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 |
|---|---|---|---|---|---|
| Montecito Bank & Trust | 12,508 | $2.26M | 0.55% | −148−1.2% | Reduced |
| Lantz Financial LLC | 12,516 | $2.26M | 1.03% | +186+1.5% | Added |
| Garrett Investment Advisors LLC | 12,519 | $2.26M | 0.40% | +4,243+51.3% | Added |
| Kennon-Green & Company, LLC | 12,551 | $2.27M | 2.26% | +12,551 | New |
| West Oak Capital, LLC | 12,617 | $2.28M | 1.19% | −670−5.0% | Reduced |
| Scott & Selber, Inc. | 12,638 | $2.28M | 1.03% | −9−0.1% | Reduced |
| Parkside Financial Bank & Trust | 12,641 | $2.28M | 0.66% | −829−6.2% | Reduced |
| Rothschild Investment Corp | 12,662 | $2.29M | 0.21% | −659−4.9% | Reduced |
| Elevated Capital Advisors, LLC | 12,677 | $2.29M | 0.87% | +2,935+30.1% | Added |
| Flagship Harbor Advisors, LLC | 12,688 | $2.29M | 0.23% | −20.0% | Reduced |
| Insight Inv LLC | 12,630 | $2.30M | 2.32% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 12,720 | $2.30M | 0.21% | 00.0% | Unchanged |
| Bank of the West | 12,726 | $2.30M | 0.27% | −185−1.4% | Reduced |
| Crawford Investment Counsel Inc | 12,735 | $2.30M | 0.05% | −10.0% | Reduced |
| TCI Wealth Advisors, Inc. | 12,740 | $2.30M | 0.32% | −747−5.5% | Reduced |
| Bedel Financial Consulting, Inc. | 12,755 | $2.30M | 0.57% | +77+0.6% | Added |
| Wealthsource Partners, LLC | 12,793 | $2.31M | 0.16% | +193+1.5% | Added |
| Allred Capital Management, LLC | 12,794 | $2.31M | 1.27% | +70+0.6% | Added |
| Octavia Wealth Advisors, LLC | 12,724 | $2.31M | 0.57% | +117+0.9% | Added |
| Eudaimonia Partners, LLC | 12,826 | $2.32M | 0.57% | −4,408−25.6% | Reduced |
| Childress Capital Advisors, LLC | 12,831 | $2.32M | 0.77% | +253+2.0% | Added |
| Strategic Blueprint, LLC | 12,843 | $2.32M | 0.27% | +370+3.0% | Added |
| Aspen Investment Management Inc | 12,888 | $2.33M | 1.52% | −904−6.6% | Reduced |
| RKL Wealth Management LLC | 12,896 | $2.33M | 0.31% | −95−0.7% | Reduced |
| Madison Wealth Management | 12,939 | $2.34M | 0.53% | +3,382+35.4% | Added |
| Spire Wealth Management | 12,956 | $2.34M | 0.13% | +2,768+27.2% | Added |
| Independence Bank of Kentucky | 12,981 | $2.35M | 1.05% | −59−0.5% | Reduced |
| Dividend Assets Capital, LLC | 12,987 | $2.35M | 0.50% | +335+2.6% | Added |
| MidWestOne Financial Group, Inc. | 12,998 | $2.35M | 0.55% | −1,846−12.4% | Reduced |
| LSV Asset Management | 13,003 | $2.35M | 0.01% | 00.0% | Unchanged |
| Gifford Fong Associates | 13,000 | $2.35M | 0.54% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 13,889 | $2.38M | 2.29% | +13,889 | New |
| Highlander Capital Management, LLC | 13,174 | $2.38M | 1.24% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 13,181 | $2.38M | 0.77% | −199−1.5% | Reduced |
| Financial Advisory Service, Inc. | 13,188 | $2.38M | 0.27% | +2,091+18.8% | Added |
| Tandem Capital Management Corp | 13,212 | $2.39M | 1.88% | −160−1.2% | Reduced |
| Cypress Capital, LLC | 13,259 | $2.40M | 0.75% | −991−7.0% | Reduced |
| Wisconsin Capital Management LLC | 13,260 | $2.40M | 1.82% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 13,274 | $2.40M | 0.94% | −3,400−20.4% | Reduced |
| Red Cedar Investment Management, LLC | 13,338 | $2.41M | 0.38% | +987+8.0% | Added |
| BFSG, LLC | 13,354 | $2.41M | 0.48% | +1,322+11.0% | Added |
| Summit Financial Group Inc | 13,361 | $2.41M | 0.96% | −108−0.8% | Reduced |
| Platform Technology Partners | 13,363 | $2.41M | 1.25% | −125−0.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 13,377 | $2.42M | 2.09% | −335−2.4% | Reduced |
| Grandview Asset Management LLC | 13,379 | $2.42M | 1.50% | −501−3.6% | Reduced |
| Joel Isaacson & Co., LLC | 13,398 | $2.42M | 0.19% | −396−2.9% | Reduced |
| Ledge Wealth Management, Inc. | 13,400 | $2.42M | 1.10% | +1,363+11.3% | Added |
| Relyea Zuckerberg Hanson LLC | 13,428 | $2.43M | 0.69% | +1,300+10.7% | Added |
| Burke & Herbert Bank & Trust Co | 13,448 | $2.43M | 1.81% | −20−0.1% | Reduced |
| Regent Investment Management LLC | 13,449 | $2.43M | 0.65% | +295+2.2% | Added |
