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 |
|---|---|---|---|---|---|
| EagleClaw Capital Managment, LLC | 6,300 | $1.17M | 0.27% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,301 | $1.17M | 0.29% | +210+3.4% | Added |
| Garrett Wealth Advisory Group, LLC | 6,352 | $1.18M | 0.52% | −10−0.2% | Reduced |
| Curated Wealth Partners LLC | 6,356 | $1.18M | 0.23% | −158−2.4% | Reduced |
| Empirical Asset Management, LLC | 6,370 | $1.18M | 1.04% | +2,775+77.2% | Added |
| Hollow Brook Wealth Management LLC | 6,372 | $1.18M | 0.51% | +300+4.9% | Added |
| Verus Capital Partners, LLC | 6,394 | $1.18M | 0.17% | +12+0.2% | Added |
| Barings LLC | 6,400 | $1.19M | 0.04% | +423+7.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 6,466 | $1.19M | 0.60% | +1,266+24.3% | Added |
| Abacus Planning Group, Inc. | 6,425 | $1.19M | 0.29% | +155+2.5% | Added |
| Ameritas Advisory Services, LLC | 6,501 | $1.19M | 0.15% | −8,959−57.9% | Reduced |
| Custos Family Office, LLC | 6,430 | $1.19M | 0.77% | −57−0.9% | Reduced |
| Obsidian Personal Planning Solutions LLC | 6,430 | $1.19M | 1.47% | +1,130+21.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,439 | $1.19M | 0.76% | −1,030−13.8% | Reduced |
| Clarus Group, Inc. | 6,446 | $1.19M | 0.87% | +249+4.0% | Added |
| Winthrop Advisory Group LLC | 6,447 | $1.19M | 0.19% | +211+3.4% | Added |
| Doheny Asset Management | 6,464 | $1.20M | 1.03% | −75−1.1% | Reduced |
| KWB Wealth | 6,466 | $1.20M | 0.19% | +203+3.2% | Added |
| Brown Capital Management LLC | 6,470 | $1.20M | 0.02% | −30−0.5% | Reduced |
| First Commonwealth Financial Corp | 6,480 | $1.20M | 0.39% | −441−6.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 6,484 | $1.20M | 0.41% | +4+0.1% | Added |
| Optas, LLC | 6,495 | $1.20M | 0.40% | +191+3.0% | Added |
| Silicon Hills Wealth Management, LLC | 6,500 | $1.20M | 0.68% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 6,540 | $1.21M | 0.25% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 6,558 | $1.21M | 1.12% | −201−3.0% | Reduced |
| RFP Financial Group LLC | 6,574 | $1.22M | 0.50% | +6,508+9,860.6% | Added |
| Windsor Group LTD | 6,575 | $1.22M | 0.22% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 6,583 | $1.22M | 1.17% | +6,583 | New |
| Strategy Asset Managers LLC | 6,587 | $1.22M | 0.27% | +297+4.7% | Added |
| Adamsbrown Wealth Consultants LLC | 6,633 | $1.23M | 0.65% | −13−0.2% | Reduced |
| Gradient Investments LLC | 6,633 | $1.23M | 0.03% | +35+0.5% | Added |
| Alta Wealth Advisors LLC | 6,634 | $1.23M | 0.72% | −65−1.0% | Reduced |
| First City Capital Management, Inc. | 6,638 | $1.23M | 0.73% | −35−0.5% | Reduced |
| Roman Butler Fullerton & Co | 6,601 | $1.23M | 0.56% | +692+11.7% | Added |
| MEMBERS Trust Co | 6,650 | $1.23M | 0.04% | +6,650 | New |
| MJP Associates Inc | 6,658 | $1.23M | 0.41% | −484−6.8% | Reduced |
| UMA Financial Services, Inc. | 6,657 | $1.24M | 0.31% | +24+0.4% | Added |
| Heartland Bank & Trust Co | 6,674 | $1.24M | 0.97% | −369−5.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,675 | $1.24M | 0.51% | −257−3.7% | Reduced |
| ABLE Financial Group, LLC | 6,711 | $1.24M | 0.64% | +589+9.6% | Added |
| Ellenbecker Investment Group | 6,730 | $1.25M | 0.31% | +8+0.1% | Added |
| MB, Levis & Associates, LLC | 6,738 | $1.25M | 0.80% | +16+0.2% | Added |
| SignalPoint Asset Management, LLC | 6,763 | $1.25M | 0.38% | +176+2.7% | Added |
| Rosenbaum Jay D. | 6,765 | $1.25M | 2.01% | +412+6.5% | Added |
| Elgethun Capital Management | 6,772 | $1.25M | 0.38% | −46−0.7% | Reduced |
| Lakeview Capital Partners, LLC | 6,776 | $1.26M | 0.23% | +1,942+40.2% | Added |
| Westmount Partners, LLC | 6,788 | $1.26M | 0.55% | 00.0% | Unchanged |
| Clough Capital Partners L P | 6,800 | $1.26M | 0.13% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 6,808 | $1.26M | 0.21% | −450−6.2% | Reduced |
| Redmond Asset Management, LLC | 6,812 | $1.26M | 0.41% | −46−0.7% | Reduced |
