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, Q1 2023
Institutional positions in PepsiCo Inc as of Mar 31, 2023. 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
- 3,175
- +48 vs. Q4 2022
- Shares held
- 1.06B
- +60.5M (+6.0%) vs. Q4 2022
- Total value
- $183.0B
- +$2.11B (+1.2%) vs. Q4 2022
- New holders
- 152
- 1,362 more added
- Sold out
- 104
- 1,271 more reduced
70 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covenant Asset Management, LLC | 3,543 | $645.9K | 0.21% | 00.0% | Unchanged |
| ETF Store, Inc. | 3,408 | $646.6K | 0.49% | +18+0.5% | Added |
| Veracity Capital LLC | 3,549 | $647.1K | 0.30% | −121−3.3% | Reduced |
| Silverlake Wealth Management LLC | 3,560 | $648.9K | 0.39% | −24−0.7% | Reduced |
| AllSquare Wealth Management LLC | 3,564 | $649.7K | 0.42% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,566 | $650.1K | 0.03% | −16,048−81.8% | Reduced |
| True Link Financial Advisors, LLC | 3,572 | $651.2K | 0.08% | +1,500+72.4% | Added |
| Tradition Wealth Management, LLC | 3,578 | $652.0K | 0.08% | +1,110+45.0% | Added |
| Rowland & Co Investment Counsel | 3,580 | $652.6K | 0.16% | −56−1.5% | Reduced |
| Empirical Asset Management, LLC | 3,595 | $655.3K | 0.63% | −437−10.8% | Reduced |
| Broadleaf Partners, LLC | 3,597 | $655.7K | 0.23% | −15−0.4% | Reduced |
| Cassia Capital Partners, LLC | 3,602 | $656.6K | 0.53% | −48−1.3% | Reduced |
| Cranbrook Wealth Management, LLC | 3,604 | $657.0K | 0.19% | +6+0.2% | Added |
| Cubic Asset Management, LLC | 3,610 | $658.1K | 0.18% | +49+1.4% | Added |
| Waterfront Wealth Inc. | 3,612 | $658.4K | 0.22% | −433−10.7% | Reduced |
| Hamilton Capital, LLC | 3,618 | $659.6K | 0.04% | −852−19.1% | Reduced |
| Cooper/Haims Advisors, LLC | 3,627 | $661.2K | 0.53% | +10.0% | Added |
| Keel Point, LLC | 3,633 | $662.2K | 0.10% | +211+6.2% | Added |
| PFS Investments Inc. | 3,598 | $663.0K | 0.01% | −55−1.5% | Reduced |
| First Dallas Securities Inc. | 3,640 | $664.0K | 0.39% | +9+0.2% | Added |
| Private Capital Management, LLC | 3,646 | $664.6K | 0.08% | +1,100+43.2% | Added |
| Eaton Financial Holdings Company, LLC | 3,648 | $665.1K | 0.52% | −109−2.9% | Reduced |
| LifeSteps Financial, Inc. | 3,649 | $665.2K | 0.71% | +448+14.0% | Added |
| Legato Capital Management LLC | 3,656 | $666.5K | 0.12% | +642+21.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,658 | $666.9K | 0.17% | +173+5.0% | Added |
| Sand Hill Global Advisors, LLC | 3,691 | $672.9K | 0.04% | +448+13.8% | Added |
| Intelligent Financial Strategies | 3,702 | $674.8K | 0.53% | −21−0.6% | Reduced |
| Hapanowicz & Associates Financial Services, Inc | 3,709 | $676.2K | 0.47% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19,934 | $676.6K | 0.14% | +335+1.7% | Added |
| Financial Management Professionals, Inc. | 3,711 | $677.0K | 0.13% | −149−3.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,716 | $677.4K | 0.16% | −145−3.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,719 | $678.0K | 0.10% | +229+6.6% | Added |
| First National Bank of Hutchinson | 3,724 | $678.9K | 0.54% | +214+6.1% | Added |
| Lesa Sroufe & Co | 3,727 | $679.0K | 0.69% | 00.0% | Unchanged |
| Wealth Effects LLC | 3,727 | $679.5K | 0.35% | −150−3.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,729 | $679.8K | 0.48% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,733 | $681.0K | 0.47% | −520−12.2% | Reduced |
| Versant Capital Management, Inc | 3,758 | $684.9K | 0.23% | +387+11.5% | Added |
| DT Investment Partners, LLC | 3,574 | $685.1K | 0.08% | +340+10.5% | Added |
| Stephens Consulting, LLC | 3,760 | $685.5K | 0.41% | +10.0% | Added |
| Bremer Bank National Association | 3,765 | $686.4K | 0.13% | −75−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,771 | $687.4K | 0.09% | −116−3.0% | Reduced |
| McIlrath & Eck, LLC | 3,775 | $688.2K | 0.16% | −13−0.3% | Reduced |
| LWMG, LLC | 3,777 | $688.5K | 0.22% | +7+0.2% | Added |
| AXS Investments LLC | 3,777 | $688.5K | 0.23% | −2,426−39.1% | Reduced |
| Uncommon Cents Investing LLC | 3,787 | $690.4K | 0.25% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 3,788 | $690.6K | 0.05% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,807 | $694.0K | 0.01% | −327−7.9% | Reduced |
