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
- 3,009
- +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
- 1,312 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 |
|---|---|---|---|---|---|
| Benchmark Wealth Management, LLC | 1,931 | $315.0K | 0.25% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,940 | $317.0K | 0.10% | +1+0.1% | Added |
| Private Ocean, LLC | 1,947 | $317.0K | 0.05% | +23+1.2% | Added |
| Strengthening Families & Communities, LLC | 1,945 | $317.0K | 0.17% | +251+14.8% | Added |
| Penn Davis McFarland Inc | 1,949 | $318.0K | 0.06% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 1,952 | $319.0K | 0.18% | −26−1.3% | Reduced |
| Bellevue Asset Management, LLC | 1,947 | $319.0K | 0.25% | +3+0.2% | Added |
| JSF Financial, LLC | 1,958 | $320.0K | 0.12% | −516−20.9% | Reduced |
| Zuckerman Investment Group, LLC | 1,958 | $320.0K | 0.06% | −84−4.1% | Reduced |
| HFG Advisors, Inc. | 1,964 | $321.0K | 0.45% | −520−20.9% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 1,966 | $321.0K | 0.08% | 00.0% | Unchanged |
| Meridian Management Co | 1,965 | $321.0K | 0.13% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,967 | $321.0K | 0.20% | +93+5.0% | Added |
| Diligent Investors, LLC | 1,975 | $322.0K | 0.11% | +8+0.4% | Added |
| Wealth Management Associates, Inc. | 1,977 | $322.8K | 0.23% | +226+12.9% | Added |
| Wealth Advisors of Iowa, LLC | 1,979 | $323.0K | 0.30% | −1,632−45.2% | Reduced |
| Capital City Trust Co | 1,979 | $323.0K | 0.11% | −48−2.4% | Reduced |
| Citizens Business Bank | 1,983 | $324.0K | 0.08% | −7,784−79.7% | Reduced |
| City State Bank | 1,986 | $324.0K | 0.23% | +122+6.5% | Added |
| Loomis Sayles & Co L P | 1,985 | $324.0K | 0.00% | +1,801+978.8% | Added |
| Howard Capital Management Inc. | 1,989 | $325.0K | 0.10% | −146−6.8% | Reduced |
| Harfst & Associates, Inc. | 1,993 | $325.0K | 0.10% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 1,992 | $325.0K | 0.09% | +70+3.6% | Added |
| Wellspring Financial Advisors, LLC | 1,988 | $325.0K | 0.12% | +80+4.2% | Added |
| Aire Advisors, LLC | 2,000 | $326.0K | 0.11% | −81−3.9% | Reduced |
| Commons Capital, LLC | 1,995 | $326.0K | 0.52% | +5+0.3% | Added |
| Drive Wealth Management, LLC | 1,995 | $326.0K | 0.31% | +506+34.0% | Added |
| Great Point Wealth Advisors, LLC | 2,000 | $327.0K | 0.12% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 2,000 | $327.0K | 0.04% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,000 | $327.0K | 0.06% | +20+1.0% | Added |
| Sittner & Nelson, LLC | 2,006 | $328.0K | 0.22% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 2,006 | $328.0K | 0.56% | +2,006 | New |
| Paragon Capital Management Ltd | 2,018 | $329.0K | 0.09% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 2,022 | $330.0K | 0.32% | −87−4.1% | Reduced |
| Signature Estate & Investment Advisors LLC | 2,018 | $330.0K | 0.02% | +29+1.5% | Added |
| Tiemann Investment Advisors, LLC | 2,027 | $331.0K | 0.21% | −230−10.2% | Reduced |
| Tacita Capital Inc | 2,025 | $331.0K | 0.26% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,026 | $331.0K | 0.08% | +219+12.1% | Added |
| apricus wealth, LLC | 2,035 | $332.0K | 0.33% | −265−11.5% | Reduced |
| Pinnacle Financial Group, LLC | 2,032 | $332.0K | 0.29% | +2+0.1% | Added |
| Cornerstone Wealth Advisors, Inc. | 2,039 | $333.0K | 0.13% | −200−8.9% | Reduced |
| Warwick Investment Management, Inc. | 2,039 | $333.0K | 0.20% | +3+0.1% | Added |
| Affinity Capital Advisors, LLC | 2,044 | $334.0K | 0.12% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 2,050 | $334.7K | 0.05% | −373−15.4% | Reduced |
| Titleist Asset Management, Ltd. | 2,053 | $335.0K | 0.08% | −97−4.5% | Reduced |
| Teamwork Financial Advisors, LLC | 2,049 | $335.0K | 0.07% | −74−3.5% | Reduced |
| Shikiar Asset Management Inc | 2,050 | $335.0K | 0.13% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,053 | $335.0K | 0.11% | +216+11.8% | Added |
