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 |
|---|---|---|---|---|---|
| Bell Asset Management Ltd | 53,745 | $9.95M | 1.70% | −8,337−13.4% | Reduced |
| Venture Visionary Partners LLC | 54,092 | $10.0M | 0.59% | −1,862−3.3% | Reduced |
| LaFleur & Godfrey LLC | 54,336 | $10.1M | 1.51% | +306+0.6% | Added |
| FineMark National Bank & Trust | 54,514 | $10.1M | 0.41% | +767+1.4% | Added |
| Strategic Advisors LLC | 54,684 | $10.1M | 1.93% | +30+0.1% | Added |
| Executive Wealth Management, LLC | 55,070 | $10.2M | 1.06% | +1,936+3.6% | Added |
| Old Point Trust & Financial Services N A | 55,330 | $10.2M | 4.27% | −505−0.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 55,331 | $10.2M | 0.39% | +247+0.4% | Added |
| GFS Advisors, LLC | 55,425 | $10.3M | 2.28% | 00.0% | Unchanged |
| Sandler Capital Management | 55,676 | $10.3M | 1.26% | +17,892+47.4% | Added |
| NBT Bank N A | 55,809 | $10.3M | 1.48% | −1,228−2.2% | Reduced |
| Banque Cantonale Vaudoise | 55,990 | $10.4M | 0.48% | +6,623+13.4% | Added |
| Patten & Patten Inc | 56,386 | $10.4M | 0.86% | +4,699+9.1% | Added |
| Endurance Wealth Management, Inc. | 56,467 | $10.5M | 1.43% | +150+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 56,472 | $10.5M | 0.11% | +639+1.1% | Added |
| Matthew Goff Investment Advisor, LLC | 56,577 | $10.5M | 2.46% | −144−0.3% | Reduced |
| Community Trust & Investment Co | 56,576 | $10.5M | 0.84% | −1,384−2.4% | Reduced |
| Cypress Asset Management Inc | 56,456 | $10.5M | 3.38% | −152−0.3% | Reduced |
| Courier Capital LLC | 56,770 | $10.5M | 0.83% | +1,347+2.4% | Added |
| Diversified Trust Co | 56,892 | $10.5M | 0.38% | +3,321+6.2% | Added |
| Mastrapasqua Asset Management Inc | 56,931 | $10.5M | 1.19% | −903−1.6% | Reduced |
| McKinley Capital Management LLC /Delaware | 57,007 | $10.6M | 1.41% | −4,914−7.9% | Reduced |
| Smithfield Trust Co | 57,050 | $10.6M | 0.64% | −768−1.3% | Reduced |
| CCM Investment Advisers LLC | 57,195 | $10.6M | 1.42% | −241−0.4% | Reduced |
| M. Kraus & Co | 57,292 | $10.6M | 3.57% | +160+0.3% | Added |
| WoodTrust Financial Corp | 57,504 | $10.7M | 1.97% | −781−1.3% | Reduced |
| Neville Rodie & Shaw Inc | 57,518 | $10.7M | 0.92% | +670+1.2% | Added |
| Sandy Spring Bank | 58,088 | $10.8M | 0.57% | −1,579−2.6% | Reduced |
| Boston Family Office LLC | 58,504 | $10.8M | 0.83% | −1,347−2.3% | Reduced |
| McCollum Christoferson Group LLC | 58,531 | $10.8M | 3.09% | +10.0% | Added |
| Daymark Wealth Partners, LLC | 58,555 | $10.8M | 0.81% | +27,982+91.5% | Added |
| Ritholtz Wealth Management | 58,857 | $10.9M | 0.49% | −9,522−13.9% | Reduced |
| Canandaigua National Bank & Trust Co | 58,858 | $10.9M | 1.77% | −683−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 59,171 | $11.0M | 0.38% | +9,271+18.6% | Added |
| Wilkins Investment Counsel Inc | 59,395 | $11.0M | 2.87% | −1,458−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 59,938 | $11.0M | 0.64% | +3,564+6.3% | Added |
| Granite Investment Partners, LLC | 59,947 | $11.1M | 0.44% | −43−0.1% | Reduced |
| Weiss Asset Management LP | 59,950 | $11.1M | 1.41% | +16,850+39.1% | Added |
| Metropolitan Life Insurance Co | 60,039 | $11.1M | 0.54% | −1,563−2.5% | Reduced |
| Borer Denton & Associates, Inc. | 60,086 | $11.1M | 4.38% | +45+0.1% | Added |
| Andra AP-fonden | 60,100 | $11.1M | 0.28% | −3,900−6.1% | Reduced |
| Bogart Wealth, LLC | 60,344 | $11.2M | 0.71% | +1,194+2.0% | Added |
| Venturi Wealth Management, LLC | 60,421 | $11.2M | 0.90% | +1,589+2.7% | Added |
| First Citizens Bank & Trust Co | 60,477 | $11.2M | 0.21% | +12,327+25.6% | Added |
| Schmidt P J Investment Management Inc | 58,701 | $11.2M | 2.23% | −1,351−2.2% | Reduced |
| Community Bank, N.A. | 60,896 | $11.3M | 1.49% | −1,600−2.6% | Reduced |
| Farmers Trust Co | 60,907 | $11.3M | 2.41% | −637−1.0% | Reduced |
| Viking Fund Management LLC | 61,000 | $11.3M | 2.14% | −5,000−7.6% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 61,000 | $11.3M | 0.13% | +20,000+48.8% | Added |
| Hilton Capital Management, LLC | 61,062 | $11.3M | 1.36% | −61,214−50.1% | Reduced |
