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, Q3 2023
Institutional positions in PepsiCo Inc as of Sep 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
- 3,195
- +15 vs. Q2 2023
- Shares held
- 1.00B
- +3.67M (+0.4%) vs. Q2 2023
- Total value
- $170.4B
- −$14.6B (−7.9%) vs. Q2 2023
- New holders
- 146
- 1,381 more added
- Sold out
- 131
- 1,244 more reduced
36 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Uncommon Cents Investing LLC | 3,737 | $633.2K | 0.23% | −50−1.3% | Reduced |
| Souders Financial Advisors | 3,747 | $634.8K | 0.12% | −176−4.5% | Reduced |
| Townsend & Associates, Inc | 3,978 | $635.0K | 0.13% | +3+0.1% | Added |
| Karpas Strategies, LLC | 3,751 | $635.5K | 0.23% | −88−2.3% | Reduced |
| BBR Partners, LLC | 3,773 | $639.3K | 0.07% | −3,686−49.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,775 | $639.6K | 0.26% | −138−3.5% | Reduced |
| Perritt Capital Management Inc | 3,780 | $640.5K | 0.37% | +6+0.2% | Added |
| Morningstar Investment Services LLC | 3,781 | $641.0K | 0.01% | +725+23.7% | Added |
| Hutchinson Capital Management | 3,784 | $641.2K | 0.15% | +19+0.5% | Added |
| Keel Point, LLC | 3,786 | $641.4K | 0.09% | −344−8.3% | Reduced |
| Security Financial Services, INC. | 3,786 | $641.4K | 0.18% | −67−1.7% | Reduced |
| Eudaimonia Advisors LLC | 3,787 | $641.6K | 0.45% | −383−9.2% | Reduced |
| Compass Capital Management, Inc | 3,788 | $641.8K | 0.05% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 3,804 | $644.5K | 0.29% | −342−8.2% | Reduced |
| SOL Capital Management CO | 3,809 | $645.0K | 0.10% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 3,808 | $645.2K | 0.07% | 00.0% | Unchanged |
| LWMG, LLC | 3,809 | $645.4K | 0.18% | +29+0.8% | Added |
| Rice Partnership, LLC | 3,809 | $645.4K | 0.18% | −245−6.0% | Reduced |
| Vicus Capital | 3,812 | $645.8K | 0.07% | +1,038+37.4% | Added |
| Cairn Investment Group, Inc. | 3,824 | $648.0K | 0.43% | +91+2.4% | Added |
| General Partner, Inc. | 3,975 | $650.9K | 0.58% | 00.0% | Unchanged |
| First Community Trust NA | 3,842 | $651.0K | 0.74% | −26−0.7% | Reduced |
| Montag & Caldwell, LLC | 3,844 | $651.3K | 0.08% | −10−0.3% | Reduced |
| DT Investment Partners, LLC | 3,860 | $654.0K | 0.08% | −316−7.6% | Reduced |
| PFG Advisors | 3,865 | $654.9K | 0.06% | −21,185−84.6% | Reduced |
| Philadelphia Trust Co | 3,873 | $656.0K | 0.07% | +200+5.4% | Added |
| Sherbrooke Park Advisers LLC | 3,872 | $656.1K | 0.21% | +3,872 | New |
| Sanders Morris Harris LLC | 3,915 | $658.7K | 0.14% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 3,907 | $662.0K | 0.23% | −32−0.8% | Reduced |
| Sippican Capital Advisors | 3,913 | $663.0K | 0.61% | +18+0.5% | Added |
| Capital Advisors, Ltd. LLC | 3,931 | $666.0K | 0.10% | +18+0.5% | Added |
| Truadvice, LLC | 4,000 | $667.7K | 0.26% | −353−8.1% | Reduced |
| Ballast, Inc. | 3,945 | $668.4K | 0.27% | +3+0.1% | Added |
| Capital Planning Advisors, LLC | 3,950 | $669.3K | 0.14% | +2,595+191.5% | Added |
| Silverlake Wealth Management LLC | 3,951 | $669.4K | 0.38% | +376+10.5% | Added |
| L2 Asset Management, LLC | 163 | $670.1K | 0.32% | −3,391−95.4% | Reduced |
| Bensler, LLC | 3,955 | $670.2K | 0.13% | +184+4.9% | Added |
| Alera Investment Advisors, LLC | 3,958 | $670.6K | 0.11% | −66−1.6% | Reduced |
| Financial Council Asset Management Inc | 3,974 | $673.4K | 0.54% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 3,975 | $673.5K | 0.37% | +410+11.5% | Added |
| Vertex Planning Partners, LLC | 3,977 | $673.9K | 0.23% | −821−17.1% | Reduced |
| Capital Wealth Planning, LLC | 3,987 | $675.6K | 0.01% | +317+8.6% | Added |
| Avestar Capital, LLC | 3,988 | $675.7K | 0.10% | +752+23.2% | Added |
| Astoria Portfolio Advisors LLC. | 4,198 | $677.6K | 0.33% | +799+23.5% | Added |
| Strengthening Families & Communities, LLC | 4,002 | $678.0K | 0.29% | +483+13.7% | Added |
| Covenant Partners, LLC | 4,004 | $678.4K | 0.25% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,008 | $679.1K | 0.71% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,009 | $679.3K | 0.25% | +20+0.5% | Added |
