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 |
|---|---|---|---|---|---|
| Cutter & CO Brokerage, Inc. | 20,130 | $3.73M | 1.10% | +280+1.4% | Added |
| Arcadia Investment Management Corp | 20,123 | $3.73M | 0.76% | +413+2.1% | Added |
| James Investment Research Inc | 20,083 | $3.72M | 0.48% | +1,886+10.4% | Added |
| Kinloch Capital, LLC | 20,033 | $3.71M | 2.21% | −246−1.2% | Reduced |
| Independent Investors Inc | 19,996 | $3.70M | 0.86% | 00.0% | Unchanged |
| Legacy CG, LLC | 19,991 | $3.70M | 1.81% | +19,991 | New |
| Fulton Bank, N.A. | 19,966 | $3.70M | 0.18% | +3,218+19.2% | Added |
| Waldron Private Wealth LLC | 19,937 | $3.69M | 0.18% | −1,005−4.8% | Reduced |
| Bull Street Advisors, LLC | 19,921 | $3.69M | 1.89% | −103−0.5% | Reduced |
| Griffin Asset Management, Inc. | 19,897 | $3.69M | 0.50% | −32−0.2% | Reduced |
| DFPG Investments, LLC | 19,765 | $3.68M | 0.33% | +495+2.6% | Added |
| Resonant Capital Advisors, LLC | 19,850 | $3.68M | 0.40% | +1,428+7.8% | Added |
| Aspiriant, LLC | 19,707 | $3.65M | 0.18% | −492−2.4% | Reduced |
| Patten Group, Inc. | 19,587 | $3.63M | 1.03% | −61−0.3% | Reduced |
| Leavell Investment Management, Inc. | 19,474 | $3.61M | 0.24% | −84−0.4% | Reduced |
| Oak Asset Management, LLC | 19,444 | $3.60M | 1.49% | +40+0.2% | Added |
| Gladstone Institutional Advisory LLC | 19,415 | $3.60M | 0.22% | −1,963−9.2% | Reduced |
| Boyd Watterson Asset Management LLC | 19,362 | $3.59M | 1.43% | +10.0% | Added |
| Quadrant Capital Group LLC | 19,348 | $3.58M | 0.36% | −17−0.1% | Reduced |
| Cottage Street Advisors LLC | 19,331 | $3.58M | 2.60% | −62−0.3% | Reduced |
| ICW Investment Advisors LLC | 19,322 | $3.58M | 1.92% | +150+0.8% | Added |
| Baker Tilly Wealth Management, LLC | 19,287 | $3.57M | 0.38% | −477−2.4% | Reduced |
| McDonald Partners LLC | 19,286 | $3.57M | 1.09% | −478−2.4% | Reduced |
| Red Cedar Investment Management, LLC | 19,274 | $3.57M | 0.54% | 00.0% | Unchanged |
| Wealth Alliance | 19,229 | $3.56M | 0.53% | −84−0.4% | Reduced |
| Estabrook Capital Management | 19,203 | $3.56M | 0.59% | −248−1.3% | Reduced |
| Symmetry Partners, LLC | 19,167 | $3.55M | 0.19% | −930−4.6% | Reduced |
| Hengehold Capital Management LLC | 19,145 | $3.55M | 0.47% | +17+0.1% | Added |
| Peak Asset Management, LLC | 19,137 | $3.54M | 0.82% | −58,946−75.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 19,108 | $3.54M | 0.16% | +241+1.3% | Added |
| Triangle Securities Wealth Management | 19,093 | $3.54M | 1.22% | −344−1.8% | Reduced |
| Enterprise Bank & Trust Co | 19,078 | $3.53M | 1.35% | +415+2.2% | Added |
| Somerset Trust Co | 19,057 | $3.53M | 1.52% | −583−3.0% | Reduced |
| CWS Financial Advisors, LLC | 18,910 | $3.50M | 1.33% | −196−1.0% | Reduced |
| 44 Wealth Management LLC | 18,901 | $3.50M | 1.19% | +276+1.5% | Added |
| NJ State Employees Deferred Compensation Plan | 18,851 | $3.49M | 0.50% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 18,821 | $3.49M | 1.03% | +179+1.0% | Added |
| Puzo Michael J | 18,820 | $3.49M | 1.10% | −250−1.3% | Reduced |
| All Terrain Financial Advisors, LLC | 18,817 | $3.49M | 1.57% | +484+2.6% | Added |
| Keene & Associates, Inc. | 18,743 | $3.47M | 2.70% | −33−0.2% | Reduced |
| Zhang Financial LLC | 18,745 | $3.47M | 0.36% | +350+1.9% | Added |
| Independent Financial Group, LLC | 18,722 | $3.47M | 0.24% | +1,499+8.7% | Added |
| Essex Savings Bank | 18,604 | $3.45M | 1.15% | −324−1.7% | Reduced |
| Guardian Capital LP | 18,557 | $3.44M | 0.11% | −5,384−22.5% | Reduced |
| Csenge Advisory Group | 18,554 | $3.44M | 0.23% | +1,324+7.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 18,550 | $3.44M | 0.11% | −1,023−5.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,532 | $3.43M | 0.55% | −684−3.6% | Reduced |
| Alpha Omega Wealth Management LLC | 18,510 | $3.43M | 0.58% | −923−4.7% | Reduced |
| Cape Ann Savings Bank | 18,465 | $3.42M | 2.28% | −157−0.8% | Reduced |
| Strategic Financial Services, Inc, | 18,560 | $3.41M | 0.25% | −138−0.7% | Reduced |
