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 |
|---|---|---|---|---|---|
| PFS Investments Inc. | 3,941 | $730.0K | 0.01% | +343+9.5% | Added |
| Ballast, Inc. | 3,942 | $730.1K | 0.28% | +1,197+43.6% | Added |
| GraniteShares Advisors LLC | 3,970 | $735.3K | 0.66% | −96−2.4% | Reduced |
| Financial Council Asset Management Inc | 3,974 | $736.1K | 0.56% | 00.0% | Unchanged |
| General Partner, Inc. | 3,975 | $736.3K | 0.61% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,989 | $738.8K | 0.26% | −1,210−23.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 4,000 | $740.9K | 0.08% | +4,000 | New |
| Covenant Partners, LLC | 4,004 | $741.6K | 0.27% | 00.0% | Unchanged |
| HBK Investments L P | 4,006 | $742.0K | 0.02% | +4,006 | New |
| Laraway Financial Inc | 4,008 | $742.3K | 0.73% | −159−3.8% | Reduced |
| Howard Capital Management Group, LLC | 4,023 | $745.1K | 0.07% | −115−2.8% | Reduced |
| Alera Investment Advisors, LLC | 4,024 | $745.4K | 0.16% | +107+2.7% | Added |
| Rice Partnership, LLC | 4,054 | $750.9K | 0.21% | +219+5.7% | Added |
| Cassia Capital Partners, LLC | 4,080 | $755.7K | 0.60% | +478+13.3% | Added |
| Echo Street Capital Management LLC | 4,085 | $756.6K | 0.01% | +2,016+97.4% | Added |
| Gables Capital Management Inc. | 4,102 | $759.8K | 0.50% | +50+1.2% | Added |
| OmniStar Financial Group, Inc. | 4,103 | $759.9K | 0.89% | +23+0.6% | Added |
| Townsend & Associates, Inc | 3,975 | $760.7K | 0.20% | +2+0.1% | Added |
| Well Done, LLC | 4,108 | $760.8K | 0.16% | −687−14.3% | Reduced |
| Prestige Wealth Management Group LLC | 4,111 | $761.5K | 0.18% | −7,235−63.8% | Reduced |
| CVA Family Office, LLC | 4,124 | $763.8K | 0.16% | +30+0.7% | Added |
| Fifth Third Wealth Advisors LLC | 4,124 | $763.8K | 0.49% | +1,124+37.5% | Added |
| Waddell & Associates, LLC | 4,127 | $764.4K | 0.11% | +50+1.2% | Added |
| 180 Wealth Advisors, LLC | 4,120 | $764.7K | 0.17% | −60−1.4% | Reduced |
| Keel Point, LLC | 4,130 | $764.9K | 0.10% | +497+13.7% | Added |
| Capital Investment Counsel, Inc | 4,134 | $765.7K | 0.15% | −89−2.1% | Reduced |
| Hamilton Capital, LLC | 4,139 | $766.6K | 0.05% | +521+14.4% | Added |
| Diversified, LLC | 4,143 | $767.4K | 0.20% | −534−11.4% | Reduced |
| Richard W. Paul & Associates, LLC | 4,146 | $767.8K | 0.33% | +160+4.0% | Added |
| Aft, Forsyth & Company, Inc. | 4,148 | $768.3K | 0.55% | +51+1.2% | Added |
| Sweeney & Michel, LLC | 4,181 | $771.1K | 0.40% | −13−0.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,167 | $771.8K | 0.19% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 4,170 | $772.4K | 0.52% | +3+0.1% | Added |
| Virtus ETF Advisers LLC | 4,171 | $772.6K | 0.46% | −1,077−20.5% | Reduced |
| Royal Fund Management, LLC | 4,173 | $773.0K | 0.11% | −38−0.9% | Reduced |
| Centennial Bank | 4,199 | $777.7K | 0.52% | −503−10.7% | Reduced |
| Autumn Glory Partners, LLC | 4,205 | $778.8K | 0.57% | +322+8.3% | Added |
| DT Investment Partners, LLC | 4,176 | $780.2K | 0.09% | +602+16.8% | Added |
| Bay Rivers Group | 4,230 | $783.4K | 0.59% | −304−6.7% | Reduced |
| JNBA Financial Advisors | 4,234 | $784.3K | 0.09% | +7+0.2% | Added |
| D L Carlson Investment Group Inc | 4,237 | $784.8K | 0.15% | −115−2.6% | Reduced |
| American Investment Services, Inc. | 4,238 | $785.0K | 0.16% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 4,247 | $786.6K | 0.23% | −36−0.8% | Reduced |
| Trillium Asset Management, LLC | 4,247 | $787.0K | 0.02% | −207−4.6% | Reduced |
| Larson Financial Group LLC | 4,256 | $788.3K | 0.08% | +95+2.3% | Added |
| Gateway Wealth Partners, LLC | 4,259 | $788.9K | 0.14% | +259+6.5% | Added |
| Indie Asset Partners, LLC | 4,260 | $789.1K | 0.86% | +25+0.6% | Added |
| Redwood Investment Management, LLC | 4,293 | $795.0K | 0.08% | −1,123−20.7% | Reduced |
| Guardian Wealth Advisors, LLC | 4,299 | $796.2K | 0.59% | −99−2.3% | Reduced |
| Sandy Cove Advisors, LLC | 4,303 | $797.0K | 0.45% | +4,303 | New |
