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 |
|---|---|---|---|---|---|
| Clarus Group, Inc. | 6,446 | $1.19M | 0.87% | +249+4.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,439 | $1.19M | 0.76% | −1,030−13.8% | Reduced |
| Obsidian Personal Planning Solutions LLC | 6,430 | $1.19M | 1.47% | +1,130+21.3% | Added |
| Custos Family Office, LLC | 6,430 | $1.19M | 0.77% | −57−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 6,501 | $1.19M | 0.15% | −8,959−57.9% | Reduced |
| Abacus Planning Group, Inc. | 6,425 | $1.19M | 0.29% | +155+2.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 6,466 | $1.19M | 0.60% | +1,266+24.3% | Added |
| Barings LLC | 6,400 | $1.19M | 0.04% | +423+7.1% | Added |
| Verus Capital Partners, LLC | 6,394 | $1.18M | 0.17% | +12+0.2% | Added |
| Hollow Brook Wealth Management LLC | 6,372 | $1.18M | 0.51% | +300+4.9% | Added |
| Empirical Asset Management, LLC | 6,370 | $1.18M | 1.04% | +2,775+77.2% | Added |
| Curated Wealth Partners LLC | 6,356 | $1.18M | 0.23% | −158−2.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,352 | $1.18M | 0.52% | −10−0.2% | Reduced |
| Ellis Investment Partners, LLC | 6,301 | $1.17M | 0.29% | +210+3.4% | Added |
| EagleClaw Capital Managment, LLC | 6,300 | $1.17M | 0.27% | 00.0% | Unchanged |
| Carson Advisory Inc. | 6,297 | $1.17M | 0.99% | +30.0% | Added |
| American State Bank (Iowa) | 6,296 | $1.17M | 0.81% | −356−5.4% | Reduced |
| Gilbert & Cook, Inc. | 6,288 | $1.16M | 0.19% | +500+8.6% | Added |
| Bray Capital Advisors | 6,287 | $1.16M | 0.35% | −126−2.0% | Reduced |
| Tevis Investment Management | 6,285 | $1.16M | 1.14% | −11−0.2% | Reduced |
| Herold Advisors, Inc. | 6,283 | $1.16M | 0.36% | +272+4.5% | Added |
| Berger Financial Group, Inc | 6,274 | $1.16M | 0.13% | −186−2.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,267 | $1.16M | 0.15% | −16−0.3% | Reduced |
| Brown Miller Wealth Management, LLC | 6,259 | $1.16M | 0.63% | +30.0% | Added |
| WR Wealth Planners, LLC | 6,255 | $1.16M | 0.45% | +826+15.2% | Added |
| Reik & Co., LLC | 6,247 | $1.16M | 0.32% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 6,243 | $1.16M | 0.31% | −219−3.4% | Reduced |
| Chesapeake Wealth Management | 6,235 | $1.15M | 0.46% | −102−1.6% | Reduced |
| Meridian Investment Counsel Inc. | 6,230 | $1.15M | 0.41% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 6,223 | $1.15M | 0.67% | +115+1.9% | Added |
| Boltwood Capital Management | 6,219 | $1.15M | 0.42% | −365−5.5% | Reduced |
| Cedrus LLC | 6,205 | $1.15M | 0.81% | +90+1.5% | Added |
| AFS Financial Group, LLC | 6,192 | $1.15M | 0.74% | −37−0.6% | Reduced |
| Norris Perne & French LLP | 6,179 | $1.14M | 0.10% | −33−0.5% | Reduced |
| Phocas Financial Corp. | 6,162 | $1.14M | 0.16% | −92−1.5% | Reduced |
| DRW Securities, LLC | 6,150 | $1.14M | 0.09% | −8,325−57.5% | Reduced |
| Quent Capital, LLC | 6,146 | $1.14M | 0.18% | +601+10.8% | Added |
| United Bank | 6,145 | $1.14M | 0.14% | −90−1.4% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 6,249 | $1.14M | 2.13% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 6,137 | $1.14M | 0.14% | +10.0% | Added |
| Cornerstone Advisory, LLC | 6,130 | $1.14M | 0.20% | +114+1.9% | Added |
| Lion Street Advisors, LLC | 7,027 | $1.14M | 0.38% | +1,061+17.8% | Added |
| SkyOak Wealth, LLC | 6,125 | $1.13M | 0.32% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 6,124 | $1.13M | 1.02% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 6,121 | $1.13M | 0.40% | −99−1.6% | Reduced |
| MBA Advisors LLC | 6,115 | $1.13M | 0.68% | +73+1.2% | Added |
| Poplar Forest Capital LLC | 6,115 | $1.13M | 0.15% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 6,107 | $1.13M | 0.26% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 6,066 | $1.12M | 0.36% | −7,239−54.4% | Reduced |
| Sterling Investment Counsel, LLC | 6,048 | $1.12M | 0.60% | −105−1.7% | Reduced |
