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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 2,550 | $473.0K | 0.50% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,616 | $473.0K | 0.30% | +2,616 | New |
| Trinity Financial Advisors LLC | 2,620 | $473.3K | 0.31% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,616 | $473.8K | 0.24% | −4−0.2% | Reduced |
| Northstar Advisory Group, LLC | 2,625 | $474.2K | 0.37% | +264+11.2% | Added |
| Mma Asset Management LLC | 2,627 | $474.6K | 0.39% | +27+1.0% | Added |
| SRS Capital Advisors, Inc. | 2,631 | $475.3K | 0.07% | +6+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 2,673 | $475.4K | 0.54% | −57−2.1% | Reduced |
| Centric Wealth Management | 2,632 | $475.5K | 0.24% | −9−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,633 | $475.6K | 0.21% | +2,633 | New |
| ERTS Wealth Advisors, LLC | 2,634 | $475.9K | 0.12% | −34−1.3% | Reduced |
| Lumbard & Kellner, LLC | 2,640 | $476.9K | 0.23% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,644 | $477.7K | 0.75% | 00.0% | Unchanged |
| Hill Island Financial LLC | 2,647 | $478.3K | 0.21% | +1,262+91.1% | Added |
| Delap Wealth Advisory, LLC | 2,648 | $478.4K | 0.50% | +2,648 | New |
| Pointe Capital Management LLC | 2,653 | $479.0K | 0.37% | −166−5.9% | Reduced |
| Bank of Stockton | 2,655 | $480.0K | 0.17% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,660 | $480.6K | 0.44% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 2,664 | $481.3K | 0.41% | +477+21.8% | Added |
| Lipe & Dalton | 2,667 | $482.0K | 0.28% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 2,675 | $483.3K | 0.24% | −10−0.4% | Reduced |
| D.B. Root & Company, LLC | 2,683 | $484.7K | 0.20% | +3+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 2,667 | $484.9K | 0.16% | +2,667 | New |
| Key Client Fiduciary Advisors, LLC | 2,686 | $485.2K | 0.33% | +920+52.1% | Added |
| Fortis Capital Advisors, LLC | 2,689 | $485.8K | 0.29% | +2,689 | New |
| Theory Financial LLC | 2,696 | $487.1K | 0.32% | +2,696 | New |
| Krane Funds Advisors LLC | 2,701 | $488.0K | 0.02% | −1,924−41.6% | Reduced |
| Zevin Asset Management LLC | 2,705 | $489.0K | 0.11% | 00.0% | Unchanged |
| Sara-Bay Financial | 2,708 | $489.0K | 0.28% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,707 | $489.0K | 0.38% | −124−4.4% | Reduced |
| Ellevest, Inc. | 2,707 | $489.1K | 0.04% | +1,177+76.9% | Added |
| Rain Capital Management, LLC | 2,708 | $489.1K | 0.37% | +2,708 | New |
| CCG Wealth Management, LLC | 2,714 | $490.3K | 0.27% | +87+3.3% | Added |
| Financial Advisors, LLC | 2,717 | $490.8K | 0.13% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 2,899 | $491.0K | 0.39% | −399−12.1% | Reduced |
| Heritage Investment Group, Inc. | 2,720 | $491.0K | 0.16% | −161−5.6% | Reduced |
| AlphaCore Capital LLC | 2,720 | $491.4K | 0.19% | +550+25.3% | Added |
| Gladius Capital Management LP | 2,721 | $491.6K | 0.16% | −9,194−77.2% | Reduced |
| Texas Capital Bancshares Inc | 2,737 | $494.5K | 0.35% | +31+1.1% | Added |
| Probity Advisors, Inc. | 2,747 | $496.3K | 0.11% | −176−6.0% | Reduced |
| Clearwater Capital Advisors, LLC | 2,747 | $496.3K | 0.06% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,750 | $496.9K | 0.36% | −40−1.4% | Reduced |
| Stephenson National Bank & Trust | 2,753 | $497.0K | 0.31% | 00.0% | Unchanged |
| Bristol John W & Co Inc | 2,754 | $497.5K | 0.01% | −446−13.9% | Reduced |
| REDW Wealth LLC | 2,761 | $498.8K | 0.17% | +1,300+89.0% | Added |
| Blackston Financial Advisory Group, LLC | 2,766 | $500.0K | 0.36% | −5−0.2% | Reduced |
| TFC Financial Management | 2,775 | $501.3K | 0.14% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 2,778 | $501.9K | 0.15% | +131+4.9% | Added |
| APCM Wealth Management for Individuals | 2,783 | $502.8K | 0.09% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,791 | $504.3K | 0.23% | +134+5.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,771 | $504.5K | 0.24% | −489−15.0% | Reduced |
