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
- 3,215
- +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
- 1,270 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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 34,143 | $6.32M | 0.31% | +13,461+65.1% | Added |
| Asset Management Group, Inc. | 34,060 | $6.31M | 1.34% | −289−0.8% | Reduced |
| Veriti Management LLC | 33,705 | $6.24M | 0.70% | −1,025−3.0% | Reduced |
| Garland Capital Management Inc | 33,580 | $6.22M | 4.18% | +275+0.8% | Added |
| Principal Street Partners, LLC | 33,417 | $6.19M | 1.47% | −1,471−4.2% | Reduced |
| Legacy Advisors, LLC | 33,339 | $6.18M | 0.92% | +9,189+38.0% | Added |
| Ballentine Partners, LLC | 33,264 | $6.16M | 0.14% | +1,325+4.1% | Added |
| AustralianSuper Pty Ltd | 33,248 | $6.16M | 0.04% | +33,248 | New |
| Costello Asset Management, INC | 33,189 | $6.15M | 5.26% | −151−0.5% | Reduced |
| Cambridge Trust Co | 33,176 | $6.14M | 0.28% | −1,964−5.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 33,161 | $6.14M | 1.47% | −640−1.9% | Reduced |
| Ayrshire Capital Management LLC | 32,723 | $6.14M | 3.89% | +426+1.3% | Added |
| Colonial Trust Co | 33,115 | $6.13M | 1.47% | +261+0.8% | Added |
| Family Capital Trust Co | 33,044 | $6.12M | 2.13% | −410−1.2% | Reduced |
| Money Concepts Capital Corp | 32,977 | $6.11M | 0.62% | −142,428−81.2% | Reduced |
| Windle Wealth, LLC | 32,881 | $6.09M | 4.40% | +99+0.3% | Added |
| Hall Laurie J Trustee | 32,746 | $6.07M | 2.41% | −190−0.6% | Reduced |
| Financial Architects, Inc | 32,738 | $6.06M | 0.92% | −202−0.6% | Reduced |
| Balentine LLC | 32,632 | $6.04M | 0.20% | +7,995+32.5% | Added |
| Signaturefd, LLC | 32,609 | $6.04M | 0.15% | +372+1.2% | Added |
| TD Private Client Wealth LLC | 32,434 | $6.01M | 0.26% | +244+0.8% | Added |
| Change Path, LLC | 32,386 | $6.00M | 0.28% | +411+1.3% | Added |
| SP Asset Management LLC | 32,374 | $6.00M | 0.67% | +274+0.9% | Added |
| First Personal Financial Services | 32,332 | $5.99M | 1.49% | −138−0.4% | Reduced |
| DuPont Capital Management Corp | 32,290 | $5.98M | 0.29% | +8,512+35.8% | Added |
| Eagle Global Advisors LLC | 32,276 | $5.98M | 0.39% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 32,271 | $5.98M | 0.41% | +196+0.6% | Added |
| Kistler-Tiffany Companies, LLC | 32,069 | $5.94M | 0.96% | +7,127+28.6% | Added |
| M&R Capital Management Inc | 32,046 | $5.94M | 1.55% | +116+0.4% | Added |
| Pine Valley Investments Ltd Liability Co | 31,873 | $5.90M | 0.58% | +11,536+56.7% | Added |
| King Wealth | 31,833 | $5.90M | 1.19% | +1,424+4.7% | Added |
| Concentric Wealth Management, LLC | 31,798 | $5.89M | 1.87% | −502−1.6% | Reduced |
| Harbor Advisory Corp | 31,664 | $5.86M | 2.07% | +313+1.0% | Added |
| Bollard Group LLC | 31,541 | $5.84M | 0.20% | +107+0.3% | Added |
| Spinnaker Trust | 31,497 | $5.83M | 0.42% | +16+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 31,446 | $5.82M | 0.05% | −404,764−92.8% | Reduced |
| Skba Capital Management LLC | 31,445 | $5.82M | 1.05% | +100+0.3% | Added |
| Trinity Legacy Partners, LLC | 31,403 | $5.82M | 2.03% | +133+0.4% | Added |
| AMJ Financial Wealth Management | 31,365 | $5.81M | 2.55% | +31,365 | New |
| Axxcess Wealth Management, LLC | 31,355 | $5.81M | 0.42% | +2,544+8.8% | Added |
| Geneva Partners, LLC | 31,284 | $5.79M | 3.78% | −3,754−10.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,220 | $5.78M | 0.90% | −95−0.3% | Reduced |
| Marshall & Sullivan Inc | 31,149 | $5.77M | 3.22% | +254+0.8% | Added |
| Sound View Wealth Advisors Group, LLC | 31,147 | $5.77M | 0.76% | −4,751−13.2% | Reduced |
| Pallas Capital Advisors LLC | 30,978 | $5.75M | 0.26% | +25,962+517.6% | Added |
| High Net Worth Advisory Group LLC | 30,964 | $5.74M | 2.23% | +194+0.6% | Added |
| Cyrus J. Lawrence, LLC | 30,937 | $5.73M | 1.64% | +609+2.0% | Added |
| Horizon Investments, LLC | 30,878 | $5.72M | 0.16% | −936−2.9% | Reduced |
| Comerica Securities,inc. | 30,820 | $5.71M | 0.40% | +7,831+34.1% | Added |
