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 |
|---|---|---|---|---|---|
| Park Edge Advisors, LLC | 12,220 | $2.26M | 0.76% | −833−6.4% | Reduced |
| Archford Capital Strategies, LLC | 11,827 | $2.26M | 0.43% | −504−4.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 12,076 | $2.24M | 1.65% | −98−0.8% | Reduced |
| Naviter Wealth, LLC | 12,030 | $2.23M | 0.57% | +3,045+33.9% | Added |
| Allred Capital Management, LLC | 12,029 | $2.23M | 1.09% | −891−6.9% | Reduced |
| Oarsman Capital, Inc. | 12,025 | $2.23M | 0.98% | −406−3.3% | Reduced |
| Magnus Financial Group LLC | 12,024 | $2.23M | 0.32% | +493+4.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 11,966 | $2.22M | 0.95% | +3,422+40.1% | Added |
| Eqis Capital Management, Inc. | 11,951 | $2.21M | 0.25% | +1,258+11.8% | Added |
| StrongBox Wealth, LLC | 11,940 | $2.21M | 1.40% | +552+4.8% | Added |
| Ellsworth Advisors, LLC | 11,919 | $2.21M | 0.76% | −205−1.7% | Reduced |
| Nilsine Partners, LLC | 11,918 | $2.21M | 0.32% | −482−3.9% | Reduced |
| Citadel Advisors LLC | 11,916 | $2.21M | 0.00% | −482,928−97.6% | Reduced |
| Insight Inv LLC | 11,910 | $2.21M | 2.27% | −75−0.6% | Reduced |
| West Oak Capital, LLC | 11,882 | $2.20M | 1.07% | −200−1.7% | Reduced |
| Laidlaw Wealth Management LLC | 11,872 | $2.20M | 0.43% | −3,229−21.4% | Reduced |
| Hamel Associates, Inc. | 11,847 | $2.19M | 0.77% | −130−1.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,840 | $2.19M | 0.63% | −15−0.1% | Reduced |
| Formidable Asset Management, LLC | 11,819 | $2.19M | 0.48% | −212−1.8% | Reduced |
| Hemenway Trust Co LLC | 11,811 | $2.19M | 0.21% | +907+8.3% | Added |
| Kennon-Green & Company, LLC | 11,810 | $2.19M | 2.03% | −569−4.6% | Reduced |
| Garrison Point Advisors, LLC | 11,805 | $2.19M | 1.58% | −90−0.8% | Reduced |
| Cornerstone Wealth Management, LLC | 11,789 | $2.18M | 0.20% | +813+7.4% | Added |
| Perpetual Ltd | 11,782 | $2.18M | 0.02% | +99+0.8% | Added |
| Field & Main Bank | 11,723 | $2.17M | 1.21% | −86−0.7% | Reduced |
| West Branch Capital LLC | 11,721 | $2.17M | 1.08% | +28+0.2% | Added |
| Dividend Assets Capital, LLC | 11,717 | $2.17M | 0.45% | −1,270−9.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 11,714 | $2.17M | 1.43% | −2,229−16.0% | Reduced |
| Ronald Blue Trust, Inc. | 11,867 | $2.16M | 0.03% | −4,703−28.4% | Reduced |
| SJS Investment Consulting Inc. | 11,676 | $2.16M | 0.54% | +85+0.7% | Added |
| Forte Capital LLC | 11,649 | $2.16M | 0.31% | +8+0.1% | Added |
| Jackson Square Capital, LLC | 11,648 | $2.16M | 0.87% | +3,165+37.3% | Added |
| New Potomac Partners, LLC | 11,571 | $2.14M | 1.41% | −622−5.1% | Reduced |
| Mach-1 Financial Group, Inc. | 11,552 | $2.14M | 0.86% | +10,179+741.4% | Added |
| Foundations Investment Advisors, LLC | 11,547 | $2.14M | 0.07% | +935+8.8% | Added |
| Eudaimonia Partners, LLC | 11,530 | $2.14M | 0.48% | +3,412+42.0% | Added |
| Balyasny Asset Management LLC | 11,513 | $2.13M | 0.01% | −358,714−96.9% | Reduced |
| CoreCap Advisors, LLC | 11,498 | $2.13M | 0.15% | +11,498 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,451 | $2.12M | 0.09% | +600+5.5% | Added |
| Detalus Advisors, LLC | 11,420 | $2.12M | 0.95% | +149+1.3% | Added |
| Financial Strategies Group, Inc. | 11,401 | $2.11M | 0.68% | +3,491+44.1% | Added |
| Security National Bank of Sioux City Iowa | 11,379 | $2.11M | 1.59% | +11,379 | New |
| First Command Bank | 11,357 | $2.10M | 0.20% | +89+0.8% | Added |
| First Command Financial Services, Inc. | 11,357 | $2.10M | 0.20% | +89+0.8% | Added |
| Bigelow Investment Advisors, LLC | 11,346 | $2.10M | 1.15% | −57−0.5% | Reduced |
| Banco de Sabadell, S.A | 11,323 | $2.10M | 1.69% | −415−3.5% | Reduced |
| M Holdings Securities, Inc. | 11,317 | $2.10M | 0.43% | −11,772−51.0% | Reduced |
| Nixon Peabody Trust Co | 11,274 | $2.09M | 1.69% | −258−2.2% | Reduced |
