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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 6,239 | $1.02M | 0.28% | +109+1.8% | Added |
| Gilbert & Cook, Inc. | 5,706 | $1.02M | 0.23% | +175+3.2% | Added |
| Buckley Wealth Management, LLC | 6,207 | $1.01M | 0.37% | −1,179−16.0% | Reduced |
| PCG Wealth Advisors, LLC | 6,197 | $1.01M | 0.36% | +3,099+100.0% | Added |
| Congress Park Capital LLC | 6,193 | $1.01M | 0.67% | 00.0% | Unchanged |
| Clarus Group, Inc. | 6,190 | $1.01M | 0.92% | +30.0% | Added |
| Gilman Hill Asset Management, LLC | 6,194 | $1.01M | 0.24% | +369+6.3% | Added |
| Arden Trust Co | 6,183 | $1.01M | 0.26% | −124−2.0% | Reduced |
| Poplar Forest Capital LLC | 6,172 | $1.01M | 0.13% | 00.0% | Unchanged |
| Claar Advisors LLC | 6,168 | $1.01M | 0.43% | 00.0% | Unchanged |
| Marathon Capital Management | 6,162 | $1.01M | 0.29% | 00.0% | Unchanged |
| AXS Investments LLC | 6,141 | $1.00M | 0.39% | +624+11.3% | Added |
| Obsidian Personal Planning Solutions LLC | 6,137 | $1.00M | 1.83% | +40+0.7% | Added |
| 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 |
| West Bancorporation Inc | 6,114 | $998.0K | 0.74% | −29−0.5% | Reduced |
| Magnolia Capital Management Ltd | 6,108 | $997.0K | 1.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 6,098 | $996.0K | 0.36% | +867+16.6% | Added |
| Optas, LLC | 6,078 | $995.0K | 0.44% | +2,488+69.3% | Added |
| Carlson Capital Management | 6,089 | $994.0K | 0.08% | +108+1.8% | Added |
| BTG Pactual Global Asset Management Ltd | 6,072 | $991.0K | 1.51% | +6,072 | New |
| Credit Agricole S A | 6,052 | $988.0K | 0.03% | +610+11.2% | 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 |
| OneAscent Wealth Management LLC | 6,014 | $982.0K | 0.51% | +103+1.7% | 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 |
| FSM Wealth Advisors, LLC | 5,993 | $978.0K | 0.81% | +928+18.3% | Added |
| 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 |
| Tranquility Partners, LLC | 5,952 | $972.0K | 0.54% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,842 | $969.8K | 0.21% | −1,096−15.8% | Reduced |
| 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 |
| American National Bank | 5,924 | $967.0K | 0.23% | +180+3.1% | Added |
| MBA Advisors LLC | 5,911 | $965.0K | 0.70% | +58+1.0% | Added |
| Stableford Capital II LLC | 5,570 | $964.0K | 0.47% | −178−3.1% | 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 |
| Autumn Glory Partners, LLC | 5,871 | $958.0K | 0.65% | −317−5.1% | Reduced |
| 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 |
| Cowa, LLC | 8,625 | $956.0K | 0.63% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 5,855 | $956.0K | 1.01% | +20.0% | Added |
| Wunderlich Capital Managemnt | 5,843 | $954.0K | 0.61% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,828 | $952.0K | 0.05% | +122+2.1% | 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 |
| Sweet Financial Partners, LLC | 5,808 | $948.0K | 0.30% | +3,269+128.8% | Added |
| Longfellow Investment Management Co LLC | 5,790 | $945.0K | 0.19% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,782 | $944.0K | 0.10% | −1,117−16.2% | Reduced |
| Herold Advisors, Inc. | 5,780 | $943.0K | 0.46% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 5,762 | $940.0K | 0.43% | +10.0% | 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 |
| Hanson & Doremus Investment Management | 5,745 | $938.0K | 0.24% | +279+5.1% | Added |
| Cornerstone Advisory, LLC | 5,732 | $936.0K | 0.21% | −200−3.4% | Reduced |
| Verus Capital Partners, LLC | 5,691 | $929.0K | 0.17% | +40+0.7% | Added |
| Geller Advisors LLC | 5,670 | $926.0K | 0.20% | +678+13.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,662 | $924.0K | 0.48% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 5,645 | $922.0K | 0.77% | +260+4.8% | Added |
| Sargent Bickham Lagudis LLC | 5,640 | $921.0K | 0.08% | −80−1.4% | Reduced |
| Quent Capital, LLC | 5,633 | $920.0K | 0.19% | +489+9.5% | Added |
| Proffitt & Goodson Inc | 5,627 | $919.0K | 0.20% | +28+0.5% | Added |
| Bourne Lent Asset Management Inc | 5,625 | $918.0K | 0.40% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 5,609 | $916.0K | 0.40% | 00.0% | Unchanged |
| 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 |
| WealthShield Partners, LLC | 5,587 | $912.0K | 0.18% | +10.0% | Added |
| Kowal Investment Group, LLC | 5,581 | $911.0K | 0.31% | +565+11.3% | Added |
| Shulman DeMeo Asset Management LLC | 5,568 | $909.0K | 0.32% | −50−0.9% | Reduced |
| 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 |
| Personal Cfo Solutions, LLC | 5,543 | $905.0K | 0.23% | +2,009+56.8% | Added |
| Baystate Wealth Management LLC | 5,516 | $901.0K | 0.09% | +29+0.5% | Added |
| Cresta Advisors, Ltd. | 5,509 | $899.0K | 1.11% | +5,509 | New |
| Buttonwood Financial Advisors Inc. | 5,124 | $895.0K | 0.81% | −10−0.2% | Reduced |
| 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 |
| Alera Investment Advisors, LLC | 5,451 | $891.0K | 0.25% | +201+3.8% | Added |
| 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 |
| 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 |
| First Heartland Consultants, Inc. | 5,429 | $886.0K | 0.15% | −221−3.9% | Reduced |
| Patriot Investment Management Inc. | 5,415 | $884.0K | 0.09% | 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 |
| Lester Murray Antman dba SimplyRich | 5,391 | $880.0K | 0.40% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 5,384 | $879.0K | 0.26% | +162+3.1% | Added |
| Charter Oak Capital Management, LLC | 5,361 | $875.0K | 0.14% | −339−5.9% | Reduced |
| Seven Springs Wealth Group, LLC | 5,345 | $873.0K | 0.47% | +203+3.9% | Added |
| Charles Schwab Trust Co | 5,342 | $872.0K | 0.15% | −490−8.4% | Reduced |
| 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 |
| Iron Financial, LLC | 5,318 | $868.0K | 0.48% | +620+13.2% | Added |
| CM Wealth Advisors LLC | 5,270 | $860.4K | 0.48% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,262 | $859.0K | 0.13% | +455+9.5% | Added |