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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 41,702 | $7.72M | 0.89% | +520+1.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 41,713 | $7.73M | 0.04% | −218,780−84.0% | Reduced |
| Richard Bernstein Advisors LLC | 41,979 | $7.78M | 0.16% | −4,718−10.1% | Reduced |
| FDx Advisors, Inc. | 41,981 | $7.78M | 0.43% | −17,735−29.7% | Reduced |
| Ar Asset Management Inc | 42,009 | $7.78M | 2.09% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 42,165 | $7.81M | 0.28% | −2,468−5.5% | Reduced |
| Harvest Volatility Management LLC | 42,445 | $7.86M | 1.58% | −7,035−14.2% | Reduced |
| Fred Alger Management, LLC | 42,786 | $7.92M | 0.04% | −32−0.1% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 42,878 | $7.94M | 2.36% | +135+0.3% | Added |
| Allworth Financial LP | 42,953 | $7.96M | 0.07% | +12,162+39.5% | Added |
| Worldquant Millennium Advisors LLC | 43,212 | $8.00M | 0.14% | −106,576−71.2% | Reduced |
| Empirical Finance, LLC | 43,330 | $8.03M | 0.62% | +4,739+12.3% | Added |
| FRG Family Wealth Advisors LLC | 43,343 | $8.03M | 1.76% | +160+0.4% | Added |
| Parallel Advisors, LLC | 43,438 | $8.05M | 0.26% | +605+1.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 43,457 | $8.05M | 0.21% | +164+0.4% | Added |
| Moreno Evelyn V | 43,467 | $8.05M | 1.72% | −1,720−3.8% | Reduced |
| Searle & Co. | 43,210 | $8.10M | 2.51% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 43,827 | $8.12M | 1.38% | +1,939+4.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 44,309 | $8.21M | 0.79% | −598−1.3% | Reduced |
| Artemis Investment Management LLP | 44,457 | $8.22M | 0.10% | −989−2.2% | Reduced |
| Iowa State Bank | 44,463 | $8.24M | 2.07% | −1,025−2.3% | Reduced |
| Fulcrum Capital LLC | 44,706 | $8.28M | 2.18% | −4,261−8.7% | Reduced |
| Chicago Capital, LLC | 44,771 | $8.29M | 0.37% | −200.0% | Reduced |
| Caldwell Trust Co | 44,774 | $8.29M | 1.08% | −594−1.3% | Reduced |
| Bright Rock Capital Management, LLC | 45,000 | $8.33M | 1.94% | −15,000−25.0% | Reduced |
| Moore Capital Management, LP | 45,070 | $8.35M | 0.20% | −94,279−67.7% | Reduced |
| Intrust Bank NA | 45,368 | $8.40M | 1.02% | +160+0.4% | Added |
| Roundview Capital LLC | 45,370 | $8.40M | 0.82% | +1,293+2.9% | Added |
| Papp L Roy & Associates | 45,488 | $8.43M | 1.08% | +463+1.0% | Added |
| Whalerock Point Partners, LLC | 45,527 | $8.43M | 2.86% | +362+0.8% | Added |
| Coldstream Capital Management Inc | 45,535 | $8.43M | 0.27% | −680−1.5% | Reduced |
| Ironwood Investment Counsel, LLC | 45,562 | $8.44M | 1.90% | −498−1.1% | Reduced |
| Perigon Wealth Management, LLC | 45,665 | $8.46M | 0.33% | +28,759+170.1% | Added |
| Mayflower Financial Advisors, LLC | 45,812 | $8.49M | 1.10% | +173+0.4% | Added |
| Merit Financial Group, LLC | 45,839 | $8.49M | 0.28% | +1,998+4.6% | Added |
| Taurus Asset Management, LLC | 45,925 | $8.51M | 0.99% | −125−0.3% | Reduced |
| Bleakley Financial Group, LLC | 45,945 | $8.51M | 0.27% | +11,524+33.5% | Added |
| Ropes Wealth Advisors LLC | 46,406 | $8.60M | 1.43% | +4,029+9.5% | Added |
| Apollon Wealth Management, LLC | 46,482 | $8.61M | 0.42% | +12,924+38.5% | Added |
| Hunter Associates Investment Management LLC | 46,666 | $8.65M | 1.69% | +206+0.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 46,819 | $8.67M | 0.33% | +1,061+2.3% | Added |
| RMB Capital Management, LLC | 46,897 | $8.69M | 0.29% | +2,920+6.6% | Added |
| First National Bank & Trust Co of Newtown | 47,163 | $8.74M | 1.86% | −597−1.3% | Reduced |
| Talbot Financial, LLC | 47,199 | $8.74M | 1.49% | −409−0.9% | Reduced |
| Millennium Management LLC | 47,270 | $8.76M | 0.01% | −257,683−84.5% | Reduced |
| Stonebridge Capital Management Inc | 47,320 | $8.77M | 4.08% | −1,900−3.9% | Reduced |
| Trust Co of Toledo NA | 47,582 | $8.81M | 1.49% | −1,303−2.7% | Reduced |
| Toroso Investments, LLC | 47,622 | $8.82M | 0.26% | +3,134+7.0% | Added |
| GYL Financial Synergies, LLC | 47,633 | $8.82M | 0.80% | +28,158+144.6% | Added |
