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, 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 4,095 | $739.0K | 0.02% | −4,656−53.2% | Reduced |
| Capital Wealth Planning, LLC | 4,094 | $739.6K | 0.01% | −6−0.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 4,097 | $740.1K | 0.63% | +10.0% | Added |
| Sovereign Financial Group, Inc. | 4,098 | $740.3K | 0.29% | +417+11.3% | Added |
| Coppell Advisory Solutions LLC | 4,105 | $741.6K | 0.27% | +4,105 | New |
| Coppell Advisory Solutions Corp. | 4,105 | $741.6K | 0.27% | +4,105 | New |
| Cassady Schiller Wealth Management, LLC | 4,106 | $741.8K | 0.46% | −28−0.7% | Reduced |
| TCWP LLC | 4,120 | $744.3K | 0.15% | +509+14.1% | Added |
| Ontario Teachers Pension Plan Board | 4,134 | $746.8K | 0.01% | −64,817−94.0% | Reduced |
| Rock Point Advisors, LLC | 4,139 | $748.0K | 0.26% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 4,144 | $748.7K | 0.39% | +813+24.4% | Added |
| Sigma Investment Counselors Inc | 4,161 | $751.7K | 0.06% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,168 | $753.0K | 0.06% | +566+15.7% | Added |
| Royal Fund Management, LLC | 4,173 | $753.9K | 0.12% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 4,176 | $754.4K | 0.13% | −8−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 4,212 | $755.3K | 0.89% | +4,212 | New |
| West Chester Capital Advisors, Inc | 4,197 | $758.2K | 1.51% | −11−0.3% | Reduced |
| Black Diamond Financial, LLC | 4,198 | $758.4K | 0.27% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 4,208 | $760.3K | 0.52% | +29+0.7% | Added |
| Two Sigma Securities, LLC | 4,220 | $762.4K | 0.11% | −18,314−81.3% | Reduced |
| Capital Investment Counsel, Inc | 4,223 | $762.9K | 0.18% | +1,747+70.6% | Added |
| American Investment Services, Inc. | 4,238 | $765.6K | 0.16% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 4,251 | $768.0K | 0.63% | −638−13.0% | Reduced |
| Cairn Investment Group, Inc. | 4,253 | $768.0K | 0.57% | +3,644+598.4% | Added |
| JNBA Financial Advisors | 4,279 | $773.1K | 0.11% | −233−5.2% | Reduced |
| Solstein Capital, LLC | 4,288 | $774.7K | 0.65% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4,263 | $774.9K | 0.20% | −6,021−58.5% | Reduced |
| Horan Capital Advisors, LLC. | 4,299 | $776.7K | 0.34% | −230−5.1% | Reduced |
| Toews Corp | 4,300 | $776.8K | 0.38% | −2,600−37.7% | Reduced |
| Qsemble Capital Management, LP | 4,300 | $776.8K | 0.54% | +4,300 | New |
| M. Kulyk & Associates, LLC | 4,308 | $778.3K | 0.26% | +48+1.1% | Added |
| Ignite Planners, LLC | 4,596 | $781.2K | 0.33% | +2,259+96.7% | Added |
| Eagle Ridge Investment Management | 4,351 | $786.1K | 0.09% | 00.0% | Unchanged |
| Atlas Wealth LLC | 4,361 | $787.9K | 0.21% | +4,361 | New |
| Cahaba Wealth Management, Inc. | 4,365 | $788.5K | 0.10% | +304+7.5% | Added |
| Buttonwood Financial Advisors Inc. | 4,366 | $788.8K | 0.66% | −758−14.8% | Reduced |
| Raleigh Capital Management Inc. | 4,370 | $789.4K | 0.41% | +142+3.4% | Added |
| Good Life Advisors, LLC | 4,375 | $790.5K | 0.11% | −43−1.0% | Reduced |
| Colony Family Offices, LLC | 4,350 | $790.9K | 0.33% | 00.0% | Unchanged |
| First Community Trust NA | 4,387 | $793.0K | 0.92% | +41+0.9% | Added |
| Riverview Trust Co | 4,397 | $795.0K | 0.75% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 4,406 | $796.0K | 1.09% | −265−5.7% | Reduced |
| TD Capital Management LLC | 4,411 | $797.0K | 0.10% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,416 | $797.9K | 0.83% | −24−0.5% | Reduced |
| Waycross Partners, LLC | 4,433 | $801.0K | 0.29% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,434 | $801.0K | 0.07% | −400−8.3% | Reduced |
| Trillium Asset Management, LLC | 4,450 | $804.0K | 0.02% | −452−9.2% | Reduced |
| Greenwich Wealth Management LLC | 4,457 | $805.0K | 0.09% | −13−0.3% | Reduced |