| Dean Investment Associates, LLC | 30,787 | $5.70M | 0.93% | −4,557−12.9% | Reduced |
| Horrell Capital Management, Inc. | 30,768 | $5.70M | 1.75% | +40.0% | Added |
| WealthPLAN Partners, LLC | 30,760 | $5.70M | 0.81% | −31,669−50.7% | Reduced |
| Reliant Investment Management, LLC | 30,710 | $5.69M | 3.28% | +280+0.9% | Added |
| Hodges Capital Management Inc. | 24,096 | $5.68M | 0.33% | +1,981+9.0% | Added |
| First Hawaiian Bank | 30,586 | $5.67M | 0.19% | −649−2.1% | Reduced |
| Fundamentun, LLC | 30,570 | $5.66M | 0.87% | +730+2.4% | Added |
| Lincoln National Corp | 30,508 | $5.65M | 0.11% | +836+2.8% | Added |
| WESPAC Advisors SoCal, LLC | 30,478 | $5.65M | 1.93% | −60−0.2% | Reduced |
| Hartford Financial Management Inc. | 30,360 | $5.62M | 1.39% | −1,087−3.5% | Reduced |
| Trust Co of Oklahoma | 30,356 | $5.62M | 2.08% | −284−0.9% | Reduced |
| NewEdge Wealth, LLC | 30,322 | $5.62M | 0.19% | −211−0.7% | Reduced |
| Kidder Stephen W | 30,318 | $5.62M | 1.84% | +391+1.3% | Added |
| First Interstate Bank | 30,255 | $5.60M | 0.46% | −1,884−5.9% | Reduced |
| Peoples Financial Services Corp. | 30,235 | $5.60M | 2.51% | −559−1.8% | Reduced |
| Journey Advisory Group, LLC | 30,202 | $5.59M | 0.84% | +685+2.3% | Added |
| Charter Research & Investment Group, Inc. | 30,178 | $5.59M | 4.64% | −254−0.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 30,135 | $5.58M | 4.28% | −13,644−31.2% | Reduced |
| Telemus Capital, LLC | 30,092 | $5.57M | 0.47% | −2,203−6.8% | Reduced |
| Cumberland Partners Ltd | 30,080 | $5.57M | 0.51% | +7,280+31.9% | Added |
| Mendel Money Management | 29,994 | $5.56M | 2.86% | −707−2.3% | Reduced |
| Oak Harvest Investment Services | 29,973 | $5.55M | 1.24% | −15,361−33.9% | Reduced |
| Abn Amro Investment Solutions | 29,947 | $5.55M | 0.11% | −441−1.5% | Reduced |
| AMG National Trust Bank | 29,896 | $5.54M | 0.18% | +468+1.6% | Added |
| Brookstone Capital Management | 30,207 | $5.53M | 0.11% | +3,683+13.9% | Added |
| HBK Sorce Advisory LLC | 29,771 | $5.51M | 0.23% | +732+2.5% | Added |
| Stone Point Wealth LLC | 29,686 | $5.50M | 2.28% | +254+0.9% | Added |
| Bernzott Capital Advisors | 29,573 | $5.48M | 1.18% | −621−2.1% | Reduced |
| Roberts Glore & Co Inc | 29,451 | $5.45M | 1.75% | −1,124−3.7% | Reduced |
| Hall Capital Management Co Inc | 29,346 | $5.44M | 3.07% | +63+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,333 | $5.43M | 0.68% | +258+0.9% | Added |
| Cardinal Capital Management | 29,311 | $5.43M | 1.09% | −34−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 29,294 | $5.43M | 0.08% | −7,778−21.0% | Reduced |
| RB Capital Management, LLC | 29,286 | $5.42M | 1.67% | +913+3.2% | Added |
| Foyston, Gordon, & Payne Inc | 29,231 | $5.41M | 1.42% | −570−1.9% | Reduced |
| Icon Wealth Partners, LLC | 29,228 | $5.41M | 0.57% | −6,348−17.8% | Reduced |
| Rodgers Brothers Inc. | 29,137 | $5.40M | 0.95% | +3,121+12.0% | Added |
| WMS Partners, LLC | 29,128 | $5.40M | 0.42% | −540−1.8% | Reduced |
| Opus Investment Management Inc | 29,000 | $5.37M | 1.93% | 00.0% | Unchanged |
| Fruth Investment Management | 28,979 | $5.37M | 1.53% | −120−0.4% | Reduced |
| Boston Research & Management Inc | 28,970 | $5.37M | 1.52% | −55−0.2% | Reduced |
| WBH Advisory Inc | 28,924 | $5.36M | 0.63% | +243+0.8% | Added |
| Financial & Tax Architects, LLC | 28,906 | $5.35M | 1.65% | +456+1.6% | Added |
| Mechanics Bank Trust Department | 28,787 | $5.33M | 0.85% | +724+2.6% | Added |
| Capital Analysts, LLC | 28,782 | $5.33M | 0.30% | −835−2.8% | Reduced |
| Pegasus Asset Management, Inc. | 28,670 | $5.31M | 2.36% | +93+0.3% | Added |
| Cornerstone Wealth Group, LLC | 28,632 | $5.30M | 0.96% | −302−1.0% | Reduced |
| Advisors Capital Management, LLC | 28,493 | $5.28M | 0.13% | +1,096+4.0% | Added |
| Northwest Investment Counselors, LLC | 28,451 | $5.27M | 1.41% | −548−1.9% | Reduced |
| Rossmore Private Capital | 28,449 | $5.27M | 0.78% | −1,269−4.3% | Reduced |
| Shorepoint Capital Partners LLC | 28,391 | $5.26M | 1.48% | +1,457+5.4% | Added |