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 |
|---|---|---|---|---|---|
| Tempus Wealth Planning, LLC | 9,103 | $1.66M | 0.81% | −263−2.8% | Reduced |
| Pine Haven Investment Counsel, Inc | 9,124 | $1.66M | 1.75% | +173+1.9% | Added |
| Washington Trust Bank | 9,144 | $1.67M | 0.18% | +246+2.8% | Added |
| Martin & Co Inc | 9,169 | $1.67M | 0.43% | −153−1.6% | Reduced |
| Indiana Trust & Investment Management CO | 9,190 | $1.68M | 0.91% | −429−4.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 9,197 | $1.68M | 0.43% | −128−1.4% | Reduced |
| West Family Investments, Inc. | 9,207 | $1.68M | 0.67% | +47+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 9,242 | $1.69M | 0.65% | +9,242 | New |
| Alhambra Investment Partners LLC | 9,247 | $1.69M | 1.16% | −170−1.8% | Reduced |
| Triton Wealth Management, PLLC | 9,358 | $1.69M | 1.04% | +140+1.5% | Added |
| Atlas Private Wealth Management | 9,322 | $1.70M | 1.02% | +100+1.1% | Added |
| Rockingstone Advisors LLC | 9,326 | $1.70M | 1.04% | +170+1.9% | Added |
| Paragon Private Wealth Management, LLC | 9,341 | $1.70M | 1.44% | +1,063+12.8% | Added |
| Blue Fin Capital, Inc. | 8,838 | $1.71M | 0.55% | +72+0.8% | Added |
| Warren Averett Asset Management, LLC | 9,379 | $1.71M | 0.09% | +459+5.1% | Added |
| Lake Street Financial LLC | 9,389 | $1.71M | 0.32% | −133−1.4% | Reduced |
| Westover Capital Advisors, LLC | 9,391 | $1.71M | 0.63% | −59−0.6% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 9,410 | $1.72M | 1.09% | −130−1.4% | Reduced |
| Suncoast Equity Management | 9,412 | $1.72M | 0.29% | +1,067+12.8% | Added |
| Stockman Wealth Management, Inc. | 9,422 | $1.72M | 0.38% | −850−8.3% | Reduced |
| ICA Group Wealth Management, LLC | 9,431 | $1.72M | 0.41% | +390+4.3% | Added |
| Monarch Capital Management Inc | 9,446 | $1.72M | 0.53% | −950−9.1% | Reduced |
| Campbell Newman Asset Management Inc | 9,454 | $1.72M | 0.17% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 9,485 | $1.73M | 0.14% | −423−4.3% | Reduced |
| Catalyst Wealth Management, LLC | 9,517 | $1.74M | 1.63% | +290+3.1% | Added |
| Northwest Bancshares, Inc. | 9,530 | $1.74M | 0.33% | −645−6.3% | Reduced |
| Cambridge Advisors Inc. | 9,540 | $1.74M | 0.45% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 9,550 | $1.74M | 0.74% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 9,557 | $1.74M | 0.93% | +1,754+22.5% | Added |
| Perennial Investment Advisors, LLC | 9,579 | $1.75M | 0.33% | +1,717+21.8% | Added |
| Abbot Financial Management, Inc. | 9,581 | $1.75M | 1.17% | −9,221−49.0% | Reduced |
| Chicago Partners Investment Group LLC | 9,417 | $1.75M | 0.10% | +432+4.8% | Added |
| Schrum Private Wealth Management LLC | 9,587 | $1.75M | 2.02% | +213+2.3% | Added |
| Columbia Trust Co 01012016 | 9,601 | $1.75M | 1.01% | −163−1.7% | Reduced |
| Sentry Investment Management LLC | 9,622 | $1.75M | 0.72% | −1,170−10.8% | Reduced |
| Aviance Capital Partners, LLC | 9,666 | $1.76M | 0.39% | +1,051+12.2% | Added |
| Round Rock Advisors, LLC | 9,673 | $1.76M | 0.68% | +28+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,772 | $1.77M | 0.47% | −920−8.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 9,705 | $1.77M | 0.18% | +72+0.7% | Added |
| Ascent Wealth Partners, LLC | 10,099 | $1.77M | 0.36% | +877+9.5% | Added |
| STAR Financial Bank | 9,723 | $1.77M | 1.73% | −125−1.3% | Reduced |
| Zions Bancorporation, N.A. | 9,727 | $1.77M | 0.15% | +382+4.1% | Added |
| Key Financial Inc | 9,728 | $1.77M | 0.65% | 00.0% | Unchanged |
| Financial Advisory Group | 9,730 | $1.77M | 0.36% | +362+3.9% | Added |
| Leonteq Securities AG | 9,736 | $1.77M | 0.16% | +4,100+72.7% | Added |
| Nicolet Bankshares Inc | 9,771 | $1.78M | 0.58% | +249+2.6% | Added |
| Schechter Investment Advisors, LLC | 9,833 | $1.79M | 0.17% | +1,144+13.2% | Added |
| Orleans Capital Management Corp | 9,888 | $1.80M | 1.33% | −40−0.4% | Reduced |
| IFP Advisors, Inc | 19,293 | $1.81M | 0.09% | −25,577−57.0% | Reduced |
