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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Keating Investment Counselors Inc | 14,255 | $2.64M | 0.95% | −325−2.2% | Reduced |
| United Asset Strategies, Inc. | 14,251 | $2.64M | 0.33% | −2,863−16.7% | Reduced |
| Caxton Associates LP | 14,226 | $2.63M | 0.39% | −892−5.9% | Reduced |
| Alta Capital Management LLC | 14,146 | $2.62M | 0.18% | −53−0.4% | Reduced |
| AdvisorNet Financial, Inc | 14,137 | $2.62M | 0.22% | +553+4.1% | Added |
| Leelyn Smith, LLC | 14,092 | $2.61M | 0.63% | −771−5.2% | Reduced |
| Financial Advocates Investment Management | 14,067 | $2.61M | 0.19% | +53+0.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 14,063 | $2.60M | 0.03% | −376−2.6% | Reduced |
| Focus Financial Network, Inc. | 14,061 | $2.60M | 0.14% | +323+2.4% | Added |
| Verition Fund Management LLC | 14,059 | $2.60M | 0.04% | +1,644+13.2% | Added |
| S&T Bank | 14,061 | $2.60M | 0.47% | −302−2.1% | Reduced |
| Baader Bank INC | 14,100 | $2.60M | 0.23% | +3,135+28.6% | Added |
| Excalibur Management Corp | 14,032 | $2.60M | 1.32% | −1,169−7.7% | Reduced |
| Elmwood Wealth Management, Inc. | 13,999 | $2.59M | 1.21% | −207−1.5% | Reduced |
| Lavaca Capital LLC | 13,983 | $2.59M | 0.81% | −21,498−60.6% | Reduced |
| Octavia Wealth Advisors, LLC | 13,944 | $2.58M | 0.52% | +587+4.4% | Added |
| Rehmann Capital Advisory Group | 13,923 | $2.58M | 0.23% | −202−1.4% | Reduced |
| Aspen Investment Management Inc | 13,913 | $2.58M | 1.53% | +1,051+8.2% | Added |
| Joel Isaacson & Co., LLC | 13,894 | $2.57M | 0.17% | +89+0.6% | Added |
| Finer Wealth Management, Inc. | 13,820 | $2.56M | 2.00% | +243+1.8% | Added |
| Capital Counsel LLC | 13,805 | $2.56M | 0.14% | 00.0% | Unchanged |
| Platform Technology Partners | 13,896 | $2.56M | 1.20% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,782 | $2.55M | 2.18% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 13,751 | $2.55M | 2.30% | −124−0.9% | Reduced |
| Ami Investment Management Inc | 13,740 | $2.54M | 1.13% | −329−2.3% | Reduced |
| Cito Capital Group, LLC | 13,721 | $2.54M | 1.16% | 00.0% | Unchanged |
| Saybrook Capital | 13,692 | $2.54M | 0.75% | 00.0% | Unchanged |
| Leisure Capital Management | 13,679 | $2.53M | 1.40% | −286−2.0% | Reduced |
| Rothschild Investment Corp | 13,660 | $2.53M | 0.21% | +869+6.8% | Added |
| Liberty Capital Management, Inc. | 13,659 | $2.53M | 0.76% | −361−2.6% | Reduced |
| ZWJ Investment Counsel Inc | 13,614 | $2.52M | 0.13% | −619−4.3% | Reduced |
| Home Federal Bank of Tennessee | 13,570 | $2.51M | 0.89% | −80−0.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 13,528 | $2.51M | 0.83% | −517−3.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 13,493 | $2.50M | 0.81% | −296−2.1% | Reduced |
| Mattern Wealth Management LLC | 13,483 | $2.50M | 0.73% | +1,760+15.0% | Added |
| Mechanics Financial Corp | 13,476 | $2.50M | 1.36% | −195−1.4% | Reduced |
| CNB Bank | 13,457 | $2.49M | 1.47% | −866−6.0% | Reduced |
| VeraBank, N.A. | 13,411 | $2.48M | 0.96% | −1,875−12.3% | Reduced |
| Crawford Investment Counsel Inc | 13,411 | $2.48M | 0.05% | −50−0.4% | Reduced |
| Massachusetts Wealth Management | 13,364 | $2.48M | 2.37% | +175+1.3% | Added |
| AlphaCore Capital LLC | 13,338 | $2.47M | 0.40% | +892+7.2% | Added |
| Burke & Herbert Bank & Trust Co | 13,319 | $2.47M | 1.67% | −21−0.2% | Reduced |
| Forum Financial Management, LP | 13,310 | $2.47M | 0.06% | +1,147+9.4% | Added |
| Brandywine Oak Private Wealth LLC | 13,306 | $2.46M | 0.28% | −81−0.6% | Reduced |
| XML Financial, LLC | 13,264 | $2.46M | 0.28% | +1,914+16.9% | Added |
| AIMZ Investment Advisors, LLC | 13,231 | $2.45M | 1.05% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 13,178 | $2.44M | 0.55% | +377+2.9% | Added |
| Deseret Mutual Benefit Administrators | 13,173 | $2.44M | 0.95% | −1,199−8.3% | Reduced |
| Ledge Wealth Management, Inc. | 13,141 | $2.43M | 1.16% | −1,400−9.6% | Reduced |
