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 |
|---|---|---|---|---|---|
| Secure Asset Management, LLC | 2,289 | $417.4K | 0.14% | −73−3.1% | Reduced |
| Braun-Bostich & Associates Inc. | 2,295 | $418.4K | 0.99% | +207+9.9% | Added |
| Amplius Wealth Advisors, LLC | 2,297 | $418.7K | 0.06% | +926+67.5% | Added |
| Hofer & Associates. Inc | 2,319 | $418.9K | 0.42% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,288 | $420.2K | 0.16% | −7−0.3% | Reduced |
| Centurion Wealth Management LLC | 2,312 | $421.5K | 0.21% | −121−5.0% | Reduced |
| HNP Capital LLC | 2,320 | $422.9K | 0.12% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2,320 | $423.0K | 0.11% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,332 | $425.2K | 0.08% | +4+0.2% | Added |
| White Lighthouse Investment Management Inc. | 2,335 | $425.7K | 0.11% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,337 | $426.0K | 0.34% | −3−0.1% | Reduced |
| Keystone Wealth Services, LLC | 2,337 | $426.1K | 0.17% | −17−0.7% | Reduced |
| Transform Wealth, LLC | 2,342 | $426.9K | 0.04% | +487+26.3% | Added |
| Frisch Financial Group, Inc. | 2,343 | $427.0K | 0.17% | +82+3.6% | Added |
| Brand Asset Management Group, Inc. | 2,344 | $427.3K | 0.22% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,347 | $427.9K | 0.31% | −771−24.7% | Reduced |
| Penn Davis McFarland Inc | 2,349 | $428.2K | 0.08% | 00.0% | Unchanged |
| Dempze Nancy E | 2,350 | $428.4K | 0.39% | −75−3.1% | Reduced |
| TFC Financial Management | 2,356 | $429.6K | 0.11% | −419−15.1% | Reduced |
| Summit Financial Strategies, Inc. | 2,361 | $430.3K | 0.08% | +2+0.1% | Added |
| Morris Retirement Advisors, LLC | 2,368 | $431.7K | 0.31% | −339−12.5% | Reduced |
| Eagle Bay Advisors LLC | 2,369 | $431.8K | 0.24% | −454−16.1% | Reduced |
| Westside Investment Management, Inc. | 2,370 | $432.1K | 0.13% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,376 | $433.1K | 0.36% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,381 | $434.0K | 0.05% | +927+63.8% | Added |
| Clear Harbor Asset Management, LLC | 2,390 | $435.7K | 0.05% | +64+2.8% | Added |
| Fidelity D & D Bancorp Inc | 2,491 | $435.9K | 0.33% | +2,491 | New |
| Sara-Bay Financial | 2,395 | $436.6K | 0.22% | −313−11.6% | Reduced |
| Meridian Wealth Partners, LLC | 2,396 | $436.8K | 0.10% | +108+4.7% | Added |
| Spirit of America Management Corp | 2,400 | $437.5K | 0.10% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2,402 | $437.8K | 0.27% | +2,402 | New |
| Eubel Brady & Suttman Asset Management Inc | 2,409 | $439.0K | 0.06% | +20+0.8% | Added |
| Cornercap Investment Counsel Inc | 2,409 | $439.2K | 0.08% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,410 | $439.3K | 0.39% | +125+5.5% | Added |
| Legacy Capital Group California, Inc. | 2,414 | $440.0K | 0.21% | +2,414 | New |
| East Coast Asset Management, LLC. | 2,415 | $440.3K | 0.19% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,416 | $440.4K | 0.18% | +2,416 | New |
| Alan B. Lancz & Associates, Inc. | 2,419 | $441.0K | 0.46% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,550 | $442.5K | 0.50% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2,323 | $443.4K | 0.13% | −100−4.1% | Reduced |
| Stanley-Laman Group, Ltd. | 2,443 | $445.4K | 0.08% | +2,443 | New |
| Acrisure Capital Management, LLC | 2,447 | $446.1K | 0.45% | −4,467−64.6% | Reduced |
| Ahrens Investment Partners LLC | 2,457 | $447.9K | 0.22% | +550+28.8% | Added |
| Horst & Graben Wealth Management LLC | 2,456 | $448.0K | 0.11% | −8−0.3% | Reduced |
| Capstone Wealth Management Group, LLC | 2,466 | $449.6K | 0.50% | −5−0.2% | Reduced |
| Private Wealth Advisors | 2,468 | $449.9K | 0.19% | −90−3.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,487 | $450.0K | 0.01% | −922−27.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,472 | $450.7K | 0.20% | +392+18.8% | Added |
| Warther Private Wealth, LLC | 2,479 | $452.0K | 0.34% | +171+7.4% | Added |
