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; 3,420 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 | 3,420 | $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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 540 | $100.0K | 0.01% | −402−42.7% | Reduced |
| Bell Investment Advisors, Inc | 540 | $100.0K | 0.02% | +55+11.3% | Added |
| Creative Financial Designs Inc | 543 | $100.5K | 0.01% | +32+6.3% | Added |
| United Community Bank | 554 | $102.6K | 0.09% | +300+118.1% | Added |
| New Millennium Group LLC | 556 | $103.0K | 0.09% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 558 | $103.3K | 0.01% | −2−0.4% | Reduced |
| Byrne Asset Management LLC | 561 | $104.0K | 0.07% | −95−14.5% | Reduced |
| Altshuler Shaham Ltd | 563 | $104.3K | 0.00% | +323+134.6% | Added |
| Stelac Advisory Services LLC | 566 | $104.9K | 0.05% | −12−2.1% | Reduced |
| Earnest Partners LLC | 569 | $105.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 573 | $106.3K | 0.04% | +6+1.1% | Added |
| 25 LLC | 569 | $106.7K | 0.06% | +1+0.2% | Added |
| Impact Partnership Wealth, LLC | 588 | $108.9K | 0.04% | +588 | New |
| Rise Advisors, LLC | 596 | $110.3K | 0.09% | −241−28.8% | Reduced |
| Roble, Belko & Company, Inc | 600 | $111.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 600 | $111.1K | 0.03% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 606 | $112.3K | 0.07% | −24−3.8% | Reduced |
| Gleason Group, Inc. | 609 | $112.7K | 0.03% | +4+0.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 625 | $115.8K | 0.09% | +1+0.2% | Added |
| Operose Advisors LLC | 630 | $116.7K | 0.05% | −400−38.8% | Reduced |
| Northwest Capital Management Inc | 648 | $120.0K | 0.05% | +648 | New |
| Strategic Investment Solutions, Inc. | 677 | $123.3K | 0.03% | −1,089−61.7% | Reduced |
| Providence Capital Advisors, LLC | 666 | $123.4K | 0.03% | −26,450−97.5% | Reduced |
| Basso Capital Management, L.P. | 674 | $124.8K | 0.14% | −3,250−82.8% | Reduced |
| Lee Financial Co | 687 | $127.2K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 694 | $128.5K | 0.03% | +141+25.5% | Added |
| Annapolis Financial Services, LLC | 723 | $133.9K | 0.04% | +123+20.5% | Added |
| GW&K Investment Management, LLC | 732 | $136.0K | 0.00% | +432+144.0% | Added |
| PrairieView Partners, LLC | 740 | $137.0K | 0.02% | +400+117.6% | Added |
| Catalyst Capital Advisors LLC | 759 | $140.6K | 0.00% | −45−5.6% | Reduced |
| PCA Investment Advisory Services Inc. | 760 | $140.8K | 0.08% | +760 | New |
| Cypress Capital Management LLC (WY) | 774 | $143.4K | 0.16% | 00.0% | Unchanged |
| Emfo, LLC | 830 | $153.7K | 0.14% | 00.0% | Unchanged |
| Newton One Investments LLC | 854 | $158.3K | 0.09% | +5+0.6% | Added |
| Safeguard Financial, LLC | 861 | $159.0K | 0.08% | +861 | New |
| Ruedi Wealth Management, Inc. | 870 | $161.1K | 0.09% | −381−30.5% | Reduced |
| PFG Private Wealth Management, LLC | 874 | $161.9K | 0.10% | +3+0.3% | Added |
| Winch Advisory Services, LLC | 878 | $163.0K | 0.06% | +4+0.5% | Added |
| Financial Freedom, LLC | 900 | $166.7K | 0.12% | +6+0.7% | Added |
| Virtus Investment Advisers, Inc. | 919 | $170.2K | 0.12% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 930 | $172.3K | 0.08% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 951 | $176.1K | 0.12% | +895+1,598.2% | Added |
| J.Safra Asset Management Corp | 967 | $179.1K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 971 | $179.8K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 992 | $183.8K | 0.15% | +6+0.6% | Added |
| New England Capital Financial Advisors LLC | 996 | $184.5K | 0.12% | +5+0.5% | Added |
| WFA of San Diego, LLC | 1,015 | $188.0K | 0.18% | +1,015 | New |
| Industrial Alliance Investment Management Inc. | 1,020 | $189.0K | 0.10% | −99,777−99.0% | Reduced |
