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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Alta Wealth Advisors LLC | 6,699 | $1.22M | 0.77% | +1,714+34.4% | Added |
| Qsemble Capital Management, LP | 6,700 | $1.22M | 0.82% | +2,400+55.8% | Added |
| Foster Group, Inc. | 6,709 | $1.22M | 0.08% | +168+2.6% | Added |
| Ellenbecker Investment Group | 6,722 | $1.23M | 0.33% | −62−0.9% | Reduced |
| UMA Financial Services, Inc. | 6,633 | $1.23M | 0.32% | +5+0.1% | Added |
| MB, Levis & Associates, LLC | 6,722 | $1.23M | 0.85% | +44+0.7% | Added |
| Humankind Investments LLC | 6,748 | $1.23M | 0.51% | +213+3.3% | Added |
| Core Wealth Partners LLC | 6,759 | $1.23M | 1.24% | −6,401−48.6% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 6,820 | $1.24M | 1.18% | +147+2.2% | Added |
| Hudock, Inc. | 6,782 | $1.24M | 0.30% | +111+1.7% | Added |
| Westmount Partners, LLC | 6,788 | $1.24M | 0.57% | +1,681+32.9% | Added |
| Concord Wealth Partners | 6,798 | $1.24M | 0.35% | +1,351+24.8% | Added |
| Elgethun Capital Management | 6,818 | $1.24M | 0.39% | +35+0.5% | Added |
| Clough Capital Partners L P | 6,800 | $1.24M | 0.13% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 6,826 | $1.24M | 1.24% | +55+0.8% | Added |
| Meritage Portfolio Management | 6,828 | $1.25M | 0.09% | +6+0.1% | Added |
| VERITY Wealth Advisors | 6,836 | $1.25M | 1.16% | −51−0.7% | Reduced |
| Centaurus Financial, Inc. | 6,846 | $1.25M | 0.10% | +186+2.8% | Added |
| American National Bank | 6,857 | $1.25M | 0.23% | +487+7.6% | Added |
| Redmond Asset Management, LLC | 6,858 | $1.25M | 0.43% | −1,572−18.6% | Reduced |
| Glen Eagle Advisors, LLC | 6,863 | $1.25M | 0.31% | +293+4.5% | Added |
| MCF Advisors LLC | 6,867 | $1.25M | 0.12% | +191+2.9% | Added |
| Global Trust Asset Management, LLC | 6,867 | $1.25M | 0.60% | −470−6.4% | Reduced |
| Coastal Investment Advisors, Inc. | 6,885 | $1.26M | 0.31% | −582−7.8% | Reduced |
| GoalVest Advisory LLC | 6,921 | $1.26M | 0.74% | −5,522−44.4% | Reduced |
| First Commonwealth Financial Corp | 6,921 | $1.26M | 0.45% | −97−1.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,921 | $1.26M | 0.77% | +29+0.4% | Added |
| LCM Capital Management Inc | 6,926 | $1.26M | 1.10% | +305+4.6% | Added |
| 1620 Investment Advisors, Inc. | 6,928 | $1.26M | 1.52% | −969−12.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,932 | $1.26M | 0.54% | +307+4.6% | Added |
| IVC Wealth Advisors LLC | 6,933 | $1.26M | 0.90% | +169+2.5% | Added |
| Wells Trecaso Financial Group, LLC | 6,936 | $1.26M | 0.59% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 6,941 | $1.27M | 0.15% | −989−12.5% | Reduced |
| Quad-Cities Investment Group, LLC | 6,942 | $1.27M | 0.88% | −31−0.4% | Reduced |
| Callan Capital, LLC | 6,966 | $1.27M | 0.15% | −1,222−14.9% | Reduced |
| First City Capital Management, Inc. | 6,673 | $1.27M | 0.74% | −154−2.3% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.28M | 0.51% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 7,018 | $1.28M | 0.86% | −1,244−15.1% | Reduced |
| Cross Staff Investments Inc | 7,020 | $1.28M | 1.27% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 7,024 | $1.28M | 0.35% | +180+2.6% | Added |
| Heartland Bank & Trust Co | 7,043 | $1.28M | 0.97% | +264+3.9% | Added |
| Foster & Motley Inc | 7,042 | $1.28M | 0.10% | −390−5.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,044 | $1.28M | 0.26% | +2,409+52.0% | Added |
| Van Hulzen Asset Management, LLC | 7,067 | $1.29M | 0.12% | +1,682+31.2% | Added |
| Syntal Capital Partners, LLC | 7,066 | $1.29M | 0.47% | +315+4.7% | Added |
| Carl P. Sherr & Co., LLC | 7,078 | $1.29M | 0.92% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 7,081 | $1.29M | 0.38% | +114+1.6% | Added |
| Tilt Investment Management Holdings, PBC | 7,193 | $1.29M | 0.95% | +933+14.9% | Added |
