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 |
|---|---|---|---|---|---|
| Fortune Financial Advisors, LLC | 4,334 | $734.3K | 0.56% | +5+0.1% | Added |
| GoalVest Advisory LLC | 4,341 | $735.6K | 0.37% | +765+21.4% | Added |
| Eagle Ridge Investment Management | 4,351 | $737.2K | 0.08% | −300−6.5% | Reduced |
| Klingman & Associates, LLC | 4,360 | $738.8K | 0.06% | −64−1.4% | Reduced |
| First American Trust, FSB | 4,372 | $740.8K | 0.10% | +1,452+49.7% | Added |
| Coppell Advisory Solutions LLC | 4,105 | $741.6K | 0.27% | −943−18.7% | Reduced |
| Family Management Corp | 4,385 | $743.0K | 0.17% | −343−7.3% | Reduced |
| Solstein Capital, LLC | 4,406 | $746.6K | 0.64% | 00.0% | Unchanged |
| Successful Portfolios LLC | 4,407 | $746.7K | 0.66% | −25−0.6% | Reduced |
| CVA Family Office, LLC | 4,416 | $748.2K | 0.17% | +292+7.1% | Added |
| Levin Capital Strategies, L.P. | 4,422 | $749.3K | 0.09% | −55−1.2% | Reduced |
| Sonoma Private Wealth LLC | 4,422 | $749.3K | 1.37% | −16−0.4% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 4,424 | $749.6K | 0.97% | −639−12.6% | Reduced |
| Waycross Partners, LLC | 4,433 | $751.1K | 0.17% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 4,437 | $751.8K | 0.38% | −169−3.7% | Reduced |
| Black Diamond Financial, LLC | 4,456 | $755.1K | 0.23% | +20.0% | Added |
| Greenwich Wealth Management LLC | 4,459 | $756.0K | 0.08% | −5−0.1% | Reduced |
| Gryphon Financial Partners LLC | 4,470 | $757.4K | 0.18% | +91+2.1% | Added |
| McIlrath & Eck, LLC | 4,470 | $757.4K | 0.15% | +713+19.0% | Added |
| Drive Wealth Management, LLC | 4,472 | $757.7K | 0.28% | +168+3.9% | Added |
| Great Diamond Partners, LLC | 4,472 | $757.7K | 0.21% | −24−0.5% | Reduced |
| TD Capital Management LLC | 4,480 | $759.1K | 0.09% | +19+0.4% | Added |
| Magellan Asset Management Ltd | 4,482 | $759.4K | 0.01% | −827,066−99.5% | Reduced |
| Peoples Bank | 4,484 | $759.8K | 0.50% | −105−2.3% | Reduced |
| Thompson Investment Management, Inc. | 4,490 | $760.8K | 0.14% | −300−6.3% | Reduced |
| Iron Financial, LLC | 4,491 | $761.0K | 0.44% | −439−8.9% | Reduced |
| Stewart & Patten Co LLC | 4,493 | $761.3K | 0.13% | −115−2.5% | Reduced |
| LBMC Investment Advisors, LLC | 4,550 | $763.0K | 0.08% | −41−0.9% | Reduced |
| Family Firm, Inc. | 4,506 | $763.4K | 0.21% | −4−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 4,506 | $763.5K | 0.55% | −78−1.7% | Reduced |
| Summit Global Investments | 4,508 | $764.0K | 0.05% | −478−9.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,531 | $767.8K | 0.07% | +32+0.7% | Added |
| Hollencrest Capital Management | 4,541 | $769.5K | 0.09% | 00.0% | Unchanged |
| Versor Investments LP | 4,543 | $769.8K | 0.16% | +4,543 | New |
| Blue Zone Wealth Advisors, LLC | 4,551 | $771.1K | 0.34% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,558 | $772.2K | 0.07% | −133−2.8% | Reduced |
| Bay Rivers Group | 4,560 | $772.6K | 0.59% | +330+7.8% | Added |
| Wedgewood Investors Inc | 4,570 | $774.3K | 1.05% | −400−8.0% | Reduced |
| St. Louis Trust Co | 4,577 | $775.5K | 0.15% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 4,579 | $775.9K | 0.41% | +31+0.7% | Added |
| D'Orazio & Associates, Inc. | 4,581 | $776.1K | 0.17% | −732−13.8% | Reduced |
| Windsor Capital Management, LLC | 4,581 | $776.2K | 0.27% | +3,423+295.6% | Added |
| Old North State Trust, LLC | 4,586 | $777.0K | 0.61% | −321−6.5% | Reduced |
| Consolidated Planning Corp | 4,589 | $777.5K | 0.17% | +864+23.2% | Added |
| Opus Capital Group, LLC | 4,593 | $778.0K | 0.14% | −434−8.6% | Reduced |
| Clear Harbor Asset Management, LLC | 4,593 | $778.2K | 0.08% | +13+0.3% | Added |
| Pecaut & Co. | 4,600 | $779.4K | 0.33% | 00.0% | Unchanged |
| Toews Corp | 4,600 | $779.4K | 0.47% | +4,600 | New |
| Signature Wealth Management Partners, LLC | 4,619 | $782.6K | 0.77% | −20−0.4% | Reduced |
