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
- 3,216
- +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 | 3,421 | $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 |
|---|---|---|---|---|---|
| Financial Insights, Inc. | 1,933 | $358.0K | 0.13% | +40+2.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 1,936 | $358.6K | 0.07% | −30−1.5% | Reduced |
| Campbell Wealth Management | 1,936 | $359.0K | 0.05% | +337+21.1% | Added |
| Wellspring Financial Advisors, LLC | 1,943 | $359.9K | 0.10% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,944 | $360.0K | 0.03% | +369+23.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 1,945 | $360.3K | 0.09% | −108−5.3% | Reduced |
| Seven Mile Advisory | 1,947 | $360.6K | 0.42% | +1,947 | New |
| O'Brien Greene & Co. Inc | 1,957 | $362.0K | 0.13% | −113−5.5% | Reduced |
| Innovis Asset Management LLC | 1,956 | $362.3K | 0.13% | −4−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,960 | $363.0K | 0.07% | −30−1.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,962 | $363.4K | 0.18% | +256+15.0% | Added |
| HFG Advisors, Inc. | 1,964 | $363.7K | 0.38% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 1,921 | $365.0K | 1.05% | +1,921 | New |
| Olistico Wealth, LLC | 1,979 | $366.6K | 0.31% | +1,979 | New |
| Millennium Capital Advisors, LLC | 1,980 | $366.8K | 0.30% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,983 | $367.3K | 0.15% | +1,983 | New |
| MMBG Investment Advisors Co. | 2,000 | $367.4K | 0.04% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,984 | $367.5K | 0.04% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,985 | $367.8K | 0.27% | +3+0.2% | Added |
| Cornerstone Wealth Advisors, Inc. | 1,989 | $368.4K | 0.13% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 1,990 | $368.6K | 0.28% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 1,990 | $368.6K | 0.16% | +12+0.6% | Added |
| Gill Capital Partners, LLC | 1,991 | $368.8K | 0.16% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 2,000 | $370.4K | 0.52% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,000 | $370.4K | 0.22% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 2,004 | $371.2K | 0.01% | −200−9.1% | Reduced |
| Merriman Wealth Management, LLC | 2,006 | $371.6K | 0.02% | +52+2.7% | Added |
| JSF Financial, LLC | 2,008 | $372.0K | 0.13% | −100−4.7% | Reduced |
| Kingdom Financial Group LLC. | 2,013 | $372.9K | 0.37% | +2,013 | New |
| Sandbox Financial Partners, LLC | 2,015 | $373.2K | 0.19% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,018 | $373.8K | 0.08% | 00.0% | Unchanged |
| Main Street Research LLC | 2,020 | $374.1K | 0.06% | +118+6.2% | Added |
| Tacita Capital Inc | 2,025 | $375.0K | 0.28% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2,027 | $375.5K | 0.24% | +77+3.9% | Added |
| Financial Advisory Corp | 2,030 | $376.0K | 0.17% | −5−0.2% | Reduced |
| Meridian Management Co | 2,033 | $376.6K | 0.12% | +28+1.4% | Added |
| Onyx Bridge Wealth Group LLC | 2,033 | $376.6K | 0.09% | +2,033 | New |
| JJJ Advisors Inc. | 2,046 | $379.0K | 0.10% | +52+2.6% | Added |
| Warwick Investment Management, Inc. | 2,048 | $379.3K | 0.15% | +2+0.1% | Added |
| Shikiar Asset Management Inc | 2,050 | $380.0K | 0.12% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,058 | $381.2K | 0.22% | +53+2.6% | Added |
| HHM Wealth Advisors, LLC | 2,060 | $381.6K | 0.07% | −10−0.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 2,062 | $382.0K | 0.17% | +30+1.5% | Added |
| Interchange Capital Partners, LLC | 2,063 | $382.2K | 0.29% | −9,738−82.5% | Reduced |
| Calton & Associates, Inc. | 2,067 | $382.8K | 0.18% | +2,067 | New |
| Strategic Investment Advisors | 2,068 | $383.0K | 0.05% | +330+19.0% | Added |
| Opal Wealth Advisors, LLC | 2,069 | $383.2K | 0.19% | +322+18.4% | Added |
| Beacon Financial Advisory LLC | 2,070 | $383.4K | 0.22% | +274+15.3% | Added |
| True Link Financial Advisors, LLC | 2,072 | $383.8K | 0.05% | −1,500−42.0% | Reduced |
