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, Q2 2023
Institutional positions in PepsiCo Inc as of Jun 30, 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
- 3,216
- +66 vs. Q1 2023
- Shares held
- 1.00B
- −59.4M (−5.6%) vs. Q1 2023
- Total value
- $185.4B
- +$2.58B (+1.4%) vs. Q1 2023
- New holders
- 159
- 1,271 more added
- Sold out
- 93
- 1,386 more reduced
26 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ETF Store, Inc. | 3,467 | $639.4K | 0.45% | +59+1.7% | Added |
| Wayfinding Financial, LLC | 3,363 | $640.0K | 0.44% | −552−14.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 3,461 | $641.1K | 0.15% | +456+15.2% | Added |
| Buffington Mohr McNeal | 3,462 | $641.2K | 0.14% | +115+3.4% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,463 | $641.4K | 0.14% | −195−5.3% | Reduced |
| Univest Financial Corp | 3,469 | $642.5K | 0.19% | +22+0.6% | Added |
| Lane & Associates LLC | 3,474 | $643.5K | 0.51% | +121+3.6% | Added |
| Veracity Capital LLC | 3,476 | $643.8K | 0.27% | −73−2.1% | Reduced |
| Pure Financial Advisors, Inc. | 3,484 | $645.4K | 0.03% | +147+4.4% | Added |
| Seneca Financial Advisors LLC | 3,485 | $645.5K | 0.43% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 3,484 | $646.0K | 0.00% | +3,484 | New |
| Fortress Wealth Group, LLC | 3,457 | $646.1K | 0.41% | +29+0.8% | Added |
| AllSquare Wealth Management LLC | 3,564 | $647.3K | 0.42% | 00.0% | Unchanged |
| Alta Advisers Ltd | 3,500 | $648.3K | 0.36% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 3,500 | $648.3K | 0.60% | +3,500 | New |
| Intellectus Partners, LLC | 3,510 | $650.1K | 0.20% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3,519 | $652.0K | 0.28% | +1,210+52.4% | Added |
| Fort Point Capital Partners LLC | 3,524 | $652.7K | 0.10% | +116+3.4% | Added |
| Riverview Trust Co | 3,528 | $653.5K | 0.59% | −814−18.7% | Reduced |
| Austin Private Wealth, LLC | 3,531 | $654.1K | 0.09% | +577+19.5% | Added |
| Birchcreek Wealth Management, LLC | 3,532 | $654.2K | 0.46% | +108+3.2% | Added |
| Covenant Asset Management, LLC | 3,543 | $656.2K | 0.19% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,544 | $656.4K | 0.03% | −147−4.0% | Reduced |
| Latitude Advisors, LLC | 3,550 | $657.5K | 0.46% | +876+32.8% | Added |
| Hurlow Wealth Management Group, Inc. | 3,550 | $657.5K | 0.28% | +7+0.2% | Added |
| Register Financial Advisors LLC | 3,552 | $657.9K | 0.47% | +1,290+57.0% | Added |
| L2 Asset Management, LLC | 3,554 | $658.3K | 0.32% | +280+8.6% | Added |
| KFG Wealth Management, LLC | 3,565 | $660.3K | 0.39% | +1,564+78.2% | Added |
| BFT Financial Group, LLC | 3,566 | $660.6K | 0.08% | +162+4.8% | Added |
| Silverlake Wealth Management LLC | 3,575 | $662.1K | 0.37% | +15+0.4% | Added |
| GoalVest Advisory LLC | 3,576 | $662.4K | 0.34% | −3,345−48.3% | Reduced |
| Rowland & Co Investment Counsel | 3,593 | $665.5K | 0.16% | +13+0.4% | Added |
| Alpha Cubed Investments, LLC | 3,600 | $666.8K | 0.04% | −257−6.7% | Reduced |
| Wealth Effects LLC | 3,601 | $667.0K | 0.29% | −126−3.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,606 | $667.8K | 0.20% | +1,345+59.5% | Added |
| First Dallas Securities Inc. | 3,607 | $668.0K | 0.37% | −33−0.9% | Reduced |
| Cranbrook Wealth Management, LLC | 3,607 | $668.1K | 0.19% | +3+0.1% | Added |
| LifePro Asset Management | 3,608 | $668.2K | 0.52% | +662+22.5% | Added |
| M. Kulyk & Associates, LLC | 3,608 | $668.3K | 0.19% | −446−11.0% | Reduced |
| Cubic Asset Management, LLC | 3,610 | $668.6K | 0.18% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,622 | $671.0K | 0.15% | +133+3.8% | Added |
| LifeSteps Financial, Inc. | 3,624 | $671.3K | 0.66% | −25−0.7% | Reduced |
| Waterfront Wealth Inc. | 3,514 | $671.7K | 0.20% | −98−2.7% | Reduced |
| ICA Group Wealth Management, LLC | 3,627 | $671.8K | 0.17% | −5,804−61.5% | Reduced |
| Cooper/Haims Advisors, LLC | 3,627 | $671.8K | 0.52% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,650 | $672.0K | 0.02% | +1,163+46.8% | Added |
| Citizens Business Bank | 3,636 | $673.5K | 0.15% | +1,598+78.4% | Added |
