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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 4,645 | $860.4K | 0.24% | +25+0.5% | Added |
| Sovereign Financial Group, Inc. | 4,650 | $861.4K | 0.28% | +560+13.7% | Added |
| Eagle Ridge Investment Management | 4,651 | $861.5K | 0.09% | +300+6.9% | Added |
| Mid-American Wealth Advisory Group, Inc. | 4,722 | $865.0K | 0.67% | +4,722 | New |
| Sound Income Strategies, LLC | 4,691 | $868.9K | 0.09% | −105−2.2% | Reduced |
| WealthTrust Axiom LLC | 4,692 | $869.1K | 0.29% | +10.0% | Added |
| Broadleaf Partners, LLC | 4,697 | $870.0K | 0.28% | +1,100+30.6% | Added |
| Morris Financial Concepts, Inc. | 4,701 | $870.8K | 0.56% | +10+0.2% | Added |
| Horan Capital Advisors, LLC. | 4,702 | $871.0K | 0.34% | −14−0.3% | Reduced |
| Family Management Corp | 4,728 | $875.7K | 0.19% | +1,500+46.5% | Added |
| Apriem Advisors | 4,728 | $875.7K | 0.13% | −509−9.7% | Reduced |
| Fort Pitt Capital Group, LLC | 4,735 | $877.0K | 0.03% | −624−11.6% | Reduced |
| Accuvest Global Advisors | 4,737 | $877.0K | 0.45% | +4,737 | New |
| True North Advisors, LLC | 4,740 | $878.0K | 0.25% | −2,598−35.4% | Reduced |
| Chickasaw Capital Management LLC | 4,740 | $878.0K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4,754 | $880.5K | 0.21% | −22−0.5% | Reduced |
| Summitry LLC | 4,762 | $882.0K | 0.06% | +20+0.4% | Added |
| NCM Capital Management, LLC | 4,764 | $882.5K | 0.61% | +10.0% | Added |
| BIP Wealth, LLC | 4,768 | $883.2K | 0.07% | +3,557+293.7% | Added |
| MQS Management LLC | 4,785 | $886.3K | 0.60% | +4,785 | New |
| Thompson Investment Management, Inc. | 4,790 | $887.2K | 0.14% | −125−2.5% | Reduced |
| Vertex Planning Partners, LLC | 4,798 | $888.6K | 0.30% | +2,868+148.6% | Added |
| Wrapmanager Inc | 4,805 | $890.1K | 0.27% | −1,417−22.8% | Reduced |
| Consilium Wealth Advisory, LLC | 4,806 | $890.3K | 0.62% | +1,498+45.3% | Added |
| Bell Bank | 4,816 | $892.0K | 0.09% | +1,522+46.2% | Added |
| Bourne Lent Asset Management Inc | 4,825 | $893.7K | 0.31% | −800−14.2% | Reduced |
| Catalyst Financial Partners LLC | 4,845 | $897.4K | 0.32% | +477+10.9% | Added |
| Sage Mountain Advisors LLC | 4,868 | $901.7K | 0.13% | +116+2.4% | Added |
| FinTrust Capital Advisors, LLC | 5,003 | $903.9K | 0.22% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,943 | $904.9K | 0.35% | +40+0.8% | Added |
| FinDec Wealth Services, Inc. | 4,893 | $906.3K | 0.63% | −5−0.1% | Reduced |
| Templeton & Phillips Capital Management, LLC | 4,897 | $907.0K | 0.96% | −11,140−69.5% | Reduced |
| Ironvine Capital Partners, LLC | 4,900 | $907.6K | 0.11% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 4,906 | $908.7K | 0.47% | −107−2.1% | Reduced |
| Old North State Trust, LLC | 4,907 | $909.0K | 0.67% | 00.0% | Unchanged |
| ERn Financial, LLC | 4,908 | $909.0K | 0.19% | +101+2.1% | Added |
| Seven Springs Wealth Group, LLC | 4,912 | $909.8K | 0.43% | −244−4.7% | Reduced |
| RDA Financial Network | 4,917 | $910.7K | 0.38% | −56−1.1% | Reduced |
| Iron Financial, LLC | 4,930 | $913.2K | 0.49% | −90−1.8% | Reduced |
| Cary Street Partners Asset Management LLC | 4,934 | $913.8K | 0.17% | +45+0.9% | Added |
| Berkeley Capital Partners, LLC | 4,953 | $917.4K | 0.32% | +85+1.7% | Added |
| Buttonwood Financial Advisors Inc. | 4,963 | $919.3K | 0.58% | +619+14.2% | Added |
| Blueshift Asset Management, LLC | 4,970 | $920.5K | 0.35% | −618−11.1% | Reduced |
| Wedgewood Investors Inc | 4,970 | $920.5K | 1.18% | −100−2.0% | Reduced |
| Summit Global Investments | 4,986 | $923.0K | 0.06% | −2,661−34.8% | Reduced |
| WealthBridge Capital Management, LLC | 4,988 | $923.9K | 0.37% | −5,375−51.9% | Reduced |
| Tarbox Family Office, Inc. | 4,988 | $923.9K | 0.18% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,995 | $925.0K | 0.90% | −65−1.3% | Reduced |
