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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| tru Independence LLC | 1,211 | $218.8K | 0.07% | +1,211 | New |
| Millington Financial Advisors, LLC | 1,217 | $219.8K | 0.21% | +1,217 | New |
| Parisi Gray Wealth Management | 1,217 | $219.9K | 0.11% | +1,217 | New |
| Milestone Asset Management, LLC | 1,301 | $220.0K | 0.13% | +1,301 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1,218 | $220.0K | 0.18% | +1,218 | New |
| Piershale Financial Group, Inc. | 1,222 | $220.7K | 0.18% | +1,222 | New |
| True Capital Management | 1,223 | $221.0K | 0.18% | +1,223 | New |
| Clark Financial Services Group Inc | 1,228 | $221.0K | 0.25% | +1,228 | New |
| Cascade Investment Group, Inc. | 1,228 | $221.8K | 0.23% | +1,228 | New |
| FIDELIS iM, LLC | 1,232 | $222.6K | 0.15% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,239 | $223.8K | 0.18% | +1,239 | New |
| Warner Financial, Inc | 1,241 | $224.0K | 0.17% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,240 | $224.1K | 0.13% | −32−2.5% | Reduced |
| Safir Wealth Advisors, LLC | 1,241 | $224.2K | 0.23% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,242 | $224.4K | 0.11% | +3+0.2% | Added |
| Oliver Luxxe Assets LLC | 1,243 | $224.5K | 0.06% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1,243 | $224.6K | 0.12% | 00.0% | Unchanged |
| Towercrest Capital Management | 1,243 | $224.6K | 0.05% | +1,243 | New |
| Bernardo Wealth Planning LLC | 1,243 | $224.6K | 0.11% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,245 | $225.0K | 0.27% | −1−0.1% | Reduced |
| Semmax Financial Advisors Inc. | 1,277 | $225.0K | 0.09% | −44−3.3% | Reduced |
| Townsend & Associates, Inc | 1,267 | $225.3K | 0.11% | +2+0.2% | Added |
| Seldon Capital LP | 1,249 | $225.6K | 0.20% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,250 | $225.8K | 0.00% | −120−8.8% | Reduced |
| Brave Asset Management Inc | 1,250 | $225.8K | 0.08% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,250 | $226.0K | 0.06% | +1,250 | New |
| Luts & Greenleigh Group, Inc | 1,262 | $227.9K | 0.29% | +1,262 | New |
| Droms Strauss Advisors Inc | 1,260 | $228.0K | 0.10% | +1+0.1% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,400 | $229.0K | 0.07% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,271 | $229.5K | 0.11% | +7+0.6% | Added |
| Nova R Wealth, Inc. | 1,272 | $229.7K | 0.17% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,279 | $231.1K | 0.07% | −57−4.3% | Reduced |
| Canal Capital Management, LLC | 1,282 | $231.6K | 0.06% | +1,282 | New |
| Arvest Trust Co N A | 1,282 | $231.6K | 0.01% | −126−8.9% | Reduced |
| New Jersey Better Educational Savings Trust | 1,282 | $231.6K | 0.68% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,282 | $231.6K | 0.04% | +13+1.0% | Added |
| WFA of San Diego, LLC | 1,282 | $231.6K | 0.18% | −247−16.2% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,284 | $231.9K | 0.22% | +1,284 | New |
| First Bank & Trust | 1,285 | $232.0K | 0.06% | −107−7.7% | Reduced |
| Peddock Capital Advisors, LLC | 1,285 | $232.1K | 0.09% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 1,286 | $232.3K | 0.09% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 1,290 | $233.1K | 0.35% | +16+1.3% | Added |
| Pennsylvania Capital Management Inc | 1,309 | $233.1K | 0.12% | 00.0% | Unchanged |
| Private Management Group Inc | 1,292 | $233.4K | 0.01% | +1,292 | New |
| Ethos Financial Group, LLC | 1,219 | $233.7K | 0.08% | +1,219 | New |
| Armbruster Capital Management, Inc. | 1,295 | $234.0K | 0.06% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 1,295 | $234.0K | 0.15% | +1,295 | New |
| AlphaMark Advisors, LLC | 1,295 | $234.0K | 0.12% | −216−14.3% | Reduced |
| Centennial Wealth Advisory LLC | 1,296 | $234.1K | 0.13% | −21−1.6% | Reduced |
| Financial Perspectives, Inc | 1,298 | $234.5K | 0.12% | 00.0% | Unchanged |
