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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 23,686 | $4.39M | 0.24% | −1,760−6.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 23,678 | $4.39M | 0.55% | +180+0.8% | Added |
| Red Door Wealth Management, LLC | 23,664 | $4.38M | 0.97% | +4,903+26.1% | Added |
| Addison Capital Co | 23,657 | $4.38M | 3.13% | −93−0.4% | Reduced |
| Chatham Capital Group, Inc. | 23,647 | $4.38M | 0.92% | +60+0.3% | Added |
| Proequities, Inc. | 23,644 | $4.38M | 0.33% | +30+0.1% | Added |
| United Capital Management of KS, Inc. | 23,613 | $4.37M | 1.40% | +54+0.2% | Added |
| Chesapeake Asset Management LLC | 23,560 | $4.36M | 3.94% | −797−3.3% | Reduced |
| Security National Bank | 23,510 | $4.35M | 1.11% | −223−0.9% | Reduced |
| Hayek Kallen Investment Management | 23,496 | $4.35M | 1.85% | −119−0.5% | Reduced |
| Harbour Investments, Inc. | 23,470 | $4.35M | 0.22% | −78−0.3% | Reduced |
| Benson Investment Management Company, Inc. | 23,461 | $4.35M | 2.41% | −289−1.2% | Reduced |
| NovaPoint Capital, LLC | 23,437 | $4.34M | 1.62% | −300−1.3% | Reduced |
| Spring Capital Management, LLC | 23,235 | $4.30M | 3.37% | −839−3.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 23,227 | $4.30M | 2.95% | −172−0.7% | Reduced |
| Anchor Investment Management, LLC | 23,221 | $4.30M | 0.55% | +656+2.9% | Added |
| Northstar Advisory Group, LLC | 23,165 | $4.29M | 2.81% | +20,095+654.6% | Added |
| Union Heritage Capital, LLC | 23,095 | $4.28M | 2.32% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 23,093 | $4.28M | 0.18% | +1,200+5.5% | Added |
| Bill Few Associates, Inc. | 23,087 | $4.28M | 2.21% | +601+2.7% | Added |
| Pegasus Partners Ltd. | 23,081 | $4.28M | 0.63% | −658−2.8% | Reduced |
| RNC Capital Management LLC | 23,079 | $4.28M | 0.24% | −710−3.0% | Reduced |
| Beach Investment Counsel Inc | 23,065 | $4.27M | 0.51% | −80−0.3% | Reduced |
| Parkwood LLC | 23,061 | $4.27M | 0.78% | −4,548−16.5% | Reduced |
| Broderick Brian C | 23,055 | $4.27M | 1.13% | −200−0.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 23,057 | $4.26M | 0.70% | +10,656+85.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,935 | $4.25M | 2.75% | −380−1.6% | Reduced |
| Atlas Brown,Inc. | 22,833 | $4.23M | 1.86% | +19+0.1% | Added |
| Northeast Financial Consultants Inc | 22,819 | $4.23M | 0.26% | −116−0.5% | Reduced |
| Schulhoff & Co Inc | 22,809 | $4.22M | 1.96% | −571−2.4% | Reduced |
| Bank of New Hampshire | 22,776 | $4.22M | 1.21% | −435−1.9% | Reduced |
| Martin Capital Partners, LLC | 22,761 | $4.22M | 1.71% | −22−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 22,722 | $4.21M | 1.03% | +70.0% | Added |
| Beck Mack & Oliver LLC | 22,662 | $4.20M | 0.11% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 22,584 | $4.18M | 0.49% | −446−1.9% | Reduced |
| Benjamin Edwards Inc | 22,575 | $4.18M | 0.97% | +1,870+9.0% | Added |
| Mathes Company, Inc. | 22,541 | $4.17M | 1.83% | +22,541 | New |
| Adirondack Trust Co | 22,270 | $4.17M | 1.95% | −30−0.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 23,022 | $4.16M | 1.04% | 00.0% | Unchanged |
| QV Investors Inc. | 22,415 | $4.15M | 0.37% | −6,880−23.5% | Reduced |
| Dana Investment Advisors, Inc. | 22,307 | $4.13M | 0.20% | −6,115−21.5% | Reduced |
| Koshinski Asset Management, Inc. | 22,277 | $4.13M | 0.44% | −5,442−19.6% | Reduced |
| ProVise Management Group, LLC | 22,199 | $4.11M | 0.37% | −12,748−36.5% | Reduced |
| Crescent Sterling, Ltd. | 22,175 | $4.11M | 3.90% | −309−1.4% | Reduced |
| Investmark Advisory Group LLC | 22,165 | $4.11M | 2.74% | +590+2.7% | Added |
| Assetmark, Inc | 22,162 | $4.10M | 0.02% | +98+0.4% | Added |
| Integrated Advisors Network LLC | 22,148 | $4.10M | 0.24% | −322−1.4% | Reduced |
| Bangor Savings Bank | 22,100 | $4.09M | 0.46% | +443+2.0% | Added |
| Waterloo Capital, L.P. | 22,079 | $4.09M | 1.21% | −737−3.2% | Reduced |
| Builder Investment Group Inc | 22,068 | $4.09M | 1.60% | −500−2.2% | Reduced |
