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 |
|---|---|---|---|---|---|
| Spring Capital Management, LLC | 23,235 | $4.30M | 3.37% | −839−3.5% | Reduced |
| NovaPoint Capital, LLC | 23,437 | $4.34M | 1.62% | −300−1.3% | Reduced |
| Benson Investment Management Company, Inc. | 23,461 | $4.35M | 2.41% | −289−1.2% | Reduced |
| Harbour Investments, Inc. | 23,470 | $4.35M | 0.22% | −78−0.3% | Reduced |
| Hayek Kallen Investment Management | 23,496 | $4.35M | 1.85% | −119−0.5% | Reduced |
| Security National Bank | 23,510 | $4.35M | 1.11% | −223−0.9% | Reduced |
| Chesapeake Asset Management LLC | 23,560 | $4.36M | 3.94% | −797−3.3% | Reduced |
| United Capital Management of KS, Inc. | 23,613 | $4.37M | 1.40% | +54+0.2% | Added |
| Proequities, Inc. | 23,644 | $4.38M | 0.33% | +30+0.1% | Added |
| Chatham Capital Group, Inc. | 23,647 | $4.38M | 0.92% | +60+0.3% | Added |
| Addison Capital Co | 23,657 | $4.38M | 3.13% | −93−0.4% | Reduced |
| Red Door Wealth Management, LLC | 23,664 | $4.38M | 0.97% | +4,903+26.1% | Added |
| Procyon Private Wealth Partners, LLC | 23,678 | $4.39M | 0.55% | +180+0.8% | Added |
| Cullinan Associates Inc | 23,686 | $4.39M | 0.24% | −1,760−6.9% | Reduced |
| Mission Wealth Management, LP | 23,708 | $4.39M | 0.17% | +686+3.0% | Added |
| Compass Wealth Management LLC | 23,772 | $4.40M | 1.33% | −1,415−5.6% | Reduced |
| Cordatus Wealth Management LLC | 23,784 | $4.41M | 1.66% | +23,784 | New |
| Tiedemann Advisors, LLC | 23,819 | $4.41M | 0.19% | +3,642+18.1% | Added |
| Verdence Capital Advisors LLC | 23,838 | $4.42M | 0.51% | +90.0% | Added |
| Brighton Jones LLC | 23,914 | $4.43M | 0.22% | +1,111+4.9% | Added |
| Country Club Bank | 24,157 | $4.44M | 0.35% | −962−3.8% | Reduced |
| Kesler, Norman & Wride, LLC | 23,994 | $4.44M | 1.08% | −190−0.8% | Reduced |
| Essex LLC | 24,019 | $4.45M | 1.24% | −755−3.0% | Reduced |
| Regal Investment Advisors LLC | 24,042 | $4.45M | 0.37% | +1,061+4.6% | Added |
| Full Sail Capital, LLC | 24,051 | $4.45M | 0.38% | −66−0.3% | Reduced |
| Peninsula Asset Management Inc | 24,117 | $4.47M | 2.63% | −180−0.7% | Reduced |
| Belpointe Asset Management LLC | 24,144 | $4.47M | 0.47% | −11,360−32.0% | Reduced |
| Curbstone Financial Management Corp | 24,220 | $4.49M | 1.07% | −820−3.3% | Reduced |
| Pictet North America Advisors SA | 24,221 | $4.49M | 0.62% | +546+2.3% | Added |
| Plancorp, LLC | 24,232 | $4.49M | 0.24% | +278+1.2% | Added |
| FORA Capital, LLC | 24,405 | $4.52M | 0.64% | +24,405 | New |
| North Star Asset Management Inc | 24,423 | $4.52M | 0.25% | −450−1.8% | Reduced |
| Middleton & Co Inc | 24,482 | $4.53M | 0.60% | −358−1.4% | Reduced |
| Laurel Wealth Advisors LLC | 24,500 | $4.54M | 0.92% | −234−0.9% | Reduced |
| Azzad Asset Management Inc | 24,560 | $4.55M | 0.61% | −60−0.2% | Reduced |
| CFM Wealth Partners LLC | 24,752 | $4.58M | 1.11% | −40−0.2% | Reduced |
| Coastline Trust Co | 24,816 | $4.60M | 0.64% | −80.0% | Reduced |
| Varma Mutual Pension Insurance Co | 24,967 | $4.62M | 0.06% | −120,000−82.8% | Reduced |
| Columbia Asset Management | 25,011 | $4.63M | 1.00% | +193+0.8% | Added |
| Chicago Trust Co NA | 25,046 | $4.64M | 1.11% | −338−1.3% | Reduced |
| PFG Advisors | 25,050 | $4.64M | 0.35% | +1,441+6.1% | Added |
| Tectonic Advisors LLC | 25,053 | $4.64M | 0.57% | +1,547+6.6% | Added |
| American Money Management, LLC | 25,134 | $4.66M | 1.16% | −104−0.4% | Reduced |
| Smithbridge Asset Management Inc | 25,160 | $4.66M | 1.09% | +209+0.8% | Added |
| Edgewood Management LLC | 25,291 | $4.68M | 0.01% | −100.0% | Reduced |
| Biltmore Family Office, LLC | 25,389 | $4.70M | 0.99% | −112−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 25,444 | $4.71M | 1.24% | +142+0.6% | Added |
| Meeder Advisory Services, Inc. | 25,447 | $4.71M | 0.51% | +1,119+4.6% | Added |
| Te Ahumairangi Investment Management Ltd | 25,454 | $4.71M | 0.64% | +1,030+4.2% | Added |
| Burney Co | 25,459 | $4.72M | 0.22% | +296+1.2% | Added |
