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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 4,227 | $770.6K | 0.10% | −52−1.2% | Reduced |
| Indie Asset Partners, LLC | 4,235 | $772.1K | 0.90% | −300−6.6% | Reduced |
| Cable Hill Partners, LLC | 4,236 | $772.3K | 0.13% | −1,432−25.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,283 | $780.8K | 0.24% | −174−3.9% | Reduced |
| Solstein Capital, LLC | 4,288 | $781.7K | 0.68% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 4,305 | $784.8K | 0.06% | +144+3.5% | Added |
| Engineers Gate Manager LP | 4,339 | $791.0K | 0.03% | +377+9.5% | Added |
| Riverview Trust Co | 4,342 | $791.5K | 0.73% | −55−1.3% | Reduced |
| Buttonwood Financial Advisors Inc. | 4,344 | $791.9K | 0.61% | −22−0.5% | Reduced |
| Cahaba Wealth Management, Inc. | 4,347 | $792.4K | 0.09% | −18−0.4% | Reduced |
| Perritt Capital Management Inc | 4,349 | $792.9K | 0.44% | −428−9.0% | Reduced |
| D L Carlson Investment Group Inc | 4,352 | $793.0K | 0.18% | −148−3.3% | Reduced |
| Colony Family Offices, LLC | 4,350 | $793.0K | 0.30% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 4,351 | $793.2K | 0.09% | 00.0% | Unchanged |
| Apeiron RIA LLC | 4,343 | $794.7K | 0.27% | −113−2.5% | Reduced |
| Atlas Wealth LLC | 4,361 | $795.0K | 0.16% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,368 | $796.3K | 0.34% | +588+15.6% | Added |
| Coppell Advisory Solutions LLC | 4,416 | $798.5K | 0.27% | +311+7.6% | Added |
| Coppell Advisory Solutions Corp. | 4,416 | $798.5K | 0.27% | +311+7.6% | Added |
| Guardian Wealth Advisors, LLC | 4,398 | $801.7K | 0.63% | +335+8.2% | Added |
| Montchanin Asset Management, LLC | 4,406 | $803.0K | 1.02% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,412 | $804.3K | 0.07% | −22−0.5% | Reduced |
| Oxford Financial Group Ltd | 4,420 | $805.8K | 0.09% | +503+12.8% | Added |
| Asset Allocation & Management Company, LLC | 4,424 | $806.0K | 0.32% | −1,650−27.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,424 | $806.5K | 0.47% | +4,424 | New |
| Thrive Wealth Management, LLC | 4,428 | $807.2K | 0.21% | −39−0.9% | Reduced |
| Waycross Partners, LLC | 4,433 | $808.1K | 0.23% | 00.0% | Unchanged |
| TD Capital Management LLC | 4,444 | $810.1K | 0.10% | +33+0.7% | Added |
| Concord Asset Management, LLC | 4,445 | $810.3K | 0.33% | +3,299+287.9% | Added |
| Black Diamond Financial, LLC | 4,453 | $811.8K | 0.27% | +255+6.1% | Added |
| Sonoma Private Wealth LLC | 4,457 | $812.5K | 1.62% | −529−10.6% | Reduced |
| Petra Financial Advisors Inc | 4,458 | $812.7K | 0.80% | +480+12.1% | Added |
| Stewart & Patten Co LLC | 4,459 | $812.9K | 0.14% | −273−5.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 4,461 | $813.2K | 0.43% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,469 | $814.6K | 0.34% | +888+24.8% | Added |
| Greenwich Wealth Management LLC | 4,476 | $816.0K | 0.09% | +19+0.4% | Added |
| Levin Capital Strategies, L.P. | 4,477 | $816.2K | 0.10% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4,487 | $818.0K | 0.09% | +2,300+105.2% | Added |
| Teamwork Financial Advisors, LLC | 4,488 | $818.1K | 0.15% | −17,070−79.2% | Reduced |
| Family Firm, Inc. | 4,499 | $820.1K | 0.23% | −523−10.4% | Reduced |
| Philadelphia Trust Co | 4,515 | $823.0K | 0.08% | −125−2.7% | Reduced |
| First National Bank | 4,530 | $825.8K | 0.71% | −50−1.1% | Reduced |
| Bay Rivers Group | 4,534 | $826.6K | 0.72% | +28+0.6% | Added |
| Sunburst Financial Group, LLC | 4,542 | $828.1K | 0.31% | −94−2.0% | Reduced |
| Prentiss Smith & Co Inc | 4,550 | $829.5K | 0.62% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 4,557 | $830.7K | 0.48% | +91+2.0% | Added |
| Traphagen Investment Advisors LLC | 4,570 | $833.0K | 0.12% | +49+1.1% | Added |
| Arlington Partners LLC | 4,597 | $838.0K | 0.12% | +1,494+48.1% | Added |
| Pecaut & Co. | 4,600 | $838.6K | 0.38% | −300−6.1% | Reduced |