| Capital Investment Services of America, Inc. | 3,808 | $694.2K | 0.08% | −200−5.0% | Reduced |
| SOL Capital Management CO | 3,809 | $694.4K | 0.11% | −46−1.2% | Reduced |
| Hutchinson Capital Management | 3,816 | $695.6K | 0.18% | −86−2.2% | Reduced |
| Karpas Strategies, LLC | 3,825 | $697.2K | 0.25% | +15+0.4% | Added |
| Rice Partnership, LLC | 3,835 | $699.1K | 0.21% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,857 | $703.1K | 0.05% | −311−7.5% | Reduced |
| Wealth Architects, LLC | 3,859 | $703.6K | 0.12% | −47−1.2% | Reduced |
| Montag & Caldwell, LLC | 3,861 | $703.9K | 0.09% | +45+1.2% | Added |
| Aspire Private Capital, LLC | 3,878 | $706.9K | 0.23% | −78−2.0% | Reduced |
| Autumn Glory Partners, LLC | 3,883 | $707.8K | 0.61% | −3,426−46.9% | Reduced |
| Wayfinding Financial, LLC | 3,915 | $713.0K | 0.54% | +1,016+35.0% | Added |
| Alera Investment Advisors, LLC | 3,917 | $714.1K | 0.16% | −58−1.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,921 | $714.7K | 0.28% | −129−3.2% | Reduced |
| Soltis Investment Advisors LLC | 3,921 | $714.8K | 0.09% | +473+13.7% | Added |
| Basso Capital Management, L.P. | 3,924 | $715.3K | 0.69% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3,929 | $716.3K | 0.11% | 00.0% | Unchanged |
| Sippican Capital Advisors | 3,945 | $719.2K | 0.69% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,958 | $721.5K | 0.15% | +16+0.4% | Added |
| Financial Council Asset Management Inc | 3,974 | $724.5K | 0.59% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 3,979 | $725.0K | 0.25% | −160−3.9% | Reduced |
| Richard W. Paul & Associates, LLC | 3,986 | $726.5K | 0.33% | +132+3.4% | Added |
| Gateway Wealth Partners, LLC | 4,000 | $729.2K | 0.11% | +71+1.8% | Added |
| General Partner, Inc. | 3,975 | $729.7K | 0.64% | +44+1.1% | Added |
| Covenant Partners, LLC | 4,004 | $729.9K | 0.28% | −625−13.5% | Reduced |
| Gables Capital Management Inc. | 4,052 | $738.7K | 0.52% | +12+0.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,054 | $739.0K | 0.11% | +76+1.9% | Added |
| M. Kulyk & Associates, LLC | 4,054 | $739.1K | 0.22% | −254−5.9% | Reduced |
| GraniteShares Advisors LLC | 4,066 | $741.2K | 0.65% | −185−4.4% | Reduced |
| Waddell & Associates, LLC | 4,077 | $743.2K | 0.12% | −99−2.4% | Reduced |
| OmniStar Financial Group, Inc. | 4,080 | $743.5K | 0.94% | −859−17.4% | Reduced |
| First Community Trust NA | 4,085 | $744.7K | 0.88% | −302−6.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,085 | $744.7K | 0.35% | −21−0.5% | Reduced |
| Sovereign Financial Group, Inc. | 4,090 | $745.6K | 0.28% | −8−0.2% | Reduced |
| CVA Family Office, LLC | 4,094 | $746.3K | 0.17% | +274+7.2% | Added |
| Aft, Forsyth & Company, Inc. | 4,097 | $746.9K | 0.58% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,108 | $748.9K | 0.04% | −2,622−39.0% | Reduced |
| TCWP LLC | 4,128 | $752.5K | 0.14% | +8+0.2% | Added |
| Security Financial Services, INC. | 4,134 | $753.7K | 0.23% | +114+2.8% | Added |
| Howard Capital Management Group, LLC | 4,138 | $754.4K | 0.08% | +2,516+155.1% | Added |
| West Chester Capital Advisors, Inc | 4,155 | $757.5K | 1.74% | −42−1.0% | Reduced |
| Townsend & Associates, Inc | 3,973 | $758.3K | 0.30% | +2,706+213.6% | Added |
| Larson Financial Group LLC | 4,161 | $758.6K | 0.08% | −5,254−55.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,167 | $759.6K | 0.20% | +920+28.3% | Added |
| Laraway Financial Inc | 4,167 | $759.7K | 0.77% | −249−5.6% | Reduced |
| Eudaimonia Advisors LLC | 4,167 | $759.7K | 0.51% | −41−1.0% | Reduced |
| Sweeney & Michel, LLC | 4,194 | $761.5K | 0.41% | +4,194 | New |
| 180 Wealth Advisors, LLC | 4,180 | $762.0K | 0.18% | +59+1.4% | Added |
| Phoenix Holdings Ltd. | 4,261 | $763.8K | 0.02% | +4,261 | New |
| American Investment Services, Inc. | 4,238 | $765.6K | 0.16% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 4,207 | $767.0K | 0.68% | +4,207 | New |
| Royal Fund Management, LLC | 4,211 | $767.7K | 0.12% | +38+0.9% | Added |
| Capital Investment Counsel, Inc | 4,223 | $769.9K | 0.18% | 00.0% | Unchanged |