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 |
|---|---|---|---|---|---|
| HFG Advisors, Inc. | 1,964 | $357.9K | 0.41% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 1,966 | $358.4K | 0.08% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 1,978 | $360.5K | 0.17% | +13+0.7% | Added |
| Millennium Capital Advisors, LLC | 1,980 | $361.0K | 0.32% | +100+5.3% | Added |
| Wealth Advisors of Iowa, LLC | 1,982 | $361.4K | 0.28% | +3+0.2% | Added |
| Laird Norton Trust Company, LLC | 1,984 | $361.7K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 1,989 | $362.6K | 0.13% | −50−2.5% | Reduced |
| Cascade Investment Advisors, Inc. | 1,990 | $362.8K | 0.29% | −300−13.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,990 | $362.8K | 0.08% | +340+20.6% | Added |
| Gill Capital Partners, LLC | 1,991 | $363.0K | 0.16% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,993 | $363.3K | 0.10% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,994 | $363.5K | 0.11% | −50−2.4% | Reduced |
| Kercheville Advisors, LLC | 2,000 | $364.6K | 0.25% | −500−20.0% | Reduced |
| Guild Investment Management, Inc. | 2,000 | $364.6K | 0.56% | −6−0.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,000 | $364.6K | 0.06% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 2,000 | $364.6K | 0.05% | 00.0% | Unchanged |
| apricus wealth, LLC | 2,004 | $365.3K | 0.33% | +179+9.8% | Added |
| Meridian Management Co | 2,005 | $365.5K | 0.12% | +40+2.0% | Added |
| Channel Wealth LLC | 2,005 | $365.5K | 0.24% | +2,005 | New |
| JJJ Advisors Inc. | 1,994 | $365.9K | 0.10% | −376−15.9% | Reduced |
| Left Brain Wealth Management, LLC | 1,919 | $366.3K | 0.25% | +188+10.9% | Added |
| Centerpoint Advisors, LLC | 2,012 | $367.0K | 0.16% | +217+12.1% | Added |
| Sandbox Financial Partners, LLC | 2,015 | $367.4K | 0.22% | −862−30.0% | Reduced |
| Paragon Capital Management Ltd | 2,018 | $367.9K | 0.08% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,905 | $368.5K | 0.05% | −151−7.3% | Reduced |
| Rock Creek Group, LP | 2,022 | $368.6K | 0.05% | −138−6.4% | Reduced |
| KFG Wealth Management, LLC | 2,001 | $368.9K | 0.26% | +2,001 | New |
| Tacita Capital Inc | 2,025 | $369.0K | 0.28% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,029 | $369.9K | 0.11% | −258−11.3% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,032 | $370.4K | 0.17% | −179−8.1% | Reduced |
| Financial Advisory Corp | 2,035 | $371.0K | 0.18% | −75−3.6% | Reduced |
| Citizens Business Bank | 2,038 | $371.5K | 0.09% | +5+0.2% | Added |
| MBE Wealth Management, LLC | 2,043 | $372.4K | 0.22% | +4+0.2% | Added |
| Warwick Investment Management, Inc. | 2,046 | $372.9K | 0.16% | +3+0.1% | Added |
| Kelman-Lazarov, Inc. | 2,049 | $373.5K | 0.10% | −3−0.1% | Reduced |
| Fishman Jay A Ltd | 2,050 | $373.7K | 0.05% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 2,050 | $374.0K | 0.13% | +2,050 | New |
| Traverso Chambers Private Wealth Management, LLC | 2,053 | $374.2K | 0.10% | +91+4.6% | Added |
| Corrigan Financial, Inc. | 2,053 | $374.2K | 0.12% | −10−0.5% | Reduced |
| O'Brien Greene & Co. Inc | 2,070 | $377.0K | 0.14% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,069 | $377.2K | 0.00% | −2,393−53.6% | Reduced |
| HHM Wealth Advisors, LLC | 2,070 | $377.4K | 0.08% | +193+10.3% | Added |
| Green Harvest Asset Management LLC | 2,070 | $377.4K | 0.02% | +199+10.6% | Added |
| NBW Capital LLC | 2,072 | $377.7K | 0.09% | +109+5.6% | Added |
| SRB Corp | 2,076 | $378.5K | 0.02% | −427−17.1% | Reduced |
| Revolve Wealth Partners, LLC | 2,077 | $378.7K | 0.10% | −107−4.9% | Reduced |
| Private Advisory Group LLC | 2,078 | $378.8K | 0.08% | −64−3.0% | Reduced |
| Overbrook Management Corp | 2,081 | $379.4K | 0.10% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 2,090 | $381.0K | 0.46% | 00.0% | Unchanged |