| O'Brien Wealth Partners LLC | 1,047 | $193.9K | 0.06% | −26−2.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1,055 | $195.4K | 0.03% | +2+0.2% | Added |
| Robinswood Financial LLC | 1,068 | $197.8K | 0.09% | +1,068 | New |
| Hillsdale Investment Management Inc. | 1,075 | $199.1K | 0.02% | +10+0.9% | Added |
| Providence First Trust Co | 1,082 | $200.4K | 0.11% | +1,082 | New |
| HighMark Wealth Management LLC | 1,085 | $200.9K | 0.15% | +5+0.5% | Added |
| Appleton Group, LLC | 1,089 | $201.7K | 0.28% | +1,089 | New |
| Cora Capital Advisors LLC | 1,090 | $201.8K | 0.13% | +1,090 | New |
| Oberweis Asset Management Inc | 1,095 | $202.8K | 0.02% | +1,095 | New |
| Maripau Wealth Management LLC | 1,096 | $203.0K | 0.18% | −27−2.4% | Reduced |
| Bridge Advisory, LLC | 1,096 | $203.1K | 0.07% | −9−0.8% | Reduced |
| Family Investment Center, Inc. | 1,099 | $203.5K | 0.13% | −112−9.2% | Reduced |
| Sage Private Wealth Group, LLC | 1,104 | $204.5K | 0.28% | −41−3.6% | Reduced |
| Aurora Investment Managers, LLC. | 1,106 | $205.0K | 0.16% | −4,282−79.5% | Reduced |
| First Bank & Trust | 1,108 | $205.2K | 0.05% | −2−0.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 1,112 | $206.0K | 0.10% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,112 | $206.0K | 0.04% | −108−8.9% | Reduced |
| Aletheian Wealth Advisors LLC | 1,120 | $207.4K | 0.14% | +1,120 | New |
| Barton Investment Management | 1,120 | $207.4K | 0.03% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,124 | $208.2K | 0.07% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,125 | $208.4K | 0.09% | +6+0.5% | Added |
| Ballew Advisors, Inc | 1,134 | $208.7K | 0.15% | 00.0% | Unchanged |
| Marotta Asset Management | 1,128 | $208.9K | 0.05% | +1,128 | New |
| James J. Burns & Company, LLC | 1,131 | $209.0K | 0.05% | +1,131 | New |
| L & S Advisors Inc | 1,129 | $209.1K | 0.03% | −36,046−97.0% | Reduced |
| Altrafin AG | 1,135 | $210.2K | 0.09% | +1,135 | New |
| Snider Financial Group | 1,138 | $210.8K | 0.10% | +1,138 | New |
| McAlister, Sweet & Associates, Inc. | 1,139 | $211.0K | 0.18% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 1,141 | $211.0K | 0.06% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,140 | $211.2K | 0.14% | −65−5.4% | Reduced |
| Campion Asset Management LLC | 1,145 | $212.1K | 0.19% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,148 | $212.7K | 0.03% | +1,148 | New |
| Pacific Sage Partners, LLC | 1,150 | $212.9K | 0.06% | +2+0.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,151 | $213.1K | 0.02% | +1+0.1% | Added |
| Consolidated Portfolio Review Corp | 1,153 | $213.6K | 0.05% | −65−5.3% | Reduced |
| Invst, LLC | 1,156 | $214.1K | 0.03% | +56+5.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,156 | $214.1K | 0.10% | +1,156 | New |
| Windsor Capital Management, LLC | 1,158 | $214.5K | 0.07% | +2+0.2% | Added |
| Penobscot Wealth Management | 1,161 | $215.0K | 0.16% | 00.0% | Unchanged |
| Safir Wealth Advisors, LLC | 1,161 | $215.0K | 0.20% | 00.0% | Unchanged |
| Petix & Botte Co | 1,162 | $215.2K | 0.07% | +1,162 | New |
| Harrell Investment Partners, LLC | 1,166 | $215.9K | 0.07% | −221−15.9% | Reduced |
| Spreng Capital Management, Inc. | 1,165 | $216.0K | 0.17% | +50+4.5% | Added |
| Redwood Financial Network Corp | 1,170 | $216.7K | 0.20% | +21+1.8% | Added |
| Nelson Capital Management, LLC | 1,170 | $216.7K | 0.06% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 1,170 | $216.7K | 0.17% | +53+4.7% | Added |
| Holistic Financial Partners | 1,175 | $217.6K | 0.15% | −216−15.5% | Reduced |
| Nova R Wealth, Inc. | 1,176 | $217.8K | 0.15% | +2+0.2% | Added |
| Coastwise Capital Group, LLC | 1,185 | $219.5K | 0.25% | +5+0.4% | Added |
| Aufman Associates Inc | 1,191 | $220.6K | 0.18% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,195 | $221.0K | 0.10% | 00.0% | Unchanged |
| Sonen Capital LLC | 1,194 | $221.2K | 0.37% | 00.0% | Unchanged |