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; 3,420 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
- 3,216
- +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
- 1,271 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 | 3,420 | $146.5B |
| Q1 2026 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $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 |
|---|---|---|---|---|---|
| Investors Research Corp | 1,194 | $221.2K | 0.06% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,195 | $221.4K | 0.09% | +20+1.7% | Added |
| DMG Group, LLC | 1,199 | $222.1K | 0.22% | −3−0.2% | Reduced |
| Fusion Capital, LLC | 1,200 | $222.2K | 0.12% | +88+7.9% | Added |
| Bridgeworth, LLC | 1,200 | $222.3K | 0.02% | −36−2.9% | Reduced |
| Virginia National Bank | 1,200 | $222.3K | 0.77% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 1,200 | $222.3K | 0.14% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,200 | $222.3K | 0.22% | +600+100.0% | Added |
| Hummer Financial Advisory Services Inc | 1,200 | $222.3K | 0.22% | +1,200 | New |
| GenTrust, LLC | 1,202 | $222.6K | 0.02% | 00.0% | Unchanged |
| Pacifica Capital Investments, LLC | 1,203 | $223.0K | 0.07% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,209 | $224.0K | 0.16% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,230 | $224.1K | 0.10% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 1,212 | $224.5K | 0.17% | +1,212 | New |
| Peterson Wealth Advisors, LLC | 1,213 | $225.1K | 0.06% | −66−5.2% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 1,218 | $225.6K | 0.17% | −10−0.8% | Reduced |
| tru Independence LLC | 1,219 | $225.7K | 0.07% | +51+4.4% | Added |
| Motive Wealth Advisors | 1,219 | $225.8K | 0.23% | −182−13.0% | Reduced |
| Allen Capital Group, LLC | 1,220 | $225.9K | 0.04% | +1+0.1% | Added |
| Pin Oak Investment Advisors Inc | 1,220 | $226.0K | 0.25% | −200−14.1% | Reduced |
| Clark Financial Services Group Inc | 1,223 | $226.5K | 0.31% | +3+0.2% | Added |
| Colorado Capital Management, Inc. | 1,230 | $227.0K | 0.17% | −264−17.7% | Reduced |
| Cascade Investment Group, Inc. | 1,228 | $227.5K | 0.21% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 1,231 | $227.9K | 0.15% | +5+0.4% | Added |
| Flaharty Asset Management, LLC | 1,232 | $228.2K | 0.04% | −341−21.7% | Reduced |
| Bernardo Wealth Planning LLC | 1,240 | $229.7K | 0.09% | −3−0.2% | Reduced |
| Warner Financial, Inc | 1,241 | $230.0K | 0.15% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 1,242 | $230.0K | 0.09% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,243 | $230.3K | 0.12% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,265 | $230.7K | 0.08% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 1,247 | $231.0K | 0.11% | +2+0.2% | Added |
| Bordeaux Wealth Advisors LLC | 1,248 | $231.2K | 0.09% | +1,248 | New |
| Seldon Capital LP | 1,249 | $231.3K | 0.25% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 1,253 | $232.1K | 0.05% | +122+10.8% | Added |
| Lockerman Financial Group, Inc. | 1,256 | $232.6K | 0.65% | −13−1.0% | Reduced |
| Running Point Capital Advisors, LLC | 1,257 | $232.8K | 0.13% | +62+5.2% | Added |
| Conservest Capital Advisors, Inc. | 1,259 | $233.2K | 0.03% | +1,259 | New |
| Rockwood Wealth Management, LLC | 1,261 | $233.6K | 0.04% | +1,261 | New |
| Sage Investment Advisers LLC | 1,262 | $233.8K | 0.31% | −200−13.7% | Reduced |
| Pring Turner Capital Group Inc | 1,265 | $234.3K | 0.21% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 1,266 | $234.5K | 0.08% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 1,270 | $235.0K | 0.06% | +1,270 | New |
| Acorn Wealth Advisors, LLC | 1,269 | $235.0K | 0.16% | +99+8.5% | Added |
| Next Level Private LLC | 1,276 | $235.2K | 0.15% | +1,276 | New |
| Millington Financial Advisors, LLC | 1,270 | $235.2K | 0.21% | +50+4.1% | Added |
| Droms Strauss Advisors Inc | 1,263 | $236.0K | 0.10% | +2+0.2% | Added |
| Bulltick Wealth Management, LLC | 1,275 | $236.2K | 0.06% | −23,988−95.0% | Reduced |
| Manchester Financial Inc | 1,281 | $237.3K | 0.07% | −227−15.1% | Reduced |
