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 |
|---|---|---|---|---|---|
| Northwest Wealth Management, LLC | 3,001 | $555.8K | 0.20% | −28−0.9% | Reduced |
| Traynor Capital Management, Inc. | 3,003 | $556.2K | 0.07% | +101+3.5% | Added |
| Abacus Wealth Partners, LLC | 3,004 | $556.4K | 0.17% | +43+1.5% | Added |
| Bouchey Financial Group Ltd | 3,004 | $556.5K | 0.07% | +5+0.2% | Added |
| Trilogy Capital Inc. | 2,927 | $556.6K | 0.04% | +151+5.4% | Added |
| Morningstar Investment Management LLC | 3,014 | $558.0K | 0.07% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 3,022 | $559.7K | 0.39% | +87+3.0% | Added |
| Norwood Financial Corp | 3,023 | $559.9K | 0.84% | +334+12.4% | Added |
| Horan Securities, Inc. | 3,029 | $561.0K | 0.24% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,056 | $562.0K | 0.01% | +556+22.2% | Added |
| Stoneridge Investment Partners LLC | 3,033 | $562.0K | 0.24% | +3,033 | New |
| Corundum Group, Inc. | 3,042 | $563.4K | 0.28% | +1,545+103.2% | Added |
| Spinnaker Investment Group, LLC | 3,045 | $564.0K | 0.19% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 3,045 | $564.0K | 0.32% | +3,045 | New |
| Fishman Jay A Ltd | 3,050 | $564.9K | 0.07% | +1,000+48.8% | Added |
| Edgestream Partners, L.P. | 3,051 | $565.1K | 0.05% | +76+2.6% | Added |
| Three Bridge Wealth Advisors, LLC | 3,055 | $565.8K | 0.24% | −89−2.8% | Reduced |
| NWF Advisory Services Inc. | 3,056 | $566.0K | 0.13% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 3,061 | $567.0K | 0.23% | −554,959−99.5% | Reduced |
| Clearview Wealth Advisors LLC | 3,069 | $568.4K | 0.58% | −105−3.3% | Reduced |
| Dodge & Cox | 3,075 | $569.6K | 0.00% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 3,079 | $570.3K | 0.25% | +28+0.9% | Added |
| West Chester Capital Advisors, Inc | 3,081 | $570.7K | 1.08% | −1,074−25.8% | Reduced |
| Phillips Wealth Planners LLC | 3,092 | $572.7K | 0.75% | −220−6.6% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,095 | $573.4K | 0.25% | +49+1.6% | Added |
| Prentice Wealth Management LLC | 3,097 | $573.6K | 0.26% | +558+22.0% | Added |
| Hussman Strategic Advisors, Inc. | 3,100 | $574.2K | 0.11% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,104 | $574.9K | 0.31% | −55−1.7% | Reduced |
| DeDora Capital, Inc. | 3,115 | $577.0K | 0.22% | +2+0.1% | Added |
| Marco Investment Management LLC | 3,116 | $577.1K | 0.06% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3,128 | $579.0K | 0.19% | +3,128 | New |
| Auxano Advisors, LLC | 3,178 | $579.4K | 0.23% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,129 | $579.5K | 0.10% | −255−7.5% | Reduced |
| Wade Financial Advisory, Inc | 3,134 | $580.6K | 0.23% | −178−5.4% | Reduced |
| South Street Advisors LLC | 3,135 | $580.7K | 0.12% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 3,136 | $580.9K | 0.15% | +44+1.4% | Added |
| Inspirion Wealth Advisors, LLC | 3,141 | $581.8K | 0.11% | +204+6.9% | Added |
| REDW Wealth LLC | 3,143 | $582.2K | 0.17% | −217−6.5% | Reduced |
| Avalon Trust Co | 3,147 | $582.9K | 0.05% | +101+3.3% | Added |
| Tucker Asset Management LLC | 3,153 | $584.1K | 0.17% | +1,662+111.5% | Added |
| Profit Investment Management, LLC | 3,163 | $585.9K | 0.38% | −352−10.0% | Reduced |
| First Financial Corp | 3,171 | $587.3K | 0.38% | −112−3.4% | Reduced |
| Birmingham Capital Management Co Inc | 3,175 | $588.1K | 0.25% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,178 | $588.7K | 0.16% | +10.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 3,182 | $589.4K | 0.40% | +143+4.7% | Added |
| Marks Group Wealth Management, Inc | 3,190 | $590.9K | 0.07% | −39−1.2% | Reduced |
| Ironwood Investment Management LLC | 3,194 | $591.6K | 0.34% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,198 | $592.3K | 0.17% | −105−3.2% | Reduced |
| Atticus Wealth Management, LLC | 3,202 | $593.1K | 0.22% | +24+0.8% | Added |