| Prentiss Smith & Co Inc | 4,625 | $783.7K | 0.58% | +75+1.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,627 | $784.0K | 0.42% | +4,627 | New |
| Miller Investment Management, LP | 4,631 | $784.7K | 0.12% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 4,632 | $784.8K | 0.06% | +493+11.9% | Added |
| Wealth Architects, LLC | 4,643 | $786.8K | 0.13% | +924+24.8% | Added |
| NCM Capital Management, LLC | 4,647 | $787.3K | 0.56% | −117−2.5% | Reduced |
| Savoie Capital LLC | 4,650 | $787.9K | 0.21% | +4,650 | New |
| JSF Financial, LLC | 4,651 | $788.1K | 0.31% | +2,643+131.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,664 | $790.3K | 0.10% | +346+8.0% | Added |
| Fort Pitt Capital Group, LLC | 4,685 | $793.9K | 0.03% | −50−1.1% | Reduced |
| Broadleaf Partners, LLC | 4,697 | $795.9K | 0.27% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,703 | $796.9K | 0.29% | −440−8.6% | Reduced |
| Cary Street Partners Asset Management LLC | 4,710 | $798.1K | 0.15% | −224−4.5% | Reduced |
| Morris Financial Concepts, Inc. | 4,711 | $798.2K | 0.53% | +10+0.2% | Added |
| Triton Wealth Management, PLLC | 4,779 | $799.0K | 0.54% | −4,647−49.3% | Reduced |
| West Michigan Advisors, LLC | 4,716 | $799.1K | 0.43% | +101+2.2% | Added |
| Horan Capital Advisors, LLC. | 4,717 | $799.3K | 0.32% | +15+0.3% | Added |
| Barings LLC | 4,722 | $800.1K | 0.03% | −1,678−26.2% | Reduced |
| Sunburst Financial Group, LLC | 4,732 | $801.7K | 0.28% | +236+5.2% | Added |
| Chickasaw Capital Management LLC | 4,740 | $803.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4,741 | $803.3K | 0.20% | −13−0.3% | Reduced |
| Apriem Advisors | 4,744 | $803.8K | 0.12% | +16+0.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,774 | $810.0K | 0.02% | +1,124+30.8% | Added |
| Centiva Capital, LP | 4,797 | $812.8K | 0.04% | −22,297−82.3% | Reduced |
| Crabel Capital Management, LLC | 4,806 | $814.0K | 0.65% | +4,806 | New |
| Centennial Bank | 4,824 | $816.9K | 0.56% | +625+14.9% | Added |
| Bourne Lent Asset Management Inc | 4,825 | $817.5K | 0.36% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 4,838 | $819.7K | 0.13% | −1,450−23.1% | Reduced |
| Reik & Co., LLC | 4,845 | $820.9K | 0.24% | −1,402−22.4% | Reduced |
| True North Advisors, LLC | 4,897 | $829.7K | 0.26% | +157+3.3% | Added |
| Sound Financial Strategies Group, LLC | 4,897 | $829.7K | 0.69% | −319−6.1% | Reduced |
| Templeton & Phillips Capital Management, LLC | 4,897 | $829.7K | 0.87% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,258 | $830.1K | 0.02% | +1,962+662.8% | Added |
| Thrive Wealth Management, LLC | 4,900 | $830.2K | 0.22% | +308+6.7% | Added |
| Ironvine Capital Partners, LLC | 4,900 | $830.3K | 0.11% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 4,912 | $832.3K | 0.40% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,920 | $833.6K | 0.08% | +4,920 | New |
| FinDec Wealth Services, Inc. | 4,921 | $833.9K | 0.60% | +28+0.6% | Added |
| Advisory Alpha, LLC | 4,955 | $839.6K | 0.04% | −381−7.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 4,958 | $840.4K | 0.19% | −2,017−28.9% | Reduced |
| Nemes Rush Group LLC | 4,969 | $841.9K | 0.15% | −228−4.4% | Reduced |
| Waddell & Associates, LLC | 4,971 | $842.2K | 0.12% | +844+20.5% | Added |
| Park Place Capital Corp | 4,975 | $843.0K | 0.25% | +330+7.1% | Added |
| MONECO Advisors, LLC | 4,979 | $843.7K | 0.23% | −99−1.9% | Reduced |
| Legacy Private Trust Co. | 4,980 | $843.8K | 0.07% | −2,146−30.1% | Reduced |
| Traphagen Investment Advisors LLC | 4,990 | $845.4K | 0.11% | −610−10.9% | Reduced |
| Prosperity Consulting Group, LLC | 4,991 | $845.7K | 0.39% | +2,159+76.2% | Added |
| Cladis Investment Advisory, LLC | 5,000 | $847.2K | 0.74% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5,001 | $847.4K | 0.13% | −28−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 5,007 | $848.4K | 0.31% | +54+1.1% | Added |
| Allstate Corp | 5,028 | $851.9K | 0.05% | 00.0% | Unchanged |