| Carmichael Hill & Associates, Inc. | 7,090 | $1.29M | 0.66% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 7,091 | $1.29M | 0.80% | −9,466−57.2% | Reduced |
| Delta Financial Group, Inc. | 7,115 | $1.30M | 0.51% | +5+0.1% | Added |
| Continuum Advisory, LLC | 7,118 | $1.30M | 0.22% | −641−8.3% | Reduced |
| Optimum Investment Advisors | 7,141 | $1.30M | 0.68% | −163−2.2% | Reduced |
| MJP Associates Inc | 7,142 | $1.30M | 0.40% | +51+0.7% | Added |
| Peachtree Investment Partners, LLC | 7,147 | $1.30M | 0.81% | −3,959−35.6% | Reduced |
| Aspen Grove Capital, LLC | 7,177 | $1.31M | 0.57% | −616−7.9% | Reduced |
| Virtue Capital Management, LLC | 6,946 | $1.31M | 0.21% | +426+6.5% | Added |
| Widmann Financial Services, Inc. | 7,211 | $1.31M | 1.33% | +86+1.2% | Added |
| Nadler Financial Group, Inc. | 7,215 | $1.32M | 0.21% | +323+4.7% | Added |
| Everhart Financial Group, Inc. | 7,220 | $1.32M | 0.59% | +289+4.2% | Added |
| Bank of Nova Scotia Trust Co | 7,221 | $1.32M | 0.14% | −162−2.2% | Reduced |
| D'Orazio & Associates, Inc. | 7,222 | $1.32M | 0.34% | −133−1.8% | Reduced |
| Powers Advisory Group, LLC | 7,245 | $1.32M | 0.92% | −29−0.4% | Reduced |
| Somerset Group LLC | 7,250 | $1.32M | 1.15% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 7,258 | $1.32M | 0.24% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7,267 | $1.32M | 0.97% | +2,036+38.9% | Added |
| DF Dent & Co Inc | 7,267 | $1.32M | 0.02% | −360−4.7% | Reduced |
| Old Mission Investment Co LLC | 7,284 | $1.33M | 0.52% | +53+0.7% | Added |
| MTM Investment Management, LLC | 7,302 | $1.33M | 0.68% | +65+0.9% | Added |
| Zullo Investment Group, Inc. | 7,313 | $1.33M | 0.83% | +71+1.0% | Added |
| Fukoku Mutual Life Insurance Co | 7,320 | $1.33M | 0.12% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 7,327 | $1.34M | 0.04% | +4,009+120.8% | Added |
| True North Advisors, LLC | 7,338 | $1.34M | 0.40% | +30.0% | Added |
| Davidson Trust Co | 7,341 | $1.34M | 1.03% | +803+12.3% | Added |
| Tobam | 7,347 | $1.34M | 0.09% | −213−2.8% | Reduced |
| RWM Asset Management, LLC | 7,357 | $1.34M | 0.28% | −251−3.3% | Reduced |
| Kowal Investment Group, LLC | 7,360 | $1.34M | 0.38% | +814+12.4% | Added |
| Alterity Financial Group, LLC | 7,373 | $1.34M | 1.97% | −114−1.5% | Reduced |
| Regatta Capital Group, LLC | 7,458 | $1.35M | 0.48% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 7,370 | $1.35M | 0.47% | +1,489+25.3% | Added |
| PBMares Wealth Management LLC | 7,433 | $1.36M | 0.50% | +615+9.0% | Added |
| Old Port Advisors | 7,411 | $1.36M | 0.49% | −46−0.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,455 | $1.36M | 0.77% | +279+3.9% | Added |
| Arbor Trust Wealth Advisors, LLC | 7,469 | $1.36M | 0.89% | +1,236+19.8% | Added |
| Founders Financial Alliance, LLC | 7,471 | $1.36M | 0.68% | −1,164−13.5% | Reduced |
| RIA Advisory Group LLC | 7,489 | $1.37M | 0.63% | −1,107−12.9% | Reduced |
| Davis-Rea Ltd. | 7,497 | $1.37M | 0.82% | −1,116−13.0% | Reduced |
| Acima Private Wealth, LLC | 7,524 | $1.37M | 0.67% | +78+1.0% | Added |
| Sentry LLC | 7,541 | $1.37M | 0.32% | +7,541 | New |
| Glassman Wealth Services | 7,546 | $1.38M | 0.24% | −963−11.3% | Reduced |
| Madden Securities Corp | 7,551 | $1.38M | 0.73% | −110−1.4% | Reduced |
| One Capital Management, LLC | 7,591 | $1.38M | 0.07% | +2,202+40.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 7,593 | $1.38M | 0.21% | −149−1.9% | Reduced |
| Woodward Diversified Capital, LLC | 7,609 | $1.39M | 1.09% | +135+1.8% | Added |
| Chilton Capital Management LLC | 7,612 | $1.39M | 0.08% | −32−0.4% | Reduced |
| Live Oak Private Wealth LLC | 7,619 | $1.39M | 0.29% | −32−0.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 7,624 | $1.39M | 0.55% | +2,364+44.9% | Added |
| Summit Global Investments | 7,647 | $1.39M | 0.11% | +220+3.0% | Added |
| Patron Partners Advisors, LLC | 7,647 | $1.39M | 1.03% | +329+4.5% | Added |
| Fragasso Group Inc. | 7,657 | $1.40M | 0.16% | −28−0.4% | Reduced |