| Morningstar Investment Services LLC | 2,500 | $452.0K | 0.01% | −55,372−95.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,487 | $453.4K | 0.14% | −180−6.7% | Reduced |
| Ackerman Capital Advisors, LLC | 2,490 | $453.9K | 0.12% | −50−2.0% | Reduced |
| Dakota Community Bank & Trust NA | 2,498 | $455.4K | 2.81% | −74−2.9% | Reduced |
| Drexel Morgan & Co. | 2,500 | $455.8K | 0.11% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,506 | $456.0K | 0.20% | +42+1.7% | Added |
| SL Advisors, LLC | 2,502 | $456.1K | 0.98% | −5−0.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,516 | $460.3K | 0.33% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,527 | $460.7K | 0.16% | 00.0% | Unchanged |
| Atwater Malick LLC | 2,535 | $462.1K | 0.22% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 2,535 | $462.1K | 0.09% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 2,539 | $462.9K | 0.22% | +66+2.7% | Added |
| Affinity Wealth Management LLC | 2,542 | $463.4K | 0.11% | +80+3.2% | Added |
| Integral Investment Advisors, Inc. | 2,546 | $464.1K | 0.33% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,550 | $464.9K | 0.32% | +1,093+75.0% | Added |
| Fortitude Advisory Group L.L.C. | 2,551 | $465.1K | 0.36% | +60+2.4% | Added |
| Burt Wealth Advisors | 2,557 | $466.2K | 0.14% | −54−2.1% | Reduced |
| Source Financial Advisors LLC | 2,559 | $466.5K | 0.16% | +429+20.1% | Added |
| Barry Investment Advisors, LLC | 2,562 | $467.2K | 0.15% | +1,175+84.7% | Added |
| Sterling Group Wealth Management, LLC | 2,571 | $468.7K | 0.44% | +220+9.4% | Added |
| Weaver Consulting Group | 2,571 | $468.8K | 0.21% | +2+0.1% | Added |
| New Republic Capital, LLC | 2,573 | $469.0K | 0.35% | +314+13.9% | Added |
| Boston Common Asset Management, LLC | 2,575 | $469.0K | 0.01% | −5,015−66.1% | Reduced |
| Bank of Stockton | 2,575 | $469.4K | 0.16% | −80−3.0% | Reduced |
| Joule Financial, LLC | 2,577 | $469.8K | 0.25% | +238+10.2% | Added |
| San Luis Wealth Advisors LLC | 2,579 | $470.0K | 0.18% | +2,579 | New |
| Crescent Grove Advisors, LLC | 2,587 | $471.6K | 0.05% | +151+6.2% | Added |
| Argent Advisors, Inc. | 2,589 | $472.0K | 0.23% | −959−27.0% | Reduced |
| BCJ Capital Management, LLC | 2,591 | $472.3K | 0.04% | +116+4.7% | Added |
| Epic Trust Investment Advisors, LLC | 2,606 | $475.1K | 0.60% | +922+54.8% | Added |
| Donoghue Forlines LLC | 2,612 | $476.2K | 0.17% | −2,710−50.9% | Reduced |
| Clear Creek Financial Management, LLC | 2,613 | $476.4K | 0.09% | +296+12.8% | Added |
| Wagner Wealth Management, LLC | 2,613 | $476.4K | 0.22% | +516+24.6% | Added |
| TSFG, LLC | 2,616 | $477.0K | 0.18% | +4+0.2% | Added |
| Mezzasalma Advisors, LLC | 2,618 | $477.2K | 0.34% | +6+0.2% | Added |
| Trinity Financial Advisors LLC | 2,620 | $477.6K | 0.29% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 2,624 | $478.3K | 0.25% | +69+2.7% | Added |
| Cowa, LLC | 508,445 | $478.9K | 0.39% | +500,447+6,257.2% | Added |
| Mma Asset Management LLC | 2,627 | $478.9K | 0.34% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,629 | $479.3K | 0.09% | +698+36.1% | Added |
| Opes Wealth Management LLC | 2,634 | $480.3K | 0.15% | +200+8.2% | Added |
| Circle Wealth Management, LLC | 2,637 | $480.8K | 0.07% | +300+12.8% | Added |
| LWM Advisory Services, LLC | 2,640 | $480.8K | 0.51% | +30+1.1% | Added |
| Centric Wealth Management | 2,645 | $482.1K | 0.21% | +13+0.5% | Added |
| ERTS Wealth Advisors, LLC | 2,647 | $482.5K | 0.12% | +13+0.5% | Added |
| LexAurum Advisors, LLC | 2,650 | $483.1K | 0.16% | −170−6.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,650 | $483.1K | 0.06% | +19+0.7% | Added |
| Rain Capital Management, LLC | 2,651 | $483.4K | 0.33% | −57−2.1% | Reduced |
| Pointe Capital Management LLC | 2,653 | $483.6K | 0.35% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 2,659 | $485.3K | 0.17% | −662−19.9% | Reduced |
| Lipe & Dalton | 2,667 | $486.0K | 0.28% | 00.0% | Unchanged |