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 |
|---|---|---|---|---|---|
| Intrepid Financial Planning Group LLC | 1,410 | $254.7K | 0.14% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,410 | $254.7K | 0.15% | +3+0.2% | Added |
| Cohen & Steers, Inc. | 1,414 | $255.0K | 0.00% | −471−25.0% | Reduced |
| Horizon Family Wealth, Inc. | 1,417 | $256.2K | 0.29% | +11+0.8% | Added |
| Amarillo National Bank | 1,421 | $256.7K | 0.06% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,422 | $256.9K | 0.03% | +1,422 | New |
| Osterweis Capital Management Inc | 1,422 | $256.9K | 0.02% | +321+29.2% | Added |
| Pin Oak Investment Advisors Inc | 1,420 | $257.0K | 0.32% | −123−8.0% | Reduced |
| CJM Wealth Advisers, Ltd. | 1,424 | $257.2K | 0.16% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $257.5K | 0.05% | 00.0% | Unchanged |
| W Advisors, LLC | 1,432 | $258.7K | 0.22% | +145+11.3% | Added |
| Blue Investment Partners LLC | 1,432 | $258.7K | 0.32% | +1,432 | New |
| BCGM Wealth Management, LLC | 1,436 | $259.4K | 0.13% | −12−0.8% | Reduced |
| Investment Advisory Group, LLC | 1,441 | $260.3K | 0.16% | 00.0% | Unchanged |
| Next Level Private LLC | 1,454 | $260.7K | 0.19% | +1,454 | New |
| Engrave Wealth Partners LLC | 1,520 | $260.9K | 0.09% | −254−14.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 1,444 | $260.9K | 0.11% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,447 | $261.4K | 0.12% | −31−2.1% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,448 | $261.6K | 0.36% | −1−0.1% | Reduced |
| Koss-Olinger Consulting, LLC | 1,454 | $263.0K | 0.04% | −3−0.2% | Reduced |
| Corton Capital Inc. | 1,457 | $263.2K | 0.22% | −223−13.3% | Reduced |
| Sage Investment Advisers LLC | 1,460 | $263.7K | 0.38% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 1,462 | $264.1K | 0.03% | +1,462 | New |
| Red Wave Investments LLC | 1,469 | $265.4K | 0.11% | −285−16.2% | Reduced |
| Rosenberg Matthew Hamilton | 1,469 | $265.4K | 0.09% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,628 | $265.7K | 0.08% | +1+0.1% | Added |
| Financial Consulate, Inc | 1,472 | $265.9K | 0.09% | +1+0.1% | Added |
| Delphia (USA) Inc. | 1,476 | $266.7K | 0.31% | −381−20.5% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,477 | $266.8K | 0.08% | +1,477 | New |
| Biechele Royce Advisors | 1,478 | $267.0K | 0.11% | +230+18.4% | Added |
| Ridgewood Investments LLC | 1,481 | $267.5K | 0.19% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 1,483 | $267.9K | 0.05% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,487 | $268.6K | 0.12% | +1,487 | New |
| Camden Capital, LLC | 1,490 | $269.1K | 0.04% | −14−0.9% | Reduced |
| Alerus Financial NA | 1,491 | $269.4K | 0.02% | +158+11.9% | Added |
| AlphaCentric Advisors LLC | 1,496 | $270.3K | 0.27% | +311+26.2% | Added |
| Richard P Slaughter Associates Inc | 1,500 | $271.0K | 0.09% | −364−19.5% | Reduced |
| Karpus Management, Inc. | 1,500 | $271.0K | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,500 | $271.0K | 0.04% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 1,500 | $271.0K | 0.21% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,498 | $271.0K | 0.06% | +29+2.0% | Added |
| DBK Financial Counsel, LLC | 1,500 | $271.0K | 0.43% | +1,500 | New |
| Santori & Peters | 1,501 | $271.2K | 0.16% | +69+4.8% | Added |
| IAG Wealth Partners, LLC | 1,504 | $271.7K | 0.08% | 00.0% | Unchanged |
| Manchester Financial Inc | 1,506 | $272.1K | 0.07% | +1+0.1% | Added |
| Grant Street Asset Management, Inc. | 1,506 | $272.1K | 0.12% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,508 | $272.4K | 0.00% | +1,508 | New |
| Crew Capital Management, Ltd. | 1,509 | $272.6K | 0.39% | −44−2.8% | Reduced |
| Sepio Capital, LP | 1,515 | $273.7K | 0.02% | +119+8.5% | Added |