| Apeiron RIA LLC | 4,456 | $805.1K | 0.31% | −9−0.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 4,461 | $805.9K | 0.43% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 4,462 | $806.1K | 0.01% | +4,462 | New |
| FSM Wealth Advisors, LLC | 4,466 | $806.8K | 0.57% | −1,527−25.5% | Reduced |
| Thrive Wealth Management, LLC | 4,467 | $806.9K | 0.23% | +668+17.6% | Added |
| Hamilton Capital, LLC | 4,470 | $807.5K | 0.05% | +1,425+46.8% | Added |
| Smallwood Wealth Investment Management, LLC | 4,474 | $808.3K | 0.69% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 4,477 | $808.8K | 0.11% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 4,457 | $810.2K | 0.27% | +179+4.2% | Added |
| D L Carlson Investment Group Inc | 4,500 | $813.0K | 0.17% | −10−0.2% | Reduced |
| Bay Rivers Group | 4,506 | $814.1K | 0.82% | +258+6.1% | Added |
| Traphagen Investment Advisors LLC | 4,521 | $816.8K | 0.13% | +133+3.0% | Added |
| Indie Asset Partners, LLC | 4,535 | $819.3K | 0.90% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 4,550 | $822.0K | 0.74% | −75−1.6% | Reduced |
| WealthTrust Axiom LLC | 4,552 | $822.5K | 0.29% | −10.0% | Reduced |
| First National Bank | 4,580 | $827.4K | 0.69% | −146−3.1% | Reduced |
| First American Trust, FSB | 4,583 | $828.0K | 0.13% | +186+4.2% | Added |
| Spartan Planning & Wealth Management | 4,595 | $830.1K | 1.03% | +1,760+62.1% | Added |
| Park Place Capital Corp | 4,606 | $832.0K | 0.23% | +4,606 | New |
| Berkeley Capital Partners, LLC | 4,606 | $832.1K | 0.32% | +95+2.1% | Added |
| Retirement Income Solutions, Inc | 4,607 | $832.3K | 0.26% | −94−2.0% | Reduced |
| Allegheny Financial Group LTD | 4,618 | $834.3K | 0.35% | −21−0.5% | Reduced |
| Gryphon Financial Partners LLC | 4,628 | $836.1K | 0.20% | +24+0.5% | Added |
| Covenant Partners, LLC | 4,629 | $836.3K | 0.34% | 00.0% | Unchanged |
| Miller Investment Management, LP | 4,631 | $836.6K | 0.14% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4,635 | $837.3K | 0.19% | +217+4.9% | Added |
| SOA Wealth Advisors, LLC. | 4,635 | $837.4K | 0.23% | +137+3.0% | Added |
| Aaron Wealth Advisors | 4,636 | $837.5K | 0.12% | +1,347+41.0% | Added |
| Sunburst Financial Group, LLC | 4,636 | $837.6K | 0.33% | +1,561+50.8% | Added |
| Alliance Wealth Advisors, LLC | 4,637 | $837.7K | 0.70% | −95−2.0% | Reduced |
| Philadelphia Trust Co | 4,640 | $838.0K | 0.09% | +25+0.5% | Added |
| Lakeview Capital Partners, LLC | 4,961 | $840.8K | 0.27% | −303−5.8% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,659 | $841.6K | 0.58% | +47+1.0% | Added |
| Diversified, LLC | 4,661 | $842.1K | 0.33% | +259+5.9% | Added |
| Summitry LLC | 4,665 | $842.7K | 0.06% | −120−2.5% | Reduced |
| Morris Financial Concepts, Inc. | 4,679 | $845.3K | 0.68% | +792+20.4% | Added |
| Well Done, LLC | 4,682 | $845.9K | 0.18% | +18+0.4% | Added |
| Centennial Bank | 4,699 | $848.9K | 0.49% | +4,699 | New |
| MSH Capital Advisors LLC | 4,716 | $851.9K | 0.38% | +110+2.4% | Added |
| Stewart & Patten Co LLC | 4,732 | $854.9K | 0.15% | −156−3.2% | Reduced |
| Annex Advisory Services, LLC | 4,737 | $855.8K | 0.05% | −74−1.5% | Reduced |
| Chickasaw Capital Management LLC | 4,740 | $856.0K | 0.05% | −500−9.5% | Reduced |
| ERn Financial, LLC | 4,739 | $856.1K | 0.20% | −208−4.2% | Reduced |
| Lion Street Advisors, LLC | 5,303 | $857.0K | 0.45% | +98+1.9% | Added |
| RDA Financial Network | 4,754 | $858.8K | 0.43% | +25+0.5% | Added |
| NCM Capital Management, LLC | 4,761 | $860.0K | 0.57% | −75−1.6% | Reduced |
| Blueshift Asset Management, LLC | 4,771 | $861.9K | 0.40% | +2,176+83.9% | Added |
| Cornerstone National Bank & Trust Co | 4,775 | $862.7K | 0.48% | −85−1.7% | Reduced |
| Perritt Capital Management Inc | 4,777 | $863.1K | 0.49% | −100−2.1% | Reduced |
| F3Logic, LLC | 4,779 | $863.7K | 0.18% | −1,050−18.0% | Reduced |
| Gallagher Benefit Services, Inc. | 4,779 | $863.7K | 0.18% | +4,779 | New |
| Signature Wealth Management Partners, LLC | 4,798 | $866.8K | 0.85% | −51−1.1% | Reduced |