PepsiCo, Inc.
US ˙ NasdaqGS ˙ US7134481081

SecurityPEP / PepsiCo, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership22,984 shares
Latest Disclosed Value $ 3,569,185
IFP Advisors, Inc reports 0.81% decrease in ownership of PEP / PepsiCo, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 22,984 shares of PepsiCo, Inc. (US:PEP) valued at $3,569,185 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 23,171 shares of PepsiCo, Inc.. This represents a change in shares of -0.81% during the quarter. The current value of the position is $3,276,139 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)
2026-04-13 2026-03-31 13F PEPSICO cs 713448108 22,984 -187 -0.81 3,569 7.34 0.0740
2026-02-06 2025-12-31 13F PEPSICO cs 713448108 23,171 2,990 14.82 3,326 17.33 0.0747
2026-02-06 2025-09-30 13F/A-1 PEPSICO cs 713448108 20,181 967 5.03 2,834 11.71 0.0736
2025-12-02 2025-09-30 13F PEPSICO cs 713448108 20,191 977 2,836 0.0731
2025-07-24 2025-06-30 13F PEPSICO cs 713448108 19,214 -435 -2.21 2,537 -13.88 0.0721
2025-05-05 2025-03-31 13F PEPSICO cs 713448108 19,649 992 5.32 2,946 3.84 0.0908
2025-02-04 2024-12-31 13F PEPSICO cs 713448108 18,657 -5,022 -21.21 2,837 -29.55 0.0929
2025-02-04 2024-09-30 13F PEPSICO cs 713448108 23,679 2,158 10.03 4,027 13.47 0.1452
2024-07-30 2024-06-30 13F PEPSICO cs 713448108 21,521 -1,602 -6.93 3,550 -12.28 0.1409
2024-07-30 2024-03-31 13F PEPSICO cs 713448108 23,123 2,809 13.83 4,047 17.31 0.1775
2024-01-09 2023-12-31 13F PEPSICO cs 713448108 20,314 -1,768 -8.01 3,450 -7.81 0.1628
2023-10-12 2023-09-30 13F PEPSICO cs 713448108 22,082 3,309 17.63 3,741 7.59 0.1682
2023-08-14 2023-06-30 13F/A-1 PEPSICO cs 713448108 18,773 -520 -2.70 3,477 92.52 0.1454
2023-08-04 2023-06-30 13F PEPSICO cs 713448108 18,773 -520 1,758 0.0813
2023-04-18 2023-03-31 13F PEPSICO cs 713448108 19,293 -25,577 -57.00 1,807 45,050.00 0.0786
2023-02-07 2022-12-31 13F PEPSICO cs 713448108 44,870 -12,614 -21.94 4 -99.93 0.1133
2022-11-08 2022-09-30 13F PEPSICO cs 713448108 57,484 8,100 16.40 5,396 16.49 0.1406
2022-09-06 2022-06-30 13F/A-1 PEPSICO cs 713448108 49,384 0 0.00 4,632 0.00 0.1485
2022-08-12 2022-06-30 13F PEPSICO INC COM Stock 713448108 743 -48,641 69 0.1235
2022-09-06 2022-03-31 13F/A-1 PEPSICO cs 713448108 49,384 27,190 122.51 4,632 20.25 0.1485
2022-08-08 2022-03-31 13F PEPSICO INC COM Stock 713448108 24,608 2,414 2,296 0.0469
2022-01-12 2021-12-31 13F PEPSICO INC COM Stock 713448108 22,194 -379 -1.68 3,852 13.23 0.0753
2021-10-06 2021-09-30 13F PEPSICO INC COM Stock 713448108 22,573 2,406 11.93 3,402 13.70 0.0680
2021-07-13 2021-06-30 13F PEPSICO INC COM Stock 713448108 20,167 -173 -0.85 2,992 3.92 0.0619
2021-04-30 2021-03-31 13F PEPSICO INC COM Stock 713448108 20,340 1,986 10.82 2,879 5.88 0.0560
