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 |
|---|---|---|---|---|---|
| Capital Management Corp | 1,619 | $299.9K | 0.06% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,626 | $300.8K | 0.12% | −662−28.9% | Reduced |
| Sage Rhino Capital LLC | 1,633 | $302.5K | 0.08% | −109−6.3% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,634 | $302.6K | 0.27% | +301+22.6% | Added |
| Firestone Capital Management | 1,634 | $303.3K | 0.10% | 00.0% | Unchanged |
| Resource Planning Group | 1,639 | $303.5K | 0.25% | −33−2.0% | Reduced |
| Canvas Wealth Advisors, LLC | 1,593 | $304.1K | 0.11% | −42−2.6% | Reduced |
| Loomis Sayles & Co L P | 1,653 | $306.0K | 0.00% | −1,881−53.2% | Reduced |
| American Financial Advisors, LLC | 1,655 | $306.6K | 0.05% | +8+0.5% | Added |
| Horizon Investment Services, LLC | 1,665 | $308.4K | 0.19% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 1,666 | $308.6K | 0.17% | +68+4.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,674 | $310.1K | 0.02% | −199−10.6% | Reduced |
| Bristol John W & Co Inc | 1,675 | $310.2K | 0.01% | −1,079−39.2% | Reduced |
| Kenfarb & Co. | 1,677 | $310.6K | 0.27% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,679 | $311.0K | 0.01% | −1,887−52.9% | Reduced |
| Independent Family Office, LLC | 1,692 | $313.4K | 0.19% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,700 | $314.8K | 0.08% | +83+5.1% | Added |
| Paradigm Capital Management Inc | 1,700 | $314.9K | 0.02% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 1,703 | $315.4K | 0.14% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 1,706 | $316.0K | 0.06% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 1,668 | $316.0K | 0.19% | +1,668 | New |
| Cortland Associates Inc | 1,712 | $317.0K | 0.05% | 00.0% | Unchanged |
| Fort, L.P. | 1,714 | $317.5K | 0.84% | −113−6.2% | Reduced |
| Greytown Advisors Inc. | 1,715 | $317.7K | 0.17% | −1,614−48.5% | Reduced |
| Western Pacific Wealth Management, LP | 1,721 | $318.8K | 0.24% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 1,721 | $318.8K | 0.26% | +400+30.3% | Added |
| City State Bank | 1,723 | $319.0K | 0.17% | −105−5.7% | Reduced |
| Archetype Wealth Partners | 1,721 | $319.0K | 0.06% | +1,721 | New |
| Advisor Resource Council | 1,723 | $319.1K | 0.19% | −4,296−71.4% | Reduced |
| Vivaldi Capital Management, LLC | 1,729 | $320.2K | 0.10% | +148+9.4% | Added |
| Ellerson Group Inc | 1,730 | $320.4K | 0.31% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,731 | $320.6K | 0.01% | +240+16.1% | Added |
| Tillman Hartley LLC | 1,733 | $321.0K | 0.13% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,738 | $321.9K | 0.06% | +349+25.1% | Added |
| Heck Capital Advisors, LLC | 1,740 | $322.3K | 0.06% | −41−2.3% | Reduced |
| Vision Capital Management, Inc. | 1,747 | $323.5K | 0.06% | −126−6.7% | Reduced |
| Wedgewood Partners Inc | 1,750 | $324.0K | 0.05% | +1,750 | New |
| Richard P Slaughter Associates Inc | 1,750 | $324.1K | 0.09% | −21−1.2% | Reduced |
| BigSur Wealth Management LLC | 1,750 | $324.1K | 0.15% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,767 | $327.3K | 0.05% | 00.0% | Unchanged |
| Community Bank of Raymore | 1,770 | $327.8K | 0.14% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,770 | $327.8K | 0.18% | +1,770 | New |
| Chemistry Wealth Management LLC | 1,775 | $328.8K | 0.11% | +10+0.6% | Added |
| Aspire Capital Advisors LLC | 1,779 | $329.5K | 0.16% | +114+6.8% | Added |
| Advance Capital Management, Inc. | 1,780 | $329.7K | 0.04% | +1,780 | New |
| Port Capital LLC | 1,779 | $330.0K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,783 | $330.2K | 0.10% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,789 | $331.4K | 0.03% | +558+45.3% | Added |
| MKT Advisors LLC | 1,742 | $331.4K | 0.23% | +6+0.3% | Added |
| O'Rourke & Company, Inc | 1,790 | $332.0K | 0.23% | −75−4.0% | Reduced |
