Betterment 13F: New $231K Stake in PepsiCo (PEP)

Betterment has initiated a new stake in PepsiCo, Inc. with 1,654 shares.

By EarningsIQ Research Desk · Published Jun 19, 2026, 4:42 AM EDT · Updated Jun 26, 2026, 4:41 AM EDT

Reviewed by automated data checks against the source filing. How we make and check alerts

Betterment opened a new position of 1,654 shares in PepsiCo, Inc. ($PEP), according to a 13F filing with the SEC dated May 14, 2026. It reported 1,654 shares worth $230,724.72 at the end of the quarter.

Since the filing, $PEP is up 0.1% after 1 week, down 0.6% after 1 month and down 9.7% to date (from the $145.57 close on May 14, 2026).

Find the original: Betterment 13F filings on SEC EDGAR

PEP PepsiCo, Inc.

$131.49 -4.74% year to date

Daily close · Oct 16, 2026

Key Points

Betterment initiated a new position in PepsiCo, Inc. with 1,654 shares valued at $233,660 as per the latest 13F filing with the SEC.
PepsiCo shares traded near $141.27, with a market cap of $194.13 billion and a P/E ratio of 22.3.
Analysts from Deutsche Bank and JP Morgan maintain 'buy' ratings with price targets of $168 and $178, respectively.

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Betterment has taken a new position in PepsiCo, Inc. (NasdaqGS:PEP) by acquiring 1,654 shares. This new holding is valued at approximately $233,660, according to the latest Form 13F filing with the SEC. This filing reflects holdings as of the reporting period and may not represent Betterment's current position.

13F track record

Betterment vs. the S&P 500

YTD return +17.25% hypothetical

All-time return +161.95% S&P 500 +85.58%

vs. S&P 500 +76.37% ahead of the index

Hypothetical returns from Betterment's disclosed trades, not real profit or advice. How we model this.

What Changed in Betterment's PepsiCo Position

Betterment's new stake in PepsiCo consists of 1,654 shares. This marks the start of their investment in the beverage giant, with no prior holdings reported. The total value of this position is about $233,660.

Other Institutional Activity in PepsiCo

In recent activity, BlackRock, Inc. increased its holdings by 273,374 shares, bringing its total to 115,841,477 shares valued at approximately $17.99 billion. Vanguard Capital Management LLC holds 88,807,774 shares worth around $13.79 billion. State Street Corp maintained its position with 59,419,350 shares valued at $9.23 billion. JPMorgan Chase & Co added 5,204,430 shares, totaling 34,798,932 shares valued at $5.46 billion.

PepsiCo, Inc. Stock Up 8.7%

Shares of NasdaqGS:PEP traded near $141.27. PepsiCo has a market cap of $194.13 billion, a P/E ratio of 22.3, and a beta of 0.359. The stock has seen a 52-week low of $127.6 and a high of $171.48. Its 50-day moving average is $150.28, and the 200-day moving average is $150.23. The company has a current ratio of 0.897 and a quick ratio of 0.667, with a debt-to-equity ratio of 244.837.

Recent Earnings

PepsiCo reported revenue of $95.45 billion, with a revenue growth rate of 8.5%. The company's net margin stands at 9.15%, and its return on equity is 43.88%. Earnings per share (EPS) are $6.37. The next earnings report is expected on July 9, 2026.

Dividend

PepsiCo pays a dividend with an annual yield and payout ratio, though specific figures were not provided in this data.

Insider Buying and Selling at PepsiCo, Inc.

On June 1, 2026, insiders such as Jennifer Bailey and David Gibbs purchased 424 and 71 shares, respectively, at an average price of $141.52. Susan Diamond bought 565 shares, while Daniel Vasella acquired 424 shares on the same date. On May 31, 2026, Vasella also bought 1,481 shares, and Diamond added 128 shares.

Analysts Set New Price Targets

On June 18, 2026, Deutsche Bank maintained its 'buy' rating with a price target of $168. Piper Sandler also maintained a 'buy' rating with a target of $178 on June 12. Bernstein initiated coverage with a 'hold' rating and a $143 target on the same day. Wells Fargo maintained its 'hold' rating with a $150 target on June 5.

About PepsiCo, Inc.

PepsiCo, Inc. is a leading global food and beverage company headquartered in Purchase, New York. It operates through six segments, including PepsiCo Foods North America and PepsiCo Beverages North America. The company offers a wide range of products, from snacks and cereals to beverages and ready-to-drink teas and coffees. PepsiCo employs approximately 306,000 people worldwide and is led by CEO Ramon Luis Laguarta.

Bottom Line

Betterment's new position in PepsiCo highlights the company's appeal as a stable investment in the consumer defensive sector. PepsiCo's strong market presence and recent insider buying activity may be of interest to investors. However, the 13F filing provides a backward-looking view and does not necessarily reflect current positions.

More on this

Source: Betterment's 13F filing on $PEP (May 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Betterment 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts