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 |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 3,621 | $591.0K | 0.09% | +660+22.3% | Added |
| Cooper/Haims Advisors, LLC | 3,626 | $592.0K | 0.49% | +193+5.6% | Added |
| First Dallas Securities Inc. | 3,631 | $593.0K | 0.41% | −46−1.3% | Reduced |
| Rowland & Co Investment Counsel | 3,636 | $593.6K | 0.16% | +1,294+55.3% | Added |
| C2C Wealth Management, LLC | 3,554 | $594.0K | 0.12% | +10.0% | Added |
| Cabot Wealth Management Inc | 3,644 | $595.0K | 0.10% | +50+1.4% | Added |
| Institute for Wealth Management, LLC. | 3,654 | $597.0K | 0.13% | +104+2.9% | Added |
| Tyler-Stone Wealth Management | 3,676 | $600.0K | 0.46% | +75+2.1% | Added |
| Sovereign Financial Group, Inc. | 3,681 | $601.0K | 0.24% | −68−1.8% | Reduced |
| Broadleaf Partners, LLC | 3,684 | $601.0K | 0.25% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,682 | $601.0K | 0.15% | +14+0.4% | Added |
| Little House Capital LLC | 3,679 | $601.0K | 0.32% | +723+24.5% | Added |
| Hapanowicz & Associates Financial Services, Inc | 3,709 | $606.0K | 0.56% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 3,727 | $608.0K | 0.73% | +3,727 | New |
| Ridgecrest Wealth Partners, LLC | 3,729 | $609.0K | 0.50% | 00.0% | Unchanged |
| WFA Asset Management Corp | 3,730 | $609.0K | 0.43% | +149+4.2% | Added |
| CVA Family Office, LLC | 3,738 | $610.0K | 0.17% | +231+6.6% | Added |
| Wade Financial Advisory, Inc | 3,773 | $616.0K | 0.31% | −83−2.2% | Reduced |
| LWM Advisory Services, LLC | 3,696 | $616.0K | 0.70% | +327+9.7% | Added |
| Compass Capital Management, Inc | 3,788 | $618.0K | 0.05% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,787 | $618.0K | 0.26% | +115+3.1% | Added |
| HBW Advisory Services LLC | 3,789 | $619.0K | 0.17% | −354−8.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,794 | $619.0K | 0.40% | +36+1.0% | Added |
| Thrive Wealth Management, LLC | 3,799 | $620.0K | 0.22% | +178+4.9% | Added |
| Index Fund Advisors, Inc. | 3,795 | $620.0K | 0.05% | +619+19.5% | Added |
| SOL Capital Management CO | 3,809 | $622.0K | 0.13% | −276−6.8% | Reduced |
| RiverFront Investment Group, LLC | 3,811 | $622.0K | 0.02% | −14−0.4% | Reduced |
| Apriem Advisors | 3,807 | $622.0K | 0.11% | +20+0.5% | Added |
| Andesa Financial Management Inc. | 3,823 | $622.0K | 0.22% | +434+12.8% | Added |
| Disciplined Investments, LLC | 3,823 | $624.0K | 0.29% | +6+0.2% | Added |
| Karpas Strategies, LLC | 3,827 | $625.0K | 0.24% | +16+0.4% | Added |
| Stephens Consulting, LLC | 3,834 | $626.0K | 0.56% | +29+0.8% | Added |
| Johnson & White Wealth Management, LLC | 3,848 | $628.0K | 0.71% | +3,848 | New |
| Sanders Morris Harris LLC | 3,815 | $629.0K | 0.15% | 00.0% | Unchanged |
| Trust Co of Kansas | 3,850 | $629.0K | 0.45% | 00.0% | Unchanged |
| Rice Partnership, LLC | 3,865 | $631.0K | 0.20% | +25+0.7% | Added |
| Capstone Financial Advisors, Inc. | 3,864 | $631.0K | 0.06% | +193+5.3% | Added |
| Morris Financial Concepts, Inc. | 3,887 | $635.0K | 0.66% | +12+0.3% | Added |
| Souders Financial Advisors | 3,896 | $636.0K | 0.17% | +9+0.2% | Added |
| Security Financial Services, INC. | 3,893 | $636.0K | 0.22% | +110+2.9% | Added |
| Northstar Asset Management Inc | 3,916 | $639.3K | 0.22% | +200+5.4% | Added |
| Profit Investment Management, LLC | 3,917 | $641.0K | 0.49% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,485 | $643.0K | 0.37% | −929−21.0% | Reduced |
| Univest Financial Corp | 3,945 | $644.0K | 0.21% | −228−5.5% | Reduced |
| McIlrath & Eck, LLC | 3,945 | $644.0K | 0.18% | −144−3.5% | Reduced |
| Sippican Capital Advisors | 3,945 | $644.0K | 0.67% | −100−2.5% | Reduced |
| PBMares Wealth Management LLC | 3,953 | $645.0K | 0.28% | +156+4.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,003 | $647.0K | 0.01% | +3+0.1% | Added |
| Hutchinson Capital Management | 3,976 | $649.0K | 0.18% | −60−1.5% | Reduced |
