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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 16,889 | $3.13M | 2.59% | −201−1.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 16,998 | $3.15M | 2.20% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 17,000 | $3.15M | 0.34% | −6,400−27.4% | Reduced |
| Jacobi Capital Management LLC | 17,006 | $3.15M | 0.35% | +202+1.2% | Added |
| Investment Advisory Services Inc | 17,015 | $3.15M | 1.33% | +785+4.8% | Added |
| StoneX Group Inc. | 17,049 | $3.16M | 0.33% | −100−0.6% | Reduced |
| Wimmer Associates 1, LLC | 17,058 | $3.16M | 1.90% | −30−0.2% | Reduced |
| Lincoln Capital LLC | 17,063 | $3.16M | 0.81% | +112+0.7% | Added |
| Armstrong Henry H Associates Inc | 17,142 | $3.18M | 0.35% | −348−2.0% | Reduced |
| Howard Financial Services, Ltd. | 17,152 | $3.18M | 0.76% | +19+0.1% | Added |
| Sage Capital Advisors,llc | 17,195 | $3.18M | 1.12% | +10,994+177.3% | Added |
| Vickerman Investment Advisors, Inc. | 17,200 | $3.19M | 1.24% | −37−0.2% | Reduced |
| ARS Investment Partners, LLC | 17,221 | $3.19M | 0.37% | −65−0.4% | Reduced |
| Stonegate Investment Group, LLC | 17,309 | $3.21M | 0.11% | +20.0% | Added |
| Smith, Moore & Co. | 17,522 | $3.21M | 0.41% | +438+2.6% | Added |
| GSB Wealth Management, LLC | 17,341 | $3.21M | 1.04% | +68+0.4% | Added |
| Delta Financial Advisors LLC | 17,342 | $3.21M | 1.42% | +422+2.5% | Added |
| BSW Wealth Partners | 17,353 | $3.21M | 0.67% | −33−0.2% | Reduced |
| Sentinel Trust Co Lba | 17,365 | $3.22M | 0.44% | −17−0.1% | Reduced |
| Orser Capital Management, LLC | 17,368 | $3.22M | 3.28% | −150−0.9% | Reduced |
| Empire Financial Management Company, LLC | 17,368 | $3.22M | 1.28% | −6,635−27.6% | Reduced |
| Harbour Investment Management LLC | 17,373 | $3.22M | 1.69% | −50−0.3% | Reduced |
| Patton Albertson Miller Group, LLC | 17,377 | $3.22M | 0.62% | −1,085−5.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 17,399 | $3.22M | 0.69% | +1,455+9.1% | Added |
| MidWestOne Financial Group, Inc. | 17,418 | $3.23M | 0.70% | +3,287+23.3% | Added |
| Princeton Global Asset Management LLC | 17,458 | $3.23M | 0.94% | −2,915−14.3% | Reduced |
| Freestone Capital Holdings, LLC | 17,461 | $3.23M | 0.13% | −9−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 17,508 | $3.24M | 0.15% | −166−0.9% | Reduced |
| DCM Advisors, LLC | 17,513 | $3.24M | 1.39% | −231−1.3% | Reduced |
| Duncker Streett & Co Inc | 17,591 | $3.26M | 0.73% | −170−1.0% | Reduced |
| We Are One Seven, LLC | 17,591 | $3.26M | 0.30% | −2,596−12.9% | Reduced |
| Mitchell Capital Management Co | 17,621 | $3.26M | 0.75% | +137+0.8% | Added |
| Benedict Financial Advisors Inc | 17,656 | $3.27M | 0.90% | −269−1.5% | Reduced |
| Invesco, LLC | 17,658 | $3.27M | 1.61% | +17,658 | New |
| Nvest Financial, LLC | 17,679 | $3.27M | 2.87% | +1,292+7.9% | Added |
| First Business Financial Services, Inc. | 17,733 | $3.28M | 0.41% | −476−2.6% | Reduced |
| Bank of Hawaii | 17,781 | $3.29M | 0.18% | −965−5.1% | Reduced |
| Pitcairn Co | 17,792 | $3.30M | 0.28% | −703−3.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,824 | $3.30M | 0.34% | −1,600−8.2% | Reduced |
| Gotham Asset Management, LLC | 17,826 | $3.30M | 0.07% | −9,311−34.3% | Reduced |
| EPG Wealth Management LLC | 17,843 | $3.30M | 0.98% | −100−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 17,871 | $3.31M | 0.10% | −5,872−24.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 17,936 | $3.32M | 0.61% | +1,231+7.4% | Added |
| Murphy Pohlad Asset Management LLC | 17,952 | $3.33M | 1.43% | −665−3.6% | Reduced |
| Thomasville National Bank | 18,091 | $3.35M | 0.32% | +17+0.1% | Added |
| Old Second National Bank of Aurora | 18,103 | $3.35M | 0.97% | −523−2.8% | Reduced |
| Nations Financial Group Inc, | 18,107 | $3.35M | 0.33% | −1,183−6.1% | Reduced |
| CAPROCK Group, Inc. | 18,115 | $3.36M | 0.25% | −209−1.1% | Reduced |
| Grandfield & Dodd, LLC | 18,125 | $3.36M | 0.23% | −8,821−32.7% | Reduced |
