This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PEP/capital-change-brief"
Use Arkolith's capital_change_brief for PEP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $18.0B | 115.8M | ▲+0.2% Added · +273K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $13.8B | 88.8M | ▲New +88.8M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $9.2B | 59.4M | ▲~0% Added · +27K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.7B | 36.5M | ▲New +36.5M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $5.5B | 34.8M | ▲+18% Added · +5.2M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $5.4B | 34.6M | ▲+3.0% Added · +994K sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.7B | 30.2M | ▲+7.5% Added · +2.1M sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $4.1B | 26.6M | ▲+6.5% Added · +1.6M sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $3.3B | 21.3M | ▲+0.6% Added · +133K sh | Q1 2026 | |
| 10 | NORGES BANK | $3.0B | 21.0M | ▲+19% Added · +3.4M sh | Q4 2025 | |
| 11 | NORTHERN TRUST CORP | $2.3B | 14.9M | ▼−0.8% Reduced · −128K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $1.9B | 12.3M | ▼−0.7% Reduced · −82K sh | Q1 2026 | |
| 13 | FRANKLIN RESOURCES INC | $1.9B | 12.1M | ▼−14% Reduced · −2.0M sh | Q1 2026 | |
| 14 | Amundi | $1.8B | 11.4M | ▲+17% Added · +1.6M sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $1.8B | 11.4M | ▲+2.3% Added · +259K sh | Q1 2026 | |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.7B | 11.3M | ▲+11% Added · +1.1M sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $1.7B | 11.1M | ▼−2.8% Reduced · −320K sh | Q1 2026 | |
| 18 | DEUTSCHE BANK AG\ | $1.4B | 9.0M | ▼−5.2% Reduced · −499K sh | Q1 2026 | |
| 19 | Legal & General Group Plc | $1.4B | 8.9M | ▼−1.2% Reduced · −111K sh | Q1 2026 | |
| 20 | Fisher Asset Management, LLC | $1.3B | 8.5M | ▲+2.6% Added · +215K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $1.3B | 8.3M | ▲+16% Added · +1.1M sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $1.2B | 8.0M | ▲+1.4% Added · +110K sh | Q1 2026 | |
| 23 | FMR LLC | $1.2B | 7.9M | ▲+18% Added · +1.2M sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $1.2B | 7.7M | ▲New +7.7M sh | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $1.1B | 7.3M | ▼−4.5% Reduced · −346K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Willemsen Eugene | CEO, International Beverages | Grant (A) | 809 | $0 |
| Jul 1, 2026 | Willemsen Eugene | CEO, International Beverages | Grant (A) | 540 | $0 |
| Jun 1, 2026 | Diamond Susan M | Director | Grant (A) | 565 | $80K |
| Jun 1, 2026 | VASELLA DANIEL | Director | Grant (A) | 424 | $60K |
| Jun 1, 2026 | Bailey Jennifer | Director | Grant (A) | 424 | $60K |
| Jun 1, 2026 | Gibbs David W | Director | Grant (A) | 71 | $10K |
| May 31, 2026 | Diamond Susan M | Director | Grant (A) | 128 | — |
| May 31, 2026 | VASELLA DANIEL | Director | Grant (A) | 1K | — |
| May 31, 2026 | Bailey Jennifer | Director | Grant (A) | 125 | — |
| May 6, 2026 | Gibbs David W | Director | Grant (A) | 1K | $0 |
| May 6, 2026 | Gibbs David W | Director | Grant (A) | 534 | $0 |
| Mar 4, 2026 | Willemsen Eugene | CEO, International Beverages | Sell (S) | 4K | $625K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 685 funds | $355.7B |
| ALPHABET INC-CL AGOOGL | 672 funds | $234.3B |
| APPLE INCAAPL | 671 funds | $362.8B |
| AMAZON.COM INCAMZN | 671 funds | $272.8B |
| NVIDIA CORPNVDA | 661 funds | $464.9B |
| META PLATFORMS INC-CLASS AMETA | 659 funds | $153.1B |
| JPMORGAN CHASE & COJPM | 654 funds | $93.1B |
| JOHNSON & JOHNSONJNJ | 654 funds | $70.2B |
| BROADCOM INCAVGO | 649 funds | $180.5B |
| VISA INC-CLASS A SHARESV | 649 funds | $84.6B |
| ALPHABET INC-CL CGOOG | 646 funds | $164.5B |
| ELI LILLY & COLLY | 642 funds | $91.8B |
Ranked by how many of PEP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.