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 |
|---|---|---|---|---|---|
| Grant/GrossMendelsohn, LLC | 2,624 | $482.8K | 0.20% | +2,624 | New |
| Wagner Wealth Management, LLC | 2,609 | $483.3K | 0.18% | −4−0.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,613 | $484.0K | 0.07% | −640−19.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,618 | $484.9K | 0.15% | +2,618 | New |
| TSFG, LLC | 2,621 | $485.0K | 0.18% | +5+0.2% | Added |
| Centric Wealth Management | 2,636 | $485.8K | 0.19% | −9−0.3% | Reduced |
| Capstone Wealth Management Group, LLC | 2,624 | $486.1K | 0.50% | +158+6.4% | Added |
| ERTS Wealth Advisors, LLC | 2,636 | $488.2K | 0.11% | −11−0.4% | Reduced |
| Probity Advisors, Inc. | 2,640 | $489.0K | 0.11% | +2,640 | New |
| Circle Wealth Management, LLC | 2,640 | $489.1K | 0.06% | +3+0.1% | Added |
| Wedge Capital Management L L P | 2,646 | $490.1K | 0.01% | −116−4.2% | Reduced |
| Hill Island Financial LLC | 2,647 | $490.3K | 0.19% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,653 | $491.4K | 0.37% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,660 | $492.7K | 0.40% | −570−17.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,660 | $492.7K | 0.43% | +734+38.1% | Added |
| D.B. Root & Company, LLC | 2,660 | $492.8K | 0.19% | −27−1.0% | Reduced |
| Rain Capital Management, LLC | 2,664 | $493.5K | 0.39% | +13+0.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,697 | $493.9K | 0.36% | +181+7.2% | Added |
| Lipe & Dalton | 2,667 | $494.0K | 0.28% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 2,670 | $494.5K | 0.31% | +2,670 | New |
| Cape Investment Advisory, Inc. | 2,671 | $494.8K | 0.28% | +269+11.2% | Added |
| LWM Advisory Services, LLC | 2,683 | $495.0K | 0.52% | +43+1.6% | Added |
| Lumbard & Kellner, LLC | 2,640 | $495.0K | 0.28% | −46−1.7% | Reduced |
| Trinity Financial Advisors LLC | 2,676 | $495.6K | 0.27% | +56+2.1% | Added |
| Financial Advisors, LLC | 2,679 | $496.2K | 0.12% | −38−1.4% | Reduced |
| Opes Wealth Management LLC | 2,684 | $497.2K | 0.14% | +50+1.9% | Added |
| Advisors Preferred, LLC | 2,681 | $497.6K | 0.12% | +22+0.8% | Added |
| Hexagon Capital Partners LLC | 2,693 | $498.8K | 0.13% | −78−2.8% | Reduced |
| Elevatus Welath Management | 2,694 | $499.0K | 0.35% | +2,694 | New |
| Theory Financial LLC | 2,696 | $499.4K | 0.29% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,697 | $499.5K | 0.25% | +2,011+293.1% | Added |
| Frisch Financial Group, Inc. | 2,701 | $500.0K | 0.24% | +358+15.3% | Added |
| Zevin Asset Management LLC | 2,705 | $501.0K | 0.10% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,707 | $501.0K | 0.14% | +2+0.1% | Added |
| Spouting Rock Asset Management, LLC | 2,706 | $501.2K | 0.18% | +898+49.7% | Added |
| Doliver Advisors, LP | 2,707 | $501.4K | 0.15% | +488+22.0% | Added |
| Joule Financial, LLC | 2,720 | $503.8K | 0.26% | +143+5.5% | Added |
| Mma Asset Management LLC | 2,720 | $503.8K | 0.30% | +93+3.5% | Added |
| Five Oceans Advisors | 2,721 | $504.0K | 0.32% | −584−17.7% | Reduced |
| Braun-Bostich & Associates Inc. | 2,727 | $505.1K | 1.08% | +432+18.8% | Added |
| Ambassador Advisors, LLC | 2,747 | $505.5K | 0.12% | −385−12.3% | Reduced |
| Clarity Financial LLC | 2,731 | $505.9K | 0.08% | +2,731 | New |
| Willow Creek Wealth Management Inc. | 2,733 | $506.3K | 0.07% | +527+23.9% | Added |
| Corton Capital Inc. | 2,737 | $506.9K | 0.24% | +187+7.3% | Added |
| Trust Co of Kansas | 2,737 | $507.0K | 0.30% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 2,738 | $507.1K | 0.17% | +179+7.0% | Added |
| Clearwater Capital Advisors, LLC | 2,740 | $507.5K | 0.06% | −7−0.3% | Reduced |
| Mezzasalma Advisors, LLC | 2,740 | $507.5K | 0.31% | +122+4.7% | Added |
| Angeles Investment Advisors, LLC | 2,741 | $507.7K | 0.04% | +638+30.3% | Added |