| Becker Capital Management Inc | 11,264 | $2.09M | 0.08% | −2,107−15.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,291 | $2.08M | 0.92% | −97−0.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $2.06M | 0.74% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 11,092 | $2.05M | 1.38% | +293+2.7% | Added |
| Kathmere Capital Management, LLC | 11,087 | $2.05M | 0.32% | −1,278−10.3% | Reduced |
| Blue Square Asset Management, LLC | 11,074 | $2.05M | 1.46% | +8,124+275.4% | Added |
| JFS Wealth Advisors, LLC | 11,016 | $2.04M | 0.18% | −304−2.7% | Reduced |
| Delta Asset Management LLC | 11,009 | $2.04M | 0.20% | +832+8.2% | Added |
| Atlas Private Wealth Advisors | 11,000 | $2.04M | 0.41% | +5,495+99.8% | Added |
| Poehling Capital Management, LLC | 10,962 | $2.03M | 0.69% | 00.0% | Unchanged |
| Clean Yield Group | 10,957 | $2.03M | 0.84% | −60−0.5% | Reduced |
| International Assets Investment Management, LLC | 29,858 | $2.03M | 0.28% | +960+3.3% | Added |
| Westover Capital Advisors, LLC | 10,932 | $2.02M | 0.70% | +1,541+16.4% | Added |
| Zions Bancorporation, N.A. | 10,919 | $2.02M | 0.17% | +1,192+12.3% | Added |
| Algert Global LLC | 10,892 | $2.02M | 0.09% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10,867 | $2.02M | 0.99% | −2,387−18.0% | Reduced |
| Ghe, LLC | 10,884 | $2.02M | 1.35% | −29−0.3% | Reduced |
| Accel Wealth Management | 10,838 | $2.01M | 1.11% | +166+1.6% | Added |
| Angeles Wealth Management, LLC | 10,784 | $2.00M | 0.27% | +206+1.9% | Added |
| Hoylecohen, LLC | 10,751 | $1.99M | 0.18% | −20−0.2% | Reduced |
| Portside Wealth Group, LLC | 10,749 | $1.99M | 0.37% | +10,749 | New |
| Sweet Financial Partners, LLC | 10,740 | $1.99M | 0.52% | +2,392+28.7% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,728 | $1.99M | 2.22% | −165−1.5% | Reduced |
| Norway Savings Bank | 10,718 | $1.99M | 1.08% | +420+4.1% | Added |
| Avitas Wealth Management LLC | 10,690 | $1.98M | 0.36% | −72−0.7% | Reduced |
| DAGCO, Inc. | 10,681 | $1.98M | 0.98% | +20.0% | Added |
| Chicago Partners Investment Group LLC | 10,500 | $1.98M | 0.10% | +1,083+11.5% | Added |
| Holderness Investments Co | 10,648 | $1.97M | 0.73% | +266+2.6% | Added |
| Advisor OS, LLC | 10,604 | $1.96M | 0.32% | −1,913−15.3% | Reduced |
| Legacy Trust | 10,594 | $1.96M | 0.54% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 10,584 | $1.96M | 0.48% | −767−6.8% | Reduced |
| Curi Capital | 10,582 | $1.96M | 0.27% | −35−0.3% | Reduced |
| Ascension Asset Management LLC | 10,580 | $1.96M | 1.20% | +10,580 | New |
| TCG Advisory Services, LLC | 10,574 | $1.96M | 0.33% | +2,174+25.9% | Added |
| NorthRock Partners, LLC | 10,571 | $1.96M | 0.21% | −550−4.9% | Reduced |
| Cadinha & Co LLC | 10,551 | $1.95M | 0.36% | +32+0.3% | Added |
| Foster Dykema Cabot & Co Inc | 10,519 | $1.95M | 0.23% | +192+1.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,505 | $1.95M | 1.34% | −270−2.5% | Reduced |
| Ahl Investment Management, Inc. | 10,494 | $1.94M | 1.73% | 00.0% | Unchanged |
| ORG Partners LLC | 10,458 | $1.94M | 0.31% | +10,458 | New |
| Lineweaver Wealth Advisors, LLC | 10,453 | $1.94M | 0.55% | −126−1.2% | Reduced |
| Alpha DNA Investment Management LLC | 10,448 | $1.94M | 1.10% | −14,972−58.9% | Reduced |
| Virtu Financial LLC | 10,438 | $1.93M | 0.15% | +10,438 | New |
| Wolff Wiese Magana LLC | 10,434 | $1.93M | 1.49% | +136+1.3% | Added |
| Guardian Investment Management | 10,430 | $1.93M | 1.66% | −6,850−39.6% | Reduced |
| Vista Investment Management | 10,358 | $1.92M | 0.97% | −172−1.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,350 | $1.92M | 0.86% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 10,243 | $1.90M | 0.59% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 10,239 | $1.90M | 0.24% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10,235 | $1.90M | 0.40% | +17+0.2% | Added |
| First County Bank | 10,226 | $1.89M | 0.92% | +4,313+72.9% | Added |
| Founders Capital Management | 10,218 | $1.89M | 1.38% | −47−0.5% | Reduced |