| Richwood Investment Advisors, LLC | 6,826 | $1.26M | 1.23% | 00.0% | Unchanged |
| Geller Advisors LLC | 6,830 | $1.27M | 0.16% | +1,287+23.2% | Added |
| VERITY Wealth Advisors | 6,836 | $1.27M | 1.14% | 00.0% | Unchanged |
| Apella Capital, LLC | 6,849 | $1.27M | 0.09% | +6,849 | New |
| Group One Trading, L.P. | 6,854 | $1.27M | 0.05% | −8,285−54.7% | Reduced |
| Global Trust Asset Management, LLC | 6,867 | $1.27M | 0.57% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 6,871 | $1.27M | 0.81% | −62−0.9% | Reduced |
| Birch Capital Management, LLC | 6,878 | $1.27M | 0.77% | −844−10.9% | Reduced |
| Nadler Financial Group, Inc. | 6,890 | $1.28M | 0.19% | −325−4.5% | Reduced |
| One Capital Management, LLC | 6,894 | $1.28M | 0.06% | −697−9.2% | Reduced |
| Meritage Portfolio Management | 6,893 | $1.28M | 0.09% | +65+1.0% | Added |
| 1620 Investment Advisors, Inc. | 6,896 | $1.28M | 1.45% | −32−0.5% | Reduced |
| DF Dent & Co Inc | 6,908 | $1.28M | 0.02% | −359−4.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,918 | $1.28M | 0.74% | −30.0% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,927 | $1.28M | 0.55% | −9−0.1% | Reduced |
| Carl P. Sherr & Co., LLC | 6,937 | $1.28M | 0.84% | −141−2.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,941 | $1.29M | 0.15% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 6,944 | $1.29M | 0.84% | +20.0% | Added |
| JT Stratford LLC | 6,956 | $1.29M | 0.35% | +1,304+23.1% | Added |
| Hoey Investments, Inc | 6,964 | $1.29M | 0.43% | −2,031−22.6% | Reduced |
| Van Hulzen Asset Management, LLC | 6,971 | $1.29M | 0.11% | −96−1.4% | Reduced |
| Madden Securities Corp | 6,970 | $1.29M | 0.66% | −581−7.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,975 | $1.29M | 0.29% | +634+10.0% | Added |
| Tempus Wealth Planning, LLC | 6,985 | $1.29M | 0.58% | −2,118−23.3% | Reduced |
| American National Bank | 6,986 | $1.29M | 0.22% | +129+1.9% | Added |
| Resurgent Financial Advisors LLC | 6,994 | $1.30M | 0.86% | −24−0.3% | Reduced |
| RWM Asset Management, LLC | 6,816 | $1.30M | 0.25% | −541−7.4% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.30M | 0.47% | 00.0% | Unchanged |
| Callan Capital, LLC | 7,003 | $1.30M | 0.14% | +37+0.5% | Added |
| Patrick Mauro Investment Advisor, INC. | 7,005 | $1.30M | 0.80% | −1,193−14.6% | Reduced |
| Cross Staff Investments Inc | 7,020 | $1.30M | 1.19% | 00.0% | Unchanged |
| LCM Capital Management Inc | 7,021 | $1.30M | 1.06% | +95+1.4% | Added |
| Shulman DeMeo Asset Management LLC | 7,033 | $1.30M | 0.39% | +1,369+24.2% | Added |
| Foster & Motley Inc | 7,033 | $1.30M | 0.10% | −9−0.1% | Reduced |
| Optimum Investment Advisors | 7,041 | $1.30M | 0.64% | −100−1.4% | Reduced |
| Summit Asset Management, LLC | 7,062 | $1.31M | 0.34% | +38+0.5% | Added |
| Boothbay Fund Management, LLC | 7,065 | $1.31M | 0.05% | −262−3.6% | Reduced |
| Phoenix Wealth Advisors | 7,074 | $1.31M | 0.76% | −17−0.2% | Reduced |
| Glassman Wealth Services | 7,079 | $1.31M | 0.21% | −467−6.2% | Reduced |
| Legacy Private Trust Co. | 7,126 | $1.32M | 0.11% | +1,971+38.2% | Added |
| Virtue Capital Management, LLC | 7,091 | $1.32M | 0.23% | +145+2.1% | Added |
| Zullo Investment Group, Inc. | 7,160 | $1.33M | 0.76% | −153−2.1% | Reduced |
| Midwest Professional Planners, LTD. | 7,183 | $1.33M | 0.58% | +1,241+20.9% | Added |
| CRA Financial Services, LLC | 7,188 | $1.33M | 0.36% | +107+1.5% | Added |
| Tilt Investment Management Holdings, PBC | 7,193 | $1.33M | 0.88% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 7,231 | $1.34M | 0.48% | −202−2.7% | Reduced |
| Brasada Capital Management, LP | 7,239 | $1.34M | 0.29% | −499−6.4% | Reduced |
| Hudock, Inc. | 7,248 | $1.34M | 0.32% | +466+6.9% | Added |
| Foster Group, Inc. | 7,249 | $1.34M | 0.08% | +540+8.0% | Added |
| Somerset Group LLC | 7,250 | $1.34M | 1.12% | 00.0% | Unchanged |