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 |
|---|---|---|---|---|---|
| BNC Wealth Management, LLC | 4,810 | $868.9K | 0.51% | +4,810 | New |
| Atlas Private Wealth Advisors | 4,813 | $869.6K | 0.46% | −153−3.1% | Reduced |
| Legacy Bridge, LLC | 4,842 | $874.8K | 0.62% | +325+7.2% | Added |
| St. Louis Trust Co | 4,850 | $876.2K | 0.19% | +1,550+47.0% | Added |
| Vivaldi Capital Management, LLC | 4,899 | $878.5K | 0.22% | +105+2.2% | Added |
| Cary Street Partners Asset Management LLC | 4,879 | $881.4K | 0.18% | −19−0.4% | Reduced |
| FinDec Wealth Services, Inc. | 4,898 | $884.9K | 0.73% | +4,898 | New |
| Pecaut & Co. | 4,900 | $885.2K | 0.42% | −705−12.6% | Reduced |
| Ironvine Capital Partners, LLC | 4,900 | $885.2K | 0.11% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,907 | $886.0K | 0.58% | +300+6.5% | Added |
| Barber Financial Group, Inc. | 4,905 | $886.1K | 0.25% | −183−3.6% | Reduced |
| LBMC Investment Advisors, LLC | 4,917 | $888.2K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,920 | $888.8K | 0.12% | −40−0.8% | Reduced |
| Cooper Financial Group | 4,927 | $890.1K | 0.27% | +547+12.5% | Added |
| OmniStar Financial Group, Inc. | 4,939 | $892.3K | 1.01% | −31−0.6% | Reduced |
| KWB Wealth | 4,954 | $895.0K | 0.17% | +890+21.9% | Added |
| Thompson Investment Management, Inc. | 4,960 | $896.0K | 0.16% | −1,813−26.8% | Reduced |
| Opus Capital Group, LLC | 4,958 | $896.0K | 0.17% | −153−3.0% | Reduced |
| Alta Wealth Advisors LLC | 4,985 | $900.6K | 0.61% | −128−2.5% | Reduced |
| Sonoma Private Wealth LLC | 4,986 | $900.8K | 1.99% | +4,986 | New |
| Tarbox Family Office, Inc. | 4,988 | $901.1K | 0.20% | +4,988 | New |
| Cladis Investment Advisory, LLC | 5,000 | $903.3K | 0.90% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5,003 | $903.9K | 0.22% | −100−2.0% | Reduced |
| Weatherly Asset Management L. P. | 4,977 | $904.9K | 0.12% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 5,020 | $906.9K | 0.73% | +120+2.4% | Added |
| Family Firm, Inc. | 5,022 | $907.3K | 0.27% | +16+0.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,023 | $907.5K | 0.57% | +10.0% | Added |
| CPA Asset Management LLC | 5,074 | $916.7K | 0.70% | +5,074 | New |
| Westchester Capital Management, Inc. | 5,075 | $916.9K | 0.27% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 5,080 | $917.8K | 0.45% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5,084 | $918.5K | 0.21% | −706−12.2% | Reduced |
| Sound Income Strategies, LLC | 5,085 | $918.6K | 0.12% | +710+16.2% | Added |
| 9258 Wealth Management, LLC | 5,104 | $922.0K | 0.20% | +264+5.5% | Added |
| Intrua Financial, LLC | 5,437 | $922.2K | 0.21% | +1,360+33.4% | Added |
| Westmount Partners, LLC | 5,107 | $922.7K | 0.48% | +5,107 | New |
| Patriot Investment Management Inc. | 5,453 | $924.9K | 0.08% | +38+0.7% | Added |
| Legacy Private Trust Co. | 5,125 | $925.9K | 0.08% | +90+1.8% | Added |
| Advisory Alpha, LLC | 5,129 | $926.6K | 0.07% | −117−2.2% | Reduced |
| Peoples Bank | 5,132 | $927.2K | 0.60% | −198−3.7% | Reduced |
| Seven Springs Wealth Group, LLC | 5,142 | $929.0K | 0.45% | −203−3.8% | Reduced |
| Guardian Wealth Advisors, LLC | 5,119 | $930.1K | 0.18% | +370+7.8% | Added |
| Virtu Financial LLC | 5,165 | $933.0K | 0.12% | +5,165 | New |
| Montis Financial, LLC | 5,165 | $933.1K | 0.79% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 5,190 | $937.6K | 1.24% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 5,191 | $938.5K | 0.30% | −67−1.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,219 | $942.9K | 0.36% | +44+0.9% | Added |
| Bridgefront Capital, LLC | 5,224 | $943.8K | 0.66% | +5,224 | New |
| Caldwell Sutter Capital, Inc. | 5,231 | $945.0K | 0.83% | +5,231 | New |
| First Capital Advisors Group, LLC. | 5,242 | $947.0K | 0.64% | −403−7.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 5,244 | $947.3K | 0.39% | +5,244 | New |