| Elevated Capital Advisors, LLC | 13,082 | $2.42M | 0.81% | +363+2.9% | Added |
| Atwood & Palmer Inc | 13,070 | $2.42M | 0.22% | +350+2.8% | Added |
| Manchester Capital Management LLC | 13,055 | $2.42M | 0.32% | +109+0.8% | Added |
| Slagle Financial, LLC | 13,042 | $2.42M | 1.50% | +13,042 | New |
| A. D. Beadell Investment Counsel, Inc. | 13,035 | $2.41M | 2.33% | −242−1.8% | Reduced |
| Madison Wealth Management | 13,012 | $2.41M | 0.49% | +77+0.6% | Added |
| Plimoth Trust Co LLC | 13,001 | $2.41M | 0.72% | −75−0.6% | Reduced |
| Gifford Fong Associates | 13,000 | $2.41M | 0.57% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 12,991 | $2.41M | 0.98% | +40+0.3% | Added |
| Tandem Capital Management Corp | 12,990 | $2.41M | 1.57% | 00.0% | Unchanged |
| KCS Wealth Advisory | 12,985 | $2.41M | 0.83% | +166+1.3% | Added |
| Summit Place Financial Advisors, LLC | 12,970 | $2.40M | 1.56% | +26+0.2% | Added |
| Strategic Blueprint, LLC | 12,963 | $2.40M | 0.23% | −127−1.0% | Reduced |
| Chapin Davis, Inc. | 12,911 | $2.39M | 1.14% | −3,413−20.9% | Reduced |
| Meridian Wealth Advisors, LLC | 12,910 | $2.39M | 0.58% | −1,593−11.0% | Reduced |
| Evermay Wealth Management LLC | 12,892 | $2.39M | 0.46% | −638−4.7% | Reduced |
| Parkside Financial Bank & Trust | 12,841 | $2.38M | 0.57% | −104−0.8% | Reduced |
| Cubist Systematic Strategies, LLC | 12,833 | $2.38M | 0.03% | −74,140−85.2% | Reduced |
| Lindenwold Advisors | 12,827 | $2.38M | 1.46% | −2,122−14.2% | Reduced |
| Bedel Financial Consulting, Inc. | 12,822 | $2.37M | 0.50% | +948+8.0% | Added |
| Beacon Financial Group | 12,893 | $2.37M | 0.32% | −50−0.4% | Reduced |
| Security National Bank of So Dak | 12,787 | $2.37M | 1.69% | +12,787 | New |
| Arbor Capital Management Inc | 12,805 | $2.36M | 1.84% | +43+0.3% | Added |
| Flagship Harbor Advisors, LLC | 12,699 | $2.35M | 0.19% | +280+2.3% | Added |
| Ascent Wealth Partners, LLC | 12,656 | $2.34M | 0.41% | +2,557+25.3% | Added |
| First Foundation Advisors | 12,640 | $2.34M | 0.10% | −1,215−8.8% | Reduced |
| Summit Financial Group Inc | 12,677 | $2.34M | 0.91% | −775−5.8% | Reduced |
| LSV Asset Management | 12,603 | $2.33M | 0.01% | −400−3.1% | Reduced |
| E Fund Management Co., Ltd. | 12,589 | $2.33M | 0.18% | −2,243−15.1% | Reduced |
| Highlander Capital Management, LLC | 12,574 | $2.33M | 1.08% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 12,553 | $2.32M | 0.28% | −219−1.7% | Reduced |
| LGT Fund Management Co Ltd. | 12,550 | $2.32M | 1.07% | +3,000+31.4% | Added |
| IMS Capital Management | 12,548 | $2.32M | 1.29% | +2,065+19.7% | Added |
| Means Investment Co., Inc. | 12,543 | $2.32M | 0.37% | +50+0.4% | Added |
| Wisconsin Capital Management LLC | 12,535 | $2.32M | 1.50% | −1,000−7.4% | Reduced |
| Kovack Advisors, Inc. | 12,503 | $2.32M | 0.30% | +1,082+9.5% | Added |
| TrinityPoint Wealth, LLC | 12,495 | $2.31M | 0.45% | +810+6.9% | Added |
| Cyndeo Wealth Partners, LLC | 12,494 | $2.31M | 0.24% | +96+0.8% | Added |
| CFS Investment Advisory Services, LLC | 12,430 | $2.30M | 0.29% | +12,430 | New |
| Providence Wealth Advisors, LLC | 12,319 | $2.30M | 2.54% | −368−2.9% | Reduced |
| TCI Wealth Advisors, Inc. | 12,406 | $2.30M | 0.29% | −409−3.2% | Reduced |
| Stonebridge Capital Advisors LLC | 12,401 | $2.30M | 0.24% | −198−1.6% | Reduced |
| Scott & Selber, Inc. | 12,394 | $2.30M | 0.90% | −267−2.1% | Reduced |
| Oak Associates, Ltd | 12,380 | $2.29M | 0.18% | −1,560−11.2% | Reduced |
| Studio Investment Management LLC | 12,354 | $2.29M | 0.64% | +396+3.3% | Added |
| Dover Advisors, LLC | 12,350 | $2.29M | 2.03% | −558−4.3% | Reduced |
| New England Asset Management Inc | 12,339 | $2.29M | 0.33% | 00.0% | Unchanged |
| Lantz Financial LLC | 12,297 | $2.28M | 0.89% | −16−0.1% | Reduced |
| Montecito Bank & Trust | 12,285 | $2.28M | 0.52% | −23−0.2% | Reduced |
| Concord Wealth Partners | 12,269 | $2.27M | 0.49% | +5,471+80.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,233 | $2.27M | 0.11% | +1,106+9.9% | Added |