| KCM Investment Advisors LLC | 47,657 | $8.83M | 0.35% | −6,901−12.6% | Reduced |
| Wedbush Securities Inc | 47,780 | $8.85M | 0.42% | −7,159−13.0% | Reduced |
| Narwhal Capital Management | 47,886 | $8.87M | 1.04% | −2,636−5.2% | Reduced |
| Webster Bank, N. A. | 47,919 | $8.88M | 1.15% | −996−2.0% | Reduced |
| Headinvest, LLC | 48,268 | $8.88M | 1.91% | −2,331−4.6% | Reduced |
| Allied Investment Advisors, LLC | 48,047 | $8.90M | 2.58% | +866+1.8% | Added |
| Hutner Capital Management Inc | 48,188 | $8.93M | 5.22% | −399−0.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 48,290 | $8.94M | 1.21% | −521−1.1% | Reduced |
| Wills Financial Group, Inc. | 48,424 | $8.97M | 4.55% | +105+0.2% | Added |
| Woodmont Investment Counsel LLC | 48,760 | $9.03M | 0.94% | +106+0.2% | Added |
| Renaissance Investment Group LLC | 48,887 | $9.05M | 2.38% | −244−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 76,363 | $9.07M | 0.41% | −4,793−5.9% | Reduced |
| Greenwood Capital Associates LLC | 49,013 | $9.08M | 1.27% | −710−1.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 49,135 | $9.10M | 5.19% | −466−0.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 49,263 | $9.12M | 0.21% | +1,154+2.4% | Added |
| Mengis Capital Management, Inc. | 49,295 | $9.13M | 1.82% | −74−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 49,456 | $9.16M | 0.69% | +450+0.9% | Added |
| Alps Advisors Inc | 49,477 | $9.16M | 0.08% | −1,226−2.4% | Reduced |
| Toth Financial Advisory Corp | 49,625 | $9.19M | 1.33% | −324−0.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 49,767 | $9.22M | 0.44% | −1,691−3.3% | Reduced |
| Metis Global Partners, LLC | 49,874 | $9.24M | 0.50% | −2,615−5.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 49,564 | $9.25M | 1.03% | +2,364+5.0% | Added |
| Americana Partners, LLC | 50,033 | $9.27M | 1.19% | −469−0.9% | Reduced |
| Polaris Wealth Advisory Group, LLC | 50,154 | $9.29M | 0.70% | −4,260−7.8% | Reduced |
| Ascent Group, LLC | 50,378 | $9.29M | 1.02% | −4,331−7.9% | Reduced |
| Sawtooth Solutions, LLC | 50,441 | $9.34M | 0.26% | +4,856+10.7% | Added |
| Douglass Winthrop Advisors, LLC | 50,603 | $9.37M | 0.22% | +129+0.3% | Added |
| Private Capital Management LLC | 50,611 | $9.37M | 2.68% | −74−0.1% | Reduced |
| Ergoteles LLC | 50,850 | $9.42M | 0.45% | +50,850 | New |
| Cary Street Partner Investment Advisory LLC | 51,162 | $9.48M | 0.61% | +2,495+5.1% | Added |
| Mitchell Sinkler & Starr | 51,239 | $9.49M | 2.69% | −90−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 51,411 | $9.52M | 0.21% | +5,162+11.2% | Added |
| Westfield Capital Management Co LP | 51,446 | $9.53M | 0.06% | +3,288+6.8% | Added |
| EFG Asset Management (Americas) Corp. | 51,487 | $9.54M | 2.21% | −66−0.1% | Reduced |
| Efg Capital International Corp. | 51,487 | $9.54M | 2.21% | +51,487 | New |
| South State Corp. | 51,503 | $9.54M | 0.85% | −1,206−2.3% | Reduced |
| Hendley & Co Inc | 51,521 | $9.54M | 3.96% | −309−0.6% | Reduced |
| Tompkins Financial Corp | 51,663 | $9.57M | 1.50% | −1,446−2.7% | Reduced |
| Kinneret Advisory, LLC | 51,828 | $9.60M | 1.14% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 52,103 | $9.65M | 0.53% | +1,723+3.4% | Added |
| Parsons Capital Management Inc | 52,127 | $9.65M | 0.74% | −240−0.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 52,203 | $9.67M | 1.02% | −216−0.4% | Reduced |
| Novare Capital Management LLC | 52,714 | $9.76M | 1.05% | −189−0.4% | Reduced |
| Grand Jean Capital Management Inc | 52,786 | $9.78M | 3.31% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 52,795 | $9.78M | 0.05% | +52,795 | New |
| Evoke Wealth, LLC | 52,819 | $9.78M | 0.34% | −3,283−5.9% | Reduced |
| Camden National Bank | 53,283 | $9.87M | 1.93% | −630−1.2% | Reduced |
| Wetherby Asset Management Inc | 53,318 | $9.88M | 0.53% | +840+1.6% | Added |
| First Nebraska Trust Co | 53,448 | $9.90M | 1.18% | +174+0.3% | Added |
| Osborne Partners Capital Management, LLC | 53,669 | $9.94M | 0.72% | +497+0.9% | Added |
| Alaska Permanent Fund Corp | 53,732 | $9.95M | 0.20% | +53,732 | New |