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
- 3,176
- +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
- 1,363 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 |
|---|---|---|---|---|---|
| DMG Group, LLC | 1,202 | $219.4K | 0.22% | +11+0.9% | Added |
| Flagstone Financial Management | 1,204 | $219.5K | 0.11% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,205 | $219.7K | 0.14% | −119−9.0% | Reduced |
| Bluesphere Advisors, LLC | 1,209 | $220.4K | 0.18% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,211 | $220.8K | 0.02% | +1,211 | New |
| Family Investment Center, Inc. | 1,211 | $220.8K | 0.15% | +1+0.1% | Added |
| Consolidated Portfolio Review Corp | 1,218 | $222.0K | 0.06% | +1,218 | New |
| Allen Capital Group, LLC | 1,219 | $222.1K | 0.04% | +1,219 | New |
| Millington Financial Advisors, LLC | 1,220 | $222.4K | 0.21% | +3+0.2% | Added |
| Heritage Financial Services, LLC | 1,220 | $222.4K | 0.05% | +1,220 | New |
| Clark Financial Services Group Inc | 1,220 | $223.0K | 0.33% | −8−0.7% | Reduced |
| Piershale Financial Group, Inc. | 1,226 | $223.5K | 0.18% | +4+0.3% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 1,228 | $223.9K | 0.17% | +10+0.8% | Added |
| Cascade Investment Group, Inc. | 1,228 | $223.9K | 0.22% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,230 | $224.1K | 0.14% | +13+1.1% | Added |
| Future Financial Wealth Managment LLC | 1,228 | $224.2K | 0.25% | −1,716−58.3% | Reduced |
| Apexium Financial, LP | 1,231 | $224.5K | 0.02% | +107+9.5% | Added |
| Bridgeworth, LLC | 1,236 | $225.3K | 0.03% | −69−5.3% | Reduced |
| Warner Financial, Inc | 1,241 | $226.0K | 0.16% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 1,242 | $226.4K | 0.10% | −130−9.5% | Reduced |
| Bernardo Wealth Planning LLC | 1,243 | $226.6K | 0.10% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,243 | $226.7K | 0.13% | +3+0.2% | Added |
| Towercrest Capital Management | 1,244 | $226.8K | 0.05% | +1+0.1% | Added |
| Financial Consulate, Inc | 1,244 | $226.9K | 0.08% | −228−15.5% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,245 | $226.9K | 0.11% | +3+0.2% | Added |
| De Burlo Group Inc | 1,246 | $227.1K | 0.04% | −100,900−98.8% | Reduced |
| Seldon Capital LP | 1,249 | $227.7K | 0.23% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,250 | $227.9K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,251 | $228.1K | 0.15% | +329+35.7% | Added |
| Thrive Capital Management, LLC | 1,272 | $230.0K | 0.15% | +1,272 | New |
| Droms Strauss Advisors Inc | 1,261 | $230.0K | 0.10% | +1+0.1% | Added |
| Pring Turner Capital Group Inc | 1,265 | $230.6K | 0.23% | −47−3.6% | Reduced |
| Ethos Financial Group, LLC | 1,265 | $230.7K | 0.07% | +46+3.8% | Added |
| Woodard & Co Asset Management Group Inc | 1,266 | $230.8K | 0.08% | −60−4.5% | Reduced |
| Fairfield Financial Advisors, LTD | 1,277 | $230.9K | 0.10% | +6+0.5% | Added |
| Lockerman Financial Group, Inc. | 1,269 | $231.3K | 0.64% | −45−3.4% | Reduced |
| TriaGen Wealth Management LLC | 1,274 | $232.3K | 0.12% | +31+2.5% | Added |
| Semus Wealth Partners LLC | 1,274 | $232.3K | 0.25% | +99+8.4% | Added |
| Canal Capital Management, LLC | 1,277 | $232.9K | 0.05% | −5−0.4% | Reduced |
| Peterson Wealth Advisors, LLC | 1,279 | $233.2K | 0.06% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,280 | $233.3K | 0.09% | −54−4.0% | Reduced |
| New Jersey Better Educational Savings Trust | 1,282 | $233.7K | 0.63% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,283 | $233.8K | 0.13% | −18−1.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,286 | $234.4K | 0.17% | +1,286 | New |
| Allegiance Financial Group Advisory Services LLC | 1,289 | $235.0K | 0.17% | +5+0.4% | Added |
| RVW Wealth, LLC | 1,291 | $235.3K | 0.03% | −248−16.1% | Reduced |
| Sawyer & Company, Inc | 1,287 | $236.0K | 0.13% | −80−5.9% | Reduced |
| Princeton Capital Management LLC | 1,295 | $236.1K | 0.10% | −24−1.8% | Reduced |
