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
- 3,215
- +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
- 1,270 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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 8,416 | $1.56M | 0.15% | +443+5.6% | Added |
| Lionsbridge Wealth Management LLC | 8,424 | $1.56M | 1.39% | −276−3.2% | Reduced |
| Founders Financial Alliance, LLC | 8,427 | $1.56M | 0.61% | +956+12.8% | Added |
| WNY Asset Management, LLC | 8,427 | $1.56M | 0.33% | −56−0.7% | Reduced |
| St. Johns Investment Management Company, LLC | 8,459 | $1.57M | 0.85% | −265−3.0% | Reduced |
| Vigilare Wealth Management | 8,461 | $1.57M | 0.90% | +16+0.2% | Added |
| Grove Bank & Trust | 8,462 | $1.57M | 0.32% | −56−0.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 8,512 | $1.58M | 0.38% | −685−7.4% | Reduced |
| CoreFirst Bank & Trust | 8,516 | $1.58M | 1.11% | +267+3.2% | Added |
| V-Square Quantitative Management LLC | 8,531 | $1.58M | 1.15% | −35−0.4% | Reduced |
| Cambridge Advisors Inc. | 8,540 | $1.58M | 0.40% | −1,000−10.5% | Reduced |
| Legacy Financial Advisors, Inc. | 8,580 | $1.59M | 0.30% | +295+3.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,594 | $1.59M | 0.22% | +1,001+13.2% | Added |
| Cullen Capital Management LLC | 8,605 | $1.59M | 0.01% | −30−0.3% | Reduced |
| Nicolet Bankshares Inc | 8,668 | $1.61M | 0.46% | −1,103−11.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,702 | $1.61M | 0.54% | −40−0.5% | Reduced |
| Taylor Hoffman Wealth Management | 8,703 | $1.61M | 0.81% | −200−2.2% | Reduced |
| Donoghue Forlines LLC | 8,726 | $1.62M | 0.51% | +6,114+234.1% | Added |
| Stockman Wealth Management, Inc. | 8,746 | $1.62M | 0.35% | −676−7.2% | Reduced |
| S.A. Mason LLC | 8,896 | $1.62M | 1.18% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 8,755 | $1.62M | 0.22% | −39−0.4% | Reduced |
| Marcum Wealth, LLC | 8,764 | $1.62M | 0.19% | +73+0.8% | Added |
| Greenfield Savings Bank | 8,781 | $1.63M | 1.10% | −15−0.2% | Reduced |
| Martin & Co Inc | 8,803 | $1.63M | 0.41% | −366−4.0% | Reduced |
| STF Management LP | 8,817 | $1.63M | 1.76% | −7,119−44.7% | Reduced |
| Wealthsource Partners, LLC | 8,822 | $1.63M | 0.11% | −4,036−31.4% | Reduced |
| Greylin Investment Mangement Inc | 8,835 | $1.64M | 0.30% | −1,460−14.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 8,847 | $1.64M | 0.99% | +225+2.6% | Added |
| Kingfisher Capital LLC | 8,866 | $1.64M | 0.43% | +159+1.8% | Added |
| Blue Fin Capital, Inc. | 8,878 | $1.64M | 0.47% | +40+0.5% | Added |
| Edmond de Rothschild Holding S.A. | 8,912 | $1.64M | 0.03% | +3,905+78.0% | Added |
| Pflug Koory, LLC | 8,901 | $1.65M | 0.84% | +10.0% | Added |
| Argus Investors' Counsel, Inc. | 8,913 | $1.65M | 1.14% | +198+2.3% | Added |
| Oxbow Advisors, LLC | 8,916 | $1.65M | 0.26% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 8,921 | $1.65M | 1.25% | −89−1.0% | Reduced |
| Penserra Capital Management LLC | 8,927 | $1.65M | 0.03% | +8,853+11,963.5% | Added |
| Oakworth Capital, Inc. | 8,929 | $1.65M | 0.14% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 8,937 | $1.66M | 0.28% | +28+0.3% | Added |
| Cahaba Wealth Management, Inc. | 8,939 | $1.66M | 0.18% | +4,592+105.6% | Added |
| Monarch Capital Management Inc | 8,960 | $1.66M | 0.50% | −486−5.1% | Reduced |
| Royal Capital Wealth Management, LLC | 8,968 | $1.66M | 1.56% | −65−0.7% | Reduced |
| Cardiff Park Advisors, LLC | 8,991 | $1.67M | 0.20% | +2,466+37.8% | Added |
| My Legacy Advisors, LLC | 8,885 | $1.67M | 0.65% | +899+11.3% | Added |
| StrategIQ Financial Group, LLC | 9,002 | $1.67M | 0.19% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 9,010 | $1.67M | 0.09% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 9,071 | $1.67M | 0.40% | +74+0.8% | Added |
| Jefferies Financial Group Inc. | 9,011 | $1.67M | 0.04% | −3,488−27.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,015 | $1.67M | 0.33% | −10.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 9,042 | $1.67M | 0.05% | +481+5.6% | Added |
