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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 28,934 | $5.27M | 0.94% | −129−0.4% | Reduced |
| Elk River Wealth Management, LLC | 28,810 | $5.25M | 1.19% | +858+3.1% | Added |
| Axxcess Wealth Management, LLC | 28,811 | $5.25M | 0.41% | +260+0.9% | Added |
| WBH Advisory Inc | 28,681 | $5.23M | 0.65% | +28,681 | New |
| Pegasus Asset Management, Inc. | 28,577 | $5.21M | 2.58% | +315+1.1% | Added |
| KMG Fiduciary Partners, LLC | 28,475 | $5.19M | 0.74% | −558−1.9% | Reduced |
| Financial & Tax Architects, LLC | 28,450 | $5.19M | 1.71% | +1,250+4.6% | Added |
| Dana Investment Advisors, Inc. | 28,422 | $5.18M | 0.26% | +40.0% | Added |
| RB Capital Management, LLC | 28,373 | $5.17M | 1.69% | +1,081+4.0% | Added |
| Long Road Investment Counsel, LLC | 28,300 | $5.16M | 2.48% | −280−1.0% | Reduced |
| Principle Wealth Partners LLC | 28,228 | $5.15M | 0.55% | −476−1.7% | Reduced |
| LVM Capital Management Ltd | 28,200 | $5.14M | 0.71% | +1,787+6.8% | Added |
| Ashton Thomas Private Wealth, LLC | 28,144 | $5.13M | 0.45% | +475+1.7% | Added |
| Bank Ozk | 28,069 | $5.12M | 2.54% | −317−1.1% | Reduced |
| Mechanics Bank Trust Department | 28,063 | $5.12M | 0.86% | +63+0.2% | Added |
| BLB&B Advisors, LLC | 28,014 | $5.11M | 0.38% | −912−3.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 28,000 | $5.10M | 0.12% | +28,000 | New |
| First PREMIER Bank | 27,987 | $5.10M | 1.49% | +271+1.0% | Added |
| Equitable Trust Co | 27,954 | $5.10M | 0.40% | +2,758+10.9% | Added |
| Essex Financial Services, Inc. | 27,885 | $5.08M | 0.54% | +1,599+6.1% | Added |
| Girard Partners Ltd. | 27,852 | $5.08M | 0.56% | −1,976−6.6% | Reduced |
| Koshinski Asset Management, Inc. | 27,719 | $5.05M | 0.49% | +639+2.4% | Added |
| TRUE Private Wealth Advisors | 27,668 | $5.04M | 0.75% | +372+1.4% | Added |
| RBA Wealth Management, LLC | 27,612 | $5.03M | 2.51% | +1,260+4.8% | Added |
| Parkwood LLC | 27,609 | $5.03M | 0.94% | −22,167−44.5% | Reduced |
| Hixon Zuercher, LLC | 27,568 | $5.03M | 2.98% | +634+2.4% | Added |
| Beaton Management Co. Inc. | 27,525 | $5.02M | 3.39% | −30−0.1% | Reduced |
| Advisors Capital Management, LLC | 27,397 | $5.00M | 0.13% | −1,330−4.6% | Reduced |
| Harbour Capital Advisors, LLC | 27,358 | $4.99M | 1.51% | +973+3.7% | Added |
| BancorpSouth Bank | 27,333 | $4.98M | 0.46% | −248−0.9% | Reduced |
| Baugh & Associates, LLC | 26,670 | $4.95M | 3.17% | −599−2.2% | Reduced |
| Gotham Asset Management, LLC | 27,137 | $4.95M | 0.12% | −2,283−7.8% | Reduced |
| Providence Capital Advisors, LLC | 27,116 | $4.94M | 1.31% | +150+0.6% | Added |
| Spears Abacus Advisors LLC | 27,096 | $4.94M | 0.44% | −383−1.4% | Reduced |
| Kettle Hill Capital Management, LLC | 27,093 | $4.94M | 1.14% | +27,093 | New |
| Tradewinds, LLC. | 27,092 | $4.94M | 2.99% | +27,092 | New |
| Hallmark Capital Management Inc | 27,053 | $4.93M | 0.45% | −441−1.6% | Reduced |
| Paradigm Financial Partners, LLC | 27,044 | $4.93M | 1.33% | +745+2.8% | Added |
| Heirloom Wealth Management | 27,031 | $4.93M | 2.35% | +4,978+22.6% | Added |
| Marietta Investment Partners LLC | 26,995 | $4.92M | 1.37% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 26,968 | $4.92M | 1.20% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 26,946 | $4.91M | 0.34% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 26,934 | $4.91M | 1.41% | −43−0.2% | Reduced |
| Westhampton Capital, LLC | 26,839 | $4.89M | 3.14% | 00.0% | Unchanged |
| Brookstone Capital Management | 26,524 | $4.89M | 0.10% | −8,095−23.4% | Reduced |
| LMCG Investments, LLC | 26,742 | $4.88M | 0.33% | −235−0.9% | Reduced |
| Valicenti Advisory Services Inc | 26,738 | $4.87M | 1.62% | −130−0.5% | Reduced |
| Spire Wealth Management | 26,720 | $4.87M | 0.19% | +13,764+106.2% | Added |
| Sowell Financial Services LLC | 26,670 | $4.86M | 0.38% | +1,640+6.6% | Added |
| Pettee Investors, Inc. | 26,593 | $4.85M | 2.32% | −50−0.2% | Reduced |
