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 |
|---|---|---|---|---|---|
| Peninsula Wealth, LLC | 3,032 | $547.7K | 0.17% | +31+1.0% | Added |
| Horan Securities, Inc. | 3,037 | $548.6K | 0.31% | +41+1.4% | Added |
| Planning Directions Inc | 3,046 | $550.0K | 0.42% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 3,050 | $551.0K | 0.46% | +3,050 | New |
| Riverview Capital Advisers, LLC | 3,051 | $551.2K | 0.30% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 3,034 | $551.4K | 0.45% | +3,034 | New |
| Aletheian Wealth Advisors LLC | 3,052 | $551.4K | 0.48% | +3,052 | New |
| Vicus Capital | 3,060 | $552.7K | 0.06% | −1,129−27.0% | Reduced |
| CMG Global Holdings, LLC | 3,072 | $555.0K | 0.53% | −25−0.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,080 | $556.4K | 0.16% | +154+5.3% | Added |
| Bell Bank | 3,087 | $557.7K | 0.06% | +10.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 3,091 | $558.5K | 0.04% | −337−9.8% | Reduced |
| Krilogy Financial LLC | 3,093 | $558.8K | 0.05% | +151+5.1% | Added |
| Prosperity Consulting Group, LLC | 3,093 | $558.9K | 0.37% | +662+27.2% | Added |
| Sage Capital Advisors,llc | 3,098 | $559.7K | 0.25% | +3,098 | New |
| MONECO Advisors, LLC | 3,102 | $560.4K | 0.20% | −140−4.3% | Reduced |
| Arlington Partners LLC | 3,103 | $560.6K | 0.09% | +278+9.8% | Added |
| Iams Wealth Management, LLC | 3,105 | $560.9K | 0.57% | +3,105 | New |
| PCG Wealth Advisors, LLC | 3,112 | $562.2K | 0.36% | −3,085−49.8% | Reduced |
| Delta Investment Management, LLC | 3,114 | $562.6K | 0.18% | −442−12.4% | Reduced |
| One + One Wealth Management, LLC | 3,115 | $562.8K | 0.39% | +60+2.0% | Added |
| Marco Investment Management LLC | 3,116 | $562.9K | 0.07% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 3,118 | $563.3K | 0.41% | +71+2.3% | Added |
| GEM Asset Management, LLC | 3,122 | $564.0K | 0.48% | +3,122 | New |
| Renasant Bank | 3,127 | $564.9K | 0.43% | +214+7.3% | Added |
| Ballast Advisors LLC | 3,131 | $565.6K | 0.25% | +15+0.5% | Added |
| Capital Advisors, Ltd. LLC | 3,881 | $566.0K | 0.10% | +755+24.2% | Added |
| L2 Asset Management, LLC | 3,134 | $566.2K | 0.37% | +372+13.5% | Added |
| South Street Advisors LLC | 3,135 | $566.4K | 0.13% | +70+2.3% | Added |
| Vertex Planning Partners, LLC | 3,146 | $568.4K | 0.22% | +3,146 | New |
| Garner Asset Management Corp | 3,161 | $571.0K | 0.28% | 00.0% | Unchanged |
| Garde Capital, Inc. | 3,160 | $571.0K | 0.07% | +89+2.9% | Added |
| Southland Equity Partners LLC | 3,161 | $571.0K | 0.22% | +242+8.3% | Added |
| Central Bank & Trust Co | 3,164 | $571.6K | 0.11% | +22+0.7% | Added |
| Fagan Associates, Inc. | 3,171 | $573.0K | 0.15% | +582+22.5% | Added |
| Birmingham Capital Management Co Inc | 3,175 | $573.7K | 0.22% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,178 | $574.1K | 0.26% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3,183 | $575.0K | 0.09% | −951−23.0% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,186 | $575.6K | 0.28% | −56−1.7% | Reduced |
| Ironwood Investment Management LLC | 3,194 | $577.0K | 0.38% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 3,201 | $578.4K | 0.60% | +165+5.4% | Added |
| Michael B. Yongue | 3,210 | $579.9K | 0.54% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,211 | $580.1K | 0.40% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,218 | $581.0K | 0.36% | +583+22.1% | Added |
| Tillar-Wenstrup Advisors, LLC | 3,226 | $583.0K | 0.28% | +150+4.9% | Added |
| DeDora Capital, Inc. | 3,228 | $583.2K | 0.28% | +134+4.3% | Added |
| Marks Group Wealth Management, Inc | 3,229 | $583.4K | 0.08% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 3,234 | $584.3K | 0.08% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 3,239 | $585.2K | 0.03% | −129−3.8% | Reduced |
| Sand Hill Global Advisors, LLC | 3,243 | $585.9K | 0.03% | +50+1.6% | Added |
