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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 27,460 | $5.09M | 0.39% | −684−2.4% | Reduced |
| Essex Investment Management Co LLC | 27,477 | $5.09M | 0.71% | −5,079−15.6% | Reduced |
| Beaton Management Co. Inc. | 27,526 | $5.10M | 3.23% | +10.0% | Added |
| Monetary Management Group Inc | 27,525 | $5.10M | 1.56% | −3,650−11.7% | Reduced |
| Equitable Trust Co | 27,888 | $5.17M | 0.40% | −66−0.2% | Reduced |
| LVW Advisors, LLC | 27,916 | $5.17M | 1.04% | −3,060−9.9% | Reduced |
| Hixon Zuercher, LLC | 27,946 | $5.18M | 2.61% | +378+1.4% | Added |
| Grimes & Company, Inc. | 27,973 | $5.18M | 0.18% | −1,647−5.6% | Reduced |
| Tradewinds, LLC. | 27,981 | $5.18M | 3.05% | +889+3.3% | Added |
| Heirloom Wealth Management | 27,982 | $5.18M | 2.25% | +951+3.5% | Added |
| KMG Fiduciary Partners, LLC | 28,001 | $5.19M | 0.67% | −474−1.7% | Reduced |
| Somerville Kurt F | 28,267 | $5.24M | 1.00% | −8,013−22.1% | Reduced |
| Long Road Investment Counsel, LLC | 28,300 | $5.24M | 2.44% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 28,345 | $5.25M | 0.53% | +117+0.4% | Added |
| Shorepoint Capital Partners LLC | 28,391 | $5.26M | 1.48% | +1,457+5.4% | Added |
| Rossmore Private Capital | 28,449 | $5.27M | 0.78% | −1,269−4.3% | Reduced |
| Northwest Investment Counselors, LLC | 28,451 | $5.27M | 1.41% | −548−1.9% | Reduced |
| Advisors Capital Management, LLC | 28,493 | $5.28M | 0.13% | +1,096+4.0% | Added |
| Cornerstone Wealth Group, LLC | 28,632 | $5.30M | 0.96% | −302−1.0% | Reduced |
| Pegasus Asset Management, Inc. | 28,670 | $5.31M | 2.36% | +93+0.3% | Added |
| Capital Analysts, LLC | 28,782 | $5.33M | 0.30% | −835−2.8% | Reduced |
| Mechanics Bank Trust Department | 28,787 | $5.33M | 0.85% | +724+2.6% | Added |
| Financial & Tax Architects, LLC | 28,906 | $5.35M | 1.65% | +456+1.6% | Added |
| WBH Advisory Inc | 28,924 | $5.36M | 0.63% | +243+0.8% | Added |
| Boston Research & Management Inc | 28,970 | $5.37M | 1.52% | −55−0.2% | Reduced |
| Fruth Investment Management | 28,979 | $5.37M | 1.53% | −120−0.4% | Reduced |
| Opus Investment Management Inc | 29,000 | $5.37M | 1.93% | 00.0% | Unchanged |
| WMS Partners, LLC | 29,128 | $5.40M | 0.42% | −540−1.8% | Reduced |
| Rodgers Brothers Inc. | 29,137 | $5.40M | 0.95% | +3,121+12.0% | Added |
| Icon Wealth Partners, LLC | 29,228 | $5.41M | 0.57% | −6,348−17.8% | Reduced |
| Foyston, Gordon, & Payne Inc | 29,231 | $5.41M | 1.42% | −570−1.9% | Reduced |
| RB Capital Management, LLC | 29,286 | $5.42M | 1.67% | +913+3.2% | Added |
| Kovitz Investment Group Partners, LLC | 29,294 | $5.43M | 0.08% | −7,778−21.0% | Reduced |
| Cardinal Capital Management | 29,311 | $5.43M | 1.09% | −34−0.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 29,333 | $5.43M | 0.68% | +258+0.9% | Added |
| Hall Capital Management Co Inc | 29,346 | $5.44M | 3.07% | +63+0.2% | Added |
| Roberts Glore & Co Inc | 29,451 | $5.45M | 1.75% | −1,124−3.7% | Reduced |
| Bernzott Capital Advisors | 29,573 | $5.48M | 1.18% | −621−2.1% | Reduced |
| Stone Point Wealth LLC | 29,686 | $5.50M | 2.28% | +254+0.9% | Added |
| HBK Sorce Advisory LLC | 29,771 | $5.51M | 0.23% | +732+2.5% | Added |
| Brookstone Capital Management | 30,207 | $5.53M | 0.11% | +3,683+13.9% | Added |
| AMG National Trust Bank | 29,896 | $5.54M | 0.18% | +468+1.6% | Added |
| Abn Amro Investment Solutions | 29,947 | $5.55M | 0.11% | −441−1.5% | Reduced |
| Oak Harvest Investment Services | 29,973 | $5.55M | 1.24% | −15,361−33.9% | Reduced |
| Mendel Money Management | 29,994 | $5.56M | 2.86% | −707−2.3% | Reduced |
| Cumberland Partners Ltd | 30,080 | $5.57M | 0.51% | +7,280+31.9% | Added |
| Telemus Capital, LLC | 30,092 | $5.57M | 0.47% | −2,203−6.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 30,135 | $5.58M | 4.28% | −13,644−31.2% | Reduced |
| Charter Research & Investment Group, Inc. | 30,178 | $5.59M | 4.64% | −254−0.8% | Reduced |