| Arrow Financial Corp | 26,521 | $4.83M | 0.63% | −143−0.5% | Reduced |
| Exchange Capital Management, Inc. | 26,517 | $4.83M | 0.98% | −508−1.9% | Reduced |
| Grace & White Inc | 26,489 | $4.83M | 0.93% | +400+1.5% | Added |
| Connolly Sarah T. | 26,427 | $4.82M | 3.06% | −1,467−5.3% | Reduced |
| J. W. Coons Advisors, LLC | 26,386 | $4.81M | 1.38% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 26,369 | $4.81M | 0.80% | +478+1.8% | Added |
| Tokio Marine Asset Management Co Ltd | 26,161 | $4.77M | 0.33% | +3,012+13.0% | Added |
| Brick & Kyle, Associates | 26,141 | $4.77M | 2.73% | −80.0% | Reduced |
| Transcend Wealth Collective, LLC | 26,132 | $4.76M | 0.50% | +2,261+9.5% | Added |
| RSM US Wealth Management LLC | 26,061 | $4.75M | 0.17% | +19,649+306.4% | Added |
| Wealthspire Advisors, LLC | 26,018 | $4.74M | 0.08% | −4,537−14.8% | Reduced |
| Rodgers Brothers Inc. | 26,016 | $4.74M | 0.91% | −450−1.7% | Reduced |
| Shufro Rose & Co LLC | 25,941 | $4.73M | 0.44% | −638−2.4% | Reduced |
| Dynamic Advisor Solutions LLC | 25,918 | $4.72M | 0.28% | +527+2.1% | Added |
| Domani Wealth, LLC | 25,769 | $4.70M | 1.09% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25,701 | $4.68M | 0.43% | +1,091+4.4% | Added |
| Confluence Wealth Services, Inc. | 25,642 | $4.67M | 1.09% | +18+0.1% | Added |
| Biltmore Family Office, LLC | 25,501 | $4.65M | 0.98% | +6,312+32.9% | Added |
| Cullinan Associates Inc | 25,446 | $4.64M | 0.27% | −908−3.4% | Reduced |
| Alpha DNA Investment Management LLC | 25,420 | $4.63M | 2.37% | +16,086+172.3% | Added |
| Chicago Trust Co NA | 25,384 | $4.63M | 1.16% | −9,906−28.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 25,378 | $4.63M | 0.37% | +934+3.8% | Added |
| Ipswich Investment Management Co., Inc. | 25,302 | $4.61M | 1.26% | +1,270+5.3% | Added |
| Edgewood Management LLC | 25,301 | $4.61M | 0.01% | −180−0.7% | Reduced |
| Bulltick Wealth Management, LLC | 25,263 | $4.61M | 1.21% | +25,263 | New |
| Diamant Asset Management, Inc. | 25,240 | $4.60M | 3.77% | +375+1.5% | Added |
| American Money Management, LLC | 25,238 | $4.60M | 1.22% | +278+1.1% | Added |
| Compass Wealth Management LLC | 25,187 | $4.59M | 1.46% | −700−2.7% | Reduced |
| Burney Co | 25,163 | $4.59M | 0.23% | +2,395+10.5% | Added |
| IHT Wealth Management, LLC | 25,119 | $4.58M | 0.26% | +5,575+28.5% | Added |
| Curbstone Financial Management Corp | 25,040 | $4.56M | 1.11% | −634−2.5% | Reduced |
| Smithbridge Asset Management Inc | 24,951 | $4.55M | 1.14% | +1,430+6.1% | Added |
| Kistler-Tiffany Companies, LLC | 24,942 | $4.55M | 0.86% | +367+1.5% | Added |
| Dorsey & Whitney Trust CO LLC | 24,926 | $4.54M | 0.41% | −271−1.1% | Reduced |
| Country Club Bank | 25,119 | $4.54M | 0.37% | +322+1.3% | Added |
| North Star Asset Management Inc | 24,873 | $4.53M | 0.27% | −726−2.8% | Reduced |
| Middleton & Co Inc | 24,840 | $4.53M | 0.65% | +45+0.2% | Added |
| Coastline Trust Co | 24,824 | $4.53M | 0.67% | −469−1.9% | Reduced |
| Columbia Asset Management | 24,818 | $4.52M | 1.03% | +116+0.5% | Added |
| CFM Wealth Partners LLC | 24,792 | $4.52M | 1.25% | +67+0.3% | Added |
| Laurel Wealth Advisors LLC | 24,734 | $4.51M | 0.96% | −14−0.1% | Reduced |
| Exeter Financial, LLC | 24,587 | $4.50M | 2.26% | −100.0% | Reduced |
| Balentine LLC | 24,637 | $4.49M | 0.15% | −11,878−32.5% | Reduced |
| Azzad Asset Management Inc | 24,620 | $4.49M | 0.64% | +77+0.3% | Added |
| Essex LLC | 24,774 | $4.48M | 1.35% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 24,527 | $4.47M | 0.63% | −633−2.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 24,424 | $4.45M | 0.64% | +8,720+55.5% | Added |
| Chesapeake Asset Management LLC | 24,357 | $4.44M | 4.06% | +24,357 | New |
| Reynders McVeigh Capital Management, LLC | 24,336 | $4.44M | 0.31% | −199−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 24,328 | $4.44M | 0.51% | −451−1.8% | Reduced |