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 |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 1,373 | $254.4K | 0.27% | +145+11.8% | Added |
| Eldridge Investment Advisors, Inc. | 1,378 | $255.0K | 0.08% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,377 | $255.0K | 0.02% | −45−3.2% | Reduced |
| Ade, LLC | 1,378 | $255.2K | 0.18% | 00.0% | Unchanged |
| W Advisors, LLC | 1,379 | $255.4K | 0.20% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 1,383 | $256.1K | 0.05% | +1,383 | New |
| Lifestyle Asset Management, Inc. | 1,383 | $256.2K | 0.15% | −5−0.4% | Reduced |
| Meixler Investment Management, Ltd. | 1,385 | $256.5K | 0.24% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,388 | $257.1K | 0.29% | −29−2.0% | Reduced |
| Act Wealth Management, LLC | 1,392 | $257.8K | 0.15% | −215−13.4% | Reduced |
| NinePointTwo Capital | 1,401 | $259.0K | 0.10% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,400 | $259.3K | 0.07% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 1,405 | $260.2K | 0.08% | −120−7.9% | Reduced |
| Intrepid Financial Planning Group LLC | 1,410 | $261.2K | 0.13% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,411 | $261.3K | 0.24% | +137+10.8% | Added |
| Cohen & Steers, Inc. | 1,414 | $262.0K | 0.00% | 00.0% | Unchanged |
| Sentinus, LLC | 1,417 | $262.4K | 0.08% | −135−8.7% | Reduced |
| Oak Thistle LLC | 1,422 | $263.4K | 0.14% | −1,936−57.7% | Reduced |
| Peddock Capital Advisors, LLC | 1,422 | $263.4K | 0.09% | +50+3.6% | Added |
| CJM Wealth Advisers, Ltd. | 1,424 | $263.8K | 0.13% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,425 | $263.9K | 0.10% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $264.0K | 0.05% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,427 | $264.3K | 0.04% | +43+3.1% | Added |
| Overbrook Management Corp | 1,431 | $265.1K | 0.06% | −650−31.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,435 | $265.8K | 0.18% | +149+11.6% | Added |
| Rosenberg Matthew Hamilton | 1,437 | $266.1K | 0.09% | −33−2.2% | Reduced |
| Tanager Wealth Management LLP | 1,437 | $266.2K | 0.06% | −12−0.8% | Reduced |
| Pathway Financial Advisors LLC | 1,441 | $266.9K | 0.09% | +31+2.2% | Added |
| Portland Global Advisors LLC | 1,439 | $267.0K | 0.04% | −410−22.2% | Reduced |
| Arbor Investment Advisors, LLC | 1,443 | $267.3K | 0.05% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 1,444 | $267.5K | 0.10% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 1,450 | $268.6K | 0.00% | −400−21.6% | Reduced |
| Alerus Financial NA | 1,450 | $268.6K | 0.02% | −62−4.1% | Reduced |
| Werba Rubin Papier Wealth Management | 1,451 | $268.8K | 0.09% | +93+6.8% | Added |
| Talisman Wealth Advisors LLC | 1,451 | $268.8K | 0.46% | 00.0% | Unchanged |
| First Citizens Financial Corp | 1,455 | $269.5K | 0.18% | +1,455 | New |
| Amarillo National Bank | 1,456 | $269.7K | 0.05% | +13+0.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 1,462 | $270.8K | 0.08% | +133+10.0% | Added |
| Red Wave Investments LLC | 1,463 | $271.0K | 0.11% | +5+0.3% | Added |
| DBK Financial Counsel, LLC | 1,477 | $273.6K | 0.37% | +77+5.5% | Added |
| Santori & Peters | 1,479 | $273.9K | 0.14% | +24+1.6% | Added |
| TrueWealth Advisors, LLC | 1,480 | $274.1K | 0.11% | +4+0.3% | Added |
| Sepio Capital, LP | 1,482 | $274.5K | 0.02% | +100+7.2% | Added |
| Barrett & Company, Inc. | 1,484 | $274.9K | 0.16% | +400+36.9% | Added |
| Planning Center, Inc. | 1,487 | $275.5K | 0.07% | +48+3.3% | Added |
| Fingerlakes Wealth Management, Inc. | 1,492 | $276.4K | 0.32% | +26+1.8% | Added |
| Hoxton Planning & Management, LLC | 1,496 | $277.1K | 0.17% | −80−5.1% | Reduced |
| Brio Consultants, LLC | 1,500 | $277.8K | 0.05% | −16−1.1% | Reduced |
