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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 5,489 | $1.02M | 0.43% | +40+0.7% | Added |
| River Street Advisors LLC | 5,503 | $1.02M | 0.97% | −132−2.3% | Reduced |
| Southland Equity Partners LLC | 5,515 | $1.02M | 0.34% | +2,330+73.2% | Added |
| Independent Solutions Wealth Management, LLC | 5,529 | $1.02M | 0.28% | +794+16.8% | Added |
| Cresta Advisors, Ltd. | 5,532 | $1.02M | 0.80% | 00.0% | Unchanged |
| Arlington Partners LLC | 5,555 | $1.03M | 0.16% | +958+20.8% | Added |
| KC Investment Advisors, LLC | 5,568 | $1.03M | 0.70% | +34+0.6% | Added |
| Northern Financial Advisors Inc | 5,575 | $1.03M | 0.91% | −189−3.3% | Reduced |
| Aaron Wealth Advisors | 5,579 | $1.03M | 0.13% | +140+2.6% | Added |
| Wellington Shields & Co., LLC | 5,580 | $1.03M | 0.24% | −33−0.6% | Reduced |
| Silver Lake Advisory, LLC | 5,595 | $1.04M | 0.55% | +14+0.3% | Added |
| Traphagen Investment Advisors LLC | 5,600 | $1.04M | 0.14% | +1,030+22.5% | Added |
| Sigma Investment Counselors Inc | 5,605 | $1.04M | 0.08% | +1,300+30.2% | Added |
| C2C Wealth Management, LLC | 5,590 | $1.04M | 0.14% | +600+12.0% | Added |
| Proficio Capital Partners LLC | 5,616 | $1.04M | 0.14% | +195+3.6% | Added |
| Gilman Hill Asset Management, LLC | 5,623 | $1.04M | 0.19% | −123−2.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,625 | $1.04M | 0.47% | +2,614+86.8% | Added |
| Carr Financial Group Corp | 5,634 | $1.04M | 0.42% | +267+5.0% | Added |
| Dominguez Wealth Management Solutions, Inc. | 5,644 | $1.05M | 0.91% | −47−0.8% | Reduced |
| Guardian Wealth Advisors, LLC | 5,646 | $1.05M | 0.18% | +365+6.9% | Added |
| First International Bank & Trust | 5,672 | $1.05M | 0.33% | +24+0.4% | Added |
| Forza Wealth Management, LLC | 5,675 | $1.05M | 0.53% | −150−2.6% | Reduced |
| Atlantic Trust, LLC | 5,707 | $1.05M | 0.34% | −126−2.2% | Reduced |
| Cim Investment Mangement Inc | 5,680 | $1.05M | 0.36% | +13+0.2% | Added |
| Marion Wealth Management | 5,689 | $1.05M | 0.37% | +44+0.8% | Added |
| Perennial Advisors, LLC | 5,695 | $1.05M | 0.27% | −63−1.1% | Reduced |
| Rational Advisors LLC | 5,697 | $1.06M | 0.09% | +5,697 | New |
| Claar Advisors LLC | 5,700 | $1.06M | 0.40% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 5,736 | $1.06M | 0.12% | +471+8.9% | Added |
| Charter Oak Capital Management, LLC | 5,742 | $1.06M | 0.14% | −20.0% | Reduced |
| Triad Financial Advisors, Inc. | 5,742 | $1.06M | 0.44% | +4+0.1% | Added |
| West Bancorporation Inc | 5,751 | $1.07M | 0.72% | +281+5.1% | Added |
| Segment Wealth Management, LLC | 5,774 | $1.07M | 0.11% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 5,786 | $1.07M | 0.38% | +1,341+30.2% | Added |
| VELA Investment Management, LLC | 5,788 | $1.07M | 0.49% | −800−12.1% | Reduced |
| Weatherly Asset Management L. P. | 5,788 | $1.07M | 0.13% | +45+0.8% | Added |
| Marathon Capital Management | 5,790 | $1.07M | 0.26% | −282−4.6% | Reduced |
| Personal Cfo Solutions, LLC | 5,791 | $1.07M | 0.22% | −14−0.2% | Reduced |
| Centaurus Financial, Inc. | 5,796 | $1.07M | 0.09% | −1,050−15.3% | Reduced |
| First Heartland Consultants, Inc. | 5,802 | $1.07M | 0.14% | −332−5.4% | Reduced |
| Addison Advisors LLC | 5,818 | $1.08M | 0.53% | +52+0.9% | Added |
| Silvia McColl Wealth Management, LLC | 5,829 | $1.08M | 1.00% | −54−0.9% | Reduced |
| Goepper Burkhardt LLC | 5,848 | $1.08M | 0.65% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 5,861 | $1.09M | 0.24% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 5,869 | $1.09M | 0.67% | +101+1.8% | Added |
| Syntal Capital Partners, LLC | 5,876 | $1.09M | 0.44% | −1,190−16.8% | Reduced |
| Missouri Trust & Investment Co | 5,881 | $1.09M | 0.61% | +348+6.3% | Added |
| Capstone Triton Financial Group, LLC | 5,888 | $1.09M | 0.75% | +213+3.8% | Added |
| Aureus Asset Management, LLC | 5,893 | $1.09M | 0.08% | 00.0% | Unchanged |
