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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 28,345 | $5.25M | 0.53% | +117+0.4% | Added |
| Long Road Investment Counsel, LLC | 28,300 | $5.24M | 2.44% | 00.0% | Unchanged |
| Somerville Kurt F | 28,267 | $5.24M | 1.00% | −8,013−22.1% | Reduced |
| KMG Fiduciary Partners, LLC | 28,001 | $5.19M | 0.67% | −474−1.7% | Reduced |
| Heirloom Wealth Management | 27,982 | $5.18M | 2.25% | +951+3.5% | Added |
| Tradewinds, LLC. | 27,981 | $5.18M | 3.05% | +889+3.3% | Added |
| Grimes & Company, Inc. | 27,973 | $5.18M | 0.18% | −1,647−5.6% | Reduced |
| Hixon Zuercher, LLC | 27,946 | $5.18M | 2.61% | +378+1.4% | Added |
| LVW Advisors, LLC | 27,916 | $5.17M | 1.04% | −3,060−9.9% | Reduced |
| Equitable Trust Co | 27,888 | $5.17M | 0.40% | −66−0.2% | Reduced |
| Monetary Management Group Inc | 27,525 | $5.10M | 1.56% | −3,650−11.7% | Reduced |
| Beaton Management Co. Inc. | 27,526 | $5.10M | 3.23% | +10.0% | Added |
| Essex Investment Management Co LLC | 27,477 | $5.09M | 0.71% | −5,079−15.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 27,460 | $5.09M | 0.39% | −684−2.4% | Reduced |
| Elk River Wealth Management, LLC | 27,447 | $5.08M | 1.09% | −1,363−4.7% | Reduced |
| BLB&B Advisors, LLC | 27,321 | $5.06M | 0.35% | −693−2.5% | Reduced |
| Spears Abacus Advisors LLC | 27,321 | $5.06M | 0.41% | +225+0.8% | Added |
| IHT Wealth Management, LLC | 27,316 | $5.06M | 0.26% | +2,197+8.7% | Added |
| Peterson Wealth Management | 27,256 | $5.05M | 4.00% | −1,990−6.8% | Reduced |
| Baugh & Associates, LLC | 27,105 | $5.02M | 3.02% | +435+1.6% | Added |
| First PREMIER Bank | 27,103 | $5.02M | 1.43% | −884−3.2% | Reduced |
| Centiva Capital, LP | 27,094 | $5.02M | 0.25% | +27,094 | New |
| RSM US Wealth Management LLC | 27,088 | $5.02M | 0.17% | +1,027+3.9% | Added |
| Essex Financial Services, Inc. | 27,056 | $5.01M | 0.57% | −829−3.0% | Reduced |
| Westhampton Capital, LLC | 27,054 | $5.01M | 3.25% | +215+0.8% | Added |
| Exencial Wealth Advisors, LLC | 27,049 | $5.01M | 0.23% | −3,445−11.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 27,035 | $5.01M | 0.33% | +2,699+11.1% | Added |
| Tokio Marine Asset Management Co Ltd | 27,032 | $5.01M | 0.32% | +871+3.3% | Added |
| TRUE Private Wealth Advisors | 26,998 | $5.00M | 0.74% | −670−2.4% | Reduced |
| RBA Wealth Management, LLC | 26,984 | $5.00M | 2.33% | −628−2.3% | Reduced |
| Advanced Asset Management Advisors Inc | 26,968 | $5.00M | 1.16% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 26,966 | $4.99M | 0.48% | +834+3.2% | Added |
| Marietta Investment Partners LLC | 26,895 | $4.98M | 1.29% | −100−0.4% | Reduced |
| Lyell Wealth Management, LP | 26,885 | $4.98M | 0.64% | +2,358+9.6% | Added |
| Harbour Capital Advisors, LLC | 26,734 | $4.96M | 1.46% | −624−2.3% | Reduced |
| BancorpSouth Bank | 26,778 | $4.96M | 0.43% | −555−2.0% | Reduced |
| Spire Wealth Management | 26,771 | $4.96M | 0.18% | +51+0.2% | Added |
| Girard Partners Ltd. | 26,763 | $4.96M | 0.52% | −1,089−3.9% | Reduced |
| Paradigm Financial Partners, LLC | 26,739 | $4.95M | 1.34% | −305−1.1% | Reduced |
| Wealthspire Advisors, LLC | 26,732 | $4.95M | 0.08% | +714+2.7% | Added |
| Dynamic Advisor Solutions LLC | 26,726 | $4.95M | 0.26% | +808+3.1% | Added |
| Adams Asset Advisors, LLC | 26,722 | $4.95M | 0.72% | −3,633−12.0% | Reduced |
| Valicenti Advisory Services Inc | 26,531 | $4.91M | 1.56% | −207−0.8% | Reduced |
| Asset Dedication, LLC | 26,483 | $4.91M | 0.42% | +782+3.0% | Added |
| Grace & White Inc | 26,489 | $4.91M | 0.90% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 26,459 | $4.90M | 0.01% | −6,000−18.5% | Reduced |
| Brick & Kyle, Associates | 26,242 | $4.90M | 2.62% | +101+0.4% | Added |
| Connolly Sarah T. | 26,429 | $4.90M | 2.96% | +20.0% | Added |
| J. W. Coons Advisors, LLC | 26,386 | $4.89M | 1.34% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 26,315 | $4.88M | 0.23% | +2,087+8.6% | Added |
