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 |
|---|---|---|---|---|---|
| Family Capital Trust Co | 33,044 | $6.12M | 2.13% | −410−1.2% | Reduced |
| Colonial Trust Co | 33,115 | $6.13M | 1.47% | +261+0.8% | Added |
| Ayrshire Capital Management LLC | 32,723 | $6.14M | 3.89% | +426+1.3% | Added |
| Hamilton Point Investment Advisors, LLC | 33,161 | $6.14M | 1.47% | −640−1.9% | Reduced |
| Cambridge Trust Co | 33,176 | $6.14M | 0.28% | −1,964−5.6% | Reduced |
| Costello Asset Management, INC | 33,189 | $6.15M | 5.26% | −151−0.5% | Reduced |
| AustralianSuper Pty Ltd | 33,248 | $6.16M | 0.04% | +33,248 | New |
| Ballentine Partners, LLC | 33,264 | $6.16M | 0.14% | +1,325+4.1% | Added |
| Legacy Advisors, LLC | 33,339 | $6.18M | 0.92% | +9,189+38.0% | Added |
| Principal Street Partners, LLC | 33,417 | $6.19M | 1.47% | −1,471−4.2% | Reduced |
| Garland Capital Management Inc | 33,580 | $6.22M | 4.18% | +275+0.8% | Added |
| Veriti Management LLC | 33,705 | $6.24M | 0.70% | −1,025−3.0% | Reduced |
| Asset Management Group, Inc. | 34,060 | $6.31M | 1.34% | −289−0.8% | Reduced |
| Global Retirement Partners, LLC | 34,143 | $6.32M | 0.31% | +13,461+65.1% | Added |
| Investment House LLC | 34,276 | $6.35M | 0.48% | −750−2.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 34,339 | $6.36M | 0.46% | −1,484−4.1% | Reduced |
| American Trust | 34,493 | $6.39M | 0.44% | −406−1.2% | Reduced |
| Ci Investments Inc. | 34,624 | $6.41M | 0.03% | −321−0.9% | Reduced |
| Eastover Investment Advisors LLC | 34,628 | $6.41M | 3.42% | −302−0.9% | Reduced |
| Northcape Wealth Management, LLC | 34,633 | $6.41M | 2.31% | −1,063−3.0% | Reduced |
| NewSquare Capital LLC | 34,834 | $6.45M | 0.67% | +1,868+5.7% | Added |
| Brady Family Wealth, LLC | 34,848 | $6.45M | 2.40% | −35−0.1% | Reduced |
| Sowell Financial Services LLC | 34,877 | $6.46M | 0.36% | +8,207+30.8% | Added |
| Raab & Moskowitz Asset Management LLC | 34,910 | $6.47M | 2.21% | −378−1.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $6.48M | 1.95% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 34,985 | $6.48M | 1.93% | −36,753−51.2% | Reduced |
| Cypress Capital Group | 35,045 | $6.49M | 0.94% | −2,527−6.7% | Reduced |
| Coston, McIsaac & Partners | 35,139 | $6.51M | 2.24% | +516+1.5% | Added |
| City Holding Co | 35,179 | $6.52M | 1.12% | +236+0.7% | Added |
| Close Asset Management Ltd | 35,231 | $6.52M | 0.31% | +581+1.7% | Added |
| Pavion Blue Capital, LLC | 35,247 | $6.53M | 3.81% | −153−0.4% | Reduced |
| Northwest & Ethical Investments L.P. | 35,256 | $6.53M | 0.21% | +569+1.6% | Added |
| Dorchester Wealth Management Co | 35,437 | $6.56M | 1.33% | −80−0.2% | Reduced |
| Tufton Capital Management | 35,468 | $6.57M | 1.42% | −2,782−7.3% | Reduced |
| New Hampshire Trust | 35,509 | $6.58M | 1.71% | −144−0.4% | Reduced |
| Trustmark National Bank Trust Department | 35,546 | $6.58M | 0.61% | −4,527−11.3% | Reduced |
| Lafayette Investments, Inc. | 35,601 | $6.59M | 1.73% | −282−0.8% | Reduced |
| Marietta Wealth Management, LLC | 35,604 | $6.59M | 1.24% | −35−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 35,636 | $6.60M | 1.08% | +1,740+5.1% | Added |
| Stokes Capital Advisors, LLC | 35,720 | $6.62M | 2.23% | −32−0.1% | Reduced |
| Whitener Capital Management, Inc. | 35,919 | $6.65M | 2.55% | +188+0.5% | Added |
| Perkins Coie Trust Co | 35,931 | $6.66M | 1.89% | −604−1.7% | Reduced |
| ClariVest Asset Management LLC | 35,994 | $6.67M | 0.33% | +35,994 | New |
| Meiji Yasuda Life Insurance Co | 36,011 | $6.67M | 0.17% | +1,650+4.8% | Added |
| Ostrum Asset Management | 36,055 | $6.68M | 0.56% | −1,058−2.9% | Reduced |
| Bridge Creek Capital Management LLC | 36,089 | $6.68M | 2.39% | −190−0.5% | Reduced |
| Wolverine Trading, LLC | 36,491 | $6.71M | 0.09% | −136,378−78.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 36,416 | $6.74M | 1.85% | −1,156−3.1% | Reduced |
| Albion Financial Group | 36,528 | $6.77M | 0.59% | +295+0.8% | Added |
| Avantax Planning Partners, Inc. | 36,543 | $6.77M | 0.27% | −663−1.8% | Reduced |