| Cladis Investment Advisory, LLC | 5,000 | $926.1K | 0.80% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5,048 | $928.2K | 0.27% | +632+14.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,025 | $930.8K | 0.58% | +10.0% | Added |
| Opus Capital Group, LLC | 5,027 | $931.0K | 0.16% | +16+0.3% | Added |
| Allstate Corp | 5,028 | $931.3K | 0.06% | +25+0.5% | Added |
| Tortoise Investment Management, LLC | 5,029 | $931.5K | 0.14% | +1,100+28.0% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 5,063 | $937.8K | 1.09% | −1,757−25.8% | Reduced |
| Westchester Capital Management, Inc. | 5,070 | $939.1K | 0.26% | −5−0.1% | Reduced |
| CPA Asset Management LLC | 5,074 | $939.8K | 0.68% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 5,078 | $940.5K | 0.26% | −11−0.2% | Reduced |
| Carlson Capital Management | 5,086 | $942.1K | 0.06% | −1,118−18.0% | Reduced |
| Midwest Financial Group LLC | 5,093 | $943.0K | 0.80% | −54−1.0% | Reduced |
| Sutton Wealth Advisors Inc. | 5,093 | $943.3K | 0.46% | +83+1.7% | Added |
| Humankind Investments LLC | 5,095 | $943.7K | 0.37% | −1,653−24.5% | Reduced |
| Financial Engines Advisors L.L.C. | 5,101 | $944.8K | 0.00% | +3,905+326.5% | Added |
| Armstrong Advisory Group, Inc | 5,114 | $947.2K | 0.10% | −510−9.1% | Reduced |
| FLC Capital Advisors | 5,116 | $947.6K | 0.28% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 5,143 | $952.7K | 0.30% | +281+5.8% | Added |
| Trust Co | 5,144 | $952.8K | 0.14% | −1,384−21.2% | Reduced |
| Waypoint Capital Advisors, LLC | 5,147 | $953.3K | 0.30% | +29+0.6% | Added |
| Callan Family Office, LLC | 5,154 | $954.6K | 0.25% | −135−2.6% | Reduced |
| Charles Schwab Trust Co | 5,239 | $955.3K | 0.12% | −155−2.9% | Reduced |
| McMorgan & Co LLC | 5,167 | $957.1K | 0.18% | −75−1.4% | Reduced |
| Annex Advisory Services, LLC | 5,168 | $957.3K | 0.05% | −29−0.6% | Reduced |
| Montis Financial, LLC | 5,171 | $957.7K | 0.63% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5,190 | $961.0K | 0.20% | −211−3.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 5,194 | $962.0K | 0.36% | −50−1.0% | Reduced |
| Weik Capital Management | 5,195 | $962.2K | 0.45% | −300−5.5% | Reduced |
| Nemes Rush Group LLC | 5,197 | $962.7K | 0.17% | +5,197 | New |
| EHP Funds Inc. | 5,200 | $963.1K | 0.27% | +5,200 | New |
| Sound Financial Strategies Group, LLC | 5,216 | $966.1K | 0.71% | −642−11.0% | Reduced |
| Emerald Advisors, LLC | 5,234 | $969.4K | 0.23% | +244+4.9% | Added |
| JB Capital LLC | 5,239 | $970.3K | 0.08% | −35−0.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 5,277 | $977.3K | 0.90% | +5,277 | New |
| Congress Park Capital LLC | 5,293 | $980.4K | 0.55% | −300−5.4% | Reduced |
| Aveo Capital Partners, LLC | 5,296 | $980.9K | 0.12% | +249+4.9% | Added |
| 9258 Wealth Management, LLC | 5,303 | $982.2K | 0.18% | +21+0.4% | Added |
| Legacy Bridge, LLC | 5,306 | $982.8K | 0.66% | +219+4.3% | Added |
| Roof Eidam & Maycock | 5,312 | $983.9K | 0.33% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 5,313 | $984.0K | 0.23% | −1,909−26.4% | Reduced |
| Cottonwood Capital Advisors, LLC | 5,331 | $987.4K | 0.90% | −46−0.9% | Reduced |
| SkyView Investment Advisors, LLC | 5,105 | $988.0K | 0.25% | −6,337−55.4% | Reduced |
| Advisory Alpha, LLC | 5,336 | $988.4K | 0.05% | +399+8.1% | Added |
| Shepherd Financial Partners LLC | 5,354 | $991.6K | 0.15% | +30+0.6% | Added |
| Lester Murray Antman dba SimplyRich | 5,391 | $998.0K | 0.36% | 00.0% | Unchanged |
| Stableford Capital II LLC | 5,441 | $999.8K | 0.44% | +5,441 | New |
| Dechtman Wealth Management, LLC | 5,411 | $1.00M | 0.30% | +5,411 | New |
| Patriot Investment Management Inc. | 5,415 | $1.00M | 0.08% | −38−0.7% | Reduced |
| Arkadios Wealth Advisors | 5,426 | $1.00M | 0.12% | +308+6.0% | Added |
| Aigen Investment Management, LP | 5,430 | $1.01M | 0.15% | +3,985+275.8% | Added |
| Franklin Street Advisors Inc | 5,444 | $1.01M | 0.09% | −225−4.0% | Reduced |
| Proffitt & Goodson Inc | 5,460 | $1.01M | 0.20% | +10+0.2% | Added |