| SageView Advisory Group, LLC | 18,126 | $3.36M | 0.19% | −847−4.5% | Reduced |
| Moloney Securities Asset Management, LLC | 18,128 | $3.36M | 0.59% | −336−1.8% | Reduced |
| White Pine Capital LLC | 18,202 | $3.37M | 1.26% | +106+0.6% | Added |
| Farmers National Bank | 18,222 | $3.38M | 1.15% | −324−1.7% | Reduced |
| First Western Trust Bank | 18,224 | $3.38M | 0.16% | −111−0.6% | Reduced |
| TFG Advisers LLC | 18,259 | $3.38M | 1.54% | +577+3.3% | Added |
| Cozad Asset Management Inc | 18,280 | $3.39M | 0.42% | −137−0.7% | Reduced |
| Kavar Capital Partners Group, LLC | 18,281 | $3.39M | 0.72% | +1,033+6.0% | Added |
| Alpine Woods Capital Investors, LLC | 18,291 | $3.39M | 0.53% | −2,571−12.3% | Reduced |
| Amussen Hunsaker Associates LLC | 18,302 | $3.39M | 0.75% | −432−2.3% | Reduced |
| Fragasso Group Inc. | 18,319 | $3.39M | 0.36% | +10,662+139.2% | Added |
| Marino, Stram & Associates LLC | 18,334 | $3.40M | 0.96% | +403+2.2% | Added |
| Gs Investments, Inc. | 18,341 | $3.40M | 1.85% | +40+0.2% | Added |
| Crestwood Advisors Group LLC | 18,388 | $3.41M | 0.11% | +565+3.2% | Added |
| Connable Office Inc | 18,416 | $3.41M | 0.47% | +19+0.1% | Added |
| Strategic Financial Services, Inc, | 18,560 | $3.41M | 0.25% | −138−0.7% | Reduced |
| Cape Ann Savings Bank | 18,465 | $3.42M | 2.28% | −157−0.8% | Reduced |
| Alpha Omega Wealth Management LLC | 18,510 | $3.43M | 0.58% | −923−4.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,532 | $3.43M | 0.55% | −684−3.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 18,550 | $3.44M | 0.11% | −1,023−5.2% | Reduced |
| Csenge Advisory Group | 18,554 | $3.44M | 0.23% | +1,324+7.7% | Added |
| Guardian Capital LP | 18,557 | $3.44M | 0.11% | −5,384−22.5% | Reduced |
| Essex Savings Bank | 18,604 | $3.45M | 1.15% | −324−1.7% | Reduced |
| Independent Financial Group, LLC | 18,722 | $3.47M | 0.24% | +1,499+8.7% | Added |
| Zhang Financial LLC | 18,745 | $3.47M | 0.36% | +350+1.9% | Added |
| Keene & Associates, Inc. | 18,743 | $3.47M | 2.70% | −33−0.2% | Reduced |
| All Terrain Financial Advisors, LLC | 18,817 | $3.49M | 1.57% | +484+2.6% | Added |
| Puzo Michael J | 18,820 | $3.49M | 1.10% | −250−1.3% | Reduced |
| Altrius Capital Management Inc | 18,821 | $3.49M | 1.03% | +179+1.0% | Added |
| NJ State Employees Deferred Compensation Plan | 18,851 | $3.49M | 0.50% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 18,901 | $3.50M | 1.19% | +276+1.5% | Added |
| CWS Financial Advisors, LLC | 18,910 | $3.50M | 1.33% | −196−1.0% | Reduced |
| Somerset Trust Co | 19,057 | $3.53M | 1.52% | −583−3.0% | Reduced |
| Enterprise Bank & Trust Co | 19,078 | $3.53M | 1.35% | +415+2.2% | Added |
| Triangle Securities Wealth Management | 19,093 | $3.54M | 1.22% | −344−1.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 19,108 | $3.54M | 0.16% | +241+1.3% | Added |
| Peak Asset Management, LLC | 19,137 | $3.54M | 0.82% | −58,946−75.5% | Reduced |
| Hengehold Capital Management LLC | 19,145 | $3.55M | 0.47% | +17+0.1% | Added |
| Symmetry Partners, LLC | 19,167 | $3.55M | 0.19% | −930−4.6% | Reduced |
| Estabrook Capital Management | 19,203 | $3.56M | 0.59% | −248−1.3% | Reduced |
| Wealth Alliance | 19,229 | $3.56M | 0.53% | −84−0.4% | Reduced |
| Red Cedar Investment Management, LLC | 19,274 | $3.57M | 0.54% | 00.0% | Unchanged |
| McDonald Partners LLC | 19,286 | $3.57M | 1.09% | −478−2.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 19,287 | $3.57M | 0.38% | −477−2.4% | Reduced |
| ICW Investment Advisors LLC | 19,322 | $3.58M | 1.92% | +150+0.8% | Added |
| Cottage Street Advisors LLC | 19,331 | $3.58M | 2.60% | −62−0.3% | Reduced |
| Quadrant Capital Group LLC | 19,348 | $3.58M | 0.36% | −17−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 19,362 | $3.59M | 1.43% | +10.0% | Added |
| Gladstone Institutional Advisory LLC | 19,415 | $3.60M | 0.22% | −1,963−9.2% | Reduced |
| Oak Asset Management, LLC | 19,444 | $3.60M | 1.49% | +40+0.2% | Added |
| Leavell Investment Management, Inc. | 19,474 | $3.61M | 0.24% | −84−0.4% | Reduced |