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 |
|---|---|---|---|---|---|
| Insight Inv LLC | 11,910 | $2.21M | 2.27% | −75−0.6% | Reduced |
| Citadel Advisors LLC | 11,916 | $2.21M | 0.00% | −482,928−97.6% | Reduced |
| Nilsine Partners, LLC | 11,918 | $2.21M | 0.32% | −482−3.9% | Reduced |
| Ellsworth Advisors, LLC | 11,919 | $2.21M | 0.76% | −205−1.7% | Reduced |
| StrongBox Wealth, LLC | 11,940 | $2.21M | 1.40% | +552+4.8% | Added |
| Eqis Capital Management, Inc. | 11,951 | $2.21M | 0.25% | +1,258+11.8% | Added |
| McElhenny Sheffield Capital Management, LLC | 11,966 | $2.22M | 0.95% | +3,422+40.1% | Added |
| Magnus Financial Group LLC | 12,024 | $2.23M | 0.32% | +493+4.3% | Added |
| Oarsman Capital, Inc. | 12,025 | $2.23M | 0.98% | −406−3.3% | Reduced |
| Allred Capital Management, LLC | 12,029 | $2.23M | 1.09% | −891−6.9% | Reduced |
| Naviter Wealth, LLC | 12,030 | $2.23M | 0.57% | +3,045+33.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 12,076 | $2.24M | 1.65% | −98−0.8% | Reduced |
| Archford Capital Strategies, LLC | 11,827 | $2.26M | 0.43% | −504−4.1% | Reduced |
| Park Edge Advisors, LLC | 12,220 | $2.26M | 0.76% | −833−6.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 12,233 | $2.27M | 0.11% | +1,106+9.9% | Added |
| Concord Wealth Partners | 12,269 | $2.27M | 0.49% | +5,471+80.5% | Added |
| Montecito Bank & Trust | 12,285 | $2.28M | 0.52% | −23−0.2% | Reduced |
| Lantz Financial LLC | 12,297 | $2.28M | 0.89% | −16−0.1% | Reduced |
| New England Asset Management Inc | 12,339 | $2.29M | 0.33% | 00.0% | Unchanged |
| Dover Advisors, LLC | 12,350 | $2.29M | 2.03% | −558−4.3% | Reduced |
| Studio Investment Management LLC | 12,354 | $2.29M | 0.64% | +396+3.3% | Added |
| Oak Associates, Ltd | 12,380 | $2.29M | 0.18% | −1,560−11.2% | Reduced |
| Scott & Selber, Inc. | 12,394 | $2.30M | 0.90% | −267−2.1% | Reduced |
| Stonebridge Capital Advisors LLC | 12,401 | $2.30M | 0.24% | −198−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 12,406 | $2.30M | 0.29% | −409−3.2% | Reduced |
| Providence Wealth Advisors, LLC | 12,319 | $2.30M | 2.54% | −368−2.9% | Reduced |
| CFS Investment Advisory Services, LLC | 12,430 | $2.30M | 0.29% | +12,430 | New |
| Cyndeo Wealth Partners, LLC | 12,494 | $2.31M | 0.24% | +96+0.8% | Added |
| TrinityPoint Wealth, LLC | 12,495 | $2.31M | 0.45% | +810+6.9% | Added |
| Kovack Advisors, Inc. | 12,503 | $2.32M | 0.30% | +1,082+9.5% | Added |
| Wisconsin Capital Management LLC | 12,535 | $2.32M | 1.50% | −1,000−7.4% | Reduced |
| Means Investment Co., Inc. | 12,543 | $2.32M | 0.37% | +50+0.4% | Added |
| IMS Capital Management | 12,548 | $2.32M | 1.29% | +2,065+19.7% | Added |
| LGT Fund Management Co Ltd. | 12,550 | $2.32M | 1.07% | +3,000+31.4% | Added |
| RKL Wealth Management LLC | 12,553 | $2.32M | 0.28% | −219−1.7% | Reduced |
| Highlander Capital Management, LLC | 12,574 | $2.33M | 1.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 12,589 | $2.33M | 0.18% | −2,243−15.1% | Reduced |
| LSV Asset Management | 12,603 | $2.33M | 0.01% | −400−3.1% | Reduced |
| Summit Financial Group Inc | 12,677 | $2.34M | 0.91% | −775−5.8% | Reduced |
| First Foundation Advisors | 12,640 | $2.34M | 0.10% | −1,215−8.8% | Reduced |
| Ascent Wealth Partners, LLC | 12,656 | $2.34M | 0.41% | +2,557+25.3% | Added |
| Flagship Harbor Advisors, LLC | 12,699 | $2.35M | 0.19% | +280+2.3% | Added |
| Arbor Capital Management Inc | 12,805 | $2.36M | 1.84% | +43+0.3% | Added |
| Security National Bank of So Dak | 12,787 | $2.37M | 1.69% | +12,787 | New |
| Beacon Financial Group | 12,893 | $2.37M | 0.32% | −50−0.4% | Reduced |
| Bedel Financial Consulting, Inc. | 12,822 | $2.37M | 0.50% | +948+8.0% | Added |
| Lindenwold Advisors | 12,827 | $2.38M | 1.46% | −2,122−14.2% | Reduced |
| Cubist Systematic Strategies, LLC | 12,833 | $2.38M | 0.03% | −74,140−85.2% | Reduced |
| Parkside Financial Bank & Trust | 12,841 | $2.38M | 0.57% | −104−0.8% | Reduced |
