Follow The Filings

PEP PepsiCo

Consumer Staples, filed as PEPSICO INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 2

  • 4 Owners
  • #31
  • Max 3.1%
  • Master 0.04%
  • $63M
  • 2 add 2 reduce

In 2026 Q3 David Katz and Torray Investment Partners added to PepsiCo, while Murphy Pohlad and Kentucky Trust trimmed.

Who owns this now

Largest portfolio weights among holders, up to 3.1% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Add 3.1%
  2. Torray Investment Partners Add 2.7%
  3. Murphy Pohlad Reduce 1.0%
  4. Kentucky Trust Co. Reduce 0.70%

Who owns PEP

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 3.1%, was 2.9% Add +11.0% 297,512 $38M History
Torray Investment Partners 2.7%, was 2.7% Add +11.6% 163,262 $21M History
Murphy Pohlad, Murphy Pohlad Asset Management 1.0%, was 1.1% Reduce −1.4% 22,790 $2.9M History
Kentucky Trust Co., Kentucky Trust 0.70%, was 0.74% Reduce −2.5% 10,986 $1.4M History

4 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PEP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PEP insider trades
  • $23.7M bought by 1 insider
  • $4.5M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Ramon Laguarta CEO
    Sale
    $4.1M 30,000 shares at $135.13 5.8% of stake
    Traded Oct 21 Filed Oct 23
    ↗
  2. Robert C Pohlad Director
    Buy
    $23.7M 184,646 shares at $128.28 +74% to stake
    Traded Oct 14 Filed Oct 16
    ↗
  3. David Flavell EVP, Gen Counsel & Corp Sec
    Sale
    $405K 2,900 shares at $139.54 3.7% of stake
    Traded Jul 27 Filed Jul 29
    ↗

Also filed in the last 12 months, not counted as buying or selling: 42 stock grants and 6 other transactions.

Congress

30 members of Congress traded PEP in the last three years: 23 buys and 36 sales. 34 members listed it in 2025 annual reports.

All Congress trades
  1. Pete Sessions R-TX-17 Sell $1K–$15K Oct 21 filed Oct 27
  2. Scott Franklin R-FL-18Spouse Buy $1K–$15K Aug 26 filed Sep 17
  3. Scott Franklin R-FL-18 Buy $1K–$15K Aug 26 filed Sep 17
  4. Richard McCormick R-GA-7 Sell $1K–$15K Jul 30 filed Aug 14
  5. Mike Kelly R-PA-16Spouse Sell $15K–$50K Jul 17 filed Aug 12
  6. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
8-K 8.01,9.01 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A DEFINITIVE PROXY STATEMENTS Filing Doc
DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS Filing Doc

Source: SEC EDGAR submissions, updated 7 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $91.47B $91.85B $93.92B
Gross profit $49.59B $50.11B $50.86B
Gross margin * 54.2% 54.6% 54.1%
Net income $9.07B $9.58B $8.24B
Net margin * 9.9% 10.4% 8.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $26.95B $25.83B $27.95B
Total non-current assets * $73.54B $73.64B $79.45B
Total assets $100.5B $99.47B $107.4B
Total current liabilities $31.65B $31.54B $32.76B
Total non-current liabilities * $50.21B $49.76B $54.09B
Total equity $18.5B $18.04B $20.41B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $13.44B $12.51B $12.09B
Cash from investing -$5.5B -$5.47B -$6.88B
Cash from financing -$3.01B -$7.56B -$4.98B
Net change in cash $4.66B -$1.21B $0.651B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.