| Connable Office Inc | 18,416 | $3.41M | 0.47% | +19+0.1% | Added |
| Crestwood Advisors Group LLC | 18,388 | $3.41M | 0.11% | +565+3.2% | Added |
| Gs Investments, Inc. | 18,341 | $3.40M | 1.85% | +40+0.2% | Added |
| Marino, Stram & Associates LLC | 18,334 | $3.40M | 0.96% | +403+2.2% | Added |
| Fragasso Group Inc. | 18,319 | $3.39M | 0.36% | +10,662+139.2% | Added |
| Amussen Hunsaker Associates LLC | 18,302 | $3.39M | 0.75% | −432−2.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 18,291 | $3.39M | 0.53% | −2,571−12.3% | Reduced |
| Kavar Capital Partners Group, LLC | 18,281 | $3.39M | 0.72% | +1,033+6.0% | Added |
| Cozad Asset Management Inc | 18,280 | $3.39M | 0.42% | −137−0.7% | Reduced |
| TFG Advisers LLC | 18,259 | $3.38M | 1.54% | +577+3.3% | Added |
| First Western Trust Bank | 18,224 | $3.38M | 0.16% | −111−0.6% | Reduced |
| Farmers National Bank | 18,222 | $3.38M | 1.15% | −324−1.7% | Reduced |
| White Pine Capital LLC | 18,202 | $3.37M | 1.26% | +106+0.6% | Added |
| Moloney Securities Asset Management, LLC | 18,128 | $3.36M | 0.59% | −336−1.8% | Reduced |
| SageView Advisory Group, LLC | 18,126 | $3.36M | 0.19% | −847−4.5% | Reduced |
| Grandfield & Dodd, LLC | 18,125 | $3.36M | 0.23% | −8,821−32.7% | Reduced |
| CAPROCK Group, Inc. | 18,115 | $3.36M | 0.25% | −209−1.1% | Reduced |
| Nations Financial Group Inc, | 18,107 | $3.35M | 0.33% | −1,183−6.1% | Reduced |
| Old Second National Bank of Aurora | 18,103 | $3.35M | 0.97% | −523−2.8% | Reduced |
| Thomasville National Bank | 18,091 | $3.35M | 0.32% | +17+0.1% | Added |
| Murphy Pohlad Asset Management LLC | 17,952 | $3.33M | 1.43% | −665−3.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 17,936 | $3.32M | 0.61% | +1,231+7.4% | Added |
| Capstone Investment Advisors, LLC | 17,871 | $3.31M | 0.10% | −5,872−24.7% | Reduced |
| EPG Wealth Management LLC | 17,843 | $3.30M | 0.98% | −100−0.6% | Reduced |
| Gotham Asset Management, LLC | 17,826 | $3.30M | 0.07% | −9,311−34.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,824 | $3.30M | 0.34% | −1,600−8.2% | Reduced |
| Pitcairn Co | 17,792 | $3.30M | 0.28% | −703−3.8% | Reduced |
| Bank of Hawaii | 17,781 | $3.29M | 0.18% | −965−5.1% | Reduced |
| First Business Financial Services, Inc. | 17,733 | $3.28M | 0.41% | −476−2.6% | Reduced |
| Nvest Financial, LLC | 17,679 | $3.27M | 2.87% | +1,292+7.9% | Added |
| Invesco, LLC | 17,658 | $3.27M | 1.61% | +17,658 | New |
| Benedict Financial Advisors Inc | 17,656 | $3.27M | 0.90% | −269−1.5% | Reduced |
| Mitchell Capital Management Co | 17,621 | $3.26M | 0.75% | +137+0.8% | Added |
| We Are One Seven, LLC | 17,591 | $3.26M | 0.30% | −2,596−12.9% | Reduced |
| Duncker Streett & Co Inc | 17,591 | $3.26M | 0.73% | −170−1.0% | Reduced |
| DCM Advisors, LLC | 17,513 | $3.24M | 1.39% | −231−1.3% | Reduced |
| Wealthcare Advisory Partners LLC | 17,508 | $3.24M | 0.15% | −166−0.9% | Reduced |
| Freestone Capital Holdings, LLC | 17,461 | $3.23M | 0.13% | −9−0.1% | Reduced |
| Princeton Global Asset Management LLC | 17,458 | $3.23M | 0.94% | −2,915−14.3% | Reduced |
| MidWestOne Financial Group, Inc. | 17,418 | $3.23M | 0.70% | +3,287+23.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 17,399 | $3.22M | 0.69% | +1,455+9.1% | Added |
| Patton Albertson Miller Group, LLC | 17,377 | $3.22M | 0.62% | −1,085−5.9% | Reduced |
| Harbour Investment Management LLC | 17,373 | $3.22M | 1.69% | −50−0.3% | Reduced |
| Empire Financial Management Company, LLC | 17,368 | $3.22M | 1.28% | −6,635−27.6% | Reduced |
| Orser Capital Management, LLC | 17,368 | $3.22M | 3.28% | −150−0.9% | Reduced |
| Sentinel Trust Co Lba | 17,365 | $3.22M | 0.44% | −17−0.1% | Reduced |
| BSW Wealth Partners | 17,353 | $3.21M | 0.67% | −33−0.2% | Reduced |
| Delta Financial Advisors LLC | 17,342 | $3.21M | 1.42% | +422+2.5% | Added |
| GSB Wealth Management, LLC | 17,341 | $3.21M | 1.04% | +68+0.4% | Added |
| Smith, Moore & Co. | 17,522 | $3.21M | 0.41% | +438+2.6% | Added |