| BCM Advisors, LLC | 21,759 | $4.08M | 1.09% | 00.0% | Unchanged |
| Inscription Capital, LLC | 22,019 | $4.08M | 1.27% | −222−1.0% | Reduced |
| Capital Asset Advisory Services LLC | 21,663 | $4.08M | 0.29% | +11+0.1% | Added |
| Delta Capital Management LLC | 21,980 | $4.07M | 2.80% | −150−0.7% | Reduced |
| Exeter Financial, LLC | 22,108 | $4.07M | 2.10% | −2,479−10.1% | Reduced |
| Stratos Wealth Advisors, LLC | 21,951 | $4.07M | 0.29% | +830+3.9% | Added |
| Notis-McConarty Edward | 21,922 | $4.06M | 1.55% | 00.0% | Unchanged |
| Ledyard National Bank | 21,897 | $4.06M | 0.44% | +28+0.1% | Added |
| Peloton Wealth Strategists | 21,812 | $4.04M | 1.79% | −200−0.9% | Reduced |
| Sunbelt Securities, Inc. | 21,779 | $4.03M | 0.58% | +2,279+11.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,774 | $4.03M | 0.02% | −16,414−43.0% | Reduced |
| Shoker Investment Counsel, Inc. | 21,764 | $4.03M | 1.68% | +73+0.3% | Added |
| V Wealth Advisors LLC | 21,737 | $4.03M | 0.69% | +389+1.8% | Added |
| BOK Financial Private Wealth, Inc. | 21,700 | $4.02M | 0.33% | −3,678−14.5% | Reduced |
| Texas Yale Capital Corp. | 21,696 | $4.02M | 0.19% | −687−3.1% | Reduced |
| Jag Capital Management, LLC | 21,596 | $4.00M | 0.46% | +310+1.5% | Added |
| Financial Advisory Partners, LLC | 21,569 | $4.00M | 1.54% | +71+0.3% | Added |
| Accurate Wealth Management, LLC | 21,227 | $3.99M | 1.25% | +13,857+188.0% | Added |
| Boit C F David | 21,500 | $3.98M | 2.65% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 21,398 | $3.96M | 0.17% | −1,233−5.4% | Reduced |
| Garrison Asset Management, LLC | 21,385 | $3.96M | 2.37% | −140−0.7% | Reduced |
| Lake Street Advisors Group, LLC | 21,377 | $3.96M | 0.22% | +226+1.1% | Added |
| Fairhaven Wealth Management, LLC | 21,369 | $3.96M | 1.51% | +21,369 | New |
| Wolverine Asset Management LLC | 21,341 | $3.95M | 0.07% | −35,135−62.2% | Reduced |
| Capital Insight Partners, LLC | 21,303 | $3.95M | 0.88% | −537−2.5% | Reduced |
| Harbor Investment Advisory, LLC | 21,302 | $3.95M | 0.55% | −897−4.0% | Reduced |
| Heritage Trust Co | 21,300 | $3.95M | 0.58% | +200+0.9% | Added |
| Shakespeare Wealth Management, Inc. | 21,263 | $3.94M | 1.35% | +70.0% | Added |
| Asio Capital, LLC | 21,209 | $3.93M | 0.96% | +169+0.8% | Added |
| Smith Shellnut Wilson LLC | 21,169 | $3.92M | 2.21% | −15−0.1% | Reduced |
| Mutual Advisors, LLC | 20,985 | $3.89M | 0.15% | +1,535+7.9% | Added |
| Monument Capital Management | 20,889 | $3.87M | 1.23% | −169−0.8% | Reduced |
| Sendero Wealth Management, LLC | 20,854 | $3.86M | 0.84% | +20,854 | New |
| Physicians Financial Services, Inc. | 20,780 | $3.85M | 1.51% | −217−1.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 20,762 | $3.85M | 2.71% | −511−2.4% | Reduced |
| Donaldson Capital Management, LLC | 20,628 | $3.82M | 0.17% | −777−3.6% | Reduced |
| Cadent Capital Advisors, LLC | 20,589 | $3.81M | 2.37% | +281+1.4% | Added |
| Riverbridge Partners LLC | 20,576 | $3.81M | 0.05% | −955−4.4% | Reduced |
| Aull & Monroe Investment Management Corp | 20,569 | $3.81M | 1.92% | −30−0.1% | Reduced |
| Level Four Advisory Services, LLC | 20,555 | $3.81M | 0.23% | +1,624+8.6% | Added |
| Northstar Group, Inc. | 20,477 | $3.79M | 0.89% | −49−0.2% | Reduced |
| Bristlecone Advisors, LLC | 20,467 | $3.79M | 0.38% | −773−3.6% | Reduced |
| Mark Stevens | 20,464 | $3.79M | 0.49% | −264−1.3% | Reduced |
| Watchman Group, Inc. | 20,455 | $3.79M | 1.88% | −461−2.2% | Reduced |
| St. Clair Advisors, LLC | 20,425 | $3.78M | 1.47% | +693+3.5% | Added |
| GPS Wealth Strategies Group, LLC | 20,416 | $3.78M | 0.70% | −583−2.8% | Reduced |
| Silphium Asset Management Ltd | 20,350 | $3.77M | 1.87% | +4,300+26.8% | Added |
| Twin Capital Management Inc | 20,223 | $3.75M | 0.49% | −1,420−6.6% | Reduced |
| Claro Advisors LLC | 20,158 | $3.73M | 0.93% | +561+2.9% | Added |
| Baxter Bros Inc | 20,153 | $3.73M | 0.56% | +756+3.9% | Added |