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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 19,587 | $3.63M | 1.03% | −61−0.3% | Reduced |
| Aspiriant, LLC | 19,707 | $3.65M | 0.18% | −492−2.4% | Reduced |
| Resonant Capital Advisors, LLC | 19,850 | $3.68M | 0.40% | +1,428+7.8% | Added |
| DFPG Investments, LLC | 19,765 | $3.68M | 0.33% | +495+2.6% | Added |
| Griffin Asset Management, Inc. | 19,897 | $3.69M | 0.50% | −32−0.2% | Reduced |
| Bull Street Advisors, LLC | 19,921 | $3.69M | 1.89% | −103−0.5% | Reduced |
| Waldron Private Wealth LLC | 19,937 | $3.69M | 0.18% | −1,005−4.8% | Reduced |
| Fulton Bank, N.A. | 19,966 | $3.70M | 0.18% | +3,218+19.2% | Added |
| Legacy CG, LLC | 19,991 | $3.70M | 1.81% | +19,991 | New |
| Independent Investors Inc | 19,996 | $3.70M | 0.86% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 20,033 | $3.71M | 2.21% | −246−1.2% | Reduced |
| James Investment Research Inc | 20,083 | $3.72M | 0.48% | +1,886+10.4% | Added |
| Arcadia Investment Management Corp | 20,123 | $3.73M | 0.76% | +413+2.1% | Added |
| Cutter & CO Brokerage, Inc. | 20,130 | $3.73M | 1.10% | +280+1.4% | Added |
| Baxter Bros Inc | 20,153 | $3.73M | 0.56% | +756+3.9% | Added |
| Claro Advisors LLC | 20,158 | $3.73M | 0.93% | +561+2.9% | Added |
| Twin Capital Management Inc | 20,223 | $3.75M | 0.49% | −1,420−6.6% | Reduced |
| Silphium Asset Management Ltd | 20,350 | $3.77M | 1.87% | +4,300+26.8% | Added |
| GPS Wealth Strategies Group, LLC | 20,416 | $3.78M | 0.70% | −583−2.8% | Reduced |
| St. Clair Advisors, LLC | 20,425 | $3.78M | 1.47% | +693+3.5% | Added |
| Watchman Group, Inc. | 20,455 | $3.79M | 1.88% | −461−2.2% | Reduced |
| Mark Stevens | 20,464 | $3.79M | 0.49% | −264−1.3% | Reduced |
| Bristlecone Advisors, LLC | 20,467 | $3.79M | 0.38% | −773−3.6% | Reduced |
| Northstar Group, Inc. | 20,477 | $3.79M | 0.89% | −49−0.2% | Reduced |
| Level Four Advisory Services, LLC | 20,555 | $3.81M | 0.23% | +1,624+8.6% | Added |
| Aull & Monroe Investment Management Corp | 20,569 | $3.81M | 1.92% | −30−0.1% | Reduced |
| Riverbridge Partners LLC | 20,576 | $3.81M | 0.05% | −955−4.4% | Reduced |
| Cadent Capital Advisors, LLC | 20,589 | $3.81M | 2.37% | +281+1.4% | Added |
| Donaldson Capital Management, LLC | 20,628 | $3.82M | 0.17% | −777−3.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 20,762 | $3.85M | 2.71% | −511−2.4% | Reduced |
| Physicians Financial Services, Inc. | 20,780 | $3.85M | 1.51% | −217−1.0% | Reduced |
| Sendero Wealth Management, LLC | 20,854 | $3.86M | 0.84% | +20,854 | New |
| Monument Capital Management | 20,889 | $3.87M | 1.23% | −169−0.8% | Reduced |
| Mutual Advisors, LLC | 20,985 | $3.89M | 0.15% | +1,535+7.9% | Added |
| Smith Shellnut Wilson LLC | 21,169 | $3.92M | 2.21% | −15−0.1% | Reduced |
| Asio Capital, LLC | 21,209 | $3.93M | 0.96% | +169+0.8% | Added |
| Shakespeare Wealth Management, Inc. | 21,263 | $3.94M | 1.35% | +70.0% | Added |
| Heritage Trust Co | 21,300 | $3.95M | 0.58% | +200+0.9% | Added |
| Harbor Investment Advisory, LLC | 21,302 | $3.95M | 0.55% | −897−4.0% | Reduced |
| Capital Insight Partners, LLC | 21,303 | $3.95M | 0.88% | −537−2.5% | Reduced |
| Wolverine Asset Management LLC | 21,341 | $3.95M | 0.07% | −35,135−62.2% | Reduced |
| Fairhaven Wealth Management, LLC | 21,369 | $3.96M | 1.51% | +21,369 | New |
| Lake Street Advisors Group, LLC | 21,377 | $3.96M | 0.22% | +226+1.1% | Added |
| Garrison Asset Management, LLC | 21,385 | $3.96M | 2.37% | −140−0.7% | Reduced |
| Sumitomo Life Insurance Co | 21,398 | $3.96M | 0.17% | −1,233−5.4% | Reduced |
| Boit C F David | 21,500 | $3.98M | 2.65% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 21,227 | $3.99M | 1.25% | +13,857+188.0% | Added |
| Financial Advisory Partners, LLC | 21,569 | $4.00M | 1.54% | +71+0.3% | Added |
| Jag Capital Management, LLC | 21,596 | $4.00M | 0.46% | +310+1.5% | Added |