| Day & Ennis, LLC | 5,906 | $1.09M | 0.42% | +4+0.1% | Added |
| Wunderlich Capital Managemnt | 5,905 | $1.09M | 0.54% | +46+0.8% | Added |
| Mirabella Financial Services LLP | 5,907 | $1.09M | 0.13% | +5,907 | New |
| Prairie Sky Financial Group LLC | 5,913 | $1.10M | 0.74% | +5,913 | New |
| KLCM Advisors, Inc. | 5,927 | $1.10M | 0.21% | +306+5.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,942 | $1.10M | 0.51% | +80+1.4% | Added |
| Buckingham Strategic Partners | 5,947 | $1.10M | 0.06% | −2,377−28.6% | Reduced |
| Diligent Investors, LLC | 5,965 | $1.10M | 0.33% | +773+14.9% | Added |
| Tranquility Partners, LLC | 5,970 | $1.11M | 0.48% | +7+0.1% | Added |
| Garde Capital, Inc. | 5,971 | $1.11M | 0.09% | +2,811+89.0% | Added |
| WealthTrust Asset Management, LLC | 5,979 | $1.11M | 1.00% | +79+1.3% | Added |
| Baystate Wealth Management LLC | 5,988 | $1.11M | 0.09% | +341+6.0% | Added |
| Exchange Bank | 5,999 | $1.11M | 1.07% | +5,999 | New |
| Castle Rock Wealth Management, LLC | 5,965 | $1.11M | 0.38% | −6−0.1% | Reduced |
| Schear Investment Advisers, LLC | 6,032 | $1.12M | 1.18% | +641+11.9% | Added |
| New England Research & Management, Inc. | 6,043 | $1.12M | 0.65% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 6,048 | $1.12M | 0.60% | −105−1.7% | Reduced |
| Xcel Wealth Management, LLC | 6,066 | $1.12M | 0.36% | −7,239−54.4% | Reduced |
| Fort Sheridan Advisors LLC | 6,107 | $1.13M | 0.26% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 6,115 | $1.13M | 0.15% | 00.0% | Unchanged |
| MBA Advisors LLC | 6,115 | $1.13M | 0.68% | +73+1.2% | Added |
| Integris Wealth Management, LLC | 6,121 | $1.13M | 0.40% | −99−1.6% | Reduced |
| Magnolia Capital Management Ltd | 6,124 | $1.13M | 1.02% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 6,125 | $1.13M | 0.32% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 7,027 | $1.14M | 0.38% | +1,061+17.8% | Added |
| Cornerstone Advisory, LLC | 6,130 | $1.14M | 0.20% | +114+1.9% | Added |
| Wellington Shields Capital Management, LLC | 6,137 | $1.14M | 0.14% | +10.0% | Added |
| Bassett Hargrove Investment Counsel, LLC | 6,249 | $1.14M | 2.13% | 00.0% | Unchanged |
| United Bank | 6,145 | $1.14M | 0.14% | −90−1.4% | Reduced |
| Quent Capital, LLC | 6,146 | $1.14M | 0.18% | +601+10.8% | Added |
| DRW Securities, LLC | 6,150 | $1.14M | 0.09% | −8,325−57.5% | Reduced |
| Phocas Financial Corp. | 6,162 | $1.14M | 0.16% | −92−1.5% | Reduced |
| Norris Perne & French LLP | 6,179 | $1.14M | 0.10% | −33−0.5% | Reduced |
| AFS Financial Group, LLC | 6,192 | $1.15M | 0.74% | −37−0.6% | Reduced |
| Cedrus LLC | 6,205 | $1.15M | 0.81% | +90+1.5% | Added |
| Boltwood Capital Management | 6,219 | $1.15M | 0.42% | −365−5.5% | Reduced |
| Retirement Guys Formula LLC | 6,223 | $1.15M | 0.67% | +115+1.9% | Added |
| Meridian Investment Counsel Inc. | 6,230 | $1.15M | 0.41% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 6,235 | $1.15M | 0.46% | −102−1.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,243 | $1.16M | 0.31% | −219−3.4% | Reduced |
| Reik & Co., LLC | 6,247 | $1.16M | 0.32% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 6,255 | $1.16M | 0.45% | +826+15.2% | Added |
| Brown Miller Wealth Management, LLC | 6,259 | $1.16M | 0.63% | +30.0% | Added |
| Transamerica Financial Advisors, Inc. | 6,267 | $1.16M | 0.15% | −16−0.3% | Reduced |
| Berger Financial Group, Inc | 6,274 | $1.16M | 0.13% | −186−2.9% | Reduced |
| Herold Advisors, Inc. | 6,283 | $1.16M | 0.36% | +272+4.5% | Added |
| Tevis Investment Management | 6,285 | $1.16M | 1.14% | −11−0.2% | Reduced |
| Bray Capital Advisors | 6,287 | $1.16M | 0.35% | −126−2.0% | Reduced |
| Gilbert & Cook, Inc. | 6,288 | $1.16M | 0.19% | +500+8.6% | Added |
| American State Bank (Iowa) | 6,296 | $1.17M | 0.81% | −356−5.4% | Reduced |
| Carson Advisory Inc. | 6,297 | $1.17M | 0.99% | +30.0% | Added |