| Sage Mountain Advisors LLC | 3,244 | $586.1K | 0.13% | +747+29.9% | Added |
| Arthur M. Cohen & Associates, LLC | 3,247 | $586.6K | 0.16% | −840−20.6% | Reduced |
| Single Point Partners, LLC | 3,256 | $588.0K | 0.14% | −125−3.7% | Reduced |
| Andesa Financial Management Inc. | 3,259 | $588.8K | 0.32% | −564−14.8% | Reduced |
| Hexagon Capital Partners LLC | 3,263 | $589.5K | 0.17% | −864−20.9% | Reduced |
| Fort Point Capital Partners LLC | 3,267 | $590.2K | 0.10% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 3,276 | $591.8K | 0.37% | −227−6.5% | Reduced |
| Phillips Wealth Planners LLC | 3,331 | $592.2K | 1.03% | +3,331 | New |
| Steigerwald, Gordon & Koch Inc. | 3,278 | $592.2K | 0.09% | −183−5.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,285 | $593.5K | 0.20% | +760+30.1% | Added |
| Advisors Preferred, LLC | 3,321 | $595.8K | 0.26% | −41−1.2% | Reduced |
| Capital Market Strategies LLC | 3,300 | $596.2K | 0.64% | +107+3.4% | Added |
| ETF Store, Inc. | 3,390 | $597.3K | 0.46% | +30+0.9% | Added |
| Merrion Investment Management Co, LLC | 3,295 | $598.8K | 0.56% | +250+8.2% | Added |
| Callan Family Office, LLC | 3,315 | $598.9K | 0.19% | +3,315 | New |
| Boothbay Fund Management, LLC | 3,318 | $599.4K | 0.02% | +1,985+148.9% | Added |
| Heartwood Wealth Advisors LLC | 3,323 | $600.3K | 0.09% | −124−3.6% | Reduced |
| Five Oceans Advisors | 3,325 | $600.7K | 0.42% | −251−7.0% | Reduced |
| BMS Financial Advisors, LLC | 3,328 | $601.2K | 0.40% | +179+5.7% | Added |
| Samalin Investment Counsel, LLC | 3,332 | $601.9K | 0.38% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,340 | $603.4K | 0.13% | +723+27.6% | Added |
| LeJeune Puetz Investment Counsel LLC | 3,340 | $603.4K | 0.23% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 3,346 | $604.0K | 1.92% | −40−1.2% | Reduced |
| Sax Wealth Advisors, LLC | 3,346 | $604.5K | 0.14% | −336−9.1% | Reduced |
| Breakwater Capital Group | 3,348 | $604.9K | 0.32% | +3,348 | New |
| JTC Employer Solutions Trusteee Ltd | 3,349 | $605.0K | 0.05% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,350 | $605.2K | 0.19% | +6+0.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,414 | $606.0K | 0.35% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 3,355 | $606.1K | 0.04% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 3,554 | $606.8K | 0.11% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 3,360 | $607.1K | 0.10% | +758+29.1% | Added |
| First Financial Corp | 3,365 | $607.9K | 0.37% | −665−16.5% | Reduced |
| Versant Capital Management, Inc | 3,371 | $608.9K | 0.22% | +9+0.3% | Added |
| Per Stirling Capital Management, LLC. | 3,377 | $610.0K | 0.11% | +3,377 | New |
| Greytown Advisors Inc. | 3,366 | $612.0K | 0.33% | −19−0.6% | Reduced |
| Briggs Advisory Group, Inc. | 3,394 | $613.2K | 0.39% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19,599 | $613.8K | 0.14% | −74−0.4% | Reduced |
| WFA Asset Management Corp | 3,400 | $614.3K | 0.40% | −330−8.8% | Reduced |
| Eqis Capital Management, Inc. | 3,406 | $615.4K | 0.07% | −872−20.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,413 | $616.6K | 0.19% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 3,413 | $616.6K | 0.56% | +91+2.7% | Added |
| Royal Harbor Partners, LLC | 3,416 | $617.1K | 0.38% | +4+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,409 | $618.0K | 0.01% | +2,337+218.0% | Added |
| Keel Point, LLC | 3,422 | $618.2K | 0.10% | +496+17.0% | Added |
| Birchcreek Wealth Management, LLC | 3,424 | $618.6K | 0.55% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,431 | $619.8K | 1.48% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 3,433 | $620.3K | 0.07% | −25−0.7% | Reduced |
| Avestar Capital, LLC | 3,421 | $621.9K | 0.13% | +248+7.8% | Added |
| Soltis Investment Advisors LLC | 3,448 | $622.9K | 0.08% | +27+0.8% | Added |
| Harvest Investment Services, LLC | 3,448 | $622.9K | 0.67% | −177−4.9% | Reduced |