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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 5,007 | $912.3K | 0.02% | −1,042−17.2% | Reduced |
| Sutton Wealth Advisors Inc. | 5,010 | $913.3K | 0.49% | −2,257−31.1% | Reduced |
| First Capital Advisors Group, LLC. | 5,013 | $913.9K | 0.59% | −229−4.4% | Reduced |
| Opus Capital Group, LLC | 5,011 | $914.0K | 0.17% | +53+1.1% | Added |
| Barber Financial Group, Inc. | 5,019 | $914.9K | 0.16% | +114+2.3% | Added |
| Iron Financial, LLC | 5,020 | $915.2K | 0.50% | −242−4.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,024 | $915.9K | 0.57% | +10.0% | Added |
| Aveo Capital Partners, LLC | 5,047 | $920.1K | 0.12% | +1,021+25.4% | Added |
| Pinnacle West Asset Management, Inc. | 5,060 | $922.0K | 0.96% | +5,060 | New |
| Wedgewood Investors Inc | 5,070 | $924.3K | 1.21% | −120−2.3% | Reduced |
| CPA Asset Management LLC | 5,074 | $925.0K | 0.69% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 5,075 | $925.2K | 0.27% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5,087 | $927.4K | 0.65% | +245+5.1% | Added |
| MONECO Advisors, LLC | 5,089 | $927.7K | 0.27% | +1,987+64.1% | Added |
| Pallas Capital Advisors LLC | 5,016 | $930.4K | 0.09% | +2,411+92.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,200 | $932.0K | 0.39% | −20,220−79.5% | Reduced |
| FLC Capital Advisors | 5,116 | $932.6K | 0.29% | +1,227+31.6% | Added |
| Waypoint Capital Advisors, LLC | 5,118 | $933.0K | 0.30% | −436−7.9% | Reduced |
| Arkadios Wealth Advisors | 5,118 | $933.1K | 0.11% | +198+4.0% | Added |
| Midwest Financial Group LLC | 5,147 | $938.0K | 0.86% | +5,147 | New |
| Legacy Private Trust Co. | 5,155 | $939.8K | 0.08% | +30+0.6% | Added |
| Seven Springs Wealth Group, LLC | 5,156 | $939.9K | 0.46% | +14+0.3% | Added |
| Montis Financial, LLC | 5,171 | $942.6K | 0.73% | +6+0.1% | Added |
| Lakeview Capital Partners, LLC | 4,834 | $944.3K | 0.29% | −127−2.6% | Reduced |
| Diligent Investors, LLC | 5,192 | $946.5K | 0.29% | +3,208+161.7% | Added |
| Annex Advisory Services, LLC | 5,197 | $947.6K | 0.05% | +460+9.7% | Added |
| Legacy Wealth Asset Management, LLC | 5,199 | $947.8K | 0.34% | −20−0.4% | Reduced |
| Cooper Financial Group | 5,230 | $953.4K | 0.26% | +303+6.1% | Added |
| Apriem Advisors | 5,237 | $954.7K | 0.15% | +1,515+40.7% | Added |
| McMorgan & Co LLC | 5,242 | $955.7K | 0.20% | −175−3.2% | Reduced |
| West Michigan Advisors, LLC | 5,243 | $955.8K | 0.54% | +2,849+119.0% | Added |
| Oak Hill Wealth Advisors, LLC | 5,244 | $955.9K | 0.38% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 5,248 | $956.7K | 0.53% | +5,248 | New |
| AlphaStar Capital Management, LLC | 5,265 | $959.9K | 0.08% | −518−9.0% | Reduced |
| JB Capital LLC | 5,274 | $961.7K | 0.09% | −17,657−77.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 5,277 | $962.0K | 0.25% | +3,800+257.3% | Added |
| Guardian Wealth Advisors, LLC | 5,281 | $962.8K | 0.17% | +162+3.2% | Added |
| 9258 Wealth Management, LLC | 5,282 | $962.9K | 0.19% | +178+3.5% | Added |
| Callan Family Office, LLC | 5,289 | $964.2K | 0.23% | +1,974+59.5% | Added |
| Verity Asset Management, Inc. | 5,300 | $966.0K | 0.58% | +2,636+98.9% | Added |
| Obsidian Personal Planning Solutions LLC | 5,300 | $966.2K | 1.41% | −1,075−16.9% | Reduced |
| Roof Eidam & Maycock | 5,312 | $968.4K | 0.36% | −3−0.1% | Reduced |
| Shepherd Financial Partners LLC | 5,324 | $970.3K | 0.16% | −20−0.4% | Reduced |
| Arden Trust Co | 5,324 | $971.0K | 0.18% | −651−10.9% | Reduced |
| WealthShield Partners, LLC | 5,341 | $973.7K | 0.16% | −282−5.0% | Reduced |
| Fort Pitt Capital Group, LLC | 5,359 | $977.0K | 0.04% | −1,066−16.6% | Reduced |
| Carr Financial Group Corp | 5,367 | $978.4K | 0.43% | −610−10.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 5,377 | $980.2K | 0.90% | −4−0.1% | Reduced |
