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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| DAGCO, Inc. | 10,674 | $1.93M | 1.13% | +124+1.2% | Added |
| Accel Wealth Management | 10,677 | $1.93M | 0.92% | −22−0.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 10,678 | $1.93M | 0.15% | +88+0.8% | Added |
| Mill Creek Capital Advisors, LLC | 10,678 | $1.93M | 0.08% | +10,678 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,692 | $1.93M | 0.51% | −975−8.4% | Reduced |
| Cadinha & Co LLC | 10,695 | $1.93M | 0.43% | +4,360+68.8% | Added |
| Ghe, LLC | 10,704 | $1.93M | 1.82% | −38−0.4% | Reduced |
| StrongBox Wealth, LLC | 10,711 | $1.94M | 1.37% | +1,054+10.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,718 | $1.94M | 0.09% | −617−5.4% | Reduced |
| Edge Capital Group, LLC | 10,773 | $1.95M | 0.14% | +1,038+10.7% | Added |
| Legacy Trust | 10,773 | $1.95M | 0.60% | +10,773 | New |
| Godshalk Welsh Capital Management, Inc. | 10,775 | $1.95M | 1.42% | −1,081−9.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 10,775 | $1.95M | 1.73% | −1,257−10.4% | Reduced |
| Security National Bank of Sioux City Iowa | 10,787 | $1.95M | 1.49% | −56−0.5% | Reduced |
| Sentry Investment Management LLC | 10,792 | $1.95M | 0.86% | +1,282+13.5% | Added |
| Summit Trail Advisors, LLC | 10,733 | $1.95M | 0.09% | +710+7.1% | Added |
| Schonfeld Strategic Advisors LLC | 10,800 | $1.95M | 0.02% | −239,749−95.7% | Reduced |
| Kathmere Capital Management, LLC | 10,818 | $1.95M | 0.35% | +1,578+17.1% | Added |
| Avitas Wealth Management LLC | 10,839 | $1.96M | 0.41% | +44+0.4% | Added |
| Etesian Wealth Advisors, Inc. | 10,847 | $1.96M | 1.43% | +10,847 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,568 | $1.96M | 0.86% | +20.0% | Added |
| First Command Bank | 10,897 | $1.97M | 0.25% | −100−0.9% | Reduced |
| First Command Financial Services, Inc. | 10,897 | $1.97M | 0.25% | −100−0.9% | Reduced |
| Symphony Financial, Ltd. Co. | 11,042 | $1.97M | 0.52% | +1,545+16.3% | Added |
| Stony Point Wealth Management Inc. | 10,931 | $1.97M | 1.09% | −176−1.6% | Reduced |
| Accredited Investors Inc. | 10,938 | $1.98M | 0.17% | +522+5.0% | Added |
| Magnus Financial Group LLC | 10,951 | $1.98M | 0.32% | +330+3.1% | Added |
| Poehling Capital Management, LLC | 10,962 | $1.98M | 0.74% | −100−0.9% | Reduced |
| Gould Asset Management LLC | 11,001 | $1.99M | 0.60% | −220−2.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,005 | $1.99M | 0.09% | −234−2.1% | Reduced |
| St. Clair Advisors, LLC | 11,022 | $1.99M | 1.25% | +3,460+45.8% | Added |
| Diversified Portfolios, Inc. | 11,030 | $1.99M | 0.46% | −1,212−9.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 11,043 | $2.00M | 2.20% | −45−0.4% | Reduced |
| Garrison Point Advisors, LLC | 11,050 | $2.00M | 1.63% | −65−0.6% | Reduced |
| Archford Capital Strategies, LLC | 11,066 | $2.00M | 0.46% | +153+1.4% | Added |
| Clean Yield Group | 11,086 | $2.00M | 0.86% | +99+0.9% | Added |
| XML Financial, LLC | 11,092 | $2.00M | 0.25% | +581+5.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $2.01M | 0.83% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 11,106 | $2.01M | 1.22% | +3,356+43.3% | Added |
| TrinityPoint Wealth, LLC | 11,151 | $2.01M | 0.46% | +6+0.1% | Added |
| Autus Asset Management, LLC | 11,154 | $2.02M | 0.36% | −18−0.2% | Reduced |
| Berkshire Bank | 11,195 | $2.02M | 0.62% | −513−4.4% | Reduced |
| BerganKDV Wealth Management, LLC | 11,222 | $2.03M | 0.22% | −10−0.1% | Reduced |
| Detalus Advisors, LLC | 11,224 | $2.03M | 0.99% | −60−0.5% | Reduced |
| WSFS Capital Management, LLC | 11,235 | $2.03M | 0.22% | +8,259+277.5% | Added |
| Park Edge Advisors, LLC | 11,245 | $2.03M | 0.89% | +11,245 | New |
| Hoylecohen, LLC | 11,256 | $2.03M | 0.20% | +2,299+25.7% | Added |
| Forum Financial Management, LP | 11,272 | $2.04M | 0.07% | +920+8.9% | Added |