| Heartwood Wealth Advisors LLC | 3,209 | $594.4K | 0.08% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,214 | $595.2K | 0.15% | +10.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,224 | $597.1K | 0.16% | −217−6.3% | Reduced |
| 626 Financial, LLC | 3,227 | $597.7K | 0.38% | +3+0.1% | Added |
| BlackDiamond Wealth Management Inc. | 3,126 | $598.1K | 0.51% | +174+5.9% | Added |
| Northstar Asset Management Inc | 3,231 | $598.4K | 0.18% | −20−0.6% | Reduced |
| Avestar Capital, LLC | 3,236 | $599.4K | 0.10% | −97−2.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,246 | $601.2K | 0.22% | +4+0.1% | Added |
| Cooper Financial Group | 3,247 | $601.4K | 0.15% | −1,983−37.9% | Reduced |
| Fairview Capital Investment Management, LLC | 3,249 | $601.9K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 3,259 | $603.6K | 0.07% | +325+11.1% | Added |
| PCG Wealth Advisors, LLC | 3,259 | $603.8K | 0.37% | +11+0.3% | Added |
| AIA Group Ltd | 3,266 | $604.9K | 0.03% | −26,701−89.1% | Reduced |
| Capital Market Strategies LLC | 3,275 | $606.6K | 0.56% | +3,275 | New |
| Clifford Group, LLC | 3,280 | $607.5K | 0.65% | +3,280 | New |
| Hubbell Strickland Wealth Management, LLC | 3,281 | $607.7K | 0.35% | −229−6.5% | Reduced |
| Carolinas Wealth Consulting LLC | 19,510 | $608.7K | 0.12% | −424−2.1% | Reduced |
| Merrion Investment Management Co, LLC | 3,295 | $610.3K | 0.52% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,296 | $610.6K | 0.08% | +646+24.4% | Added |
| Smallwood Wealth Investment Management, LLC | 3,306 | $612.3K | 0.55% | +3+0.1% | Added |
| AXS Investments LLC | 3,306 | $612.3K | 0.16% | −471−12.5% | Reduced |
| Samalin Investment Counsel, LLC | 3,328 | $616.4K | 0.33% | −25−0.7% | Reduced |
| Tanaka Capital Management Inc | 3,336 | $618.0K | 1.67% | −5−0.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,349 | $619.0K | 0.06% | 00.0% | Unchanged |
| Provence Wealth Management Group | 3,343 | $619.2K | 0.36% | +284+9.3% | Added |
| Sax Wealth Advisors, LLC | 3,346 | $619.7K | 0.12% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,347 | $620.0K | 0.29% | −1,284−27.7% | Reduced |
| Wealthspan Partners, LLC | 3,348 | $620.1K | 0.49% | −82−2.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,352 | $620.9K | 0.12% | +269+8.7% | Added |
| Arden Trust Co | 3,358 | $622.0K | 0.10% | −1,966−36.9% | Reduced |
| Disciplined Investments, LLC | 3,362 | $622.7K | 0.33% | −5−0.1% | Reduced |
| Monticello Wealth Management, LLC | 3,364 | $623.0K | 0.06% | −69−2.0% | Reduced |
| McGowan Group Asset Management, Inc. | 3,376 | $625.4K | 0.10% | +2+0.1% | Added |
| Orca Investment Management, LLC | 3,383 | $626.6K | 0.68% | −83−2.4% | Reduced |
| Paulson Wealth Management Inc. | 3,383 | $626.6K | 0.21% | +708+26.5% | Added |
| Institute for Wealth Management, LLC. | 3,392 | $628.3K | 0.11% | +10.0% | Added |
| MV Capital Management, Inc. | 3,393 | $628.5K | 0.08% | +131+4.0% | Added |
| Rooted Wealth Advisors, Inc. | 3,372 | $629.0K | 0.42% | +132+4.1% | Added |
| Meeder Asset Management Inc | 3,398 | $629.4K | 0.05% | −60,602−94.7% | Reduced |
| Liberty Wealth Management LLC | 3,405 | $630.6K | 0.16% | +496+17.1% | Added |
| Menard Financial Group LLC | 3,405 | $630.7K | 1.30% | −26−0.8% | Reduced |
| Fagan Associates, Inc. | 3,408 | $631.3K | 0.15% | −13−0.4% | Reduced |
| Good Life Advisors, LLC | 3,422 | $633.8K | 0.07% | +173+5.3% | Added |
| Tilia Fiduciary Partners, Inc. | 3,426 | $634.6K | 0.57% | +28+0.8% | Added |
| Strategic Wealth Partners, Ltd. | 3,428 | $634.9K | 0.08% | −291−7.8% | Reduced |
| Briggs Advisory Group, Inc. | 3,429 | $635.1K | 0.35% | +35+1.0% | Added |
| SNS Financial Group, LLC | 3,433 | $635.9K | 0.08% | −3−0.1% | Reduced |
| Royal Harbor Partners, LLC | 3,437 | $636.7K | 0.31% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,399 | $637.4K | 0.25% | +208+6.5% | Added |
| Inceptionr LLC | 3,450 | $639.0K | 0.34% | +3,450 | New |
| Leonteq Securities AG | 3,452 | $639.4K | 0.07% | −6,284−64.5% | Reduced |