| Sherbrooke Park Advisers LLC | 2,800 | $505.8K | 0.37% | +2,800 | New |
| Trust Co of Kansas | 2,806 | $507.0K | 0.33% | −1,044−27.1% | Reduced |
| SPC Financial, Inc. | 2,815 | $508.6K | 0.06% | −175−5.9% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $509.0K | 0.15% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,820 | $509.4K | 0.18% | −196−6.5% | Reduced |
| Eagle Bay Advisors LLC | 2,823 | $509.9K | 0.29% | −326−10.4% | Reduced |
| Financial Engines Advisors L.L.C. | 2,820 | $511.8K | 0.00% | +1,281+83.2% | Added |
| Atticus Wealth Management, LLC | 2,835 | $512.2K | 0.21% | −252−8.2% | Reduced |
| Aua Capital Management, LLC | 2,840 | $513.1K | 0.35% | +4+0.1% | Added |
| Colonial River Wealth Management, LLC | 2,840 | $513.1K | 0.33% | +39+1.4% | Added |
| Financial Management Network Inc | 2,872 | $514.0K | 0.23% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 2,847 | $514.3K | 0.49% | +2,847 | New |
| Dravo Bay LLC | 2,849 | $514.7K | 0.42% | +24+0.8% | Added |
| Portman Square Capital LLP | 2,860 | $516.7K | 0.25% | +2,860 | New |
| Balboa Wealth Partners | 2,864 | $517.4K | 0.23% | −122−4.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,867 | $518.0K | 0.11% | 00.0% | Unchanged |
| Innova Wealth Partners | 2,867 | $518.0K | 0.46% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 2,877 | $519.7K | 0.36% | +2,877 | New |
| Stiles Financial Services Inc | 2,881 | $520.5K | 0.30% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 2,898 | $523.6K | 0.14% | 00.0% | Unchanged |
| Clarity Financial LLC | 2,921 | $527.7K | 0.10% | +61+2.1% | Added |
| Alesco Advisors LLC | 2,925 | $528.4K | 0.02% | −144−4.7% | Reduced |
| Traynor Capital Management, Inc. | 2,931 | $529.4K | 0.09% | +48+1.7% | Added |
| BDO Wealth Advisors, LLC | 2,934 | $530.1K | 0.07% | +106+3.7% | Added |
| Latitude Advisors, LLC | 2,939 | $531.0K | 0.40% | +267+10.0% | Added |
| Sterling Financial Planning, Inc. | 2,941 | $531.3K | 0.32% | +3+0.1% | Added |
| Future Financial Wealth Managment LLC | 2,944 | $531.8K | 0.61% | −47−1.6% | Reduced |
| Perfromance Wealth Partners, LLC | 2,945 | $532.0K | 0.03% | −558−15.9% | Reduced |
| LifePro Asset Management | 2,946 | $532.3K | 0.39% | +45+1.6% | Added |
| First National Bank Sioux Falls | 2,949 | $532.8K | 0.39% | −5−0.2% | Reduced |
| Convergence Investment Partners, LLC | 2,956 | $534.0K | 0.32% | −185−5.9% | Reduced |
| Allen Investment Management LLC | 2,961 | $534.9K | 0.01% | −295−9.1% | Reduced |
| Capstone Financial Advisors, Inc. | 2,962 | $535.1K | 0.05% | −902−23.3% | Reduced |
| Burton Enright Welch | 2,972 | $536.8K | 0.22% | +12+0.4% | Added |
| Willner & Heller, LLC | 2,972 | $537.0K | 0.76% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 2,972 | $538.1K | 0.23% | +10.0% | Added |
| Spinnaker Investment Group, LLC | 2,979 | $538.2K | 0.19% | +50+1.7% | Added |
| Brown, Lisle/Cummings, Inc. | 2,986 | $539.5K | 0.29% | +175+6.2% | Added |
| Townsend Asset Management Corp | 2,990 | $540.2K | 0.27% | +745+33.2% | Added |
| Orion Capital Management LLC | 2,991 | $540.4K | 0.40% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,974 | $540.8K | 0.34% | −61−2.0% | Reduced |
| Spouting Rock Asset Management, LLC | 2,996 | $541.3K | 0.40% | +335+12.6% | Added |
| Bouchey Financial Group Ltd | 2,999 | $541.9K | 0.08% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 3,004 | $542.8K | 0.22% | +201+7.2% | Added |
| Legato Capital Management LLC | 3,014 | $544.5K | 0.10% | +3,014 | New |
| Morningstar Investment Management LLC | 3,014 | $545.0K | 0.09% | +3,014 | New |
| FSB Premier Wealth Management, Inc. | 3,019 | $545.3K | 0.30% | −281−8.5% | Reduced |
| Summit Financial, LLC | 3,019 | $545.4K | 0.05% | −1,617−34.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 3,029 | $547.1K | 0.42% | +12+0.4% | Added |