| Rockbridge Investment Management, LCC | 1,794 | $332.3K | 0.06% | +1+0.1% | Added |
| Demars Financial Group, LLC | 1,795 | $332.4K | 0.18% | −101−5.3% | Reduced |
| Baker Boyer National Bank | 1,796 | $332.7K | 0.12% | −11−0.6% | Reduced |
| Wilkinson Global Asset Management LLC | 1,798 | $333.0K | 0.03% | −95−5.0% | Reduced |
| Alpha Financial Partners, LLC | 1,798 | $333.1K | 0.35% | −122−6.4% | Reduced |
| James Hambro & Partners | 1,799 | $333.2K | 0.02% | −57−3.1% | Reduced |
| Acorn Financial Advisory Services Inc | 1,799 | $333.2K | 0.06% | +210+13.2% | Added |
| Capital Advisors Wealth Management, LLC | 1,800 | $333.4K | 0.09% | +8+0.4% | Added |
| Alethea Capital Management, LLC | 1,800 | $333.4K | 0.36% | −3,968−68.8% | Reduced |
| Orgel Wealth Management, LLC | 1,800 | $333.4K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,800 | $333.4K | 0.20% | +48+2.7% | Added |
| Trellis Advisors, LLC | 1,806 | $334.5K | 0.15% | +6+0.3% | Added |
| German American Bancorp, Inc. | 1,806 | $334.5K | 0.05% | +52+3.0% | Added |
| Options Solutions, LLC | 1,807 | $334.7K | 0.33% | −2,924−61.8% | Reduced |
| IMA Wealth, Inc. | 1,811 | $335.4K | 0.09% | +439+32.0% | Added |
| Wealth Management Associates, Inc. | 1,824 | $337.8K | 0.19% | +44+2.5% | Added |
| Founders Financial Securities LLC | 1,824 | $337.9K | 0.04% | −1,060−36.8% | Reduced |
| Benedetti & Gucer, Inc. | 1,823 | $338.0K | 0.17% | +196+12.0% | Added |
| Lokken Investment Group LLC | 1,831 | $339.2K | 0.22% | +52+2.9% | Added |
| Atomi Financial Group, Inc. | 1,833 | $339.6K | 0.15% | +144+8.5% | Added |
| Ten Capital Wealth Advisors, LLC | 1,841 | $340.0K | 0.10% | +133+7.8% | Added |
| Crescent Grove Advisors, LLC | 1,837 | $340.3K | 0.04% | −750−29.0% | Reduced |
| Harfst & Associates, Inc. | 1,840 | $340.8K | 0.09% | −153−7.7% | Reduced |
| Sym Financial Corp | 1,843 | $341.3K | 0.07% | +169+10.1% | Added |
| Centerpoint Advisors, LLC | 1,849 | $342.0K | 0.14% | −163−8.1% | Reduced |
| Horizon Wealth Management, LLC | 1,847 | $342.1K | 0.13% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,853 | $343.2K | 0.05% | +105+6.0% | Added |
| ML & R Wealth Management LLC | 1,853 | $343.2K | 0.08% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,860 | $344.5K | 0.19% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,860 | $344.5K | 0.16% | +2+0.1% | Added |
| Centennial Wealth Advisory LLC | 1,863 | $345.1K | 0.18% | +95+5.4% | Added |
| Ironwood Financial, llc | 1,871 | $346.6K | 0.09% | −36−1.9% | Reduced |
| Kapstone Financial Advisors LLC | 1,857 | $346.9K | 0.29% | −18−1.0% | Reduced |
| Graham Capital Wealth Management, LLC | 1,875 | $347.3K | 0.82% | +29+1.6% | Added |
| FirstPurpose Wealth LLC | 1,876 | $347.5K | 0.15% | +67+3.7% | Added |
| Navis Wealth Advisors, LLC | 1,882 | $348.6K | 0.32% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,883 | $348.8K | 0.05% | −139−6.9% | Reduced |
| United Bank | 1,886 | $349.3K | 0.20% | −33−1.7% | Reduced |
| TFC Financial Management | 1,886 | $349.4K | 0.09% | −470−19.9% | Reduced |
| Winton Group Ltd | 1,887 | $349.5K | 0.03% | −7,083−79.0% | Reduced |
| Claris Advisors, LLC | 1,891 | $350.3K | 0.24% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,897 | $351.4K | 0.07% | +169+9.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,900 | $351.9K | 0.05% | −100−5.0% | Reduced |
| Kahn Brothers Group Inc | 1,900 | $352.0K | 0.05% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,901 | $352.1K | 0.17% | +108+6.0% | Added |
| Grey Fox Wealth Advisors, LLC | 1,903 | $352.5K | 0.18% | −227−10.7% | Reduced |
| Winning Points Advisors, LLC | 2,090 | $355.0K | 0.55% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,930 | $357.6K | 0.01% | +1,930 | New |
| Benchmark Wealth Management, LLC | 1,931 | $357.7K | 0.22% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,932 | $357.9K | 0.05% | +1+0.1% | Added |