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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; 3,420 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, Q4 2022

Institutional positions in PepsiCo Inc as of Dec 31, 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
3,198
+249 vs. Q3 2022
Shares held
1.01B
+17.5M (+1.8%) vs. Q3 2022
Total value
$181.4B
+$19.9B (+12.3%) vs. Q3 2022
New holders
344
1,252 more added
Sold out
95
1,197 more reduced

60 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 3,198 institutions
Q1 2021: 2,719 institutionsQ2 2021: 2,760 institutionsQ3 2021: 2,741 institutionsQ4 2021: 3,040 institutionsQ1 2022: 3,031 institutionsQ2 2022: 3,018 institutionsQ3 2022: 3,009 institutionsQ4 2022: 3,198 institutionsQ1 2023: 3,176 institutionsQ2 2023: 3,216 institutionsQ3 2023: 3,195 institutionsQ4 2023: 3,348 institutionsQ1 2024: 3,371 institutionsQ2 2024: 3,331 institutionsQ3 2024: 3,353 institutionsQ4 2024: 3,484 institutionsQ1 2025: 3,430 institutionsQ2 2025: 3,329 institutionsQ3 2025: 3,321 institutionsQ4 2025: 3,518 institutionsQ1 2026: 3,566 institutionsQ2 2026: 3,420 institutions
Value heldQ4 2022: $181.4B
Q1 2021: $139.8BQ2 2021: $146.7BQ3 2021: $149.8BQ4 2021: $174.1BQ1 2022: $166.6BQ2 2022: $165.9BQ3 2022: $162.4BQ4 2022: $181.4BQ1 2023: $183.0BQ2 2023: $185.4BQ3 2023: $170.4BQ4 2023: $170.9BQ1 2024: $176.3BQ2 2024: $167.0BQ3 2024: $172.1BQ4 2024: $156.6BQ1 2025: $154.1BQ2 2025: $135.9BQ3 2025: $142.1BQ4 2025: $153.0BQ1 2026: $163.5BQ2 2026: $146.5B
Institutions holding PEP and their total value by quarter
QuarterHoldersValue
Q2 20263,420$146.5B
Q1 20263,566$163.5B
Q4 20253,518$153.0B
Q3 20253,321$142.1B
Q2 20253,329$135.9B
Q1 20253,430$154.1B
Q4 20243,484$156.6B
Q3 20243,353$172.1B
Q2 20243,331$167.0B
Q1 20243,371$176.3B
Q4 20233,348$170.9B
Q3 20233,195$170.4B
Q2 20233,216$185.4B
Q1 20233,176$183.0B
Q4 20223,198$181.4B
Q3 20223,009$162.4B
Q2 20223,018$165.9B
Q1 20223,031$166.6B
Q4 20213,040$174.1B
Q3 20212,741$149.8B
Q2 20212,760$146.7B
Q1 20212,719$139.8B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2022.