| Evermay Wealth Management LLC | 13,397 | $2.43M | 0.50% | −357−2.6% | Reduced |
| AIMZ Investment Advisors, LLC | 13,487 | $2.44M | 1.15% | −597−4.2% | Reduced |
| Covington Investment Advisors Inc. | 13,489 | $2.44M | 0.58% | +670+5.2% | Added |
| Family Legacy, Inc. | 14,260 | $2.45M | 1.07% | −17−0.1% | Reduced |
| Security National Bank of So Dak | 13,600 | $2.46M | 1.78% | +1,010+8.0% | Added |
| Focus Financial Network, Inc. | 13,525 | $2.46M | 0.20% | +618+4.8% | Added |
| New England Asset Management Inc | 13,614 | $2.46M | 0.05% | −27,033−66.5% | Reduced |
| Wintrust Investments LLC | 13,658 | $2.47M | 0.32% | +1,689+14.1% | Added |
| Capital Counsel LLC | 13,688 | $2.47M | 0.16% | +185+1.4% | Added |
| Nixon Peabody Trust Co | 13,690 | $2.47M | 2.01% | −234−1.7% | Reduced |
| Finer Wealth Management, Inc. | 13,718 | $2.48M | 2.32% | +80+0.6% | Added |
| Altfest L J & Co Inc | 13,744 | $2.48M | 0.41% | −900−6.1% | Reduced |
| Mechanics Financial Corp | 13,771 | $2.49M | 1.48% | +40+0.3% | Added |
| Beacon Financial Group | 13,793 | $2.49M | 0.34% | 00.0% | Unchanged |
| Saybrook Capital | 13,792 | $2.49M | 0.83% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 13,721 | $2.49M | 1.37% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 13,802 | $2.49M | 0.88% | −96−0.7% | Reduced |
| AdvisorNet Financial, Inc | 13,800 | $2.49M | 0.25% | +375+2.8% | Added |
| Signet Investment Advisory Group, Inc. | 13,840 | $2.50M | 1.76% | +27+0.2% | Added |
| Home Federal Bank of Tennessee | 13,845 | $2.50M | 0.95% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 13,867 | $2.51M | 2.47% | +461+3.4% | Added |
| CNB Bank | 13,891 | $2.51M | 1.57% | −401−2.8% | Reduced |
| ZWJ Investment Counsel Inc | 13,901 | $2.51M | 0.14% | −76−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 13,929 | $2.52M | 0.90% | +139+1.0% | Added |
| Wilson & Boucher Capital Management, LLC | 13,955 | $2.52M | 2.58% | +111+0.8% | Added |
| Perigon Wealth Management, LLC | 13,967 | $2.52M | 0.16% | +3,761+36.9% | Added |
| Western Wealth Management, LLC | 13,981 | $2.53M | 0.26% | −10,697−43.3% | Reduced |
| Jupiter Wealth Management LLC | 14,000 | $2.53M | 2.45% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 14,054 | $2.54M | 0.19% | −154−1.1% | Reduced |
| Chapin Davis, Inc. | 14,057 | $2.54M | 1.47% | +14,057 | New |
| Gries Financial LLC | 14,095 | $2.55M | 0.85% | +3,672+35.2% | Added |
| Liberty Capital Management, Inc. | 14,094 | $2.55M | 0.88% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 14,107 | $2.55M | 0.98% | +491+3.6% | Added |
| Brandywine Oak Private Wealth LLC | 14,134 | $2.55M | 0.32% | −1,814−11.4% | Reduced |
| Rehmann Capital Advisory Group | 14,135 | $2.55M | 0.26% | +76+0.5% | Added |
| Leisure Capital Management | 14,143 | $2.56M | 1.32% | −99−0.7% | Reduced |
| Northcape Wealth Management, LLC | 14,228 | $2.57M | 1.43% | −43,599−75.4% | Reduced |
| StoneX Group Inc. | 14,193 | $2.58M | 0.31% | +1,118+8.6% | Added |
| Deseret Mutual Benefit Administrators | 14,286 | $2.58M | 1.06% | −10,425−42.2% | Reduced |
| Oxler Private Wealth LLC | 14,352 | $2.59M | 1.40% | +10+0.1% | Added |
| Agate Pass Investment Management, LLC | 14,361 | $2.59M | 1.84% | −231−1.6% | Reduced |
| Baldwin Investment Management, LLC | 14,377 | $2.60M | 0.47% | −70−0.5% | Reduced |
| First Foundation Advisors | 14,436 | $2.61M | 0.12% | −1,041−6.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,484 | $2.62M | 0.21% | −5,222−26.5% | Reduced |
| Meridian Wealth Advisors, LLC | 14,487 | $2.62M | 0.67% | −101−0.7% | Reduced |
| Ami Investment Management Inc | 14,534 | $2.63M | 1.36% | +67+0.5% | Added |
| Leelyn Smith, LLC | 14,558 | $2.63M | 0.72% | +662+4.8% | Added |
| Elmwood Wealth Management, Inc. | 14,611 | $2.64M | 1.32% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 14,651 | $2.65M | 0.24% | +951+6.9% | Added |
| Lindenwold Advisors | 14,703 | $2.66M | 1.78% | +146+1.0% | Added |