PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,421 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q3 2022
Institutional positions in PepsiCo Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,008
- +32 vs. Q2 2022
- Shares held
- 994.5M
- +2.05M (+0.2%) vs. Q2 2022
- Total value
- $162.4B
- −$3.15B (−1.9%) vs. Q2 2022
- New holders
- 126
- 1,311 more added
- Sold out
- 94
- 1,181 more reduced
41 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,421 | $146.5B |
| Q1 2026 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lion Street Advisors, LLC | 5,205 | $849.0K | 0.42% | −98−1.8% | Reduced |
| Ground Swell Capital, LLC | 5,200 | $849.0K | 2.42% | +3,983+327.3% | Added |
| Chickasaw Capital Management LLC | 5,240 | $855.0K | 0.04% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 5,246 | $856.0K | 0.17% | +528+11.2% | Added |
| Advisory Alpha, LLC | 5,246 | $857.0K | 0.07% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 5,258 | $858.0K | 0.28% | −128−2.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 5,262 | $859.0K | 0.13% | +455+9.5% | Added |
| Lakeview Capital Partners, LLC | 5,264 | $859.0K | 0.34% | +563+12.0% | Added |
| CM Wealth Advisors LLC | 5,270 | $860.4K | 0.48% | 00.0% | Unchanged |
| Iron Financial, LLC | 5,318 | $868.0K | 0.48% | +620+13.2% | Added |
| Barings LLC | 5,330 | $870.0K | 0.03% | −6,949−56.6% | Reduced |
| Peoples Bank | 5,330 | $870.0K | 0.58% | −367−6.4% | Reduced |
| Charles Schwab Trust Co | 5,342 | $872.0K | 0.15% | −490−8.4% | Reduced |
| Seven Springs Wealth Group, LLC | 5,345 | $873.0K | 0.47% | +203+3.9% | Added |
| Charter Oak Capital Management, LLC | 5,361 | $875.0K | 0.14% | −339−5.9% | Reduced |
| Emerald Advisors, LLC | 5,384 | $879.0K | 0.26% | +162+3.1% | Added |
| Lester Murray Antman dba SimplyRich | 5,391 | $880.0K | 0.40% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 5,401 | $882.0K | 0.84% | +25+0.5% | Added |
| Van Hulzen Asset Management, LLC | 5,404 | $882.0K | 0.11% | +97+1.8% | Added |
| Patriot Investment Management Inc. | 5,415 | $884.0K | 0.09% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,429 | $886.0K | 0.15% | −221−3.9% | Reduced |
| Norris Perne & French LLP | 5,435 | $887.0K | 0.09% | −105−1.9% | Reduced |
| First International Bank & Trust | 5,434 | $887.0K | 0.33% | +704+14.9% | Added |
| Old Mission Capital LLC | 5,434 | $887.0K | 0.04% | +5,434 | New |
| McMorgan & Co LLC | 5,442 | $889.0K | 0.21% | −70−1.3% | Reduced |
| Day & Ennis, LLC | 5,445 | $889.0K | 0.37% | +4+0.1% | Added |
| Alera Investment Advisors, LLC | 5,451 | $891.0K | 0.25% | +201+3.8% | Added |
| Weik Capital Management | 5,470 | $893.0K | 0.45% | −515−8.6% | Reduced |
| FinTrust Capital Advisors, LLC | 5,103 | $893.0K | 0.23% | −369−6.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,124 | $895.0K | 0.81% | −10−0.2% | Reduced |
| Cresta Advisors, Ltd. | 5,509 | $899.0K | 1.11% | +5,509 | New |
| Baystate Wealth Management LLC | 5,516 | $901.0K | 0.09% | +29+0.5% | Added |
| Personal Cfo Solutions, LLC | 5,543 | $905.0K | 0.23% | +2,009+56.8% | Added |
| Roof Eidam & Maycock | 5,555 | $907.0K | 0.34% | +20.0% | Added |
| Silver Lake Advisory, LLC | 5,553 | $907.0K | 0.53% | +15+0.3% | Added |
| Shulman DeMeo Asset Management LLC | 5,568 | $909.0K | 0.32% | −50−0.9% | Reduced |
| Kowal Investment Group, LLC | 5,581 | $911.0K | 0.31% | +565+11.3% | Added |
| WealthShield Partners, LLC | 5,587 | $912.0K | 0.18% | +10.0% | Added |
| One Capital Management, LLC | 5,605 | $915.0K | 0.05% | −21−0.4% | Reduced |
| Pecaut & Co. | 5,605 | $915.0K | 0.49% | +1,005+21.8% | Added |
| Waypoint Capital Advisors, LLC | 5,609 | $916.0K | 0.40% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 5,625 | $918.0K | 0.40% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5,627 | $919.0K | 0.20% | +28+0.5% | Added |
| Quent Capital, LLC | 5,633 | $920.0K | 0.19% | +489+9.5% | Added |
| Sargent Bickham Lagudis LLC | 5,640 | $921.0K | 0.08% | −80−1.4% | Reduced |
| First Capital Advisors Group, LLC. | 5,645 | $922.0K | 0.77% | +260+4.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,662 | $924.0K | 0.48% | 00.0% | Unchanged |