| RW Investment Management LLC | 2,099 | $382.6K | 0.11% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 2,101 | $383.0K | 0.63% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 2,102 | $383.2K | 0.24% | +9+0.4% | Added |
| Angeles Investment Advisors, LLC | 2,103 | $383.4K | 0.03% | +2,103 | New |
| JSF Financial, LLC | 2,108 | $384.3K | 0.14% | +135+6.8% | Added |
| 360 Financial, Inc. | 2,108 | $384.3K | 0.20% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 2,116 | $385.8K | 0.23% | +76+3.7% | Added |
| Truvestments Capital LLC | 2,119 | $386.2K | 0.21% | −52−2.4% | Reduced |
| Grey Street Capital, LLC | 2,120 | $386.5K | 0.27% | +2,120 | New |
| Sugarloaf Wealth Management, LLC | 2,127 | $387.9K | 0.10% | +310+17.1% | Added |
| Grey Fox Wealth Advisors, LLC | 2,130 | $388.2K | 0.23% | −75−3.4% | Reduced |
| Rede Wealth, LLC | 2,131 | $388.5K | 0.20% | 00.0% | Unchanged |
| William Allan, LLC | 2,132 | $388.7K | 0.31% | −100−4.5% | Reduced |
| Tradewinds Capital Management, LLC | 2,136 | $389.3K | 0.12% | +150+7.6% | Added |
| Tiemann Investment Advisors, LLC | 2,142 | $390.5K | 0.21% | −35−1.6% | Reduced |
| Truepoint, Inc. | 2,145 | $390.9K | 0.01% | +163+8.2% | Added |
| Revisor Wealth Management LLC | 2,147 | $391.4K | 0.36% | +2,147 | New |
| Castleview Partners, LLC | 2,149 | $391.8K | 0.35% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 2,151 | $392.1K | 0.50% | +5+0.2% | Added |
| Range Financial Group LLC | 2,153 | $392.5K | 0.26% | +14+0.7% | Added |
| Tennessee Valley Asset Management Partners | 2,154 | $392.7K | 0.13% | +13+0.6% | Added |
| Global Strategic Investment Solutions, LLC | 2,164 | $394.6K | 0.06% | +380+21.3% | Added |
| Retirement Financial Solutions, LLC | 2,165 | $394.7K | 0.31% | −349−13.9% | Reduced |
| Lumature Wealth Partners, LLC | 2,165 | $394.7K | 0.22% | +4+0.2% | Added |
| Wharton Business Group, LLC | 2,169 | $395.0K | 0.02% | 00.0% | Unchanged |
| Landaas & Co | 2,169 | $395.0K | 0.19% | +2+0.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 2,178 | $397.0K | 0.21% | +20+0.9% | Added |
| Meredith Wealth Planning | 2,179 | $397.3K | 0.32% | −22−1.0% | Reduced |
| Goldstein Advisors, LLC | 2,180 | $397.4K | 0.09% | +43+2.0% | Added |
| KRS Capital Management, LLC | 2,182 | $397.7K | 0.45% | +4+0.2% | Added |
| Aprio Wealth Management, LLC | 2,183 | $398.0K | 0.12% | +89+4.3% | Added |
| Unio Capital LLC | 2,200 | $401.1K | 0.21% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 2,204 | $401.8K | 0.01% | +100+4.8% | Added |
| Sittner & Nelson, LLC | 2,206 | $402.2K | 0.23% | +200+10.0% | Added |
| Willow Creek Wealth Management Inc. | 2,206 | $402.3K | 0.06% | +81+3.8% | Added |
| McClarren Financial Advisors, Inc. | 2,221 | $404.0K | 0.37% | +28+1.3% | Added |
| Insight Folios Inc | 2,219 | $404.5K | 0.18% | −59−2.6% | Reduced |
| Doliver Advisors, LP | 2,219 | $404.5K | 0.13% | +31+1.4% | Added |
| Bond & Devick Financial Network, Inc. | 2,221 | $404.9K | 0.26% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 2,223 | $405.3K | 0.29% | −50−2.2% | Reduced |
| Kolinsky Wealth Management, LLC | 2,228 | $406.0K | 0.43% | −95−4.1% | Reduced |
| Capital City Trust Co | 2,232 | $406.9K | 0.13% | +178+8.7% | Added |
| Hohimer Wealth Management, LLC | 2,243 | $408.9K | 0.12% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 2,264 | $409.0K | 0.31% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 2,249 | $410.1K | 0.50% | +773+52.4% | Added |
| Sunflower Bank, N.A. | 2,252 | $410.5K | 0.09% | +9+0.4% | Added |
| Accretive Wealth Partners, LLC | 2,254 | $410.9K | 0.26% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,261 | $412.2K | 0.14% | −88−3.7% | Reduced |
| Register Financial Advisors LLC | 2,262 | $412.3K | 0.32% | −198−8.0% | Reduced |
| TAGStone Capital, Inc. | 2,264 | $413.0K | 0.31% | +13+0.6% | Added |
| Southeast Asset Advisors Inc. | 2,269 | $413.6K | 0.06% | +769+51.3% | Added |