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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 5,805 | $1.06M | 0.22% | +108+1.9% | Added |
| Forza Wealth Management, LLC | 5,825 | $1.06M | 0.55% | +471+8.8% | Added |
| Atlantic Trust, LLC | 5,833 | $1.06M | 0.34% | −1,285−18.1% | Reduced |
| Goepper Burkhardt LLC | 5,848 | $1.07M | 0.70% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 5,858 | $1.07M | 0.71% | +83+1.4% | Added |
| Wunderlich Capital Managemnt | 5,859 | $1.07M | 0.56% | +141+2.5% | Added |
| Edge Wealth Management LLC | 5,861 | $1.07M | 0.24% | −2,908−33.2% | Reduced |
| Headlands Technologies LLC | 5,860 | $1.07M | 0.71% | +5,860 | New |
| Jackson, Grant Investment Advisers, Inc. | 5,862 | $1.07M | 0.50% | +268+4.8% | Added |
| Silvia McColl Wealth Management, LLC | 5,883 | $1.07M | 1.06% | +50+0.9% | Added |
| Aureus Asset Management, LLC | 5,893 | $1.07M | 0.08% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 5,900 | $1.08M | 1.02% | +81+1.4% | Added |
| Day & Ennis, LLC | 5,902 | $1.08M | 0.40% | +3+0.1% | Added |
| First County Bank | 5,913 | $1.08M | 0.53% | +201+3.5% | Added |
| KB Financial Partners, LLC | 5,929 | $1.08M | 0.32% | +10+0.2% | Added |
| Midwest Professional Planners, LTD. | 5,942 | $1.08M | 0.53% | +428+7.8% | Added |
| Successful Portfolios LLC | 5,946 | $1.08M | 0.68% | −76−1.3% | Reduced |
| Cutler Group LP | 5,955 | $1.08M | 0.17% | −4,218−41.5% | Reduced |
| Childress Capital Advisors, LLC | 5,955 | $1.09M | 0.48% | −6,876−53.6% | Reduced |
| Tranquility Partners, LLC | 5,963 | $1.09M | 0.52% | −17−0.3% | Reduced |
| Lion Street Advisors, LLC | 5,966 | $1.09M | 0.34% | +663+12.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 5,971 | $1.09M | 0.07% | +451+8.2% | Added |
| Barings LLC | 5,977 | $1.09M | 0.04% | +678+12.8% | Added |
| Sunesis Advisors, LLC | 5,986 | $1.09M | 0.79% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 6,011 | $1.10M | 0.38% | +131+2.2% | Added |
| Cornerstone Advisory, LLC | 6,016 | $1.10M | 0.20% | +141+2.4% | Added |
| Deuterium Capital Management, LLC | 6,032 | $1.10M | 1.85% | +3,790+169.0% | Added |
| Advisor Resource Council | 6,019 | $1.10M | 0.28% | +3,765+167.0% | Added |
| MBA Advisors LLC | 6,042 | $1.10M | 0.69% | +10.0% | Added |
| New England Research & Management, Inc. | 6,043 | $1.10M | 0.65% | −345−5.4% | Reduced |
| Nwam LLC | 6,067 | $1.11M | 0.11% | −3,586−37.1% | Reduced |
| Hollow Brook Wealth Management LLC | 6,072 | $1.11M | 0.52% | −400−6.2% | Reduced |
| Marathon Capital Management | 6,072 | $1.11M | 0.27% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,091 | $1.11M | 0.29% | −149−2.4% | Reduced |
| Fort Sheridan Advisors LLC | 6,107 | $1.11M | 0.28% | −38−0.6% | Reduced |
| Retirement Guys Formula LLC | 6,108 | $1.11M | 0.80% | +398+7.0% | Added |
| Poplar Forest Capital LLC | 6,115 | $1.11M | 0.13% | 00.0% | Unchanged |
| Cedrus LLC | 6,115 | $1.11M | 0.78% | +2,082+51.6% | Added |
| Magnolia Capital Management Ltd | 6,124 | $1.12M | 1.05% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 6,122 | $1.12M | 0.73% | +6,122 | New |
| SkyOak Wealth, LLC | 6,125 | $1.12M | 0.34% | +30.0% | Added |
| First Heartland Consultants, Inc. | 6,134 | $1.12M | 0.17% | −208−3.3% | Reduced |
| Wellington Shields Capital Management, LLC | 6,136 | $1.12M | 0.13% | +30.0% | Added |
| Roman Butler Fullerton & Co | 5,909 | $1.12M | 0.56% | +108+1.9% | Added |
| Sterling Investment Counsel, LLC | 6,153 | $1.12M | 0.67% | −122−1.9% | Reduced |
| Clarus Group, Inc. | 6,197 | $1.13M | 1.06% | +4+0.1% | Added |
| Monumental Financial Group Inc. | 6,197 | $1.13M | 0.81% | +332+5.7% | Added |
| Sage Capital Advisors,llc | 6,201 | $1.13M | 0.43% | +3,103+100.2% | Added |
| Carlson Capital Management | 6,204 | $1.13M | 0.07% | +5+0.1% | Added |
| KWB Wealth | 6,263 | $1.13M | 0.21% | +1,309+26.4% | Added |