| New Jersey Better Educational Savings Trust | 1,282 | $237.5K | 0.56% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,282 | $237.6K | 0.10% | −1−0.1% | Reduced |
| TriaGen Wealth Management LLC | 1,283 | $237.6K | 0.11% | +9+0.7% | Added |
| Arvest Trust Co N A | 1,268 | $237.7K | 0.01% | +70+5.8% | Added |
| Fairfield Financial Advisors, LTD | 1,284 | $237.7K | 0.10% | +7+0.5% | Added |
| Sawyer & Company, Inc | 1,287 | $238.0K | 0.11% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 1,284 | $238.3K | 0.08% | +180+16.3% | Added |
| RVW Wealth, LLC | 1,291 | $239.1K | 0.03% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,292 | $239.3K | 0.14% | +3+0.2% | Added |
| Thrive Capital Management, LLC | 1,293 | $239.5K | 0.14% | +21+1.7% | Added |
| Capital Square, LLC | 1,294 | $239.7K | 0.22% | +1,294 | New |
| Armbruster Capital Management, Inc. | 1,295 | $239.9K | 0.06% | 00.0% | Unchanged |
| De Burlo Group Inc | 1,296 | $240.0K | 0.04% | +50+4.0% | Added |
| BOS Asset Management, LLC | 1,296 | $240.0K | 0.19% | +163+14.4% | Added |
| Richard C. Young & CO., LTD. | 1,298 | $240.4K | 0.03% | +100+8.3% | Added |
| Financial Perspectives, Inc | 1,298 | $240.4K | 0.11% | 00.0% | Unchanged |
| Flagstone Financial Management | 1,298 | $240.4K | 0.11% | +94+7.8% | Added |
| J. L. Bainbridge & Co., Inc. | 1,300 | $240.8K | 0.03% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,300 | $240.8K | 0.21% | 00.0% | Unchanged |
| Milestone Advisory Partners | 1,300 | $240.8K | 0.22% | 00.0% | Unchanged |
| Madden Advisory Services, Inc. | 1,306 | $241.8K | 0.16% | +2+0.2% | Added |
| Horizon Family Wealth, Inc. | 1,307 | $242.1K | 0.23% | −120−8.4% | Reduced |
| Coury Firm Asset Management LLC | 1,308 | $242.3K | 0.35% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,309 | $242.5K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 1,312 | $243.1K | 0.08% | −9−0.7% | Reduced |
| ZRC Wealth Management, LLC | 1,313 | $243.2K | 0.20% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,314 | $243.4K | 0.20% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 1,317 | $243.9K | 0.07% | −49−3.6% | Reduced |
| Meridian Financial, LLC | 1,317 | $244.0K | 0.22% | +16+1.2% | Added |
| Pennsylvania Capital Management Inc | 1,322 | $244.9K | 0.11% | +13+1.0% | Added |
| Selective Wealth Management, Inc. | 1,333 | $245.6K | 0.12% | +1,333 | New |
| Alaethes Wealth LLC | 1,331 | $246.5K | 0.14% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,334 | $247.1K | 0.07% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,335 | $247.3K | 0.09% | −384−22.3% | Reduced |
| Capital Financial Planning, LLC | 1,335 | $247.3K | 0.09% | +4+0.3% | Added |
| Paragon Capital Management LLC | 1,342 | $248.6K | 0.14% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,347 | $249.5K | 0.07% | −249−15.6% | Reduced |
| Two Sigma Securities, LLC | 1,352 | $250.4K | 0.02% | −10,520−88.6% | Reduced |
| Capital Planning Advisors, LLC | 1,355 | $251.0K | 0.05% | +253+23.0% | Added |
| Beirne Wealth Consulting Services, LLC | 1,355 | $251.1K | 0.20% | −234−14.7% | Reduced |
| Dimension Capital Management LLC | 1,357 | $251.4K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,359 | $251.7K | 0.13% | −48−3.4% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,359 | $251.8K | 0.17% | −104−7.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,362 | $252.4K | 0.11% | +1,362 | New |
| Ategra Capital Management, LLC | 1,363 | $252.5K | 0.14% | +6+0.4% | Added |
| Titleist Asset Management, LLC | 1,363 | $252.5K | 0.05% | −130−8.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,364 | $252.7K | 0.12% | +66+5.1% | Added |
| McAdam, LLC | 1,366 | $253.0K | 0.02% | +45+3.4% | Added |
| Davis Investment Partners, LLC | 1,339 | $253.1K | 0.12% | 00.0% | Unchanged |
| Cook Wealth Management Group LLC | 1,344 | $253.4K | 0.20% | +88+7.0% | Added |
| Baron Wealth Management LLC | 1,371 | $253.9K | 0.16% | −52−3.7% | Reduced |
| Acas, LLC | 1,373 | $254.4K | 0.34% | 00.0% | Unchanged |