| Aurora Investment Managers, LLC. | 5,388 | $982.0K | 0.85% | −2,789−34.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,391 | $982.0K | 0.37% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 5,391 | $982.8K | 1.18% | +99+1.9% | Added |
| Charles Schwab Trust Co | 5,394 | $983.3K | 0.12% | −203−3.6% | Reduced |
| Hanson & Doremus Investment Management | 5,401 | $985.0K | 0.22% | −350−6.1% | Reduced |
| Redwood Investment Management, LLC | 5,416 | $987.0K | 0.11% | +3,537+188.2% | Added |
| Proficio Capital Partners LLC | 5,421 | $988.3K | 0.16% | +155+2.9% | Added |
| WR Wealth Planners, LLC | 5,429 | $989.7K | 0.43% | +5,210+2,379.0% | Added |
| Aaron Wealth Advisors | 5,439 | $991.5K | 0.14% | +803+17.3% | Added |
| Lifeworks Advisors, LLC | 5,449 | $993.4K | 0.47% | +198+3.8% | Added |
| Proffitt & Goodson Inc | 5,450 | $993.5K | 0.20% | −109−2.0% | Reduced |
| Patriot Investment Management Inc. | 5,453 | $994.1K | 0.09% | 00.0% | Unchanged |
| West Bancorporation Inc | 5,470 | $997.2K | 0.76% | −531−8.8% | Reduced |
| Weik Capital Management | 5,495 | $1.00M | 0.46% | −85−1.5% | Reduced |
| Atlas Private Wealth Advisors | 5,505 | $1.00M | 0.46% | +692+14.4% | Added |
| Cresta Advisors, Ltd. | 5,532 | $1.01M | 0.78% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5,533 | $1.01M | 0.65% | −300−5.1% | Reduced |
| KC Investment Advisors, LLC | 5,534 | $1.01M | 0.95% | −1,642−22.9% | Reduced |
| Quent Capital, LLC | 5,545 | $1.01M | 0.17% | −208−3.6% | Reduced |
| Geller Advisors LLC | 5,543 | $1.01M | 0.15% | −284−4.9% | Reduced |
| Stevens Capital Management LP | 5,551 | $1.01M | 0.25% | +2,935+112.2% | Added |
| Silver Lake Advisory, LLC | 5,581 | $1.02M | 0.56% | +5,581 | New |
| Blueshift Asset Management, LLC | 5,588 | $1.02M | 0.43% | +817+17.1% | Added |
| Congress Park Capital LLC | 5,593 | $1.02M | 0.61% | −525−8.6% | Reduced |
| Wellington Shields & Co., LLC | 5,613 | $1.02M | 0.23% | −300−5.1% | Reduced |
| KLCM Advisors, Inc. | 5,621 | $1.02M | 0.20% | −3,851−40.7% | Reduced |
| Armstrong Advisory Group, Inc | 5,624 | $1.03M | 0.12% | −128−2.2% | Reduced |
| Bourne Lent Asset Management Inc | 5,625 | $1.03M | 0.39% | 00.0% | Unchanged |
| River Street Advisors LLC | 5,635 | $1.03M | 1.01% | +88+1.6% | Added |
| Marion Wealth Management | 5,645 | $1.03M | 0.38% | +252+4.7% | Added |
| Baystate Wealth Management LLC | 5,647 | $1.03M | 0.09% | +88+1.6% | Added |
| First International Bank & Trust | 5,648 | $1.03M | 0.34% | +10+0.2% | Added |
| JT Stratford LLC | 5,652 | $1.03M | 0.30% | −4,003−41.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,664 | $1.03M | 0.32% | +68+1.2% | Added |
| Franklin Street Advisors Inc | 5,669 | $1.03M | 0.09% | −95−1.6% | Reduced |
| Cim Investment Mangement Inc | 5,667 | $1.03M | 0.38% | +5,667 | New |
| Capstone Triton Financial Group, LLC | 5,675 | $1.03M | 0.78% | +655+13.0% | Added |
| Dominguez Wealth Management Solutions, Inc. | 5,691 | $1.04M | 0.95% | −68−1.2% | Reduced |
| Claar Advisors LLC | 5,700 | $1.04M | 0.42% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 5,738 | $1.05M | 0.46% | −42−0.7% | Reduced |
| Weatherly Asset Management L. P. | 5,743 | $1.05M | 0.14% | +766+15.4% | Added |
| Charter Oak Capital Management, LLC | 5,744 | $1.05M | 0.15% | +335+6.2% | Added |
| Gilman Hill Asset Management, LLC | 5,746 | $1.05M | 0.21% | −602−9.5% | Reduced |
| Perennial Advisors, LLC | 5,758 | $1.05M | 0.30% | +567+10.9% | Added |
| Cipher Capital LP | 5,760 | $1.05M | 0.19% | +5,760 | New |
| Northern Financial Advisors Inc | 5,764 | $1.05M | 0.99% | −275−4.6% | Reduced |
| Wolff Financial Management LLC | 5,765 | $1.05M | 0.37% | +10.0% | Added |
| Addison Advisors LLC | 5,766 | $1.05M | 0.59% | −641−10.0% | Reduced |
| Altus Wealth Group LLC | 5,768 | $1.05M | 0.71% | −72−1.2% | Reduced |
| Alethea Capital Management, LLC | 5,768 | $1.05M | 1.11% | +3,568+162.2% | Added |
| Segment Wealth Management, LLC | 5,774 | $1.05M | 0.12% | −100−1.7% | Reduced |
| Gilbert & Cook, Inc. | 5,788 | $1.06M | 0.18% | +64+1.1% | Added |