| Lifeworks Advisors, LLC | 5,251 | $948.6K | 0.53% | −18−0.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 5,260 | $950.2K | 0.39% | +57+1.1% | Added |
| Iron Financial, LLC | 5,262 | $950.7K | 0.55% | −56−1.1% | Reduced |
| Proficio Capital Partners LLC | 5,266 | $951.4K | 0.18% | +236+4.7% | Added |
| Emerald Advisors, LLC | 5,269 | $952.0K | 0.26% | −115−2.1% | Reduced |
| Integrated Investment Consultants, LLC | 5,285 | $954.8K | 0.32% | +178+3.5% | Added |
| Schear Investment Advisers, LLC | 5,292 | $956.1K | 1.18% | +5,292 | New |
| Barings LLC | 5,299 | $957.3K | 0.03% | −31−0.6% | Reduced |
| CM Wealth Advisors LLC | 5,270 | $958.1K | 0.49% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 5,315 | $960.2K | 0.34% | −240−4.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,315 | $960.2K | 0.29% | +148+2.9% | Added |
| Donoghue Forlines LLC | 5,322 | $961.5K | 0.34% | +2,611+96.3% | Added |
| Shepherd Financial Partners LLC | 5,344 | $965.3K | 0.17% | +98+1.9% | Added |
| Forza Wealth Management, LLC | 5,354 | $967.3K | 0.64% | +5,354 | New |
| Cottonwood Capital Advisors, LLC | 5,381 | $972.1K | 0.87% | −20−0.4% | Reduced |
| Van Hulzen Asset Management, LLC | 5,385 | $973.0K | 0.11% | −19−0.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,391 | $973.0K | 0.39% | 00.0% | Unchanged |
| One Capital Management, LLC | 5,389 | $973.6K | 0.05% | −216−3.9% | Reduced |
| Marion Wealth Management | 5,393 | $974.4K | 0.41% | +686+14.6% | Added |
| Charter Oak Capital Management, LLC | 5,409 | $977.3K | 0.15% | +48+0.9% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,411 | $977.5K | 0.31% | +5,411 | New |
| McMorgan & Co LLC | 5,417 | $978.7K | 0.21% | −25−0.5% | Reduced |
| Stableford Capital II LLC | 5,464 | $979.9K | 0.53% | −106−1.9% | Reduced |
| Concord Wealth Partners | 5,447 | $984.0K | 0.30% | −1,955−26.4% | Reduced |
| Sargent Bickham Lagudis LLC | 5,455 | $985.5K | 0.08% | −185−3.3% | Reduced |
| EHP Funds Inc. | 5,460 | $986.0K | 0.21% | +360+7.1% | Added |
| Midwest Professional Planners, LTD. | 5,514 | $996.1K | 0.55% | +425+8.4% | Added |
| Verus Capital Partners, LLC | 5,515 | $996.3K | 0.19% | −176−3.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,520 | $997.0K | 0.06% | +3,214+139.4% | Added |
| Cresta Advisors, Ltd. | 5,532 | $999.5K | 0.87% | +23+0.4% | Added |
| River Street Advisors LLC | 5,547 | $1.00M | 1.07% | +5,547 | New |
| Waypoint Capital Advisors, LLC | 5,554 | $1.00M | 0.35% | −55−1.0% | Reduced |
| Baystate Wealth Management LLC | 5,559 | $1.00M | 0.09% | +43+0.8% | Added |
| Proffitt & Goodson Inc | 5,559 | $1.00M | 0.21% | −68−1.2% | Reduced |
| Gradient Investments LLC | 5,577 | $1.01M | 0.03% | −937−14.4% | Reduced |
| Weik Capital Management | 5,580 | $1.01M | 0.47% | +110+2.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,594 | $1.01M | 0.49% | −68−1.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,596 | $1.01M | 0.34% | +28+0.5% | Added |
| Charles Schwab Trust Co | 5,597 | $1.01M | 0.13% | +255+4.8% | Added |
| Bourne Lent Asset Management Inc | 5,625 | $1.02M | 0.44% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,636 | $1.02M | 0.05% | −2,278−28.8% | Reduced |
| First International Bank & Trust | 5,638 | $1.02M | 0.35% | +204+3.8% | Added |
| Roman Butler Fullerton & Co | 5,801 | $1.02M | 0.53% | −229−3.8% | Reduced |
| WealthShield Partners, LLC | 5,623 | $1.02M | 0.20% | +36+0.6% | Added |
| Personal Cfo Solutions, LLC | 5,697 | $1.03M | 0.22% | +154+2.8% | Added |
| Cable Hill Partners, LLC | 5,668 | $1.03M | 0.18% | +934+19.7% | Added |
| Claar Advisors LLC | 5,700 | $1.03M | 0.45% | −468−7.6% | Reduced |
| Retirement Guys Formula LLC | 5,710 | $1.03M | 0.85% | +873+18.0% | Added |
| First County Bank | 5,712 | $1.03M | 0.49% | +5,712 | New |
| Wunderlich Capital Managemnt | 5,718 | $1.03M | 0.58% | −125−2.1% | Reduced |