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 |
|---|---|---|---|---|---|
| Hohimer Wealth Management, LLC | 2,243 | $405.2K | 0.13% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 2,249 | $406.0K | 0.07% | 00.0% | Unchanged |
| Advisor Resource Council | 2,254 | $407.2K | 0.24% | +2,254 | New |
| Accretive Wealth Partners, LLC | 2,254 | $407.2K | 0.28% | +2,254 | New |
| Frisch Financial Group, Inc. | 2,261 | $408.0K | 0.15% | −56−2.4% | Reduced |
| TAGStone Capital, Inc. | 2,251 | $409.0K | 0.34% | +16+0.7% | Added |
| Sterling Financial Group, Inc. | 2,264 | $409.0K | 0.31% | +2,264 | New |
| New Republic Capital, LLC | 2,259 | $409.1K | 0.32% | +2,259 | New |
| Cox Capital Mgt LLC | 2,273 | $410.6K | 0.27% | +4+0.2% | Added |
| Insight Folios Inc | 2,278 | $411.5K | 0.19% | +76+3.5% | Added |
| Gouws Capital LLC | 2,285 | $412.8K | 0.39% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,287 | $413.2K | 0.13% | +151+7.1% | Added |
| Meridian Wealth Partners, LLC | 2,288 | $413.4K | 0.10% | +81+3.7% | Added |
| Simon Quick Advisors, LLC | 2,288 | $413.4K | 0.05% | +768+50.5% | Added |
| Cascade Investment Advisors, Inc. | 2,290 | $413.7K | 0.34% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,295 | $415.8K | 0.16% | −61−2.6% | Reduced |
| JJJ Advisors Inc. | 2,370 | $416.6K | 0.12% | +275+13.1% | Added |
| Warther Private Wealth, LLC | 2,308 | $417.0K | 0.31% | −90−3.8% | Reduced |
| Integrity Advisory, LLC | 2,309 | $417.2K | 0.38% | −61−2.6% | Reduced |
| Drake & Associates, LLC | 2,312 | $417.7K | 0.22% | +32+1.4% | Added |
| Disciplined Investments, LLC | 2,318 | $418.7K | 0.20% | −1,505−39.4% | Reduced |
| Clear Creek Financial Management, LLC | 2,317 | $418.7K | 0.09% | −374−13.9% | Reduced |
| Hofer & Associates. Inc | 2,319 | $418.9K | 0.42% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,320 | $419.0K | 0.11% | 00.0% | Unchanged |
| HNP Capital LLC | 2,320 | $419.1K | 0.12% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,323 | $420.0K | 0.48% | −13−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 2,326 | $420.2K | 0.05% | −49−2.1% | Reduced |
| Almanack Investment Partners, LLC. | 2,328 | $420.6K | 0.09% | +2,328 | New |
| White Lighthouse Investment Management Inc. | 2,335 | $421.8K | 0.11% | −75−3.1% | Reduced |
| First National Bank of South Miami | 2,340 | $422.0K | 0.32% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,337 | $422.3K | 0.07% | +106+4.8% | Added |
| Joule Financial, LLC | 2,339 | $422.6K | 0.28% | +175+8.1% | Added |
| Brand Asset Management Group, Inc. | 2,344 | $423.5K | 0.21% | −43−1.8% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,419 | $423.9K | 0.43% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 2,349 | $424.0K | 0.08% | +400+20.5% | Added |
| Redhawk Wealth Advisors, Inc. | 2,349 | $424.3K | 0.16% | +24+1.0% | Added |
| Sterling Group Wealth Management, LLC | 2,351 | $424.8K | 0.42% | +2,351 | New |
| Keystone Wealth Services, LLC | 2,354 | $425.3K | 0.19% | +114+5.1% | Added |
| Resource Planning Group | 2,357 | $425.8K | 0.34% | −9−0.4% | Reduced |
| Summit Financial Strategies, Inc. | 2,359 | $426.1K | 0.09% | −9−0.4% | Reduced |
| Secure Asset Management, LLC | 2,362 | $426.8K | 0.15% | +96+4.2% | Added |
| Westside Investment Management, Inc. | 2,370 | $428.0K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,376 | $429.2K | 0.28% | +2,376 | New |
| Eubel Brady & Suttman Asset Management Inc | 2,389 | $432.0K | 0.07% | −378−13.7% | Reduced |
| West Michigan Advisors, LLC | 2,394 | $432.5K | 0.31% | −27−1.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,394 | $433.0K | 0.03% | +2,394 | New |
| Spirit of America Management Corp | 2,400 | $433.6K | 0.10% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 2,389 | $434.3K | 0.23% | −39−1.6% | Reduced |
| Cornercap Investment Counsel Inc | 2,409 | $435.2K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 2,415 | $436.3K | 0.22% | −28−1.1% | Reduced |