| Reuter James Wealth Management, LLC | 2,750 | $509.3K | 0.61% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,753 | $509.9K | 0.28% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 2,753 | $509.9K | 0.25% | +129+4.9% | Added |
| FSB Premier Wealth Management, Inc. | 2,756 | $510.5K | 0.28% | −241−8.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,758 | $510.9K | 0.30% | +27+1.0% | Added |
| Blackston Financial Advisory Group, LLC | 2,766 | $512.0K | 0.37% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 2,766 | $512.2K | 0.21% | +352+14.6% | Added |
| Vicus Capital | 2,774 | $513.7K | 0.05% | −33−1.2% | Reduced |
| Renasant Bank | 2,784 | $515.7K | 0.42% | −267−8.8% | Reduced |
| SPC Financial, Inc. | 2,790 | $516.8K | 0.06% | −100−3.5% | Reduced |
| Quantum Financial Advisors, LLC | 2,791 | $517.0K | 0.15% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,811 | $520.6K | 0.20% | +339+13.7% | Added |
| Convergence Investment Partners, LLC | 2,813 | $521.0K | 0.30% | −124−4.2% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $522.1K | 0.14% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,832 | $524.6K | 0.32% | −69−2.4% | Reduced |
| Truvestments Capital LLC | 2,833 | $524.6K | 0.26% | +714+33.7% | Added |
| Sterling Financial Planning, Inc. | 2,833 | $524.8K | 0.26% | +4+0.1% | Added |
| Worth Financial Advisory Group, LLC | 2,836 | $525.3K | 0.49% | −120−4.1% | Reduced |
| Zuckerman Investment Group, LLC | 2,845 | $527.0K | 0.08% | +1,014+55.4% | Added |
| Ellevest, Inc. | 2,847 | $527.4K | 0.04% | +109+4.0% | Added |
| Hyperion Partners, LLC | 2,850 | $527.9K | 0.45% | +2+0.1% | Added |
| New Republic Capital, LLC | 2,853 | $528.5K | 0.37% | +280+10.9% | Added |
| Colonial River Wealth Management, LLC | 2,857 | $529.2K | 0.35% | −79−2.7% | Reduced |
| Dravo Bay LLC | 2,871 | $531.8K | 0.39% | +46+1.6% | Added |
| Argent Advisors, Inc. | 2,879 | $533.2K | 0.24% | +290+11.2% | Added |
| APCM Wealth Management for Individuals | 2,880 | $533.4K | 0.08% | +23+0.8% | Added |
| Financial Management Network Inc | 2,878 | $534.1K | 0.19% | +2+0.1% | Added |
| Per Stirling Capital Management, LLC. | 2,891 | $535.5K | 0.11% | −67−2.3% | Reduced |
| Davidson Investment Advisors | 2,900 | $537.1K | 0.03% | −76,593−96.4% | Reduced |
| Warther Private Wealth, LLC | 2,902 | $537.5K | 0.37% | +423+17.1% | Added |
| One + One Wealth Management, LLC | 2,905 | $538.1K | 0.34% | −153−5.0% | Reduced |
| Brookfield Asset Management Inc. | 2,913 | $539.5K | 0.00% | −3,317−53.2% | Reduced |
| Tyler-Stone Wealth Management | 2,917 | $540.0K | 0.31% | +2,917 | New |
| Allen Investment Management LLC | 2,916 | $540.1K | 0.01% | −45−1.5% | Reduced |
| First American Trust, FSB | 2,920 | $541.0K | 0.07% | −243−7.7% | Reduced |
| GTS Securities LLC | 2,922 | $541.2K | 0.02% | +2,922 | New |
| Alesco Advisors LLC | 2,925 | $541.8K | 0.02% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 2,929 | $542.5K | 0.13% | −20−0.7% | Reduced |
| First National Bank Sioux Falls | 2,931 | $542.9K | 0.34% | −8−0.3% | Reduced |
| Innova Wealth Partners | 2,942 | $544.9K | 0.46% | +75+2.6% | Added |
| Alliance Wealth Advisors, LLC | 2,944 | $545.2K | 0.20% | +144+5.1% | Added |
| Advus Financial Partners, LLC | 2,953 | $547.0K | 0.21% | +35+1.2% | Added |
| Ruggaard & Associates LLC | 2,959 | $548.1K | 0.32% | +27+0.9% | Added |
| Michael B. Yongue | 2,960 | $548.3K | 0.51% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,945 | $549.5K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,975 | $551.0K | 0.18% | −295−9.0% | Reduced |
| Planning Directions Inc | 2,978 | $552.0K | 0.40% | +13+0.4% | Added |
| Arcataur Capital Management LLC | 2,981 | $552.1K | 0.23% | +2,981 | New |
| KLR Investment Advisors, LLC | 2,985 | $552.9K | 0.46% | −170−5.4% | Reduced |
| Orion Capital Management LLC | 2,991 | $554.0K | 0.37% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 3,000 | $555.7K | 0.43% | 00.0% | Unchanged |