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 |
|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | 2,229 | $412.9K | 0.07% | −103−4.4% | Reduced |
| Amplius Wealth Advisors, LLC | 2,231 | $413.2K | 0.06% | −66−2.9% | Reduced |
| McClarren Financial Advisors, Inc. | 2,237 | $414.0K | 0.34% | +16+0.7% | Added |
| HT Partners LLC | 2,242 | $415.3K | 0.12% | −433−16.2% | Reduced |
| Hohimer Wealth Management, LLC | 2,243 | $415.4K | 0.11% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,243 | $415.4K | 0.02% | +173+8.4% | Added |
| CGC Financial Services, LLC | 2,249 | $416.5K | 0.27% | +2,249 | New |
| Private Advisory Group LLC | 2,249 | $416.6K | 0.08% | +171+8.2% | Added |
| Private Ocean, LLC | 2,250 | $416.7K | 0.05% | +326+16.9% | Added |
| Accretive Wealth Partners, LLC | 2,254 | $417.5K | 0.25% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 2,261 | $418.8K | 0.28% | −3−0.1% | Reduced |
| Focused Wealth Management, Inc | 2,265 | $419.5K | 0.08% | +547+31.8% | Added |
| Darwin Advisors, LLC | 2,284 | $420.2K | 0.11% | +375+19.6% | Added |
| Southeast Asset Advisors Inc. | 2,269 | $420.3K | 0.06% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,276 | $421.6K | 0.29% | −566−19.9% | Reduced |
| TAGStone Capital, Inc. | 2,278 | $422.0K | 0.30% | +14+0.6% | Added |
| Centurion Wealth Management LLC | 2,281 | $422.5K | 0.20% | −31−1.3% | Reduced |
| Portman Square Capital LLP | 2,282 | $422.7K | 0.07% | −578−20.2% | Reduced |
| TCWP LLC | 2,286 | $423.4K | 0.09% | −1,842−44.6% | Reduced |
| Penn Davis McFarland Inc | 2,286 | $423.4K | 0.08% | −63−2.7% | Reduced |
| Jacobsen Capital Management | 2,291 | $424.3K | 0.22% | +334+17.1% | Added |
| Eagle Bay Advisors LLC | 2,296 | $425.2K | 0.24% | −73−3.1% | Reduced |
| Dempze Nancy E | 2,300 | $426.0K | 0.37% | −50−2.1% | Reduced |
| San Luis Wealth Advisors LLC | 2,306 | $427.0K | 0.15% | −273−10.6% | Reduced |
| Gries Financial LLC | 2,327 | $427.2K | 0.12% | −10,647−82.1% | Reduced |
| Westside Investment Management, Inc. | 2,320 | $429.7K | 0.12% | −50−2.1% | Reduced |
| First National Bank of South Miami | 2,333 | $432.1K | 0.35% | −4−0.2% | Reduced |
| Transform Wealth, LLC | 2,333 | $432.2K | 0.04% | −9−0.4% | Reduced |
| LexAurum Advisors, LLC | 2,334 | $432.4K | 0.13% | −316−11.9% | Reduced |
| White Lighthouse Investment Management Inc. | 2,335 | $432.5K | 0.10% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,339 | $433.2K | 0.23% | +161+7.4% | Added |
| Brand Asset Management Group, Inc. | 2,344 | $434.2K | 0.21% | 00.0% | Unchanged |
| apricus wealth, LLC | 2,339 | $434.2K | 0.38% | +335+16.7% | Added |
| Aprio Wealth Management, LLC | 2,347 | $434.6K | 0.12% | +164+7.5% | Added |
| Secure Asset Management, LLC | 2,361 | $437.4K | 0.13% | +72+3.1% | Added |
| TFB Advisors LLC | 2,367 | $438.4K | 0.19% | +721+43.8% | Added |
| Vectors Research Management, LLC | 2,371 | $439.0K | 0.12% | +51+2.2% | Added |
| Slocum, Gordon & Co LLP | 2,376 | $440.1K | 0.37% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,377 | $440.3K | 0.14% | −150−5.9% | Reduced |
| Summit Financial Strategies, Inc. | 2,380 | $440.8K | 0.08% | +19+0.8% | Added |
| Hofer & Associates. Inc | 2,380 | $440.8K | 0.42% | +61+2.6% | Added |
| Balboa Wealth Partners | 2,380 | $440.9K | 0.15% | −512−17.7% | Reduced |
| Atwater Malick LLC | 2,394 | $443.4K | 0.19% | −141−5.6% | Reduced |
| Sara-Bay Financial | 2,395 | $443.6K | 0.22% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 2,395 | $444.0K | 0.01% | −180−7.0% | Reduced |
| Spirit of America Management Corp | 2,400 | $444.5K | 0.10% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,405 | $445.5K | 0.22% | −11−0.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 2,409 | $446.0K | 0.06% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 2,409 | $446.2K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 2,415 | $447.3K | 0.20% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 2,419 | $448.0K | 0.48% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,428 | $449.7K | 2.65% | −70−2.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,428 | $449.7K | 0.21% | +2,428 | New |