| Aspire Private Capital, LLC | 3,972 | $649.0K | 0.25% | −29−0.7% | Reduced |
| Capital Investment Services of America, Inc. | 4,008 | $654.0K | 0.09% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,033 | $658.0K | 0.26% | −268−6.2% | Reduced |
| First Financial Corp | 4,030 | $658.0K | 0.44% | −20.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,678 | $658.0K | 0.19% | −133−3.5% | Reduced |
| Tortoise Investment Management, LLC | 4,037 | $659.0K | 0.13% | +954+30.9% | Added |
| Gables Capital Management Inc. | 4,040 | $660.0K | 0.53% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 4,050 | $661.0K | 0.29% | −40−1.0% | Reduced |
| Cahaba Wealth Management, Inc. | 4,061 | $663.0K | 0.09% | −63−1.5% | Reduced |
| KWB Wealth | 4,064 | $663.0K | 0.13% | +168+4.3% | Added |
| Verus Financial Partners, Inc. | 3,786 | $663.0K | 0.10% | +66+1.8% | Added |
| Dodge & Cox | 4,075 | $665.0K | 0.00% | −500−10.9% | Reduced |
| Cedrus LLC | 4,077 | $665.7K | 0.63% | +3+0.1% | Added |
| Intrua Financial, LLC | 4,077 | $666.0K | 0.18% | −2,195−35.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,087 | $667.0K | 0.18% | +432+11.8% | Added |
| Capital Wealth Planning, LLC | 4,100 | $669.0K | 0.01% | −2,225−35.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,096 | $669.0K | 0.60% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 4,104 | $670.0K | 0.53% | +107+2.7% | Added |
| Hexagon Capital Partners LLC | 4,127 | $674.0K | 0.20% | −2,249−35.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,134 | $675.0K | 0.39% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 4,136 | $675.0K | 0.78% | +718+21.0% | Added |
| MV Capital Management, Inc. | 4,134 | $675.0K | 0.12% | +1,236+42.7% | Added |
| Rock Point Advisors, LLC | 4,139 | $676.0K | 0.25% | +33+0.8% | Added |
| Pallas Capital Advisors LLC | 3,806 | $677.0K | 0.08% | −379−9.1% | Reduced |
| Warren Averett Asset Management, LLC | 4,146 | $677.0K | 0.05% | +662+19.0% | Added |
| Guardian Wealth Advisors, LLC | 4,154 | $678.0K | 0.66% | +52+1.3% | Added |
| Sigma Investment Counselors Inc | 4,161 | $679.0K | 0.06% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 4,173 | $681.0K | 0.13% | −14−0.3% | Reduced |
| Wall Street Access Asset Management, LLC | 7,369 | $682.0K | 0.49% | −3,940−34.8% | Reduced |
| Eudaimonia Advisors LLC | 4,179 | $682.0K | 0.49% | +3+0.1% | Added |
| Waddell & Associates, LLC | 4,184 | $683.0K | 0.13% | −827−16.5% | Reduced |
| Vicus Capital | 4,189 | $684.0K | 0.08% | −119−2.8% | Reduced |
| Black Diamond Financial, LLC | 4,198 | $685.0K | 0.28% | −101−2.3% | Reduced |
| West Chester Capital Advisors, Inc | 4,208 | $687.0K | 1.51% | 00.0% | Unchanged |
| Wealth Architects, LLC | 4,215 | $688.0K | 0.14% | +7+0.2% | Added |
| Raleigh Capital Management Inc. | 4,228 | $690.0K | 0.40% | +273+6.9% | Added |
| American Investment Services, Inc. | 4,238 | $692.0K | 0.16% | 00.0% | Unchanged |
| Bay Rivers Group | 4,248 | $694.0K | 0.69% | −123−2.8% | Reduced |
| M. Kulyk & Associates, LLC | 4,260 | $695.0K | 0.24% | −343−7.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,278 | $698.0K | 0.25% | +40+0.9% | Added |
| Eqis Capital Management, Inc. | 4,278 | $698.4K | 0.08% | −219−4.9% | Reduced |
| Solstein Capital, LLC | 4,288 | $700.0K | 0.62% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 4,350 | $710.0K | 0.31% | 00.0% | Unchanged |
| First Community Trust NA | 4,346 | $710.0K | 0.97% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 4,351 | $710.0K | 0.09% | +150+3.6% | Added |
| Sound Income Strategies, LLC | 4,375 | $714.0K | 0.10% | +340+8.4% | Added |
| Waterfront Wealth Inc. | 3,971 | $714.0K | 0.27% | +263+7.1% | Added |
| Baker Avenue Asset Management, LP | 4,373 | $714.0K | 0.05% | +1,077+32.7% | Added |
| Cooper Financial Group | 4,380 | $715.0K | 0.26% | +316+7.8% | Added |
| CenterBook Partners LP | 4,379 | $715.0K | 0.14% | +4,379 | New |
| Traphagen Investment Advisors LLC | 4,388 | $716.4K | 0.13% | +9+0.2% | Added |