| Evermay Wealth Management LLC | 12,892 | $2.39M | 0.46% | −638−4.7% | Reduced |
| Meridian Wealth Advisors, LLC | 12,910 | $2.39M | 0.58% | −1,593−11.0% | Reduced |
| Chapin Davis, Inc. | 12,911 | $2.39M | 1.14% | −3,413−20.9% | Reduced |
| Strategic Blueprint, LLC | 12,963 | $2.40M | 0.23% | −127−1.0% | Reduced |
| Summit Place Financial Advisors, LLC | 12,970 | $2.40M | 1.56% | +26+0.2% | Added |
| KCS Wealth Advisory | 12,985 | $2.41M | 0.83% | +166+1.3% | Added |
| Tandem Capital Management Corp | 12,990 | $2.41M | 1.57% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 12,991 | $2.41M | 0.98% | +40+0.3% | Added |
| Gifford Fong Associates | 13,000 | $2.41M | 0.57% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 13,001 | $2.41M | 0.72% | −75−0.6% | Reduced |
| Madison Wealth Management | 13,012 | $2.41M | 0.49% | +77+0.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 13,035 | $2.41M | 2.33% | −242−1.8% | Reduced |
| Slagle Financial, LLC | 13,042 | $2.42M | 1.50% | +13,042 | New |
| Manchester Capital Management LLC | 13,055 | $2.42M | 0.32% | +109+0.8% | Added |
| Atwood & Palmer Inc | 13,070 | $2.42M | 0.22% | +350+2.8% | Added |
| Elevated Capital Advisors, LLC | 13,082 | $2.42M | 0.81% | +363+2.9% | Added |
| Ledge Wealth Management, Inc. | 13,141 | $2.43M | 1.16% | −1,400−9.6% | Reduced |
| Deseret Mutual Benefit Administrators | 13,173 | $2.44M | 0.95% | −1,199−8.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 13,178 | $2.44M | 0.55% | +377+2.9% | Added |
| AIMZ Investment Advisors, LLC | 13,231 | $2.45M | 1.05% | 00.0% | Unchanged |
| XML Financial, LLC | 13,264 | $2.46M | 0.28% | +1,914+16.9% | Added |
| Brandywine Oak Private Wealth LLC | 13,306 | $2.46M | 0.28% | −81−0.6% | Reduced |
| Forum Financial Management, LP | 13,310 | $2.47M | 0.06% | +1,147+9.4% | Added |
| Burke & Herbert Bank & Trust Co | 13,319 | $2.47M | 1.67% | −21−0.2% | Reduced |
| AlphaCore Capital LLC | 13,338 | $2.47M | 0.40% | +892+7.2% | Added |
| Massachusetts Wealth Management | 13,364 | $2.48M | 2.37% | +175+1.3% | Added |
| Crawford Investment Counsel Inc | 13,411 | $2.48M | 0.05% | −50−0.4% | Reduced |
| VeraBank, N.A. | 13,411 | $2.48M | 0.96% | −1,875−12.3% | Reduced |
| CNB Bank | 13,457 | $2.49M | 1.47% | −866−6.0% | Reduced |
| Mechanics Financial Corp | 13,476 | $2.50M | 1.36% | −195−1.4% | Reduced |
| Mattern Wealth Management LLC | 13,483 | $2.50M | 0.73% | +1,760+15.0% | Added |
| Dumont & Blake Investment Advisors LLC | 13,493 | $2.50M | 0.81% | −296−2.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 13,528 | $2.51M | 0.83% | −517−3.7% | Reduced |
| Home Federal Bank of Tennessee | 13,570 | $2.51M | 0.89% | −80−0.6% | Reduced |
| ZWJ Investment Counsel Inc | 13,614 | $2.52M | 0.13% | −619−4.3% | Reduced |
| Liberty Capital Management, Inc. | 13,659 | $2.53M | 0.76% | −361−2.6% | Reduced |
| Rothschild Investment Corp | 13,660 | $2.53M | 0.21% | +869+6.8% | Added |
| Leisure Capital Management | 13,679 | $2.53M | 1.40% | −286−2.0% | Reduced |
| Saybrook Capital | 13,692 | $2.54M | 0.75% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 13,721 | $2.54M | 1.16% | 00.0% | Unchanged |
| Ami Investment Management Inc | 13,740 | $2.54M | 1.13% | −329−2.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 13,751 | $2.55M | 2.30% | −124−0.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,782 | $2.55M | 2.18% | 00.0% | Unchanged |
| Platform Technology Partners | 13,896 | $2.56M | 1.20% | 00.0% | Unchanged |
| Capital Counsel LLC | 13,805 | $2.56M | 0.14% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 13,820 | $2.56M | 2.00% | +243+1.8% | Added |
| Joel Isaacson & Co., LLC | 13,894 | $2.57M | 0.17% | +89+0.6% | Added |
| Aspen Investment Management Inc | 13,913 | $2.58M | 1.53% | +1,051+8.2% | Added |
| Rehmann Capital Advisory Group | 13,923 | $2.58M | 0.23% | −202−1.4% | Reduced |
| Octavia Wealth Advisors, LLC | 13,944 | $2.58M | 0.52% | +587+4.4% | Added |
| Lavaca Capital LLC | 13,983 | $2.59M | 0.81% | −21,498−60.6% | Reduced |