| Mondrian Investment Partners LTD | 36,768 | $6.81M | 0.14% | −21,179−36.5% | Reduced |
| Empowered Funds, LLC | 37,053 | $6.86M | 0.24% | +6,272+20.4% | Added |
| EA Series Trust | 37,053 | $6.86M | 0.24% | +37,053 | New |
| Hills Bank & Trust Co | 37,234 | $6.90M | 0.89% | −428−1.1% | Reduced |
| Contravisory Investment Management, Inc. | 37,393 | $6.93M | 1.83% | +2,933+8.5% | Added |
| Commonwealth Retirement Investments LLC | 37,509 | $6.95M | 3.87% | +658+1.8% | Added |
| Pictet Bank & Trust Ltd | 37,548 | $6.95M | 5.68% | −1,520−3.9% | Reduced |
| Destination Wealth Management | 37,696 | $6.98M | 0.26% | −895−2.3% | Reduced |
| Citizens National Bank Trust Department | 37,709 | $6.98M | 1.85% | −90−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 37,780 | $7.00M | 0.21% | +5,162+15.8% | Added |
| Mattern Capital Management, LLC | 37,831 | $7.01M | 1.14% | +1,050+2.9% | Added |
| Grassi Investment Management | 38,000 | $7.04M | 0.77% | −2,400−5.9% | Reduced |
| Pacific Global Investment Management CO | 38,006 | $7.04M | 1.45% | −660−1.7% | Reduced |
| Genus Capital Management Inc. | 38,135 | $7.06M | 1.04% | +38,135 | New |
| South Dakota Investment Council | 38,168 | $7.07M | 0.15% | −2,200−5.4% | Reduced |
| David Loasby | 38,034 | $7.10M | 0.78% | +5,399+16.5% | Added |
| Schnieders Capital Management LLC | 38,674 | $7.16M | 1.50% | −45−0.1% | Reduced |
| Lountzis Asset Management, LLC | 39,099 | $7.18M | 3.96% | −970−2.4% | Reduced |
| Motco | 38,780 | $7.18M | 0.47% | −1,137−2.8% | Reduced |
| Quantinno Capital Management LP | 38,801 | $7.19M | 0.41% | +3,702+10.5% | Added |
| McKinley Carter Wealth Services, Inc. | 38,835 | $7.19M | 0.54% | −80.0% | Reduced |
| SevenBridge Financial Group, LLC | 38,934 | $7.21M | 1.86% | −49−0.1% | Reduced |
| Private Wealth Partners, LLC | 38,987 | $7.22M | 0.66% | +176+0.5% | Added |
| NTV Asset Management LLC | 39,086 | $7.24M | 1.26% | −51−0.1% | Reduced |
| Buckingham Capital Management, Inc. | 39,278 | $7.28M | 1.08% | +691+1.8% | Added |
| Intact Investment Management Inc. | 39,400 | $7.30M | 0.30% | −15,300−28.0% | Reduced |
| SeaCrest Wealth Management, LLC | 39,413 | $7.30M | 0.92% | −716−1.8% | Reduced |
| Baker Ellis Asset Management LLC | 39,512 | $7.32M | 1.24% | −685−1.7% | Reduced |
| American Assets Investment Management, LLC | 39,800 | $7.37M | 0.82% | 00.0% | Unchanged |
| Sigma Planning Corp | 40,020 | $7.41M | 0.27% | −8,314−17.2% | Reduced |
| Capital Investment Advisors, LLC | 40,330 | $7.47M | 0.23% | −737−1.8% | Reduced |
| Private Trust Co NA | 40,349 | $7.47M | 0.94% | −4,009−9.0% | Reduced |
| Lindbrook Capital, LLC | 40,410 | $7.48M | 0.80% | −1,117−2.7% | Reduced |
| JGP Wealth Management, LLC | 40,423 | $7.49M | 1.22% | +768+1.9% | Added |
| Resources Investment Advisors, LLC. | 40,570 | $7.51M | 0.17% | −6,031−12.9% | Reduced |
| Davy Global Fund Management Ltd | 40,655 | $7.53M | 1.43% | +81+0.2% | Added |
| Fiduciary Alliance LLC | 40,666 | $7.53M | 1.62% | +2,828+7.5% | Added |
| Howland Capital Management LLC | 40,871 | $7.57M | 0.43% | −345−0.8% | Reduced |
| Verity & Verity, LLC | 40,938 | $7.58M | 0.93% | −2,914−6.6% | Reduced |
| Meridian Wealth Management, LLC | 40,953 | $7.59M | 0.64% | −1,585−3.7% | Reduced |
| Vinva Investment Management Ltd | 41,298 | $7.59M | 0.66% | −5,518−11.8% | Reduced |
| Private Asset Management Inc | 41,002 | $7.59M | 1.46% | −8,891−17.8% | Reduced |
| LMG Wealth Partners, LLC | 41,010 | $7.60M | 2.32% | +383+0.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 41,050 | $7.60M | 1.68% | +577+1.4% | Added |
| Equitable Holdings, Inc. | 41,161 | $7.62M | 0.11% | +3,230+8.5% | Added |
| Choate Investment Advisors | 41,169 | $7.63M | 0.32% | +6,808+19.8% | Added |
| Van Strum & Towne Inc. | 41,358 | $7.66M | 3.17% | −75−0.2% | Reduced |
| Buckhead Capital Management LLC | 41,431 | $7.67M | 1.83% | −5,084−10.9% | Reduced |
| Palisade Capital Management LLC | 41,672 | $7.72M | 0.21% | −411−1.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 41,675 | $7.72M | 2.32% | +35+0.1% | Added |