| New England Research & Management, Inc. | 6,043 | $1.12M | 0.65% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 6,032 | $1.12M | 1.18% | +641+11.9% | Added |
| Castle Rock Wealth Management, LLC | 5,965 | $1.11M | 0.38% | −6−0.1% | Reduced |
| Exchange Bank | 5,999 | $1.11M | 1.07% | +5,999 | New |
| Baystate Wealth Management LLC | 5,988 | $1.11M | 0.09% | +341+6.0% | Added |
| WealthTrust Asset Management, LLC | 5,979 | $1.11M | 1.00% | +79+1.3% | Added |
| Garde Capital, Inc. | 5,971 | $1.11M | 0.09% | +2,811+89.0% | Added |
| Tranquility Partners, LLC | 5,970 | $1.11M | 0.48% | +7+0.1% | Added |
| Diligent Investors, LLC | 5,965 | $1.10M | 0.33% | +773+14.9% | Added |
| Buckingham Strategic Partners | 5,947 | $1.10M | 0.06% | −2,377−28.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,942 | $1.10M | 0.51% | +80+1.4% | Added |
| KLCM Advisors, Inc. | 5,927 | $1.10M | 0.21% | +306+5.4% | Added |
| Prairie Sky Financial Group LLC | 5,913 | $1.10M | 0.74% | +5,913 | New |
| Mirabella Financial Services LLP | 5,907 | $1.09M | 0.13% | +5,907 | New |
| Wunderlich Capital Managemnt | 5,905 | $1.09M | 0.54% | +46+0.8% | Added |
| Day & Ennis, LLC | 5,906 | $1.09M | 0.42% | +4+0.1% | Added |
| Aureus Asset Management, LLC | 5,893 | $1.09M | 0.08% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 5,888 | $1.09M | 0.75% | +213+3.8% | Added |
| Missouri Trust & Investment Co | 5,881 | $1.09M | 0.61% | +348+6.3% | Added |
| Syntal Capital Partners, LLC | 5,876 | $1.09M | 0.44% | −1,190−16.8% | Reduced |
| Altus Wealth Group LLC | 5,869 | $1.09M | 0.67% | +101+1.8% | Added |
| Edge Wealth Management LLC | 5,861 | $1.09M | 0.24% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 5,848 | $1.08M | 0.65% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 5,829 | $1.08M | 1.00% | −54−0.9% | Reduced |
| Addison Advisors LLC | 5,818 | $1.08M | 0.53% | +52+0.9% | Added |
| First Heartland Consultants, Inc. | 5,802 | $1.07M | 0.14% | −332−5.4% | Reduced |
| Centaurus Financial, Inc. | 5,796 | $1.07M | 0.09% | −1,050−15.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,791 | $1.07M | 0.22% | −14−0.2% | Reduced |
| Marathon Capital Management | 5,790 | $1.07M | 0.26% | −282−4.6% | Reduced |
| Weatherly Asset Management L. P. | 5,788 | $1.07M | 0.13% | +45+0.8% | Added |
| VELA Investment Management, LLC | 5,788 | $1.07M | 0.49% | −800−12.1% | Reduced |
| Concord Asset Management, LLC | 5,786 | $1.07M | 0.38% | +1,341+30.2% | Added |
| Segment Wealth Management, LLC | 5,774 | $1.07M | 0.11% | 00.0% | Unchanged |
| West Bancorporation Inc | 5,751 | $1.07M | 0.72% | +281+5.1% | Added |
| Triad Financial Advisors, Inc. | 5,742 | $1.06M | 0.44% | +4+0.1% | Added |
| Charter Oak Capital Management, LLC | 5,742 | $1.06M | 0.14% | −20.0% | Reduced |
| AlphaStar Capital Management, LLC | 5,736 | $1.06M | 0.12% | +471+8.9% | Added |
| Claar Advisors LLC | 5,700 | $1.06M | 0.40% | 00.0% | Unchanged |
| Rational Advisors LLC | 5,697 | $1.06M | 0.09% | +5,697 | New |
| Perennial Advisors, LLC | 5,695 | $1.05M | 0.27% | −63−1.1% | Reduced |
| Marion Wealth Management | 5,689 | $1.05M | 0.37% | +44+0.8% | Added |
| Cim Investment Mangement Inc | 5,680 | $1.05M | 0.36% | +13+0.2% | Added |
| Atlantic Trust, LLC | 5,707 | $1.05M | 0.34% | −126−2.2% | Reduced |
| Forza Wealth Management, LLC | 5,675 | $1.05M | 0.53% | −150−2.6% | Reduced |
| First International Bank & Trust | 5,672 | $1.05M | 0.33% | +24+0.4% | Added |
| Guardian Wealth Advisors, LLC | 5,646 | $1.05M | 0.18% | +365+6.9% | Added |
| Dominguez Wealth Management Solutions, Inc. | 5,644 | $1.05M | 0.91% | −47−0.8% | Reduced |
| Carr Financial Group Corp | 5,634 | $1.04M | 0.42% | +267+5.0% | Added |
| Brown, Lisle/Cummings, Inc. | 5,625 | $1.04M | 0.47% | +2,614+86.8% | Added |
| Gilman Hill Asset Management, LLC | 5,623 | $1.04M | 0.19% | −123−2.1% | Reduced |