| Great Diamond Partners, LLC | 4,602 | $838.9K | 0.24% | +2,091+83.3% | Added |
| Park Place Capital Corp | 4,620 | $842.2K | 0.24% | +14+0.3% | Added |
| Peoples Bank | 4,630 | $844.1K | 0.54% | −502−9.8% | Reduced |
| Miller Investment Management, LP | 4,631 | $844.2K | 0.14% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,631 | $844.2K | 0.34% | +13+0.3% | Added |
| Signature Wealth Management Partners, LLC | 4,639 | $845.7K | 0.78% | −159−3.3% | Reduced |
| Alliance Wealth Advisors, LLC | 4,641 | $846.1K | 0.63% | +4+0.1% | Added |
| Raleigh Capital Management Inc. | 4,657 | $848.9K | 0.42% | +287+6.6% | Added |
| Trillium Asset Management, LLC | 4,454 | $850.0K | 0.02% | +4+0.1% | Added |
| Diversified, LLC | 4,677 | $852.6K | 0.31% | +16+0.3% | Added |
| Gryphon Financial Partners LLC | 4,690 | $854.9K | 0.20% | +62+1.3% | Added |
| Morris Financial Concepts, Inc. | 4,691 | $855.1K | 0.60% | +12+0.3% | Added |
| WealthTrust Axiom LLC | 4,691 | $855.3K | 0.29% | +139+3.1% | Added |
| Trail Ridge Investment Advisors, LLC | 4,697 | $856.2K | 0.56% | +38+0.8% | Added |
| Centennial Bank | 4,702 | $856.6K | 0.56% | +3+0.1% | Added |
| Seelaus Asset Management LLC | 4,638 | $857.0K | 0.65% | −1,265−21.4% | Reduced |
| Horan Capital Advisors, LLC. | 4,716 | $859.8K | 0.35% | +417+9.7% | Added |
| MSH Capital Advisors LLC | 4,721 | $860.6K | 0.37% | +5+0.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 4,718 | $860.8K | 0.07% | +4,718 | New |
| Options Solutions, LLC | 4,731 | $862.5K | 0.98% | +2,300+94.6% | Added |
| Independent Solutions Wealth Management, LLC | 4,735 | $863.2K | 0.25% | −580−10.9% | Reduced |
| Chickasaw Capital Management LLC | 4,740 | $864.0K | 0.05% | 00.0% | Unchanged |
| Summitry LLC | 4,742 | $864.4K | 0.06% | +77+1.7% | Added |
| Sage Mountain Advisors LLC | 4,752 | $866.3K | 0.14% | +1,508+46.5% | Added |
| NCM Capital Management, LLC | 4,763 | $868.0K | 0.65% | +20.0% | Added |
| SOA Wealth Advisors, LLC. | 4,776 | $870.6K | 0.21% | +141+3.0% | Added |
| Cornerstone National Bank & Trust Co | 4,781 | $871.6K | 0.47% | +6+0.1% | Added |
| Retirement Income Solutions, Inc | 4,781 | $871.6K | 0.25% | +174+3.8% | Added |
| Iams Wealth Management, LLC | 4,822 | $872.0K | 0.72% | +1,717+55.3% | Added |
| Well Done, LLC | 4,795 | $874.1K | 0.19% | +113+2.4% | Added |
| Sound Income Strategies, LLC | 4,796 | $874.2K | 0.10% | −289−5.7% | Reduced |
| Truadvice, LLC | 4,582 | $874.7K | 0.35% | +2,002+77.6% | Added |
| ERn Financial, LLC | 4,807 | $876.4K | 0.19% | +68+1.4% | Added |
| St. Louis Trust Co | 4,850 | $884.2K | 0.18% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,862 | $886.3K | 0.28% | −423−8.0% | Reduced |
| Berkeley Capital Partners, LLC | 4,868 | $887.4K | 0.33% | +262+5.7% | Added |
| Cary Street Partners Asset Management LLC | 4,889 | $891.2K | 0.17% | +10+0.2% | Added |
| FinDec Wealth Services, Inc. | 4,898 | $892.9K | 0.68% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 4,900 | $893.3K | 0.11% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,907 | $895.0K | 0.62% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,915 | $896.0K | 0.15% | −45−0.9% | Reduced |
| Ignite Planners, LLC | 4,903 | $898.1K | 0.37% | +307+6.7% | Added |
| LBMC Investment Advisors, LLC | 4,937 | $899.9K | 0.09% | +20+0.4% | Added |
| Advisory Alpha, LLC | 4,937 | $900.0K | 0.06% | −192−3.7% | Reduced |
| FinTrust Capital Advisors, LLC | 5,003 | $903.9K | 0.22% | 00.0% | Unchanged |
| RDA Financial Network | 4,973 | $906.5K | 0.41% | +219+4.6% | Added |
| Tarbox Family Office, Inc. | 4,988 | $909.3K | 0.18% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 4,990 | $909.7K | 0.23% | −279−5.3% | Reduced |
| C2C Wealth Management, LLC | 4,990 | $911.1K | 0.15% | +1,436+40.4% | Added |
| Cladis Investment Advisory, LLC | 5,000 | $911.5K | 0.82% | 00.0% | Unchanged |
| Allstate Corp | 5,003 | $912.0K | 0.07% | −46,496−90.3% | Reduced |