| Texas Yale Capital Corp. | 21,696 | $4.02M | 0.19% | −687−3.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 21,700 | $4.02M | 0.33% | −3,678−14.5% | Reduced |
| V Wealth Advisors LLC | 21,737 | $4.03M | 0.69% | +389+1.8% | Added |
| Shoker Investment Counsel, Inc. | 21,764 | $4.03M | 1.68% | +73+0.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,774 | $4.03M | 0.02% | −16,414−43.0% | Reduced |
| Sunbelt Securities, Inc. | 21,779 | $4.03M | 0.58% | +2,279+11.7% | Added |
| Peloton Wealth Strategists | 21,812 | $4.04M | 1.79% | −200−0.9% | Reduced |
| Ledyard National Bank | 21,897 | $4.06M | 0.44% | +28+0.1% | Added |
| Notis-McConarty Edward | 21,922 | $4.06M | 1.55% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 21,951 | $4.07M | 0.29% | +830+3.9% | Added |
| Exeter Financial, LLC | 22,108 | $4.07M | 2.10% | −2,479−10.1% | Reduced |
| Delta Capital Management LLC | 21,980 | $4.07M | 2.80% | −150−0.7% | Reduced |
| Capital Asset Advisory Services LLC | 21,663 | $4.08M | 0.29% | +11+0.1% | Added |
| Inscription Capital, LLC | 22,019 | $4.08M | 1.27% | −222−1.0% | Reduced |
| BCM Advisors, LLC | 21,759 | $4.08M | 1.09% | 00.0% | Unchanged |
| Builder Investment Group Inc | 22,068 | $4.09M | 1.60% | −500−2.2% | Reduced |
| Waterloo Capital, L.P. | 22,079 | $4.09M | 1.21% | −737−3.2% | Reduced |
| Bangor Savings Bank | 22,100 | $4.09M | 0.46% | +443+2.0% | Added |
| Integrated Advisors Network LLC | 22,148 | $4.10M | 0.24% | −322−1.4% | Reduced |
| Assetmark, Inc | 22,162 | $4.10M | 0.02% | +98+0.4% | Added |
| Investmark Advisory Group LLC | 22,165 | $4.11M | 2.74% | +590+2.7% | Added |
| Crescent Sterling, Ltd. | 22,175 | $4.11M | 3.90% | −309−1.4% | Reduced |
| ProVise Management Group, LLC | 22,199 | $4.11M | 0.37% | −12,748−36.5% | Reduced |
| Koshinski Asset Management, Inc. | 22,277 | $4.13M | 0.44% | −5,442−19.6% | Reduced |
| Dana Investment Advisors, Inc. | 22,307 | $4.13M | 0.20% | −6,115−21.5% | Reduced |
| QV Investors Inc. | 22,415 | $4.15M | 0.37% | −6,880−23.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 23,022 | $4.16M | 1.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 22,270 | $4.17M | 1.95% | −30−0.1% | Reduced |
| Mathes Company, Inc. | 22,541 | $4.17M | 1.83% | +22,541 | New |
| Benjamin Edwards Inc | 22,575 | $4.18M | 0.97% | +1,870+9.0% | Added |
| Naples Global Advisors, LLC | 22,584 | $4.18M | 0.49% | −446−1.9% | Reduced |
| Beck Mack & Oliver LLC | 22,662 | $4.20M | 0.11% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 22,722 | $4.21M | 1.03% | +70.0% | Added |
| Martin Capital Partners, LLC | 22,761 | $4.22M | 1.71% | −22−0.1% | Reduced |
| Bank of New Hampshire | 22,776 | $4.22M | 1.21% | −435−1.9% | Reduced |
| Schulhoff & Co Inc | 22,809 | $4.22M | 1.96% | −571−2.4% | Reduced |
| Northeast Financial Consultants Inc | 22,819 | $4.23M | 0.26% | −116−0.5% | Reduced |
| Atlas Brown,Inc. | 22,833 | $4.23M | 1.86% | +19+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,935 | $4.25M | 2.75% | −380−1.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 23,057 | $4.26M | 0.70% | +10,656+85.9% | Added |
| Broderick Brian C | 23,055 | $4.27M | 1.13% | −200−0.9% | Reduced |
| Parkwood LLC | 23,061 | $4.27M | 0.78% | −4,548−16.5% | Reduced |
| Beach Investment Counsel Inc | 23,065 | $4.27M | 0.51% | −80−0.3% | Reduced |
| RNC Capital Management LLC | 23,079 | $4.28M | 0.24% | −710−3.0% | Reduced |
| Pegasus Partners Ltd. | 23,081 | $4.28M | 0.63% | −658−2.8% | Reduced |
| Bill Few Associates, Inc. | 23,087 | $4.28M | 2.21% | +601+2.7% | Added |
| Evergreen Capital Management LLC | 23,093 | $4.28M | 0.18% | +1,200+5.5% | Added |
| Union Heritage Capital, LLC | 23,095 | $4.28M | 2.32% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 23,165 | $4.29M | 2.81% | +20,095+654.6% | Added |
| Anchor Investment Management, LLC | 23,221 | $4.30M | 0.55% | +656+2.9% | Added |
| Virginia Wealth Management Group, Inc. | 23,227 | $4.30M | 2.95% | −172−0.7% | Reduced |