| LS Investment Advisors, LLC | 61,178 | $11.3M | 1.99% | −583−0.9% | Reduced |
| Park Avenue Securities LLC | 61,213 | $11.3M | 0.18% | +1,141+1.9% | Added |
| Culbertson A N & Co Inc | 61,288 | $11.4M | 2.19% | −120−0.2% | Reduced |
| CIC Wealth, LLC | 61,495 | $11.4M | 3.94% | −1,121−1.8% | Reduced |
| Abbrea Capital, LLC | 61,621 | $11.4M | 1.76% | +599+1.0% | Added |
| Pettyjohn, Wood & White, Inc | 61,725 | $11.4M | 2.68% | +567+0.9% | Added |
| ExodusPoint Capital Management, LP | 62,039 | $11.5M | 0.13% | −115,189−65.0% | Reduced |
| Carret Asset Management, LLC | 62,084 | $11.5M | 1.52% | −1,737−2.7% | Reduced |
| Siemens Fonds Invest GmbH | 62,431 | $11.5M | 1.12% | −302−0.5% | Reduced |
| Pioneer Trust Bank N A | 62,209 | $11.5M | 3.32% | −1,105−1.7% | Reduced |
| E. Ohman J:or Asset Management AB | 62,600 | $11.6M | 0.42% | +1,600+2.6% | Added |
| Charter Trust Co | 62,635 | $11.6M | 0.89% | −5,609−8.2% | Reduced |
| Everence Capital Management Inc | 63,679 | $11.6M | 0.94% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 62,835 | $11.6M | 1.58% | +4,528+7.8% | Added |
| First Horizon Advisors, Inc. | 63,036 | $11.7M | 0.40% | −412−0.6% | Reduced |
| Pathstone Family Office, LLC | 63,177 | $11.7M | 0.17% | −1,247−1.9% | Reduced |
| Alley Investment Management Company, LLC | 63,584 | $11.8M | 1.90% | +263+0.4% | Added |
| Kelly Lawrence W & Associates Inc | 63,707 | $11.8M | 3.05% | −3,242−4.8% | Reduced |
| Benin Management CORP | 64,046 | $11.9M | 4.25% | −758−1.2% | Reduced |
| Wesleyan Assurance Society | 64,300 | $11.9M | 1.27% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 64,536 | $12.0M | 1.84% | −1,377−2.1% | Reduced |
| Linscomb & Williams, Inc. | 64,644 | $12.0M | 0.65% | −3,929−5.7% | Reduced |
| CBOE Vest Financial, LLC | 65,475 | $12.0M | 1.12% | +6,151+10.4% | Added |
| Advisory Services Network, LLC | 66,020 | $12.2M | 0.33% | +2,262+3.5% | Added |
| Quest Investment Management LLC | 66,039 | $12.2M | 1.67% | −557−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 66,248 | $12.3M | 0.41% | +30,141+83.5% | Added |
| BTC Capital Management, Inc. | 66,533 | $12.4M | 1.34% | −935−1.4% | Reduced |
| New Mexico Educational Retirement Board | 66,885 | $12.4M | 0.54% | +3,100+4.9% | Added |
| Appleton Partners Inc | 67,091 | $12.4M | 1.05% | −125−0.2% | Reduced |
| Lockheed Martin Investment Management Co | 67,160 | $12.4M | 0.71% | +21,600+47.4% | Added |
| Shelter Mutual Insurance Co | 68,670 | $12.7M | 3.09% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 68,870 | $12.8M | 8.11% | −220.0% | Reduced |
| Cutler Investment Counsel LLC | 69,030 | $12.8M | 1.94% | −1,147−1.6% | Reduced |
| Cantor Fitzgerald, L. P. | 69,032 | $12.8M | 0.29% | −4,210−5.7% | Reduced |
| Great Valley Advisor Group, Inc. | 69,051 | $12.8M | 0.54% | +8,328+13.7% | Added |
| Vantage Investment Partners, LLC | 69,077 | $12.8M | 1.66% | −579−0.8% | Reduced |
| Bath Savings Trust Co | 69,124 | $12.8M | 1.49% | +403+0.6% | Added |
| Stratos Wealth Partners, LTD. | 69,831 | $12.9M | 0.29% | +7,017+11.2% | Added |
| Congress Wealth Management LLC | 70,074 | $13.0M | 0.30% | +414+0.6% | Added |
| First Long Island Investors, LLC | 70,374 | $13.0M | 1.25% | +419+0.6% | Added |
| Desjardins Global Asset Management Inc. | 70,420 | $13.0M | 1.50% | −93,177−57.0% | Reduced |
| Kingsview Wealth Management, LLC | 70,785 | $13.1M | 0.51% | −55,413−43.9% | Reduced |
| Bard Financial Services, Inc. | 70,794 | $13.1M | 1.01% | −1,248−1.7% | Reduced |
| TownSquare Capital, LLC | 70,921 | $13.1M | 0.24% | +9,088+14.7% | Added |
| North Point Portfolio Managers Corp | 71,044 | $13.2M | 2.61% | −18,769−20.9% | Reduced |
| Sky Investment Group LLC | 71,584 | $13.3M | 2.88% | −251−0.3% | Reduced |
| Boston Private Wealth LLC | 71,766 | $13.3M | 0.24% | −28,952−28.7% | Reduced |
| Goelzer Investment Management, Inc. | 71,887 | $13.3M | 1.13% | −774−1.1% | Reduced |
| Waverton Investment Management Ltd | 72,003 | $13.3M | 0.38% | −245−0.3% | Reduced |
| Advisor Partners II, LLC | 72,404 | $13.4M | 0.63% | −235−0.3% | Reduced |