Institutions holding PEP in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Kessler Investment Group, LLC1$00.00%+1New
First Command Advisory Services, Inc.22$00.00%+22New
Boulder Wealth Advisors, LLC1$00.00%+1New
Align Wealth Management, LLC1$1040.00%+1New
State of Wyoming3$5420.00%+1+50.0%Added
Tfo-TDC, LLC27$8020.00%+27New
Riverpoint Wealth Management Holdings, LLC9$1.66K0.00%+9New
Iron Horse Wealth Management, LLC22$4.00K0.00%+8+57.1%Added
Live Oak Investment Partners–$4.70K0.00%–New
Robbins Farley LLC29$5.24K0.00%00.0%Unchanged
WD Rutherford LLC30$5.42K0.00%00.0%Unchanged
Cedar Wealth Management, LLC36$6.50K0.00%00.0%Unchanged
Sofos Investments, Inc.181$8.59K0.09%−634−77.8%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.50$9.00K0.08%−50−50.0%Reduced
Creative Capital Management Investments LLC52$9.00K0.01%+52New
Morgan Dempsey Capital Management LLC54$9.76K0.00%00.0%Unchanged
PayPay Securities Corp54$9.76K0.65%+54New
Avion Wealth73$11.0K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.68$12.0K0.00%−155−69.5%Reduced
Robinson Value Management, Ltd.70$12.6K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC78$14.1K0.02%00.0%Unchanged
Quarry LP78$14.1K0.02%+78New
Investment Research & Advisory Group, Inc.88$15.9K0.01%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.93$16.8K0.01%+4+4.5%Added
Delos Wealth Advisors, LLC93$16.8K0.03%00.0%Unchanged
Global Wealth Strategies & Associates100$18.1K0.01%+100New
Bradley & Co. Private Wealth Management, LLC105$19.0K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC105$19.0K0.01%+105New
Retirement Group, LLC109$20.0K0.01%+1+0.9%Added
Pacifica Partners Inc.110$20.2K0.01%−40−26.7%Reduced
Laurel Wealth Planning LLC117$21.1K0.01%00.0%Unchanged
Goodman Advisory Group, LLC120$22.0K0.01%−167−58.2%Reduced
Adirondack Retirement Specialists, Inc.123$22.2K0.03%+27+28.1%Added
Family CFO Inc125$22.6K0.02%00.0%Unchanged
Bourgeon Capital Management LLC128$23.1K0.01%+110+611.1%Added
PSI Advisors, LLC131$23.6K0.01%00.0%Unchanged
QVR LLC133$24.0K0.04%−8,910−98.5%Reduced
Clear Investment Research, LLC137$25.0K0.05%+137New
Maryland Capital Advisors Inc.145$26.2K0.02%00.0%Unchanged
Beutel, Goodman & Co Ltd.150$27.0K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC160$28.9K0.00%+5+3.2%Added
Freedom Wealth Alliance, LLC162$29.2K0.04%+162New
Red Tortoise LLC166$30.0K0.02%+166New
Legend Financial Advisors, Inc.167$30.2K0.03%+93+125.7%Added
CarsonAllaria Wealth Management, Ltd.176$32.0K0.03%+151+604.0%Added
Highline Wealth Partners LLC179$32.3K0.02%+150+517.2%Added
Paragon Wealth Strategies, LLC192$34.6K0.04%+29+17.8%Added
JCIC Asset Management Inc.195$35.0K0.02%00.0%Unchanged
Silicon Valley Capital Partners197$35.6K0.01%+197New
MBM Wealth Consultants, LLC200$36.0K0.02%00.0%Unchanged
Mendota Financial Group, LLC212$38.3K0.05%+212New
Interactive Financial Advisors215$38.8K0.02%−10−4.4%Reduced
Trifecta Capital Advisors, LLC216$39.0K0.02%+216New
WR Wealth Planners, LLC219$39.5K0.02%−28−11.3%Reduced
Kepos Capital LP219$40.0K0.01%+219New
Cowen Prime Advisors LLC230$42.0K0.02%00.0%Unchanged
Premier Fund Managers Ltd229$42.0K0.00%+229New
Morton Brown Family Wealth, LLC251$45.3K0.03%00.0%Unchanged
United Community Bank254$45.9K0.04%00.0%Unchanged
VitalStone Financial, LLC255$46.0K0.03%+255New
Lowe Wealth Advisors, LLC258$46.6K0.03%+230+821.4%Added
Arcus Capital Partners, LLC279$50.4K0.02%+279New
Financial Avengers, Inc.286$51.7K0.04%+1+0.4%Added
Glassy Mountain Advisors, Inc.288$52.0K0.03%+288New
Ogorek Anthony Joseph295$53.0K0.02%+1+0.3%Added
Rocky Mountain Advisers, LLC300$54.0K0.03%00.0%Unchanged
One Wealth Advisors, LLC308$55.6K0.01%+308New
RE Dickinson Investment Advisors, LLC317$57.0K0.02%+1+0.3%Added
Bromfield Sneider Wealth Advisors317$57.3K0.05%00.0%Unchanged
Itau Unibanco Holding S.A.317$57.3K0.00%+18+6.0%Added
DecisionPoint Financial, LLC327$59.1K0.04%+327New
Lansing Street Advisors337$61.0K0.04%+2+0.6%Added
Bellwether Advisors, LLC340$61.4K0.02%+78+29.8%Added
RFP Financial Group LLC341$61.7K0.03%+341New
Baldrige Asset Management LLC344$62.0K0.03%00.0%Unchanged
Evolution Advisers, Inc.342$62.0K0.05%00.0%Unchanged
Level Financial Advisors, Inc.351$63.0K0.04%+12+3.5%Added
PrairieView Partners, LLC353$63.0K0.01%+27+8.3%Added
Antonetti Capital Management LLC350$63.2K0.09%00.0%Unchanged
Dark Forest Capital Management LP351$63.4K0.02%+351New
DB Wealth Management Group, LLC379$68.5K0.04%00.0%Unchanged
Cedar Mountain Advisors, LLC382$69.1K0.02%+1+0.3%Added
Cornerstone Management, Inc.390$70.5K0.02%00.0%Unchanged
EWG Elevate Inc.394$71.1K0.04%+394New
Capital Directions Investment Advisors, LLC396$71.5K0.03%+396Added
Ulland Investment Advisors, LLC428$77.0K0.09%00.0%Unchanged
US Asset Management LLC425$77.0K0.08%+425New
Point72 Asset Management, L.P.441$79.7K0.00%−437,077−99.9%Reduced
True Wealth Design, LLC459$82.8K0.04%+459New
Johnson Midwest Financial, LLC457$83.0K0.30%00.0%Unchanged
Covestor Ltd481$87.0K0.07%+25+5.5%Added
Corrado Advisors, LLC487$88.0K0.06%+487New
Twin Lakes Capital Management, LLC489$88.3K0.07%00.0%Unchanged
Copeland Capital Management, LLC500$90.0K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC500$90.0K0.06%00.0%Unchanged
Creative Financial Designs Inc509$92.0K0.01%+20+4.1%Added
Raffa Wealth Management, LLC510$92.1K0.04%+12+2.4%Added
Abound Wealth Management515$93.0K0.05%−166−24.4%Reduced
Goodwin Investment Advisory520$93.9K0.07%00.0%Unchanged
HBC Financial Services, PLLC540$96.0K0.08%00.0%Unchanged