| Private Wealth Advisors | 2,432 | $450.5K | 0.19% | −36−1.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,434 | $450.8K | 0.13% | +2,434 | New |
| Barry Investment Advisors, LLC | 2,439 | $451.7K | 0.15% | −123−4.8% | Reduced |
| Stanley-Laman Group, Ltd. | 2,445 | $452.9K | 0.07% | +2+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 2,445 | $452.9K | 0.13% | −42−1.7% | Reduced |
| Hoese & Co LLP | 2,450 | $453.8K | 0.43% | −100−3.9% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 2,458 | $455.2K | 0.23% | −426−14.8% | Reduced |
| Horst & Graben Wealth Management LLC | 2,462 | $456.0K | 0.11% | +6+0.2% | Added |
| Left Brain Wealth Management, LLC | 2,469 | $457.3K | 0.28% | +550+28.7% | Added |
| Gouws Capital LLC | 2,470 | $457.5K | 0.38% | +60+2.5% | Added |
| Epic Trust Investment Advisors, LLC | 2,470 | $457.5K | 0.65% | −136−5.2% | Reduced |
| Marshall Wace, LLP | 2,474 | $458.2K | 0.00% | −352,821−99.3% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,479 | $459.2K | 0.07% | +1,068+75.7% | Added |
| Ackerman Capital Advisors, LLC | 2,492 | $461.6K | 0.12% | +2+0.1% | Added |
| Keystone Wealth Services, LLC | 2,497 | $462.6K | 0.17% | +160+6.8% | Added |
| Drexel Morgan & Co. | 2,500 | $463.1K | 0.12% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 2,500 | $463.1K | 0.40% | −71−2.8% | Reduced |
| SL Advisors, LLC | 2,502 | $463.4K | 1.04% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 2,504 | $463.8K | 1.42% | +2,504 | New |
| Meridian Wealth Partners, LLC | 2,504 | $463.8K | 0.10% | +108+4.5% | Added |
| LaSalle St. Investment Advisors, LLC | 2,507 | $464.0K | 0.21% | +10.0% | Added |
| Ssi Investment Management LLC | 2,510 | $464.9K | 0.03% | −337−11.8% | Reduced |
| WFA Asset Management Corp | 2,518 | $466.3K | 0.28% | −904−26.4% | Reduced |
| Financial Planning & Information Services, Inc. | 2,535 | $469.5K | 0.09% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,537 | $469.9K | 0.08% | −76−2.9% | Reduced |
| Wealth Quarterback LLC | 2,540 | $470.5K | 0.33% | +909+55.7% | Added |
| Kolinsky Wealth Management, LLC | 2,562 | $471.2K | 0.45% | +334+15.0% | Added |
| Affinity Wealth Management LLC | 2,544 | $471.2K | 0.11% | +2+0.1% | Added |
| Integral Investment Advisors, Inc. | 2,546 | $471.6K | 0.32% | 00.0% | Unchanged |
| Truepoint, Inc. | 2,547 | $471.8K | 0.02% | +402+18.7% | Added |
| Koss-Olinger Consulting, LLC | 2,551 | $472.0K | 0.05% | +170+7.1% | Added |
| Fortitude Advisory Group L.L.C. | 2,549 | $472.1K | 0.35% | −2−0.1% | Reduced |
| Advisory Research Inc | 2,549 | $472.1K | 0.06% | +2,549 | New |
| CTC Alternative Strategies, Ltd. | 2,550 | $472.3K | 0.59% | +2,550 | New |
| Pinnacle Financial Group, LLC | 2,553 | $472.8K | 0.27% | +437+20.7% | Added |
| Burt Wealth Advisors | 2,555 | $473.2K | 0.14% | −2−0.1% | Reduced |
| Teamwork Financial Advisors, LLC | 2,558 | $473.9K | 0.08% | −1,930−43.0% | Reduced |
| Verity Asset Management, Inc. | 2,563 | $474.7K | 0.35% | −2,737−51.6% | Reduced |
| Bank of Stockton | 2,564 | $474.9K | 0.16% | −11−0.4% | Reduced |
| Cutler Group LP | 2,566 | $475.0K | 0.11% | −3,389−56.9% | Reduced |
| DGS Capital Management, LLC | 2,573 | $476.6K | 0.24% | +1,212+89.1% | Added |
| Weaver Consulting Group | 2,575 | $477.0K | 0.21% | +4+0.2% | Added |
| Texas Capital Bancshares Inc | 2,579 | $477.7K | 0.27% | −87−3.3% | Reduced |
| RiverFront Investment Group, LLC | 2,583 | $478.4K | 0.02% | −783−23.3% | Reduced |
| BCJ Capital Management, LLC | 2,591 | $479.9K | 0.04% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 2,593 | $480.3K | 0.06% | +650+33.5% | Added |
| Cowa, LLC | 2,600 | $481.6K | 0.32% | −505,845−99.5% | Reduced |