| One Charles Private Wealth Services, LLC | 2,085 | $386.2K | 0.22% | −17−0.8% | Reduced |
| Sunflower Bank, N.A. | 2,099 | $388.8K | 0.09% | −153−6.8% | Reduced |
| RW Investment Management LLC | 2,099 | $388.8K | 0.08% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 2,101 | $389.1K | 0.62% | 00.0% | Unchanged |
| Range Financial Group LLC | 2,106 | $390.1K | 0.25% | −47−2.2% | Reduced |
| 360 Financial, Inc. | 2,108 | $390.4K | 0.20% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,109 | $390.6K | 0.09% | +60+2.9% | Added |
| McGuire Investment Group, LLC | 2,109 | $390.6K | 0.07% | +2,109 | New |
| Tiemann Investment Advisors, LLC | 2,112 | $391.2K | 0.20% | −30−1.4% | Reduced |
| Affinity Capital Advisors, LLC | 2,130 | $394.5K | 0.11% | +136+6.8% | Added |
| Rede Wealth, LLC | 2,131 | $394.7K | 0.19% | 00.0% | Unchanged |
| William Allan, LLC | 2,132 | $394.9K | 0.30% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,132 | $394.9K | 0.13% | −22−1.0% | Reduced |
| Cypress Wealth Services, LLC | 2,130 | $395.4K | 0.10% | +101+5.0% | Added |
| Wescott Financial Advisory Group, LLC | 2,136 | $395.5K | 0.07% | +2,136 | New |
| Grey Street Capital, LLC | 2,137 | $395.8K | 0.21% | +17+0.8% | Added |
| Lumature Wealth Partners, LLC | 2,143 | $396.9K | 0.24% | −22−1.0% | Reduced |
| Tradewinds Capital Management, LLC | 2,145 | $397.3K | 0.12% | +9+0.4% | Added |
| Claret Asset Management Corp | 2,148 | $398.0K | 0.08% | +546+34.1% | Added |
| Howard Capital Management Inc. | 2,150 | $398.2K | 0.05% | −6,879−76.2% | Reduced |
| Tudor Investment Corp Et Al | 2,153 | $398.8K | 0.01% | −11,687−84.4% | Reduced |
| Insight Folios Inc | 2,158 | $399.7K | 0.17% | −61−2.7% | Reduced |
| Camden Capital, LLC | 2,159 | $399.8K | 0.05% | +565+35.4% | Added |
| Garner Asset Management Corp | 2,161 | $400.0K | 0.23% | −1,000−31.6% | Reduced |
| Castleview Partners, LLC | 2,163 | $400.6K | 0.36% | +14+0.7% | Added |
| Landaas & Co | 2,171 | $402.0K | 0.18% | +2+0.1% | Added |
| Wharton Business Group, LLC | 2,169 | $402.0K | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,171 | $402.1K | 0.20% | +301+16.1% | Added |
| Core Wealth Advisors, Inc. | 2,173 | $402.5K | 0.16% | +1,148+112.0% | Added |
| Mascoma Wealth Management LLC | 2,183 | $402.6K | 0.12% | −140−6.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 2,175 | $402.9K | 0.05% | +11+0.5% | Added |
| Goldstein Advisors, LLC | 2,180 | $403.8K | 0.08% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,184 | $404.5K | 0.07% | +270+14.1% | Added |
| KRS Capital Management, LLC | 2,186 | $404.8K | 0.40% | +4+0.2% | Added |
| Revolve Wealth Partners, LLC | 2,186 | $405.0K | 0.09% | +109+5.2% | Added |
| Retirement Financial Solutions, LLC | 2,190 | $405.6K | 0.28% | +25+1.2% | Added |
| Silver Oak Securities, Inc | 2,194 | $406.0K | 0.07% | +649+42.0% | Added |
| Townsend Asset Management Corp | 2,194 | $406.3K | 0.19% | −796−26.6% | Reduced |
| BMS Financial Advisors, LLC | 2,194 | $406.4K | 0.27% | −954−30.3% | Reduced |
| Maven Securities LTD | 2,194 | $406.4K | 0.06% | +2,194 | New |
| Sugarloaf Wealth Management, LLC | 2,195 | $406.6K | 0.10% | +68+3.2% | Added |
| Unio Capital LLC | 2,200 | $407.5K | 0.21% | 00.0% | Unchanged |
| Capital City Trust Co | 2,201 | $407.7K | 0.13% | −31−1.4% | Reduced |
| Sittner & Nelson, LLC | 2,206 | $408.6K | 0.22% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,216 | $410.5K | 0.28% | −152−6.4% | Reduced |
| Towercrest Capital Management | 2,221 | $411.3K | 0.08% | +977+78.5% | Added |
| Bond & Devick Financial Network, Inc. | 2,221 | $411.4K | 0.26% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,223 | $411.7K | 0.21% | +279+14.4% | Added |
| Cox Capital Mgt LLC | 2,223 | $411.7K | 0.30% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 2,228 | $412.7K | 0.13% | +175+8.5% | Added |
| Revisor Wealth Management LLC | 2,228 | $412.7K | 0.37% | +81+3.8% | Added |