| Eaton Financial Holdings Company, LLC | 3,649 | $676.0K | 0.51% | +10.0% | Added |
| Private Capital Management, LLC | 3,653 | $676.6K | 0.08% | +7+0.2% | Added |
| Capital Wealth Planning, LLC | 3,670 | $679.8K | 0.01% | +223+6.5% | Added |
| Philadelphia Trust Co | 3,673 | $680.0K | 0.06% | −842−18.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,677 | $681.1K | 0.16% | −1,600−30.3% | Reduced |
| Versant Capital Management, Inc | 3,686 | $682.6K | 0.22% | −72−1.9% | Reduced |
| Intelligent Financial Strategies | 3,705 | $686.3K | 0.50% | +3+0.1% | Added |
| Hapanowicz & Associates Financial Services, Inc | 3,709 | $687.0K | 0.46% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,716 | $688.4K | 0.15% | +628+20.3% | Added |
| Wealth Architects, LLC | 3,719 | $688.9K | 0.11% | −140−3.6% | Reduced |
| Consolidated Planning Corp | 3,725 | $689.9K | 0.15% | +3,725 | New |
| Lesa Sroufe & Co | 3,727 | $690.0K | 0.74% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 3,729 | $690.7K | 0.46% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3,730 | $690.9K | 0.27% | −30−0.8% | Reduced |
| Cairn Investment Group, Inc. | 3,733 | $691.0K | 0.45% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,731 | $691.1K | 0.08% | −190−4.8% | Reduced |
| Cornerstone National Bank & Trust Co | 3,736 | $692.0K | 0.40% | −1,045−21.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,743 | $693.3K | 0.16% | +27+0.7% | Added |
| Baker Avenue Asset Management, LP | 3,753 | $695.2K | 0.04% | −355−8.6% | Reduced |
| McIlrath & Eck, LLC | 3,757 | $695.9K | 0.15% | −18−0.5% | Reduced |
| Capstone Financial Advisors, Inc. | 3,762 | $696.8K | 0.05% | +1,055+39.0% | Added |
| Ballast Advisors LLC | 3,764 | $697.2K | 0.26% | +615+19.5% | Added |
| Hutchinson Capital Management | 3,765 | $697.3K | 0.16% | −51−1.3% | Reduced |
| Petra Financial Advisors Inc | 3,765 | $697.4K | 0.62% | −693−15.5% | Reduced |
| Bensler, LLC | 3,771 | $698.5K | 0.13% | +2,170+135.5% | Added |
| Perritt Capital Management Inc | 3,774 | $699.1K | 0.38% | −575−13.2% | Reduced |
| LWMG, LLC | 3,780 | $700.2K | 0.20% | +3+0.1% | Added |
| Uncommon Cents Investing LLC | 3,787 | $701.4K | 0.25% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 3,788 | $701.6K | 0.05% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 3,797 | $703.3K | 0.51% | +73+2.0% | Added |
| Capital Investment Services of America, Inc. | 3,808 | $705.3K | 0.08% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,809 | $705.5K | 0.13% | +44+1.2% | Added |
| SOL Capital Management CO | 3,809 | $706.0K | 0.11% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,820 | $708.0K | 0.12% | +109+2.9% | Added |
| Karpas Strategies, LLC | 3,839 | $711.1K | 0.24% | +14+0.4% | Added |
| Aspire Private Capital, LLC | 3,850 | $713.1K | 0.23% | −28−0.7% | Reduced |
| Security Financial Services, INC. | 3,853 | $713.6K | 0.20% | −281−6.8% | Reduced |
| Montag & Caldwell, LLC | 3,854 | $713.8K | 0.09% | −7−0.2% | Reduced |
| Burton Enright Welch | 3,862 | $715.3K | 0.22% | +820+27.0% | Added |
| First Community Trust NA | 3,868 | $716.4K | 0.80% | −217−5.3% | Reduced |
| Wall Street Access Asset Management, LLC | 3,869 | $716.6K | 0.41% | +440+12.8% | Added |
| CenterBook Partners LP | 3,873 | $717.4K | 0.09% | +3,873 | New |
| Simon Quick Advisors, LLC | 3,875 | $717.7K | 0.07% | +381+10.9% | Added |
| Cable Hill Partners, LLC | 3,876 | $717.8K | 0.09% | −360−8.5% | Reduced |
| Sippican Capital Advisors | 3,895 | $721.4K | 0.67% | −50−1.3% | Reduced |
| Seelaus Asset Management LLC | 3,902 | $723.0K | 0.57% | −736−15.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,913 | $724.8K | 0.28% | −8−0.2% | Reduced |
| Capital Advisors, Ltd. LLC | 3,913 | $725.0K | 0.11% | +750+23.7% | Added |
| Sanders Morris Harris LLC | 3,915 | $726.5K | 0.16% | +3,915 | New |
| Souders Financial Advisors | 3,923 | $726.6K | 0.14% | −35−0.9% | Reduced |
| Guinness Atkinson Asset Management Inc | 3,924 | $726.8K | 0.38% | +576+17.2% | Added |
| Stiles Financial Services Inc | 3,926 | $727.2K | 0.36% | +916+30.4% | Added |
| Rock Point Advisors, LLC | 3,939 | $729.6K | 0.24% | −40−1.0% | Reduced |