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 |
|---|---|---|---|---|---|
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,037 | $853.4K | 0.55% | +12+0.2% | Added |
| Colton Groome Financial Advisors, LLC | 5,037 | $853.5K | 0.43% | +3,925+353.0% | Added |
| RDA Financial Network | 5,051 | $855.8K | 0.37% | +134+2.7% | Added |
| Tarbox Family Office, Inc. | 5,071 | $859.2K | 0.18% | +83+1.7% | Added |
| Oak Hill Wealth Advisors, LLC | 5,073 | $859.5K | 0.33% | −121−2.3% | Reduced |
| CPA Asset Management LLC | 5,074 | $859.7K | 0.60% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 5,098 | $864.0K | 0.73% | +5+0.1% | Added |
| DRW Securities, LLC | 5,103 | $865.0K | 0.07% | −1,047−17.0% | Reduced |
| WealthBridge Capital Management, LLC | 5,106 | $865.2K | 0.36% | +118+2.4% | Added |
| Farther Finance Advisors, LLC | 5,106 | $865.2K | 0.14% | +1,390+37.4% | Added |
| Waypoint Capital Advisors, LLC | 5,113 | $866.3K | 0.29% | −34−0.7% | Reduced |
| FLC Capital Advisors | 5,116 | $866.9K | 0.26% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 5,134 | $869.9K | 0.25% | +3,575+229.3% | Added |
| Sigma Investment Counselors Inc | 5,147 | $872.1K | 0.07% | −458−8.2% | Reduced |
| Armstrong Advisory Group, Inc | 5,150 | $872.6K | 0.10% | +36+0.7% | Added |
| Callan Family Office, LLC | 5,154 | $873.3K | 0.23% | 00.0% | Unchanged |
| Wrapmanager Inc | 5,154 | $873.4K | 0.28% | +349+7.3% | Added |
| Congress Park Capital LLC | 5,163 | $874.8K | 0.50% | −130−2.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,165 | $875.0K | 0.86% | +170+3.4% | Added |
| McMorgan & Co LLC | 5,167 | $875.5K | 0.16% | 00.0% | Unchanged |
| Weik Capital Management | 5,180 | $877.7K | 0.43% | −15−0.3% | Reduced |
| Royal Fund Management, LLC | 5,198 | $880.8K | 0.13% | +1,025+24.6% | Added |
| Annex Advisory Services, LLC | 5,219 | $884.5K | 0.05% | +51+1.0% | Added |
| CM Wealth Advisors LLC | 5,270 | $885.9K | 0.35% | −2,743−34.2% | Reduced |
| Stiles Financial Services Inc | 5,245 | $888.7K | 0.46% | +1,319+33.6% | Added |
| Aveo Capital Partners, LLC | 5,251 | $889.7K | 0.12% | −45−0.8% | Reduced |
| Armstrong, Fleming & Moore, Inc | 5,277 | $894.1K | 0.87% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5,306 | $899.0K | 0.64% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,307 | $899.3K | 0.17% | +4+0.1% | Added |
| Roof Eidam & Maycock | 5,312 | $900.1K | 0.30% | 00.0% | Unchanged |
| Day & Ennis, LLC | 5,316 | $900.7K | 0.34% | −590−10.0% | Reduced |
| Lloyd Advisory Services, LLC. | 5,320 | $901.5K | 0.30% | +5,320 | New |
| Norden Group LLC | 5,320 | $901.5K | 0.30% | +5,320 | New |
| Buttonwood Financial Advisors Inc. | 5,327 | $902.6K | 0.57% | +364+7.3% | Added |
| Catalyst Financial Partners LLC | 5,338 | $904.5K | 0.29% | +493+10.2% | Added |
| Wellington Shields & Co., LLC | 5,350 | $906.5K | 0.23% | −230−4.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 5,355 | $907.4K | 0.85% | +24+0.5% | Added |
| FinTrust Capital Advisors, LLC | 5,367 | $909.5K | 0.20% | +364+7.3% | Added |
| Boltwood Capital Management | 5,371 | $910.1K | 0.34% | −848−13.6% | Reduced |
| Guardian Wealth Advisors, LLC | 5,384 | $912.3K | 0.16% | −262−4.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,391 | $913.0K | 0.44% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5,396 | $914.3K | 0.19% | −64−1.2% | Reduced |
