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
- 3,197
- +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
- 1,196 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 |
|---|---|---|---|---|---|
| Humankind Investments LLC | 6,535 | $1.18M | 0.51% | −38−0.6% | Reduced |
| Davidson Trust Co | 6,538 | $1.18M | 1.04% | −184−2.7% | Reduced |
| Foster Group, Inc. | 6,541 | $1.18M | 0.09% | +122+1.9% | Added |
| Kowal Investment Group, LLC | 6,546 | $1.18M | 0.35% | +965+17.3% | Added |
| American State Bank (Iowa) | 6,554 | $1.18M | 0.91% | −180−2.7% | Reduced |
| Brown Capital Management LLC | 6,560 | $1.19M | 0.02% | −120−1.8% | Reduced |
| Glen Eagle Advisors, LLC | 6,570 | $1.19M | 0.32% | +200+3.1% | Added |
| Adamsbrown Wealth Consultants LLC | 6,590 | $1.19M | 0.72% | +11+0.2% | Added |
| Windsor Group LTD | 6,575 | $1.19M | 0.25% | −11−0.2% | Reduced |
| Naviter Wealth, LLC | 6,983 | $1.19M | 0.33% | +617+9.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,603 | $1.19M | 0.03% | +3,807+136.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,606 | $1.19M | 0.34% | +46+0.7% | Added |
| LCM Capital Management Inc | 6,621 | $1.20M | 1.16% | +48+0.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,625 | $1.20M | 0.53% | −18−0.3% | Reduced |
| Elgethun Capital Management | 6,783 | $1.20M | 0.43% | +39+0.6% | Added |
| Centaurus Financial, Inc. | 6,660 | $1.20M | 0.11% | −1,171−15.0% | Reduced |
| Hudock, Inc. | 6,671 | $1.21M | 0.41% | −339−4.8% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 6,673 | $1.21M | 1.16% | +6,673 | New |
| MB, Levis & Associates, LLC | 6,678 | $1.21M | 0.94% | +6,678 | New |
| MCF Advisors LLC | 6,676 | $1.21M | 0.12% | −50−0.7% | Reduced |
| Trust Co | 6,704 | $1.21M | 0.20% | +32+0.5% | Added |
| Doheny Asset Management | 6,710 | $1.21M | 1.41% | +171+2.6% | Added |
| Baker Avenue Asset Management, LP | 6,730 | $1.22M | 0.07% | +2,357+53.9% | Added |
| Oak Harbor Wealth Partners, LLC | 6,760 | $1.22M | 0.47% | −300−4.2% | Reduced |
| IVC Wealth Advisors LLC | 6,764 | $1.22M | 0.90% | +410+6.5% | Added |
| Richwood Investment Advisors, LLC | 6,771 | $1.22M | 1.23% | −25−0.4% | Reduced |
| Heartland Bank & Trust Co | 6,779 | $1.22M | 0.90% | −300−4.2% | Reduced |
| Ellenbecker Investment Group | 6,784 | $1.23M | 0.36% | +48+0.7% | Added |
| Syntal Capital Partners, LLC | 6,751 | $1.23M | 0.49% | +6,751 | New |
| Clough Capital Partners L P | 6,800 | $1.23M | 0.12% | +6,800 | New |
| St. James Investment Advisors, LLC | 6,764 | $1.23M | 2.25% | +260+4.0% | Added |
| PBMares Wealth Management LLC | 6,818 | $1.23M | 0.50% | +2,865+72.5% | Added |
| Meritage Portfolio Management | 6,822 | $1.23M | 0.10% | +60+0.9% | Added |
| First City Capital Management, Inc. | 6,827 | $1.23M | 0.74% | −297−4.2% | Reduced |
| Summit Asset Management, LLC | 6,844 | $1.24M | 0.36% | 00.0% | Unchanged |
| Little House Capital LLC | 6,864 | $1.24M | 0.61% | +3,185+86.6% | Added |
| VERITY Wealth Advisors | 6,887 | $1.24M | 1.22% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 6,892 | $1.25M | 0.22% | −98−1.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,892 | $1.25M | 0.82% | +55+0.8% | Added |
| Financial Strategies Group, Inc. | 6,901 | $1.25M | 0.52% | +420+6.5% | Added |
| Mattern Wealth Management LLC | 6,912 | $1.25M | 0.50% | +176+2.6% | Added |
| Acrisure Capital Management, LLC | 6,914 | $1.25M | 1.38% | +6,914 | New |
| ICICI Prudential Asset Management Co Ltd | 6,919 | $1.25M | 0.19% | +1,852+36.6% | Added |
| Everhart Financial Group, Inc. | 6,931 | $1.25M | 0.63% | +603+9.5% | Added |
| Wells Trecaso Financial Group, LLC | 6,936 | $1.25M | 0.63% | −170−2.4% | Reduced |
| CRA Financial Services, LLC | 6,967 | $1.26M | 0.41% | −20.0% | Reduced |
| Quad-Cities Investment Group, LLC | 6,973 | $1.26M | 0.93% | −204−2.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,176 | $1.26M | 0.77% | +54+0.8% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.26M | 0.53% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 7,018 | $1.27M | 0.47% | +533+8.2% | Added |