| Abacus Wealth Partners, LLC | 2,076 | $339.0K | 0.18% | −176−7.8% | Reduced |
| JJJ Advisors Inc. | 2,095 | $339.0K | 0.11% | +73+3.6% | Added |
| HT Partners LLC | 2,078 | $339.0K | 0.14% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,074 | $339.0K | 0.23% | +70+3.5% | Added |
| Main Street Research LLC | 2,078 | $339.0K | 0.07% | +178+9.4% | Added |
| Overbrook Management Corp | 2,081 | $340.0K | 0.10% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,094 | $342.0K | 0.22% | −188−8.2% | Reduced |
| Cyrus J. Lawrence, LLC | 2,095 | $342.0K | 0.10% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,097 | $342.0K | 0.08% | +22+1.1% | Added |
| Horizon Kinetics Asset Management LLC | 2,104 | $343.0K | 0.01% | −128−5.7% | Reduced |
| 360 Financial, Inc. | 2,108 | $344.0K | 0.22% | −140−6.2% | Reduced |
| Cypress Wealth Services, LLC | 2,136 | $345.0K | 0.12% | −605−22.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,110 | $345.0K | 0.20% | +1,082+105.3% | Added |
| Demars Financial Group, LLC | 2,120 | $346.0K | 0.21% | −50−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,118 | $346.0K | 0.20% | −22−1.0% | Reduced |
| True Link Financial Advisors, LLC | 2,122 | $346.0K | 0.05% | +25+1.2% | Added |
| Rede Wealth, LLC | 2,131 | $348.0K | 0.21% | 00.0% | Unchanged |
| Cadence Bank NA | 2,134 | $349.0K | 2.17% | −22,033−91.2% | Reduced |
| Tennessee Valley Asset Management Partners | 2,137 | $349.0K | 0.14% | +7+0.3% | Added |
| Compass Financial Advisors LLC | 2,146 | $350.0K | 0.52% | +3+0.1% | Added |
| Bluefin Capital Management, LLC | 2,145 | $350.0K | 0.04% | +160+8.1% | Added |
| Castleview Partners, LLC | 2,149 | $351.0K | 0.34% | −11,310−84.0% | Reduced |
| Trilogy Capital Inc. | 2,149 | $351.0K | 0.03% | −17−0.8% | Reduced |
| Argent Advisors, Inc. | 2,149 | $351.0K | 0.20% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 2,155 | $352.0K | 0.07% | +164+8.2% | Added |
| Winning Points Advisors, LLC | 2,090 | $353.0K | 0.43% | −110−5.0% | Reduced |
| Joule Financial, LLC | 2,164 | $353.0K | 0.26% | +359+19.9% | Added |
| Wharton Business Group, LLC | 2,169 | $354.0K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,170 | $354.0K | 0.16% | +528+32.2% | Added |
| Meadow Creek Wealth Advisors LLC | 2,181 | $356.0K | 0.47% | +48+2.3% | Added |
| Doliver Advisors, LP | 2,188 | $357.0K | 0.13% | +235+12.0% | Added |
| McClarren Financial Advisors, Inc. | 2,190 | $357.0K | 0.36% | +2,190 | New |
| Verity Asset Management, Inc. | 2,187 | $357.1K | 0.37% | +2,187 | New |
| Alethea Capital Management, LLC | 2,200 | $359.0K | 0.45% | 00.0% | Unchanged |
| Unio Capital LLC | 2,200 | $359.0K | 0.22% | 00.0% | Unchanged |
| Insight Folios Inc | 2,202 | $359.0K | 0.18% | +63+2.9% | Added |
| Cassia Capital Partners, LLC | 2,208 | $360.0K | 0.33% | +125+6.0% | Added |
| Cardinal Strategic Wealth Guidance | 2,211 | $361.0K | 0.19% | −84−3.7% | Reduced |
| Meridian Wealth Partners, LLC | 2,207 | $361.0K | 0.09% | −9−0.4% | Reduced |
| KRS Capital Management, LLC | 2,212 | $361.0K | 0.54% | +4+0.2% | Added |
| HWG Holdings LP | 2,226 | $363.0K | 0.26% | +2,226 | New |
| Corrigan Financial, Inc. | 2,226 | $363.4K | 0.14% | +51+2.3% | Added |
| Circle Wealth Management, LLC | 2,231 | $364.0K | 0.06% | −126−5.3% | Reduced |
| Rock Creek Group, LP | 2,228 | $364.0K | 0.05% | +153+7.4% | Added |
| Beacon Financial Advisory LLC | 2,234 | $365.0K | 0.26% | −59−2.6% | Reduced |
| TAGStone Capital, Inc. | 2,235 | $365.0K | 0.34% | −11−0.5% | Reduced |
| Financial Advisory Corp | 2,234 | $365.0K | 0.21% | +219+10.9% | Added |
| Hohimer Wealth Management, LLC | 2,243 | $366.0K | 0.12% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 2,240 | $366.0K | 0.17% | +4+0.2% | Added |
| Portland Global Advisors LLC | 2,249 | $367.0K | 0.07% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 2,245 | $367.0K | 0.21% | 00.0% | Unchanged |
| William Allan, LLC | 2,262 | $369.0K | 0.34% | −60−2.6% | Reduced |