| Norris Perne & French LLP | 6,212 | $1.13M | 0.10% | +283+4.8% | Added |
| Integris Wealth Management, LLC | 6,220 | $1.13M | 0.42% | 00.0% | Unchanged |
| Wrapmanager Inc | 6,222 | $1.13M | 0.35% | +280+4.7% | Added |
| AFS Financial Group, LLC | 6,229 | $1.14M | 0.76% | −30−0.5% | Reduced |
| Meridian Investment Counsel Inc. | 6,230 | $1.14M | 0.43% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 6,230 | $1.14M | 0.00% | +6,230 | New |
| United Bank | 6,235 | $1.14M | 0.15% | −147−2.3% | Reduced |
| Winthrop Advisory Group LLC | 6,236 | $1.14M | 0.20% | −28−0.4% | Reduced |
| Buckley Wealth Management, LLC | 6,239 | $1.14M | 0.42% | −29−0.5% | Reduced |
| Reik & Co., LLC | 6,247 | $1.14M | 0.34% | −257−4.0% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 6,249 | $1.14M | 1.99% | 00.0% | Unchanged |
| Phocas Financial Corp. | 6,254 | $1.14M | 0.16% | −167−2.6% | Reduced |
| Brown Miller Wealth Management, LLC | 6,256 | $1.14M | 0.67% | +4+0.1% | Added |
| Longfellow Investment Management Co LLC | 6,257 | $1.14M | 0.26% | +1,173+23.1% | Added |
| Abacus Planning Group, Inc. | 6,270 | $1.14M | 0.29% | −4−0.1% | Reduced |
| PYA Waltman Capital, LLC | 6,275 | $1.14M | 0.57% | +2,131+51.4% | Added |
| Insigneo Advisory Services, LLC | 6,285 | $1.15M | 0.36% | +69+1.1% | Added |
| Transamerica Financial Advisors, Inc. | 6,283 | $1.15M | 0.15% | +307+5.1% | Added |
| Strategy Asset Managers LLC | 6,290 | $1.15M | 0.28% | −3,916−38.4% | Reduced |
| Carson Advisory Inc. | 6,294 | $1.15M | 1.02% | +40+0.6% | Added |
| Tevis Investment Management | 6,296 | $1.15M | 1.17% | −20−0.3% | Reduced |
| EagleClaw Capital Managment, LLC | 6,300 | $1.15M | 0.27% | 00.0% | Unchanged |
| Optas, LLC | 6,304 | $1.15M | 0.41% | +148+2.4% | Added |
| Chesapeake Wealth Management | 6,337 | $1.16M | 0.48% | −42−0.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,341 | $1.16M | 0.30% | +930+17.2% | Added |
| Rosenbaum Jay D. | 6,353 | $1.16M | 2.13% | −12−0.2% | Reduced |
| Castle Rock Wealth Management, LLC | 5,971 | $1.16M | 0.41% | −334−5.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,362 | $1.16M | 0.57% | −65−1.0% | Reduced |
| InTrack Investment Management Inc | 6,392 | $1.16M | 1.07% | −112−1.7% | Reduced |
| Verus Capital Partners, LLC | 6,382 | $1.16M | 0.18% | +867+15.7% | Added |
| OneAscent Wealth Management LLC | 6,392 | $1.17M | 0.45% | −52−0.8% | Reduced |
| Bray Capital Advisors | 6,413 | $1.17M | 0.34% | +20.0% | Added |
| Berger Financial Group, Inc | 6,460 | $1.18M | 0.14% | +147+2.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,462 | $1.18M | 0.33% | −144−2.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 6,480 | $1.18M | 0.43% | −280−4.1% | Reduced |
| Custos Family Office, LLC | 6,487 | $1.18M | 0.83% | +6,487 | New |
| Brown Capital Management LLC | 6,500 | $1.18M | 0.02% | −60−0.9% | Reduced |
| Silicon Hills Wealth Management, LLC | 6,500 | $1.18M | 0.71% | −6−0.1% | Reduced |
| Curated Wealth Partners LLC | 6,514 | $1.19M | 0.27% | −560−7.9% | Reduced |
| Cardiff Park Advisors, LLC | 6,525 | $1.19M | 0.16% | +30+0.5% | Added |
| Trust Co | 6,528 | $1.19M | 0.18% | −176−2.6% | Reduced |
| Doheny Asset Management | 6,539 | $1.19M | 1.07% | −171−2.5% | Reduced |
| Boltwood Capital Management | 6,584 | $1.20M | 0.45% | +318+5.1% | Added |
| VELA Investment Management, LLC | 6,588 | $1.20M | 0.55% | +1,508+29.7% | Added |
| SignalPoint Asset Management, LLC | 6,587 | $1.20M | 0.39% | +173+2.7% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 6,540 | $1.20M | 0.26% | +698+11.9% | Added |
| Gradient Investments LLC | 6,598 | $1.20M | 0.03% | +1,021+18.3% | Added |
| Windsor Group LTD | 6,575 | $1.21M | 0.23% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 6,646 | $1.21M | 0.70% | +56+0.8% | Added |
| American State Bank (Iowa) | 6,652 | $1.21M | 0.88% | +98+1.5% | Added |