| Journey Advisory Group, LLC | 30,202 | $5.59M | 0.84% | +685+2.3% | Added |
| Peoples Financial Services Corp. | 30,235 | $5.60M | 2.51% | −559−1.8% | Reduced |
| First Interstate Bank | 30,255 | $5.60M | 0.46% | −1,884−5.9% | Reduced |
| Kidder Stephen W | 30,318 | $5.62M | 1.84% | +391+1.3% | Added |
| NewEdge Wealth, LLC | 30,322 | $5.62M | 0.19% | −211−0.7% | Reduced |
| Trust Co of Oklahoma | 30,356 | $5.62M | 2.08% | −284−0.9% | Reduced |
| Hartford Financial Management Inc. | 30,360 | $5.62M | 1.39% | −1,087−3.5% | Reduced |
| WESPAC Advisors SoCal, LLC | 30,478 | $5.65M | 1.93% | −60−0.2% | Reduced |
| Lincoln National Corp | 30,508 | $5.65M | 0.11% | +836+2.8% | Added |
| Fundamentun, LLC | 30,570 | $5.66M | 0.87% | +730+2.4% | Added |
| First Hawaiian Bank | 30,586 | $5.67M | 0.19% | −649−2.1% | Reduced |
| Hodges Capital Management Inc. | 24,096 | $5.68M | 0.33% | +1,981+9.0% | Added |
| Reliant Investment Management, LLC | 30,710 | $5.69M | 3.28% | +280+0.9% | Added |
| WealthPLAN Partners, LLC | 30,760 | $5.70M | 0.81% | −31,669−50.7% | Reduced |
| Horrell Capital Management, Inc. | 30,768 | $5.70M | 1.75% | +40.0% | Added |
| Dean Investment Associates, LLC | 30,787 | $5.70M | 0.93% | −4,557−12.9% | Reduced |
| Comerica Securities,inc. | 30,820 | $5.71M | 0.40% | +7,831+34.1% | Added |
| Horizon Investments, LLC | 30,878 | $5.72M | 0.16% | −936−2.9% | Reduced |
| Cyrus J. Lawrence, LLC | 30,937 | $5.73M | 1.64% | +609+2.0% | Added |
| High Net Worth Advisory Group LLC | 30,964 | $5.74M | 2.23% | +194+0.6% | Added |
| Pallas Capital Advisors LLC | 30,978 | $5.75M | 0.26% | +25,962+517.6% | Added |
| Sound View Wealth Advisors Group, LLC | 31,147 | $5.77M | 0.76% | −4,751−13.2% | Reduced |
| Marshall & Sullivan Inc | 31,149 | $5.77M | 3.22% | +254+0.8% | Added |
| Pekin Hardy Strauss, Inc. | 31,220 | $5.78M | 0.90% | −95−0.3% | Reduced |
| Geneva Partners, LLC | 31,284 | $5.79M | 3.78% | −3,754−10.7% | Reduced |
| Axxcess Wealth Management, LLC | 31,355 | $5.81M | 0.42% | +2,544+8.8% | Added |
| AMJ Financial Wealth Management | 31,365 | $5.81M | 2.55% | +31,365 | New |
| Trinity Legacy Partners, LLC | 31,403 | $5.82M | 2.03% | +133+0.4% | Added |
| Skba Capital Management LLC | 31,445 | $5.82M | 1.05% | +100+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 31,446 | $5.82M | 0.05% | −404,764−92.8% | Reduced |
| Spinnaker Trust | 31,497 | $5.83M | 0.42% | +16+0.1% | Added |
| Bollard Group LLC | 31,541 | $5.84M | 0.20% | +107+0.3% | Added |
| Harbor Advisory Corp | 31,664 | $5.86M | 2.07% | +313+1.0% | Added |
| Concentric Wealth Management, LLC | 31,798 | $5.89M | 1.87% | −502−1.6% | Reduced |
| King Wealth | 31,833 | $5.90M | 1.19% | +1,424+4.7% | Added |
| Pine Valley Investments Ltd Liability Co | 31,873 | $5.90M | 0.58% | +11,536+56.7% | Added |
| M&R Capital Management Inc | 32,046 | $5.94M | 1.55% | +116+0.4% | Added |
| Kistler-Tiffany Companies, LLC | 32,069 | $5.94M | 0.96% | +7,127+28.6% | Added |
| Moody National Bank Trust Division | 32,271 | $5.98M | 0.41% | +196+0.6% | Added |
| Eagle Global Advisors LLC | 32,276 | $5.98M | 0.39% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 32,290 | $5.98M | 0.29% | +8,512+35.8% | Added |
| First Personal Financial Services | 32,332 | $5.99M | 1.49% | −138−0.4% | Reduced |
| SP Asset Management LLC | 32,374 | $6.00M | 0.67% | +274+0.9% | Added |
| Change Path, LLC | 32,386 | $6.00M | 0.28% | +411+1.3% | Added |
| TD Private Client Wealth LLC | 32,434 | $6.01M | 0.26% | +244+0.8% | Added |
| Signaturefd, LLC | 32,609 | $6.04M | 0.15% | +372+1.2% | Added |
| Balentine LLC | 32,632 | $6.04M | 0.20% | +7,995+32.5% | Added |
| Financial Architects, Inc | 32,738 | $6.06M | 0.92% | −202−0.6% | Reduced |
| Hall Laurie J Trustee | 32,746 | $6.07M | 2.41% | −190−0.6% | Reduced |
| Windle Wealth, LLC | 32,881 | $6.09M | 4.40% | +99+0.3% | Added |
| Money Concepts Capital Corp | 32,977 | $6.11M | 0.62% | −142,428−81.2% | Reduced |