| Armbruster Capital Management, Inc. | 1,295 | $236.1K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,298 | $236.6K | 0.13% | −101−7.2% | Reduced |
| Financial Perspectives, Inc | 1,298 | $236.6K | 0.11% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,300 | $237.0K | 0.20% | 00.0% | Unchanged |
| Milestone Advisory Partners | 1,300 | $237.0K | 0.22% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,300 | $237.0K | 0.03% | +18+1.4% | Added |
| Meridian Financial, LLC | 1,301 | $237.3K | 0.23% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 1,304 | $237.7K | 0.17% | +2+0.2% | Added |
| Cook Wealth Management Group LLC | 1,256 | $238.3K | 0.20% | +1,256 | New |
| Coury Firm Asset Management LLC | 1,308 | $238.4K | 0.34% | +18+1.4% | Added |
| Pennsylvania Capital Management Inc | 1,309 | $238.6K | 0.12% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,309 | $238.6K | 0.08% | +59+4.7% | Added |
| ZRC Wealth Management, LLC | 1,313 | $239.4K | 0.22% | +1,313 | New |
| Paladin Advisory Group, LLC | 1,314 | $239.5K | 0.20% | +1,314 | New |
| McAdam, LLC | 1,321 | $240.7K | 0.02% | +1,321 | New |
| Legacy Financial Strategies, LLC | 1,321 | $240.8K | 0.09% | +2+0.2% | Added |
| WESPAC Advisors, LLC | 1,321 | $240.8K | 0.23% | +1,321 | New |
| Capula Management Ltd | 1,322 | $241.0K | 0.02% | −15,610−92.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 1,329 | $242.3K | 0.07% | −33−2.4% | Reduced |
| Private Management Group Inc | 1,330 | $242.5K | 0.01% | +38+2.9% | Added |
| Capital Financial Planning, LLC | 1,331 | $242.6K | 0.09% | +45+3.5% | Added |
| Alaethes Wealth LLC | 1,331 | $242.6K | 0.14% | +1,331 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,333 | $242.9K | 0.23% | +1+0.1% | Added |
| Laffer Tengler Investments | 1,334 | $243.2K | 0.07% | −49−3.5% | Reduced |
| Davis Investment Partners, LLC | 1,339 | $243.6K | 0.13% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 1,342 | $244.6K | 0.15% | +47+3.6% | Added |
| One Day In July LLC | 1,352 | $246.5K | 0.05% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 1,357 | $247.4K | 0.14% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 1,357 | $247.4K | 0.06% | +29+2.2% | Added |
| Werba Rubin Papier Wealth Management | 1,358 | $247.6K | 0.10% | +21+1.6% | Added |
| DGS Capital Management, LLC | 1,361 | $248.1K | 0.14% | −1−0.1% | Reduced |
| High Falls Advisors, Inc | 1,366 | $249.0K | 0.07% | +2+0.1% | Added |
| IMA Wealth, Inc. | 1,372 | $250.1K | 0.06% | −275−16.7% | Reduced |
| Peddock Capital Advisors, LLC | 1,372 | $250.1K | 0.09% | +87+6.8% | Added |
| Acas, LLC | 1,373 | $250.3K | 0.36% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,387 | $250.6K | 0.09% | +2+0.1% | Added |
| Eldridge Investment Advisors, Inc. | 1,378 | $251.0K | 0.09% | 00.0% | Unchanged |
| Ade, LLC | 1,378 | $251.2K | 0.18% | +2+0.1% | Added |
| W Advisors, LLC | 1,379 | $251.4K | 0.21% | −53−3.7% | Reduced |
| Sepio Capital, LP | 1,382 | $251.9K | 0.02% | −133−8.8% | Reduced |
| Keebeck Wealth Management, LLC | 1,384 | $252.3K | 0.04% | +47+3.5% | Added |
| Meixler Investment Management, Ltd. | 1,385 | $252.5K | 0.25% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,388 | $253.0K | 0.17% | +149+12.0% | Added |
| Certified Advisory Corp | 1,389 | $253.2K | 0.05% | +1+0.1% | Added |
| WMG Financial Advisors, LLC | 1,077 | $253.2K | 0.21% | −308−22.2% | Reduced |
| Vista Wealth Management Group, LLC | 1,391 | $253.6K | 0.03% | −31−2.2% | Reduced |
| Holistic Financial Partners | 1,391 | $253.6K | 0.20% | −161−10.4% | Reduced |
| NinePointTwo Capital | 1,401 | $255.0K | 0.10% | +1,401 | New |
| DBK Financial Counsel, LLC | 1,400 | $255.2K | 0.35% | −100−6.7% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,400 | $255.2K | 0.07% | 00.0% | Unchanged |
| Motive Wealth Advisors | 1,401 | $255.4K | 0.28% | −316−18.4% | Reduced |
| Investment Advisory Group, LLC | 1,407 | $256.6K | 0.15% | −34−2.4% | Reduced |