| Cross Staff Investments Inc | 7,020 | $1.27M | 1.33% | +100+1.4% | Added |
| Curated Wealth Partners LLC | 7,074 | $1.28M | 0.31% | +275+4.0% | Added |
| Compton Wealth Advisory Group, LLC | 7,078 | $1.28M | 0.50% | −337−4.5% | Reduced |
| Carl P. Sherr & Co., LLC | 7,078 | $1.28M | 0.97% | −176−2.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 7,090 | $1.28M | 0.71% | +10.0% | Added |
| MJP Associates Inc | 7,091 | $1.28M | 0.38% | −23−0.3% | Reduced |
| Atlantic Trust, LLC | 7,118 | $1.29M | 0.43% | +778+12.3% | Added |
| Widmann Financial Services, Inc. | 7,125 | $1.29M | 1.35% | +75+1.1% | Added |
| Winton Group Ltd | 7,129 | $1.29M | 0.08% | −1,737−19.6% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 7,154 | $1.29M | 0.84% | −2,043−22.2% | Reduced |
| Kula Investments, LLC | 7,170 | $1.30M | 0.46% | +7,170 | New |
| KC Investment Advisors, LLC | 7,176 | $1.30M | 1.22% | −1,436−16.7% | Reduced |
| Peterson Financial Group, Inc. | 7,201 | $1.30M | 1.72% | −4,032−35.9% | Reduced |
| Delta Financial Group, Inc. | 7,110 | $1.30M | 0.58% | +7,110 | New |
| Old Mission Investment Co LLC | 7,231 | $1.31M | 0.55% | −10.0% | Reduced |
| MTM Investment Management, LLC | 7,237 | $1.31M | 0.68% | −30−0.4% | Reduced |
| Zullo Investment Group, Inc. | 7,242 | $1.31M | 0.80% | +27+0.4% | Added |
| Somerset Group LLC | 7,250 | $1.31M | 1.15% | −25−0.3% | Reduced |
| Greatmark Investment Partners, Inc. | 7,258 | $1.31M | 0.24% | −75−1.0% | Reduced |
| Sutton Wealth Advisors Inc. | 7,267 | $1.31M | 0.50% | +144+2.0% | Added |
| Powers Advisory Group, LLC | 7,274 | $1.31M | 0.97% | −28−0.4% | Reduced |
| Steel Peak Wealth Management LLC | 7,247 | $1.32M | 0.10% | −48,307−87.0% | Reduced |
| Optimum Investment Advisors | 7,304 | $1.32M | 0.72% | −350−4.6% | Reduced |
| Autumn Glory Partners, LLC | 7,309 | $1.32M | 0.71% | +1,438+24.5% | Added |
| Patron Partners Advisors, LLC | 7,318 | $1.32M | 0.99% | +11+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 7,320 | $1.32M | 0.11% | +1,000+15.8% | Added |
| True North Advisors, LLC | 7,335 | $1.33M | 0.45% | +20.0% | Added |
| Global Trust Asset Management, LLC | 7,337 | $1.33M | 0.67% | +155+2.2% | Added |
| Twelve Points Wealth Management LLC | 7,349 | $1.33M | 0.90% | −7−0.1% | Reduced |
| D'Orazio & Associates, Inc. | 7,355 | $1.33M | 0.32% | +60+0.8% | Added |
| My Legacy Advisors, LLC | 7,881 | $1.33M | 0.57% | +218+2.8% | Added |
| Bank of Nova Scotia Trust Co | 7,383 | $1.33M | 0.14% | −47−0.6% | Reduced |
| Kennedy Investment Group | 7,400 | $1.34M | 0.85% | +7,400 | New |
| Summit Global Investments | 7,427 | $1.34M | 0.11% | −11−0.1% | Reduced |
| Foster & Motley Inc | 7,432 | $1.34M | 0.11% | −111−1.5% | Reduced |
| Acima Private Wealth, LLC | 7,446 | $1.35M | 0.69% | 00.0% | Unchanged |
| Old Port Advisors | 7,457 | $1.35M | 0.51% | −16−0.2% | Reduced |
| Regatta Capital Group, LLC | 7,458 | $1.35M | 0.48% | −112−1.5% | Reduced |
| Coastal Investment Advisors, Inc. | 7,467 | $1.35M | 0.33% | −402−5.1% | Reduced |
| Woodward Diversified Capital, LLC | 7,474 | $1.35M | 1.09% | +23+0.3% | Added |
| Alterity Financial Group, LLC | 7,487 | $1.35M | 2.19% | +191+2.6% | Added |
| Credit Agricole S A | 7,505 | $1.36M | 0.05% | +1,453+24.0% | Added |
| Hilltop Holdings Inc. | 7,529 | $1.36M | 0.18% | +52+0.7% | Added |
| Tobam | 7,560 | $1.37M | 0.09% | +408+5.7% | Added |
| Boston Common Asset Management, LLC | 7,590 | $1.37M | 0.07% | +115+1.5% | Added |
| RWM Asset Management, LLC | 7,608 | $1.37M | 0.30% | −60−0.8% | Reduced |
| MQS Management LLC | 7,616 | $1.38M | 0.94% | +7,616 | New |
| DF Dent & Co Inc | 7,627 | $1.38M | 0.02% | +234+3.2% | Added |
| Chilton Capital Management LLC | 7,644 | $1.38M | 0.09% | −506−6.2% | Reduced |
| Live Oak Private Wealth LLC | 7,651 | $1.38M | 0.29% | −95−1.2% | Reduced |