| Drive Wealth Management, LLC | 4,304 | $797.2K | 0.30% | −165−3.7% | Reduced |
| Tradition Wealth Management, LLC | 4,309 | $798.0K | 0.09% | +731+20.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,318 | $799.8K | 0.11% | +264+6.5% | Added |
| Truadvice, LLC | 4,353 | $799.9K | 0.29% | −229−5.0% | Reduced |
| Fortune Financial Advisors, LLC | 4,329 | $801.9K | 0.60% | +4,329 | New |
| First National Bank | 4,330 | $802.0K | 0.66% | −200−4.4% | Reduced |
| Breakwater Capital Group | 4,337 | $803.3K | 0.29% | +1,191+37.9% | Added |
| Atlas Wealth LLC | 4,361 | $804.4K | 0.15% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4,351 | $805.9K | 0.44% | +266+6.5% | Added |
| Connecticut Wealth Management, LLC | 4,379 | $811.1K | 0.06% | +843+23.8% | Added |
| Gryphon Financial Partners LLC | 4,379 | $811.2K | 0.18% | −311−6.6% | Reduced |
| Montchanin Asset Management, LLC | 4,406 | $816.0K | 0.93% | 00.0% | Unchanged |
| Solstein Capital, LLC | 4,406 | $816.1K | 0.68% | +118+2.8% | Added |
| MBE Wealth Management, LLC | 4,415 | $817.8K | 0.44% | +2,372+116.1% | Added |
| Klingman & Associates, LLC | 4,424 | $819.4K | 0.07% | +12+0.3% | Added |
| Childress Capital Advisors, LLC | 4,425 | $819.6K | 0.35% | −1,530−25.7% | Reduced |
| Successful Portfolios LLC | 4,432 | $820.9K | 0.71% | −1,514−25.5% | Reduced |
| Waycross Partners, LLC | 4,433 | $821.1K | 0.18% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 4,438 | $822.0K | 1.44% | −19−0.4% | Reduced |
| Black Diamond Financial, LLC | 4,454 | $825.1K | 0.24% | +10.0% | Added |
| Retirement Income Solutions, Inc | 4,456 | $825.4K | 0.22% | −325−6.8% | Reduced |
| TD Capital Management LLC | 4,461 | $826.3K | 0.10% | +17+0.4% | Added |
| Greenwich Wealth Management LLC | 4,464 | $827.0K | 0.09% | −12−0.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,474 | $828.6K | 0.51% | −223−4.7% | Reduced |
| Levin Capital Strategies, L.P. | 4,477 | $829.2K | 0.10% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,482 | $830.2K | 0.41% | −175−3.8% | Reduced |
| Great Diamond Partners, LLC | 4,496 | $832.7K | 0.22% | −106−2.3% | Reduced |
| Sunburst Financial Group, LLC | 4,496 | $832.8K | 0.29% | −46−1.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,499 | $834.1K | 0.06% | −219−4.6% | Reduced |
| Family Firm, Inc. | 4,510 | $835.3K | 0.22% | +11+0.2% | Added |
| Hollencrest Capital Management | 4,541 | $841.1K | 0.09% | +54+1.2% | Added |
| Socha Financial Group, LLC | 4,548 | $842.4K | 0.44% | +4,548 | New |
| Apeiron RIA LLC | 4,549 | $842.6K | 0.29% | +206+4.7% | Added |
| Prentiss Smith & Co Inc | 4,550 | $842.8K | 0.63% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 4,551 | $842.9K | 0.39% | +90+2.0% | Added |
| Oxford Financial Group Ltd | 4,561 | $844.7K | 0.08% | +141+3.2% | Added |
| FSM Wealth Advisors, LLC | 4,606 | $847.4K | 0.43% | +49+1.1% | Added |
| Longfellow Investment Management Co LLC | 4,575 | $847.4K | 0.19% | −1,682−26.9% | Reduced |
| St. Louis Trust Co | 4,577 | $847.7K | 0.16% | −273−5.6% | Reduced |
| Clear Harbor Asset Management, LLC | 4,580 | $848.3K | 0.08% | +2,190+91.6% | Added |
| Alliance Wealth Advisors, LLC | 4,584 | $849.0K | 0.61% | −57−1.2% | Reduced |
| Peoples Bank | 4,589 | $850.0K | 0.52% | −41−0.9% | Reduced |
| LBMC Investment Advisors, LLC | 4,591 | $850.3K | 0.08% | −346−7.0% | Reduced |
| Thrive Wealth Management, LLC | 4,592 | $850.5K | 0.22% | +164+3.7% | Added |
| Pecaut & Co. | 4,600 | $852.0K | 0.36% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 4,608 | $853.5K | 0.14% | +149+3.3% | Added |
| West Michigan Advisors, LLC | 4,615 | $854.8K | 0.34% | −628−12.0% | Reduced |
| Miller Investment Management, LP | 4,631 | $857.8K | 0.13% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 4,631 | $857.9K | 0.78% | +4,631 | New |
| Signature Wealth Management Partners, LLC | 4,639 | $859.2K | 0.80% | 00.0% | Unchanged |