| Anderson Hoagland & Co | 1,500 | $277.8K | 0.04% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 1,500 | $277.8K | 0.19% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,501 | $278.0K | 0.03% | +110+7.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,502 | $278.2K | 0.06% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,506 | $278.9K | 0.11% | −325−17.7% | Reduced |
| Grant Street Asset Management, Inc. | 1,518 | $281.1K | 0.11% | +15+1.0% | Added |
| Camelot Portfolios, LLC | 1,518 | $281.2K | 0.18% | −158−9.4% | Reduced |
| Engrave Wealth Partners LLC | 1,520 | $281.5K | 0.09% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 1,523 | $282.1K | 0.16% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,524 | $282.2K | 0.12% | −98−6.0% | Reduced |
| Private Management Group Inc | 1,529 | $283.2K | 0.01% | +199+15.0% | Added |
| Vista Capital Partners, Inc. | 1,529 | $283.2K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,537 | $284.8K | 0.04% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,538 | $284.9K | 0.04% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,538 | $284.9K | 0.06% | +9+0.6% | Added |
| Commons Capital, LLC | 1,541 | $285.5K | 0.43% | +30+2.0% | Added |
| Eagle Harbor Asset Management Inc | 1,543 | $285.8K | 0.37% | −109−6.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,542 | $286.0K | 0.26% | +63+4.3% | Added |
| Aire Advisors, LLC | 1,545 | $286.1K | 0.08% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,545 | $286.2K | 0.27% | +1,545 | New |
| Delphia (USA) Inc. | 1,550 | $287.2K | 0.45% | −699−31.1% | Reduced |
| Blue Investment Partners LLC | 1,552 | $287.5K | 0.22% | +120+8.4% | Added |
| Occidental Asset Management, LLC | 1,553 | $287.6K | 0.07% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,554 | $287.8K | 0.09% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 1,555 | $288.0K | 0.09% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 1,558 | $288.6K | 0.23% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,559 | $288.8K | 0.09% | +1,138+270.3% | Added |
| Advisors Management Group Inc | 1,564 | $290.0K | 0.09% | −42−2.6% | Reduced |
| Levy Wealth Management Group, LLC | 1,567 | $290.2K | 0.09% | +10+0.6% | Added |
| Ritter Daniher Financial Advisory LLC | 1,567 | $290.2K | 0.12% | 00.0% | Unchanged |
| First National Corp | 1,569 | $290.6K | 0.07% | −160−9.3% | Reduced |
| Wealth Management Partners, LLC | 1,574 | $291.5K | 0.18% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,576 | $291.9K | 0.04% | +4+0.3% | Added |
| Unionview, LLC | 1,579 | $292.4K | 0.27% | +1+0.1% | Added |
| Platte River Wealth Advisors, LLC | 1,580 | $292.6K | 0.10% | +300+23.4% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,582 | $293.0K | 0.07% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,587 | $293.9K | 0.05% | 00.0% | Unchanged |
| Biechele Royce Advisors | 1,593 | $295.0K | 0.10% | +8+0.5% | Added |
| Provident Wealth Management, LLC | 1,594 | $295.2K | 0.15% | +47+3.0% | Added |
| Lakewood Asset Management LLC | 1,597 | $295.8K | 0.23% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,599 | $296.1K | 0.06% | +322+25.2% | Added |
| Starfox Financial Services, LLC | 1,600 | $296.4K | 0.31% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,601 | $296.6K | 0.13% | −184−10.3% | Reduced |
| American Planning Services, Inc. | 1,601 | $296.6K | 0.19% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,602 | $296.7K | 0.22% | +436+37.4% | Added |
| TruWealth Advisors, LLC | 1,603 | $296.9K | 0.03% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 1,607 | $297.7K | 0.19% | +78+5.1% | Added |
| Vance Wealth, Inc. | 1,610 | $298.2K | 0.14% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 1,613 | $298.8K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,614 | $298.9K | 0.18% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,562 | $298.9K | 0.04% | −343−18.0% | Reduced |
| Strategic Financial Concepts, LLC | 1,616 | $299.4K | 0.11% | +50+3.2% | Added |