| LVM Capital Management Ltd | 25,556 | $4.73M | 0.63% | −2,644−9.4% | Reduced |
| Exchange Capital Management, Inc. | 25,580 | $4.74M | 0.88% | −937−3.5% | Reduced |
| Diamant Asset Management, Inc. | 25,615 | $4.74M | 3.63% | +375+1.5% | Added |
| Confluence Wealth Services, Inc. | 25,655 | $4.75M | 1.01% | +13+0.1% | Added |
| Geneos Wealth Management Inc. | 25,667 | $4.75M | 0.25% | +1,995+8.4% | Added |
| Hallmark Capital Management Inc | 25,756 | $4.77M | 0.43% | −1,297−4.8% | Reduced |
| Shufro Rose & Co LLC | 25,941 | $4.80M | 0.44% | 00.0% | Unchanged |
| LMCG Investments, LLC | 25,989 | $4.81M | 0.31% | −753−2.8% | Reduced |
| Arrow Financial Corp | 26,131 | $4.84M | 0.58% | −390−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 26,192 | $4.85M | 0.40% | +1,266+5.1% | Added |
| Pettee Investors, Inc. | 26,214 | $4.86M | 2.20% | −379−1.4% | Reduced |
| Bank Ozk | 26,215 | $4.86M | 2.31% | −1,854−6.6% | Reduced |
| Moran Wealth Management, LLC | 26,269 | $4.87M | 0.18% | −6,966−21.0% | Reduced |
| Institutional & Family Asset Management, LLC | 26,356 | $4.88M | 0.80% | −130.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 26,315 | $4.88M | 0.23% | +2,087+8.6% | Added |
| J. W. Coons Advisors, LLC | 26,386 | $4.89M | 1.34% | 00.0% | Unchanged |
| Connolly Sarah T. | 26,429 | $4.90M | 2.96% | +20.0% | Added |
| Brick & Kyle, Associates | 26,242 | $4.90M | 2.62% | +101+0.4% | Added |
| Aristotle Capital Management, LLC | 26,459 | $4.90M | 0.01% | −6,000−18.5% | Reduced |
| Grace & White Inc | 26,489 | $4.91M | 0.90% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 26,531 | $4.91M | 1.56% | −207−0.8% | Reduced |
| Asset Dedication, LLC | 26,483 | $4.91M | 0.42% | +782+3.0% | Added |
| Adams Asset Advisors, LLC | 26,722 | $4.95M | 0.72% | −3,633−12.0% | Reduced |
| Dynamic Advisor Solutions LLC | 26,726 | $4.95M | 0.26% | +808+3.1% | Added |
| Wealthspire Advisors, LLC | 26,732 | $4.95M | 0.08% | +714+2.7% | Added |
| Paradigm Financial Partners, LLC | 26,739 | $4.95M | 1.34% | −305−1.1% | Reduced |
| Girard Partners Ltd. | 26,763 | $4.96M | 0.52% | −1,089−3.9% | Reduced |
| Spire Wealth Management | 26,771 | $4.96M | 0.18% | +51+0.2% | Added |
| BancorpSouth Bank | 26,778 | $4.96M | 0.43% | −555−2.0% | Reduced |
| Harbour Capital Advisors, LLC | 26,734 | $4.96M | 1.46% | −624−2.3% | Reduced |
| Lyell Wealth Management, LP | 26,885 | $4.98M | 0.64% | +2,358+9.6% | Added |
| Marietta Investment Partners LLC | 26,895 | $4.98M | 1.29% | −100−0.4% | Reduced |
| Transcend Wealth Collective, LLC | 26,966 | $4.99M | 0.48% | +834+3.2% | Added |
| Advanced Asset Management Advisors Inc | 26,968 | $5.00M | 1.16% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 26,984 | $5.00M | 2.33% | −628−2.3% | Reduced |
| TRUE Private Wealth Advisors | 26,998 | $5.00M | 0.74% | −670−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 27,032 | $5.01M | 0.32% | +871+3.3% | Added |
| Reynders McVeigh Capital Management, LLC | 27,035 | $5.01M | 0.33% | +2,699+11.1% | Added |
| Exencial Wealth Advisors, LLC | 27,049 | $5.01M | 0.23% | −3,445−11.3% | Reduced |
| Westhampton Capital, LLC | 27,054 | $5.01M | 3.25% | +215+0.8% | Added |
| Essex Financial Services, Inc. | 27,056 | $5.01M | 0.57% | −829−3.0% | Reduced |
| RSM US Wealth Management LLC | 27,088 | $5.02M | 0.17% | +1,027+3.9% | Added |
| Centiva Capital, LP | 27,094 | $5.02M | 0.25% | +27,094 | New |
| First PREMIER Bank | 27,103 | $5.02M | 1.43% | −884−3.2% | Reduced |
| Baugh & Associates, LLC | 27,105 | $5.02M | 3.02% | +435+1.6% | Added |
| Peterson Wealth Management | 27,256 | $5.05M | 4.00% | −1,990−6.8% | Reduced |
| IHT Wealth Management, LLC | 27,316 | $5.06M | 0.26% | +2,197+8.7% | Added |
| Spears Abacus Advisors LLC | 27,321 | $5.06M | 0.41% | +225+0.8% | Added |
| BLB&B Advisors, LLC | 27,321 | $5.06M | 0.35% | −693−2.5% | Reduced |
| Elk River Wealth Management, LLC | 27,447 | $5.08M | 1.09% | −1,363−4.7% | Reduced |