| Milestone Advisory Partners | 1,300 | $234.9K | 0.17% | −58−4.3% | Reduced |
| Howard Wealth Management, LLC | 1,300 | $234.9K | 0.19% | +10+0.8% | Added |
| Meridian Financial, LLC | 1,301 | $235.1K | 0.25% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 1,302 | $235.2K | 0.18% | −30−2.3% | Reduced |
| Bridgeworth, LLC | 1,305 | $235.8K | 0.04% | +13+1.0% | Added |
| Pring Turner Capital Group Inc | 1,312 | $237.0K | 0.26% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 1,314 | $237.4K | 0.69% | +1,314 | New |
| Davis Investment Partners, LLC | 1,339 | $237.9K | 0.12% | +1,339 | New |
| Princeton Capital Management LLC | 1,319 | $238.3K | 0.11% | +1,319 | New |
| Legacy Financial Strategies, LLC | 1,319 | $238.4K | 0.10% | +1,319 | New |
| Fiducient Advisors LLC | 1,312 | $238.6K | 0.07% | +45+3.6% | Added |
| HighMark Wealth Management LLC | 1,322 | $238.8K | 0.18% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 1,322 | $238.9K | 0.13% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,324 | $239.2K | 0.16% | −55−4.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 1,326 | $239.6K | 0.08% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,327 | $239.7K | 0.08% | +1,327 | New |
| Dimension Capital Management LLC | 1,328 | $240.0K | 0.06% | +1,328 | New |
| Sage Financial Management Group, Inc. | 1,330 | $240.0K | 0.17% | +1,330 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,332 | $240.6K | 0.23% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,334 | $241.0K | 0.10% | +54+4.2% | Added |
| Keebeck Wealth Management, LLC | 1,337 | $243.0K | 0.04% | −23−1.7% | Reduced |
| Werba Rubin Papier Wealth Management | 1,337 | $243.1K | 0.10% | +1,337 | New |
| One Day In July LLC | 1,352 | $244.3K | 0.05% | +1,352 | New |
| Ategra Capital Management, LLC | 1,357 | $245.2K | 0.13% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 1,359 | $245.6K | 0.20% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 1,362 | $246.0K | 0.08% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,362 | $246.1K | 0.16% | +1,362 | New |
| High Falls Advisors, Inc | 1,364 | $246.4K | 0.08% | +50+3.8% | Added |
| Sawyer & Company, Inc | 1,367 | $247.0K | 0.12% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,371 | $247.7K | 0.04% | +1,371 | New |
| Landmark Financial Advisors, LLC | 1,372 | $247.9K | 0.11% | −16−1.2% | Reduced |
| Silver Oak Securities, Inc | 1,375 | $248.0K | 0.05% | −1,208−46.8% | Reduced |
| Acas, LLC | 1,373 | $248.1K | 0.38% | +1,373 | New |
| Ade, LLC | 1,376 | $248.7K | 0.19% | +118+9.4% | Added |
| Eldridge Investment Advisors, Inc. | 1,378 | $249.0K | 0.09% | +50+3.8% | Added |
| Laffer Tengler Investments | 1,383 | $249.9K | 0.07% | +49+3.7% | Added |
| Wealth Management Partners, LLC | 1,000 | $249.9K | 0.21% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,384 | $250.0K | 0.10% | +772+126.1% | Added |
| Meixler Investment Management, Ltd. | 1,385 | $250.2K | 0.25% | −47−3.3% | Reduced |
| Harrell Investment Partners, LLC | 1,385 | $250.2K | 0.10% | +1,385 | New |
| WMG Financial Advisors, LLC | 1,385 | $250.2K | 0.21% | +25+1.8% | Added |
| Barry Investment Advisors, LLC | 1,387 | $250.5K | 0.08% | −38−2.7% | Reduced |
| Certified Advisory Corp | 1,388 | $250.7K | 0.05% | −288−17.2% | Reduced |
| Kaydan Wealth Management, Inc. | 1,390 | $251.1K | 0.10% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,434 | $251.3K | 0.24% | +3+0.2% | Added |
| Baron Wealth Management LLC | 1,393 | $251.6K | 0.19% | +1,393 | New |
| Greenspring Advisors, LLC | 1,394 | $251.8K | 0.07% | −185−11.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,399 | $252.8K | 0.15% | −711−33.7% | Reduced |
| Anderson Hoagland & Co | 1,500 | $254.4K | 0.04% | +1,500 | New |
| Pathway Financial Advisors LLC | 1,410 | $254.7K | 0.08% | −168−10.6% | Reduced |