| Pure Financial Advisors, Inc. | 4,017 | $680.6K | 0.03% | +533+15.3% | Added |
| Howard Capital Management Group, LLC | 4,023 | $681.7K | 0.07% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 4,036 | $683.9K | 0.09% | +305+8.2% | Added |
| SRS Capital Advisors, Inc. | 4,044 | $685.2K | 0.09% | +748+22.7% | Added |
| Commonwealth Financial Services, LLC | 4,052 | $686.5K | 0.20% | +4,052 | New |
| Capital Investment Counsel, Inc | 4,052 | $686.6K | 0.14% | −82−2.0% | Reduced |
| Paulson Wealth Management Inc. | 4,081 | $691.4K | 0.24% | +698+20.6% | Added |
| Cassady Schiller Wealth Management, LLC | 4,085 | $692.2K | 0.38% | −266−6.1% | Reduced |
| Northstar Advisory Group, LLC | 4,086 | $692.3K | 0.50% | −19,079−82.4% | Reduced |
| Well Done, LLC | 4,099 | $694.5K | 0.15% | −9−0.2% | Reduced |
| Gables Capital Management Inc. | 4,102 | $695.0K | 0.48% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,350 | $696.4K | 0.21% | −593−12.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,193 | $701.0K | 0.17% | +450+12.0% | Added |
| Cassia Capital Partners, LLC | 4,143 | $702.0K | 0.57% | +63+1.5% | Added |
| Sweeney & Michel, LLC | 4,198 | $702.6K | 0.37% | +17+0.4% | Added |
| Aft, Forsyth & Company, Inc. | 4,148 | $702.9K | 0.52% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 4,153 | $703.7K | 0.41% | −150−3.5% | Reduced |
| Wall Street Access Asset Management, LLC | 4,162 | $705.2K | 0.36% | +293+7.6% | Added |
| Montis Financial, LLC | 4,167 | $706.0K | 0.47% | −1,004−19.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,167 | $706.1K | 0.18% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 4,169 | $706.3K | 0.16% | +49+1.2% | Added |
| Truepoint, Inc. | 4,175 | $707.4K | 0.02% | +1,628+63.9% | Added |
| Sovereign Financial Group, Inc. | 4,177 | $707.7K | 0.25% | −473−10.2% | Reduced |
| Cynosure Management, LLC | 4,193 | $710.5K | 0.22% | −3,963−48.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 4,198 | $711.3K | 0.16% | +521+14.2% | Added |
| Diversified, LLC | 4,198 | $711.3K | 0.18% | +55+1.3% | Added |
| Donoghue Forlines LLC | 4,200 | $711.6K | 0.25% | −4,526−51.9% | Reduced |
| OmniStar Financial Group, Inc. | 4,191 | $712.7K | 0.85% | +88+2.1% | Added |
| D L Carlson Investment Group Inc | 4,207 | $712.8K | 0.14% | −30−0.7% | Reduced |
| Tucker Asset Management LLC | 4,208 | $713.0K | 0.19% | +1,055+33.5% | Added |
| Guinness Atkinson Asset Management Inc | 4,212 | $713.7K | 0.40% | +288+7.3% | Added |
| Johnson & White Wealth Management, LLC | 4,213 | $714.0K | 0.65% | +4,213 | New |
| Allegheny Financial Group LTD | 4,221 | $715.2K | 0.27% | +874+26.1% | Added |
| Regent Peak Wealth Advisors LLC | 4,229 | $716.6K | 0.22% | −18−0.4% | Reduced |
| Prestige Wealth Management Group LLC | 4,237 | $718.0K | 0.18% | +126+3.1% | Added |
| American Investment Services, Inc. | 4,238 | $718.1K | 0.15% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,244 | $719.1K | 0.09% | +10+0.2% | Added |
| Atlas Wealth LLC | 4,252 | $720.5K | 0.13% | −109−2.5% | Reduced |
| Simon Quick Advisors, LLC | 4,259 | $721.7K | 0.07% | +384+9.9% | Added |
| Wolverine Trading, LLC | 4,261 | $722.0K | 0.01% | −32,230−88.3% | Reduced |
| Gateway Wealth Partners, LLC | 4,267 | $722.9K | 0.13% | +8+0.2% | Added |
| MJP Associates Inc | 4,268 | $723.2K | 0.21% | −2,390−35.9% | Reduced |
| Indie Asset Partners, LLC | 4,269 | $723.4K | 0.73% | +9+0.2% | Added |
| Highview Capital Management LLC | 4,286 | $726.2K | 0.42% | −3,865−47.4% | Reduced |
| First National Bank | 4,290 | $726.9K | 0.63% | −40−0.9% | Reduced |
| Guardian Wealth Advisors, LLC | 4,293 | $727.3K | 0.56% | −6−0.1% | Reduced |
| First International Bank & Trust | 4,295 | $727.7K | 0.26% | −1,377−24.3% | Reduced |
| Petra Financial Advisors Inc | 4,295 | $727.7K | 0.61% | +530+14.1% | Added |
| Larson Financial Group LLC | 4,313 | $730.8K | 0.07% | +57+1.3% | Added |
| Summitry LLC | 4,328 | $733.3K | 0.05% | −434−9.1% | Reduced |
| Breakwater Capital Group | 4,448 | $733.4K | 0.25% | +111+2.6% | Added |
| Centaurus Financial, Inc. | 4,332 | $734.0K | 0.06% | −1,464−25.3% | Reduced |