| Financial Partners Capital Management LLC | 11,313 | $2.04M | 0.45% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,316 | $2.04M | 0.30% | −59−0.5% | Reduced |
| Guardian Investment Management | 11,380 | $2.06M | 1.95% | 00.0% | Unchanged |
| Wedmont Private Capital | 11,379 | $2.06M | 0.31% | +611+5.7% | Added |
| Core Wealth Partners LLC | 13,160 | $2.07M | 2.56% | +13,160 | New |
| Hemenway Trust Co LLC | 11,464 | $2.07M | 0.23% | +100+0.9% | Added |
| SkyView Investment Advisors, LLC | 11,474 | $2.07M | 0.63% | −559−4.6% | Reduced |
| Tower View Investment Management & Research LLC | 11,482 | $2.07M | 1.45% | −24−0.2% | Reduced |
| Manchester Capital Management LLC | 11,494 | $2.08M | 0.31% | −187−1.6% | Reduced |
| Delaney Dennis R | 11,510 | $2.08M | 1.86% | 00.0% | Unchanged |
| HAP Trading, LLC | 11,575 | $2.09M | 0.34% | +11,575 | New |
| SJS Investment Consulting Inc. | 11,592 | $2.09M | 0.62% | −95−0.8% | Reduced |
| Forte Capital LLC | 11,609 | $2.10M | 0.36% | +231+2.0% | Added |
| Sturgeon Ventures LLP | 11,625 | $2.10M | 1.69% | +11,625 | New |
| Ellsworth Advisors, LLC | 12,242 | $2.10M | 0.79% | +1,378+12.7% | Added |
| Field & Main Bank | 11,639 | $2.10M | 1.36% | −140−1.2% | Reduced |
| Walleye Capital LLC | 11,650 | $2.10M | 0.05% | +11,650 | New |
| Nicholas Hoffman & Company, LLC. | 11,669 | $2.11M | 0.23% | +52+0.4% | Added |
| Cyndeo Wealth Partners, LLC | 11,687 | $2.11M | 0.25% | +11,687 | New |
| West Branch Capital LLC | 11,717 | $2.12M | 1.31% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 11,727 | $2.12M | 0.19% | +290+2.5% | Added |
| Bennicas & Associates, Inc. | 11,748 | $2.12M | 1.23% | −250−2.1% | Reduced |
| Vise Technologies, Inc. | 11,811 | $2.13M | 0.67% | +1,171+11.0% | Added |
| Jaffetilchin Investment Partners, LLC | 11,818 | $2.14M | 0.26% | +147+1.3% | Added |
| New Potomac Partners, LLC | 11,820 | $2.14M | 1.58% | +1,503+14.6% | Added |
| JFS Wealth Advisors, LLC | 11,852 | $2.14M | 0.21% | −143−1.2% | Reduced |
| Bigelow Investment Advisors, LLC | 11,856 | $2.14M | 1.24% | −217−1.8% | Reduced |
| Formidable Asset Management, LLC | 11,860 | $2.14M | 0.48% | −449−3.6% | Reduced |
| SageView Advisory Group, LLC | 11,876 | $2.15M | 0.17% | +11,876 | New |
| Radnor Capital Management, LLC | 11,714 | $2.15M | 0.53% | 00.0% | Unchanged |
| KCS Wealth Advisory | 11,941 | $2.16M | 0.90% | −435−3.5% | Reduced |
| NorthRock Partners, LLC | 11,950 | $2.16M | 0.25% | −273−2.2% | Reduced |
| Hamel Associates, Inc. | 11,977 | $2.17M | 0.75% | −80−0.7% | Reduced |
| Dover Advisors, LLC | 11,975 | $2.18M | 2.35% | +11,975 | New |
| Arbor Capital Management Inc | 12,289 | $2.18M | 1.94% | +458+3.9% | Added |
| Oarsman Capital, Inc. | 12,070 | $2.18M | 1.11% | +782+6.9% | Added |
| Studio Investment Management LLC | 12,157 | $2.20M | 0.71% | −163−1.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 12,191 | $2.20M | 0.75% | −249−2.0% | Reduced |
| Global Financial Private Client, LLC | 12,196 | $2.20M | 1.23% | +1,673+15.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 12,212 | $2.21M | 1.72% | −30.0% | Reduced |
| CoreCap Advisors, LLC | 12,233 | $2.21M | 0.16% | +1,700+16.1% | Added |
| Independent Financial Group, LLC | 12,245 | $2.21M | 0.19% | +447+3.8% | Added |
| Compton Capital Management Inc | 12,255 | $2.21M | 1.60% | −1,645−11.8% | Reduced |
| Comerica Securities,inc. | 12,248 | $2.23M | 0.16% | +7,626+165.0% | Added |
| Summit Place Financial Advisors, LLC | 12,384 | $2.24M | 1.84% | +7,579+157.7% | Added |
| CX Institutional | 12,392 | $2.24M | 0.14% | +742+6.4% | Added |
| Providence Wealth Advisors, LLC | 12,648 | $2.24M | 1.66% | +13+0.1% | Added |
| Means Investment Co., Inc. | 12,430 | $2.25M | 0.45% | +193+1.6% | Added |
| Stonebridge Capital Advisors LLC | 12,432 | $2.25M | 0.27% | +228+1.9% | Added |
| GoalVest Advisory LLC | 12,443 | $2.25M | 1.45% | −2,514−16.8% | Reduced |
| Banco de Sabadell, S.A | 12,464 | $2.25M | 1.91% | +712+6.1% | Added |
| Advisor OS, LLC | 12,479 | $2.25M | 0.60% | −1,669−11.8% | Reduced |