| Berkshire Bank | 9,919 | $1.81M | 0.54% | −1,276−11.4% | Reduced |
| International Assets Investment Management, LLC | 28,898 | $1.82M | 0.26% | −7,062−19.6% | Reduced |
| United Fire Group Inc | 10,000 | $1.82M | 1.14% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 10,045 | $1.83M | 0.42% | −5,934−37.1% | Reduced |
| Mairs & Power Inc | 10,047 | $1.83M | 0.02% | −463−4.4% | Reduced |
| Imprint Wealth LLC | 9,995 | $1.83M | 1.21% | +9,995 | New |
| Valley Brook Capital Group | 10,076 | $1.84M | 1.69% | +135+1.4% | Added |
| Dudley Capital Management, LLC | 10,148 | $1.85M | 1.30% | +42+0.4% | Added |
| HGK Asset Management Inc | 10,166 | $1.85M | 0.58% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10,177 | $1.86M | 0.20% | −13−0.1% | Reduced |
| McRae Capital Management Inc | 10,193 | $1.86M | 0.53% | −30−0.3% | Reduced |
| Symphony Financial, Ltd. Co. | 10,288 | $1.86M | 0.48% | −754−6.8% | Reduced |
| Center for Financial Planning, Inc. | 10,218 | $1.86M | 0.43% | −170−1.6% | Reduced |
| Asset Advisors Investment Management, LLC | 10,239 | $1.87M | 0.24% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 10,243 | $1.87M | 0.64% | 00.0% | Unchanged |
| Rainsberger Wealth Advisors, Inc. | 10,259 | $1.87M | 1.11% | +663+6.9% | Added |
| Founders Capital Management | 10,265 | $1.87M | 1.43% | −121−1.2% | Reduced |
| WBI Investments | 10,283 | $1.87M | 0.38% | +10,283 | New |
| Greylin Investment Mangement Inc | 10,295 | $1.88M | 0.34% | −100−1.0% | Reduced |
| Norway Savings Bank | 10,298 | $1.88M | 0.95% | +44+0.4% | Added |
| Wolff Wiese Magana LLC | 10,298 | $1.88M | 1.52% | +364+3.7% | Added |
| Foster Dykema Cabot & Co Inc | 10,327 | $1.88M | 0.24% | +1,800+21.1% | Added |
| J.W. Cole Advisors, Inc. | 10,350 | $1.89M | 0.13% | +1,124+12.2% | Added |
| Westbourne Investment Advisors, Inc. | 10,350 | $1.89M | 0.91% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 10,363 | $1.89M | 0.75% | −9−0.1% | Reduced |
| Holderness Investments Co | 10,382 | $1.89M | 0.76% | −47−0.5% | Reduced |
| Archer Investment Corp | 10,852 | $1.90M | 0.70% | +394+3.8% | Added |
| Highview Capital Management LLC | 10,462 | $1.91M | 1.10% | +38+0.4% | Added |
| IMS Capital Management | 10,483 | $1.91M | 1.14% | +141+1.4% | Added |
| Ahl Investment Management, Inc. | 10,494 | $1.91M | 1.76% | 00.0% | Unchanged |
| Cadinha & Co LLC | 10,519 | $1.92M | 0.53% | −176−1.6% | Reduced |
| Vista Investment Management | 10,530 | $1.92M | 1.01% | +96+0.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 10,558 | $1.92M | 1.67% | −217−2.0% | Reduced |
| Angeles Wealth Management, LLC | 10,578 | $1.93M | 0.29% | +28+0.3% | Added |
| Lineweaver Wealth Advisors, LLC | 10,579 | $1.93M | 0.59% | +1,758+19.9% | Added |
| Maltin Wealth Management, Inc. | 10,593 | $1.93M | 1.39% | −37−0.3% | Reduced |
| Legacy Trust | 10,594 | $1.93M | 0.58% | −179−1.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 10,610 | $1.93M | 0.66% | −23−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 10,612 | $1.93M | 0.07% | +220+2.1% | Added |
| Curi Capital | 10,617 | $1.94M | 0.28% | −15,172−58.8% | Reduced |
| Accel Wealth Management | 10,672 | $1.95M | 0.80% | −50.0% | Reduced |
| DAGCO, Inc. | 10,679 | $1.95M | 1.05% | +50.0% | Added |
| Eqis Capital Management, Inc. | 10,693 | $1.95M | 0.22% | +7,287+213.9% | Added |
| Avitas Wealth Management LLC | 10,762 | $1.96M | 0.38% | −77−0.7% | Reduced |
| Hoylecohen, LLC | 10,771 | $1.96M | 0.18% | −485−4.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,775 | $1.96M | 1.39% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 10,799 | $1.97M | 1.47% | +199+1.9% | Added |
| Etesian Wealth Advisors, Inc. | 10,820 | $1.97M | 1.31% | −27−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,851 | $1.98M | 0.09% | +133+1.2% | Added |
| Keeler Thomas Management LLC | 10,887 | $1.98M | 0.93% | −30,197−73.5% | Reduced |
| Algert Global LLC | 10,892 | $1.99M | 0.09% | +1,500+16.0% | Added |