| Spreng Capital Management, Inc. | 1,520 | $274.6K | 0.24% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 1,523 | $275.0K | 0.05% | −2,121−58.2% | Reduced |
| Northeast Financial Group, Inc. | 1,529 | $276.3K | 0.22% | +3+0.2% | Added |
| Independent Wealth Network Inc. | 1,532 | $276.8K | 0.19% | +1+0.1% | Added |
| Synergy Financial Management, LLC | 1,533 | $277.0K | 0.07% | +1,533 | New |
| Acorn Financial Advisory Services Inc | 1,531 | $277.1K | 0.06% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,535 | $277.3K | 0.06% | −1,611−51.2% | Reduced |
| Vance Wealth, Inc. | 1,535 | $277.3K | 0.17% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,538 | $277.9K | 0.04% | −100−6.1% | Reduced |
| RVW Wealth, LLC | 1,539 | $278.0K | 0.04% | +1,539 | New |
| Levy Wealth Management Group, LLC | 1,540 | $278.3K | 0.09% | +11+0.7% | Added |
| Axiom Financial Strategies, LLC | 1,540 | $278.3K | 0.17% | −752−32.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,544 | $279.0K | 0.11% | +1,544 | New |
| Bedell Frazier Investment Counseling, LLC | 1,545 | $279.1K | 0.07% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,546 | $279.3K | 0.05% | +1,546 | New |
| Financial Connections Group, Inc. | 1,554 | $280.0K | 0.22% | 00.0% | Unchanged |
| Planning Center, Inc. | 1,551 | $280.1K | 0.09% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 1,552 | $280.3K | 0.26% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,552 | $280.4K | 0.25% | +39+2.6% | Added |
| Occidental Asset Management, LLC | 1,553 | $280.6K | 0.08% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,554 | $280.7K | 0.09% | −50−3.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 1,555 | $280.9K | 0.11% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 1,558 | $281.5K | 0.23% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,558 | $281.5K | 0.06% | +11+0.7% | Added |
| Abeille Asset Management SA | 300,971 | $283.0K | 0.01% | +48,437+19.2% | Added |
| Evanson Asset Management, LLC | 1,572 | $283.9K | 0.03% | −1,135−41.9% | Reduced |
| Flaharty Asset Management, LLC | 1,580 | $285.4K | 0.05% | +182+13.0% | Added |
| Security Asset Management | 1,581 | $285.6K | 0.16% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,582 | $285.8K | 0.08% | 00.0% | Unchanged |
| Corundum Group, Inc. | 1,584 | $286.0K | 0.16% | +110+7.5% | Added |
| Greenline Partners, LLC | 1,587 | $286.7K | 0.06% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 1,594 | $287.0K | 0.24% | +100+6.7% | Added |
| Focused Wealth Management, Inc | 1,591 | $287.4K | 0.06% | −43−2.6% | Reduced |
| Lakewood Asset Management LLC | 1,597 | $289.0K | 0.23% | +1,597 | New |
| Brio Consultants, LLC | 1,600 | $289.1K | 0.06% | +100+6.7% | Added |
| Starfox Financial Services, LLC | 1,600 | $289.1K | 0.29% | 00.0% | Unchanged |
| American Planning Services, Inc. | 1,601 | $289.3K | 0.29% | +1,600+160,000.0% | Added |
| Wilkinson Global Asset Management LLC | 1,603 | $289.6K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,605 | $290.0K | 0.16% | +14+0.9% | Added |
| Wealth Quarterback LLC | 1,605 | $290.0K | 0.24% | +37+2.4% | Added |
| Coho Partners, Ltd. | 1,613 | $291.0K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,614 | $291.6K | 0.16% | 00.0% | Unchanged |
| Capital Management Corp | 1,619 | $292.5K | 0.07% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,622 | $293.0K | 0.04% | −1,200−42.5% | Reduced |
| TFB Advisors LLC | 1,623 | $293.2K | 0.25% | +1,623 | New |
| Sym Financial Corp | 1,634 | $295.2K | 0.07% | 00.0% | Unchanged |
| Firestone Capital Management | 1,634 | $295.2K | 0.11% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,635 | $295.5K | 0.05% | +4+0.2% | Added |
| MBL Wealth, LLC | 1,645 | $297.0K | 0.06% | +135+8.9% | Added |
| Towerpoint Wealth, LLC | 1,647 | $297.5K | 0.17% | −80−4.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,647 | $297.5K | 0.12% | −52−3.1% | Reduced |