| Geller Advisors LLC | 5,670 | $926.0K | 0.20% | +678+13.6% | Added |
| Verus Capital Partners, LLC | 5,691 | $929.0K | 0.17% | +40+0.7% | Added |
| Cornerstone Advisory, LLC | 5,732 | $936.0K | 0.21% | −200−3.4% | Reduced |
| Hanson & Doremus Investment Management | 5,745 | $938.0K | 0.24% | +279+5.1% | Added |
| F3Logic, LLC | 5,829 | $939.0K | 0.20% | −34−0.6% | Reduced |
| Altus Wealth Group LLC | 6,242 | $939.0K | 0.93% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 5,762 | $940.0K | 0.43% | +10.0% | Added |
| Herold Advisors, Inc. | 5,780 | $943.0K | 0.46% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,782 | $944.0K | 0.10% | −1,117−16.2% | Reduced |
| Longfellow Investment Management Co LLC | 5,790 | $945.0K | 0.19% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 5,808 | $948.0K | 0.30% | +3,269+128.8% | Added |
| Successful Portfolios LLC | 5,815 | $949.0K | 0.69% | −55−0.9% | Reduced |
| Wellington Shields & Co., LLC | 5,813 | $949.0K | 0.41% | +30+0.5% | Added |
| RSM US Wealth Management LLC | 5,828 | $952.0K | 0.05% | +122+2.1% | Added |
| Wunderlich Capital Managemnt | 5,843 | $954.0K | 0.61% | 00.0% | Unchanged |
| Cowa, LLC | 8,625 | $956.0K | 0.63% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 5,855 | $956.0K | 1.01% | +20.0% | Added |
| Harrison & Co Wealth Management, LLC | 5,862 | $957.0K | 1.02% | −350−5.6% | Reduced |
| Missouri Trust & Investment Co | 5,863 | $957.0K | 0.63% | +290+5.2% | Added |
| Lifeworks Advisors, LLC | 5,269 | $957.0K | 0.54% | −262−4.7% | Reduced |
| Autumn Glory Partners, LLC | 5,871 | $958.0K | 0.65% | −317−5.1% | Reduced |
| Wrapmanager Inc | 5,877 | $959.0K | 0.32% | +38+0.7% | Added |
| Segment Wealth Management, LLC | 5,874 | $959.0K | 0.12% | +413+7.6% | Added |
| Stableford Capital II LLC | 5,570 | $964.0K | 0.47% | −178−3.1% | Reduced |
| MBA Advisors LLC | 5,911 | $965.0K | 0.70% | +58+1.0% | Added |
| American National Bank | 5,924 | $967.0K | 0.23% | +180+3.1% | Added |
| Seelaus Asset Management LLC | 5,938 | $969.0K | 0.77% | −108−1.8% | Reduced |
| Carson Advisory Inc. | 5,937 | $969.0K | 1.07% | +3,037+104.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,842 | $969.8K | 0.21% | −1,096−15.8% | Reduced |
| Tranquility Partners, LLC | 5,952 | $972.0K | 0.54% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 5,986 | $977.0K | 0.67% | +75+1.3% | Added |
| Wellington Shields Capital Management, LLC | 5,983 | $977.0K | 0.23% | +277+4.9% | Added |
| FSM Wealth Advisors, LLC | 5,993 | $978.0K | 0.81% | +928+18.3% | Added |
| Roman Butler Fullerton & Co | 6,030 | $980.0K | 0.62% | +13+0.2% | Added |
| Gibson Wealth Advisors LLC | 6,000 | $980.0K | 1.13% | +1,550+34.8% | Added |
| OneAscent Wealth Management LLC | 6,014 | $982.0K | 0.51% | +103+1.7% | Added |
| PDS Planning, Inc | 6,037 | $986.0K | 0.18% | +35+0.6% | Added |
| Salomon & Ludwin, LLC | 6,038 | $986.0K | 0.15% | +742+14.0% | Added |
| Credit Agricole S A | 6,052 | $988.0K | 0.03% | +610+11.2% | Added |
| BTG Pactual Global Asset Management Ltd | 6,072 | $991.0K | 1.51% | +6,072 | New |
| Carlson Capital Management | 6,089 | $994.0K | 0.08% | +108+1.8% | Added |
| Optas, LLC | 6,078 | $995.0K | 0.44% | +2,488+69.3% | Added |
| KB Financial Partners, LLC | 6,098 | $996.0K | 0.36% | +867+16.6% | Added |
| Magnolia Capital Management Ltd | 6,108 | $997.0K | 1.03% | 00.0% | Unchanged |
| West Bancorporation Inc | 6,114 | $998.0K | 0.74% | −29−0.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,163 | $999.0K | 0.76% | −50−0.8% | Reduced |
| SkyOak Wealth, LLC | 6,120 | $999.0K | 0.36% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 6,137 | $1.00M | 1.83% | +40+0.7% | Added |
| AXS Investments LLC | 6,141 | $1.00M | 0.39% | +624+11.3% | Added |
| Marathon Capital Management | 6,162 | $1.01M | 0.29% | 00.0% | Unchanged |
| Claar Advisors LLC | 6,168 | $1.01M | 0.43% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 6,172 | $1.01M | 0.13% | 00.0% | Unchanged |
| Arden Trust Co | 6,183 | $1.01M | 0.26% | −124−2.0% | Reduced |