| Institutional & Family Asset Management, LLC | 26,356 | $4.88M | 0.80% | −130.0% | Reduced |
| Moran Wealth Management, LLC | 26,269 | $4.87M | 0.18% | −6,966−21.0% | Reduced |
| Bank Ozk | 26,215 | $4.86M | 2.31% | −1,854−6.6% | Reduced |
| Pettee Investors, Inc. | 26,214 | $4.86M | 2.20% | −379−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 26,192 | $4.85M | 0.40% | +1,266+5.1% | Added |
| Arrow Financial Corp | 26,131 | $4.84M | 0.58% | −390−1.5% | Reduced |
| LMCG Investments, LLC | 25,989 | $4.81M | 0.31% | −753−2.8% | Reduced |
| Shufro Rose & Co LLC | 25,941 | $4.80M | 0.44% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 25,756 | $4.77M | 0.43% | −1,297−4.8% | Reduced |
| Geneos Wealth Management Inc. | 25,667 | $4.75M | 0.25% | +1,995+8.4% | Added |
| Confluence Wealth Services, Inc. | 25,655 | $4.75M | 1.01% | +13+0.1% | Added |
| Diamant Asset Management, Inc. | 25,615 | $4.74M | 3.63% | +375+1.5% | Added |
| Exchange Capital Management, Inc. | 25,580 | $4.74M | 0.88% | −937−3.5% | Reduced |
| LVM Capital Management Ltd | 25,556 | $4.73M | 0.63% | −2,644−9.4% | Reduced |
| Burney Co | 25,459 | $4.72M | 0.22% | +296+1.2% | Added |
| Te Ahumairangi Investment Management Ltd | 25,454 | $4.71M | 0.64% | +1,030+4.2% | Added |
| Meeder Advisory Services, Inc. | 25,447 | $4.71M | 0.51% | +1,119+4.6% | Added |
| Ipswich Investment Management Co., Inc. | 25,444 | $4.71M | 1.24% | +142+0.6% | Added |
| Biltmore Family Office, LLC | 25,389 | $4.70M | 0.99% | −112−0.4% | Reduced |
| Edgewood Management LLC | 25,291 | $4.68M | 0.01% | −100.0% | Reduced |
| Smithbridge Asset Management Inc | 25,160 | $4.66M | 1.09% | +209+0.8% | Added |
| American Money Management, LLC | 25,134 | $4.66M | 1.16% | −104−0.4% | Reduced |
| Tectonic Advisors LLC | 25,053 | $4.64M | 0.57% | +1,547+6.6% | Added |
| PFG Advisors | 25,050 | $4.64M | 0.35% | +1,441+6.1% | Added |
| Chicago Trust Co NA | 25,046 | $4.64M | 1.11% | −338−1.3% | Reduced |
| Columbia Asset Management | 25,011 | $4.63M | 1.00% | +193+0.8% | Added |
| Varma Mutual Pension Insurance Co | 24,967 | $4.62M | 0.06% | −120,000−82.8% | Reduced |
| Coastline Trust Co | 24,816 | $4.60M | 0.64% | −80.0% | Reduced |
| CFM Wealth Partners LLC | 24,752 | $4.58M | 1.11% | −40−0.2% | Reduced |
| Azzad Asset Management Inc | 24,560 | $4.55M | 0.61% | −60−0.2% | Reduced |
| Laurel Wealth Advisors LLC | 24,500 | $4.54M | 0.92% | −234−0.9% | Reduced |
| Middleton & Co Inc | 24,482 | $4.53M | 0.60% | −358−1.4% | Reduced |
| North Star Asset Management Inc | 24,423 | $4.52M | 0.25% | −450−1.8% | Reduced |
| FORA Capital, LLC | 24,405 | $4.52M | 0.64% | +24,405 | New |
| Plancorp, LLC | 24,232 | $4.49M | 0.24% | +278+1.2% | Added |
| Pictet North America Advisors SA | 24,221 | $4.49M | 0.62% | +546+2.3% | Added |
| Curbstone Financial Management Corp | 24,220 | $4.49M | 1.07% | −820−3.3% | Reduced |
| Belpointe Asset Management LLC | 24,144 | $4.47M | 0.47% | −11,360−32.0% | Reduced |
| Peninsula Asset Management Inc | 24,117 | $4.47M | 2.63% | −180−0.7% | Reduced |
| Full Sail Capital, LLC | 24,051 | $4.45M | 0.38% | −66−0.3% | Reduced |
| Regal Investment Advisors LLC | 24,042 | $4.45M | 0.37% | +1,061+4.6% | Added |
| Essex LLC | 24,019 | $4.45M | 1.24% | −755−3.0% | Reduced |
| Kesler, Norman & Wride, LLC | 23,994 | $4.44M | 1.08% | −190−0.8% | Reduced |
| Country Club Bank | 24,157 | $4.44M | 0.35% | −962−3.8% | Reduced |
| Brighton Jones LLC | 23,914 | $4.43M | 0.22% | +1,111+4.9% | Added |
| Verdence Capital Advisors LLC | 23,838 | $4.42M | 0.51% | +90.0% | Added |
| Tiedemann Advisors, LLC | 23,819 | $4.41M | 0.19% | +3,642+18.1% | Added |
| Cordatus Wealth Management LLC | 23,784 | $4.41M | 1.66% | +23,784 | New |
| Compass Wealth Management LLC | 23,772 | $4.40M | 1.33% | −1,415−5.6% | Reduced |
| Mission Wealth Management, LP | 23,708 | $4.39M | 0.17% | +686+3.0% | Added |