| Indiana Trust & Investment Management CO | 9,050 | $1.68M | 0.86% | −140−1.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 9,060 | $1.68M | 1.67% | −64−0.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 9,048 | $1.68M | 1.25% | +725+8.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 9,154 | $1.68M | 0.11% | +10.0% | Added |
| Dark Forest Capital Management LP | 9,116 | $1.69M | 0.17% | +8,684+2,010.2% | Added |
| Sentry Investment Management LLC | 9,209 | $1.71M | 0.64% | −413−4.3% | Reduced |
| West Family Investments, Inc. | 9,230 | $1.71M | 0.66% | +23+0.2% | Added |
| Alhambra Investment Partners LLC | 9,247 | $1.71M | 1.13% | 00.0% | Unchanged |
| Eliot Finkel Investment Counsel, LLC | 9,250 | $1.71M | 1.09% | −160−1.7% | Reduced |
| Lake Street Financial LLC | 9,270 | $1.72M | 0.30% | −119−1.3% | Reduced |
| Valley Brook Capital Group | 9,276 | $1.72M | 1.59% | −800−7.9% | Reduced |
| WSFS Capital Management, LLC | 9,311 | $1.72M | 0.16% | −1,649−15.0% | Reduced |
| WealthShield Partners, LLC | 9,261 | $1.73M | 0.26% | +3,920+73.4% | Added |
| Northwest Bancshares, Inc. | 9,337 | $1.73M | 0.31% | −193−2.0% | Reduced |
| West Paces Advisors Inc. | 9,347 | $1.73M | 0.51% | +388+4.3% | Added |
| Calamos Wealth Management LLC | 9,356 | $1.73M | 0.13% | −129−1.4% | Reduced |
| Rockingstone Advisors LLC | 9,358 | $1.73M | 0.98% | +32+0.3% | Added |
| Symphony Financial, Ltd. Co. | 9,430 | $1.73M | 0.43% | −858−8.3% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 9,367 | $1.73M | 0.22% | +548+6.2% | Added |
| J.W. Cole Advisors, Inc. | 9,382 | $1.74M | 0.12% | −968−9.4% | Reduced |
| Paragon Private Wealth Management, LLC | 9,404 | $1.74M | 1.39% | +63+0.7% | Added |
| Imprint Wealth LLC | 9,430 | $1.75M | 1.10% | −565−5.7% | Reduced |
| Washington Trust Bank | 9,452 | $1.75M | 0.18% | +308+3.4% | Added |
| Campbell Newman Asset Management Inc | 9,454 | $1.75M | 0.16% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 9,462 | $1.75M | 0.26% | −4,288−31.2% | Reduced |
| IFP Advisors, Inc | 18,773 | $1.76M | 0.09% | −520−2.7% | Reduced |
| Union Savings Bank | 9,383 | $1.76M | 1.05% | +9,383 | New |
| First National Advisers, LLC | 9,520 | $1.76M | 1.62% | +1,522+19.0% | Added |
| Abbot Financial Management, Inc. | 9,525 | $1.76M | 1.13% | −56−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 9,547 | $1.77M | 0.32% | −32−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,558 | $1.77M | 0.11% | +3,587+60.1% | Added |
| Mission Creek Capital Partners, Inc. | 9,581 | $1.77M | 0.57% | −1,029−9.7% | Reduced |
| Schrum Private Wealth Management LLC | 9,593 | $1.78M | 1.92% | +6+0.1% | Added |
| Hudson Canyon Capital Management | 9,594 | $1.78M | 1.40% | +9,594 | New |
| Triton Wealth Management, PLLC | 9,426 | $1.78M | 1.00% | +68+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,634 | $1.78M | 0.43% | −138−1.4% | Reduced |
| Round Rock Advisors, LLC | 9,636 | $1.78M | 0.64% | −37−0.4% | Reduced |
| Key Financial Inc | 9,641 | $1.79M | 0.59% | −87−0.9% | Reduced |
| Aviance Capital Partners, LLC | 9,672 | $1.79M | 0.38% | +6+0.1% | Added |
| Financial Advisory Group | 9,680 | $1.79M | 0.35% | −50−0.5% | Reduced |
| Bessemer Securities LLC | 9,687 | $1.79M | 1.19% | −9,250−48.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 9,705 | $1.80M | 0.17% | 00.0% | Unchanged |
| Nwam LLC | 9,710 | $1.80M | 0.15% | +3,643+60.0% | Added |
| Columbia Trust Co 01012016 | 9,733 | $1.80M | 1.01% | +132+1.4% | Added |
| Atlas Private Wealth Management | 9,737 | $1.80M | 0.95% | +415+4.5% | Added |
| STAR Financial Bank | 9,776 | $1.81M | 1.69% | +53+0.5% | Added |
| Archer Investment Corp | 9,807 | $1.82M | 0.65% | −1,045−9.6% | Reduced |
| Paradigm Asset Management Co LLC | 9,811 | $1.82M | 0.49% | −9,200−48.4% | Reduced |
| Suncoast Equity Management | 9,819 | $1.82M | 0.27% | +407+4.3% | Added |
| Insigneo Advisory Services, LLC | 9,830 | $1.82M | 0.35% | +3,545+56.4% | Added |
| Mairs & Power Inc | 9,833 | $1.82M | 0.02% | −214−2.1% | Reduced |