There Are Only a Handful of Nasdaq-100 Stocks That Yield Over 3%. Here's My Top Pick to Buy in September.

While the technology sector constitutes approximately 66% of the Nasdaq-100 index, high-yielding opportunities are predominantly found in its small 2% consumer staples allocation. PepsiCo stands out as a top dividend pick within the index, currently offering an attractive 4.3% dividend yield. This payout significantly surpasses the S&P 500's average yield of around 1% as well as the broader consumer staples sector average of 2.1%. PepsiCo's valuation and share price have recently faced pressure due to slowing growth relative to beverage rivals like Coca-Cola, alongside shifting consumer preferences linked to health consciousness and GLP-1 weight-loss medications. In the second quarter of 2026, PepsiCo posted a 2.4% rise in organic sales and delivered earnings per share of $2.20, representing a 4% year-over-year increase. Despite near-term headwinds, PepsiCo's status as a Dividend King with 54 consecutive years of dividend increases highlights strong capital resilience. The combination of historical brand adaptability, business diversification across snacks and beverages, and high yield presents an appealing risk-reward balance for long-term investors seeking income.