2021-01-25 2020-12-31 13F PEPSICO INC COM Stock 713448108 18,354 -2,008 -9.86 2,719 -3.68 0.1102
2020-10-29 2020-09-30 13F PEPSICO INC COM Stock 713448108 20,362 675 3.43 2,823 9.63 0.1685
2020-08-05 2020-06-30 13F PEPSICO INC COM Stock 713448108 19,687 1,297 7.05 2,575 16.57 0.2041
2020-05-12 2020-03-31 13F PEPSICO INC COM Stock 713448108 18,390 -149 -0.80 2,209 -13.64 0.2229
2020-01-17 2019-12-31 13F PEPSICO INC COM Stock 713448108 18,539 -13,626 -42.36 2,558 -41.45 0.1923
2019-11-07 2019-09-30 13F PEPSICO INC COM Stock 713448108 32,165 23,775 283.37 4,369 325.83 0.2927
2019-05-15 2019-03-31 13F PEPSICO Stock 713448108 8,390 -15,292 -64.57 1,026 -60.75 0.1401
2019-06-03 2018-12-31 13F/A-10 PEPSICO INC COM Stock 713448108 23,682 -11,712 -33.09 2,614 -33.94 0.1593
2019-01-23 2018-12-31 13F PEPSICO INC COM Stock 713448108 23,682 -11,712 2,614 0.1593
2019-06-03 2018-09-30 13F/A-9 PEPSICO INC COM Stock 713448108 35,394 -1,234 -3.37 3,957 -0.78 0.1613
2018-10-25 2018-09-30 13F PEPSICO INC COM Stock 713448108 35,394 -1,234 3,957 0.1613
2019-06-03 2018-06-30 13F/A-8 PEPSICO INC COM Stock 713448108 36,628 -2,143 -5.53 3,988 -14.22 0.1677
2018-08-07 2018-06-30 13F PEPSICO INC COM Stock 713448108 36,628 443 3,988
2019-06-03 2018-03-31 13F/A-7 PEPSICO INC COM Stock 713448108 38,771 0 0.00 4,649 0.00 0.2107
2018-05-09 2018-03-31 13F PEPSICO INC COM Stock 713448108 36,185 -2,586 3,950
2019-06-03 2017-12-31 13F/A-6 PEPSICO INC COM Stock 713448108 38,771 -36,657 -48.60 4,649 -44.69 0.2107
2018-01-24 2017-12-31 13F PEPSICO INC COM Stock 713448108 38,771 -36,657 4,649
2017-10-30 2017-09-30 13F PEPSICO INC COM Stock 713448108 75,428 -2,043 -2.64 8,405 -6.06 0.3337
2019-06-03 2017-06-30 13F/A-5 PEPSICO INC COM Stock 713448108 77,471 -3,087 -3.83 8,947 -0.71 0.3793
2017-07-31 2017-06-30 13F PEPSICO INC COM Stock 713448108 77,471 -3,087 8,947
2019-06-03 2017-03-31 13F/A-4 PEPSICO INC COM Stock 713448108 80,558 -2,532 -3.05 9,011 3.65 0.3925
2017-04-26 2017-03-31 13F PEPSICO INC COM Stock 713448108 80,558 -2,532 9,011
2019-06-03 2016-12-31 13F/A-3 PEPSICO INC COM Stock 713448108 83,090 5,865 7.59 8,694 3.50 0.4195
2017-02-14 2016-12-31 13F PEPSICO INC COM Stock 713448108 83,090 5,865 8,694
2016-11-04 2016-09-30 13F PEPSICO INC COM Stock 713448108 77,225 917 1.20 8,400 3.91 0.4368
2019-06-03 2016-06-30 13F/A-2 PEPSICO INC COM Stock 713448108 76,308 67,918 809.51 8,084 687.91 0.4514
2016-08-22 2016-06-30 13F PEPSICO INC COM Stock 713448108 76,308 67,918 8,084
2019-06-03 2016-03-31 13F/A-1 PEPSICO Stock 713448108 8,390 -55,435 -86.85 1,026 -83.91 0.1401
2016-05-02 2016-03-31 13F PEPSICO INC COM Stock 713448108 75,778 11,953 7,766
2016-02-11 2015-12-31 13F PEPSICO INC COM Stock 713448108 63,825 63,825 6,377 0.4281
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.