423 -26 -0.09 4,363 6.88 0.1864
2020-11-12 2020-09-30 13F PEPSICO INC COM COM 713448108 29,449 -1,736 -5.57 4,082 -1.04 0.2039
2020-08-13 2020-06-30 13F PEPSICO INC COM Stock 713448108 31,185 1,925 6.58 4,125 17.39 0.2267
2020-05-12 2020-03-31 13F PEPSICO INC COM Stock 713448108 29,260 -2,601 -8.16 3,514 -19.29 0.2600
2020-02-07 2019-12-31 13F PEPSICO INC COM Stock 713448108 31,861 7,584 31.24 4,354 30.83 0.3318
2019-11-14 2019-09-30 13F PEPSICO INC COM COM 713448108 24,277 10,523 76.51 3,328 97.39 0.2750
2019-05-15 2019-03-31 13F PEPSICO INC COM Stock 713448108 13,754 163 1.20 1,686 12.25 0.1882
2019-03-05 2018-12-31 13F PEPSICO COM 713448108 13,591 1,597 13.31 1,502 12.01 0.2127
2018-11-13 2018-09-30 13F PEPSICO COM 713448108 11,994 11,994 1,341 0.1947
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.