| Ballast, Inc. | 2,422 | $437.6K | 0.19% | −162−6.3% | Reduced |
| Mascoma Wealth Management LLC | 2,423 | $437.7K | 0.14% | −272−10.1% | Reduced |
| Dempze Nancy E | 2,425 | $438.1K | 0.43% | +50+2.1% | Added |
| Ground Swell Capital, LLC | 2,425 | $438.1K | 1.94% | −2,775−53.4% | Reduced |
| Options Solutions, LLC | 2,431 | $439.2K | 0.63% | +31+1.3% | Added |
| Centurion Wealth Management LLC | 2,433 | $439.5K | 0.25% | +2,433 | New |
| Trilogy Capital Inc. | 2,434 | $439.7K | 0.03% | +285+13.3% | Added |
| Opes Wealth Management LLC | 2,434 | $439.8K | 0.16% | −10.0% | Reduced |
| Pallas Capital Advisors LLC | 2,605 | $442.5K | 0.04% | −1,201−31.6% | Reduced |
| Crescent Grove Advisors, LLC | 2,436 | $442.9K | 0.05% | +935+62.3% | Added |
| Register Financial Advisors LLC | 2,460 | $444.3K | 0.28% | +2,460 | New |
| Affinity Wealth Management LLC | 2,462 | $444.8K | 0.11% | −10.0% | Reduced |
| Horst & Graben Wealth Management LLC | 2,464 | $445.0K | 0.12% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,464 | $445.0K | 0.21% | +2,464 | New |
| Tradition Wealth Management, LLC | 2,468 | $446.0K | 0.06% | −172−6.5% | Reduced |
| Capstone Wealth Management Group, LLC | 2,471 | $446.5K | 0.48% | −33−1.3% | Reduced |
| Prentice Wealth Management LLC | 2,473 | $446.8K | 0.23% | +177+7.7% | Added |
| BCJ Capital Management, LLC | 2,475 | $447.1K | 0.04% | −581−19.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,516 | $447.5K | 0.29% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,490 | $449.9K | 0.20% | −172−6.5% | Reduced |
| Worth Financial Advisory Group, LLC | 2,490 | $449.9K | 0.52% | +2,490 | New |
| Fortitude Advisory Group L.L.C. | 2,491 | $450.1K | 0.39% | +141+6.0% | Added |
| Fort, L.P. | 2,495 | $450.7K | 0.68% | −698−21.9% | Reduced |
| Drexel Morgan & Co. | 2,500 | $451.6K | 0.09% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,500 | $451.6K | 0.31% | 00.0% | Unchanged |
| SRB Corp | 2,503 | $452.0K | 0.03% | +87+3.6% | Added |
| SL Advisors, LLC | 2,507 | $452.9K | 1.00% | +50+2.0% | Added |
| Polaris Wealth Advisory Group, LLC | 2,547 | $453.5K | 0.03% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,511 | $453.6K | 0.14% | −2,230−47.0% | Reduced |
| Retirement Financial Solutions, LLC | 2,514 | $454.2K | 0.39% | +2,514 | New |
| Truadvice, LLC | 2,580 | $454.2K | 0.24% | +491+23.5% | Added |
| Encompass Wealth Advisors, LLC | 2,527 | $456.5K | 0.17% | −150−5.6% | Reduced |
| Financial Planning & Information Services, Inc. | 2,535 | $458.0K | 0.10% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,535 | $458.0K | 0.23% | +240+10.5% | Added |
| Ackerman Capital Advisors, LLC | 2,540 | $458.9K | 0.12% | 00.0% | Unchanged |
| Private Capital Management, LLC | 2,546 | $459.9K | 0.06% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 2,546 | $460.0K | 0.36% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 2,610 | $461.4K | 0.51% | −1,086−29.4% | Reduced |
| Oldfather Financial Services, LLC | 2,555 | $461.6K | 0.26% | −450−15.0% | Reduced |
| Wedge Capital Management L L P | 2,557 | $462.0K | 0.01% | +102+4.2% | Added |
| Private Wealth Advisors | 2,558 | $462.0K | 0.20% | −9−0.4% | Reduced |
| Weaver Consulting Group | 2,569 | $464.2K | 0.24% | +166+6.9% | Added |
| Dakota Community Bank & Trust NA | 2,572 | $465.0K | 2.64% | −45−1.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,584 | $466.8K | 0.23% | +2,584 | New |
| Wellspring Financial Advisors, LLC | 2,586 | $467.2K | 0.16% | +598+30.1% | Added |
| Northwest Wealth Management, LLC | 2,608 | $471.2K | 0.20% | −103−3.8% | Reduced |
| Burt Wealth Advisors | 2,611 | $471.6K | 0.16% | +5+0.2% | Added |
| Mezzasalma Advisors, LLC | 2,612 | $471.8K | 0.41% | −113−4.1% | Reduced |
| TSFG, LLC | 2,612 | $472.0K | 0.19% | −20−0.8% | Reduced |
| Paradigm Capital Management, LLC | 2,615 | $472.4K | 0.69% | −25−0.9% | Reduced |