| Bell Bank | 5,399 | $914.8K | 0.10% | +583+12.1% | Added |
| Hanson & Doremus Investment Management | 5,404 | $916.0K | 0.19% | +214+4.1% | Added |
| Sutton Wealth Advisors Inc. | 5,412 | $917.0K | 0.45% | +319+6.3% | Added |
| Aureus Asset Management, LLC | 5,412 | $917.0K | 0.07% | −481−8.2% | Reduced |
| Dechtman Wealth Management, LLC | 5,424 | $919.0K | 0.27% | +13+0.2% | Added |
| Aaron Wealth Advisors | 5,427 | $919.6K | 0.12% | −152−2.7% | Reduced |
| Carlson Capital Management | 5,434 | $920.8K | 0.05% | +348+6.8% | Added |
| ERn Financial, LLC | 5,442 | $922.0K | 0.20% | +534+10.9% | Added |
| Autumn Glory Partners, LLC | 5,463 | $925.6K | 0.57% | +1,258+29.9% | Added |
| Humankind Investments LLC | 5,475 | $927.7K | 0.39% | +380+7.5% | Added |
| Emerald Advisors, LLC | 5,477 | $928.0K | 0.22% | +243+4.6% | Added |
| Apeiron RIA LLC | 5,485 | $929.3K | 0.32% | +936+20.6% | Added |
| Financial Engines Advisors L.L.C. | 5,485 | $929.5K | 0.00% | +384+7.5% | Added |
| Patriot Investment Management Inc. | 5,495 | $931.1K | 0.09% | +80+1.5% | Added |
| Gilman Hill Asset Management, LLC | 5,500 | $932.0K | 0.18% | −123−2.2% | Reduced |
| Cresta Advisors, Ltd. | 5,532 | $937.4K | 0.73% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 5,545 | $939.5K | 0.34% | −135−2.4% | Reduced |
| C2C Wealth Management, LLC | 5,590 | $940.9K | 0.13% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,556 | $941.5K | 0.11% | −232−4.0% | Reduced |
| Blueshift Asset Management, LLC | 5,564 | $942.8K | 0.56% | +594+12.0% | Added |
| Xcel Wealth Management, LLC | 5,578 | $945.1K | 0.37% | −488−8.0% | Reduced |
| Trust Co | 5,593 | $947.7K | 0.15% | +449+8.7% | Added |
| Perennial Advisors, LLC | 5,610 | $950.5K | 0.26% | −85−1.5% | Reduced |
| Stableford Capital II LLC | 5,893 | $951.2K | 0.44% | +452+8.3% | Added |
| Edge Wealth Management LLC | 5,620 | $952.3K | 0.22% | −241−4.1% | Reduced |
| Marathon Capital Management | 5,621 | $952.4K | 0.24% | −169−2.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,624 | $953.0K | 0.00% | +2,140+61.4% | Added |
| Brown, Lisle/Cummings, Inc. | 5,625 | $953.1K | 0.43% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 5,633 | $954.4K | 0.33% | +118+2.1% | Added |
| Castle Rock Wealth Management, LLC | 6,032 | $957.9K | 0.32% | +67+1.1% | Added |
| Nwam LLC | 5,670 | $960.8K | 0.10% | −4,040−41.6% | Reduced |
| XTX Topco Ltd | 5,683 | $962.9K | 0.16% | +5,683 | New |
| Independent Solutions Wealth Management, LLC | 5,696 | $965.1K | 0.27% | +167+3.0% | Added |
| River Street Advisors LLC | 5,700 | $965.8K | 0.91% | +197+3.6% | Added |
| Charter Oak Capital Management, LLC | 5,711 | $967.7K | 0.13% | −31−0.5% | Reduced |
| Cedrus LLC | 5,715 | $968.5K | 0.69% | −490−7.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 5,722 | $969.5K | 0.90% | +78+1.4% | Added |
| United Bank | 5,722 | $969.5K | 0.13% | −423−6.9% | Reduced |
| Franklin Street Advisors Inc | 5,744 | $973.0K | 0.09% | +300+5.5% | Added |
| West Bancorporation Inc | 5,762 | $976.3K | 0.69% | +11+0.2% | Added |
| Carr Financial Group Corp | 5,856 | $976.7K | 0.39% | +222+3.9% | Added |
| Wolff Financial Management LLC | 5,767 | $977.0K | 0.33% | +5,767 | New |
| Altus Wealth Group LLC | 5,774 | $978.3K | 0.62% | −95−1.6% | Reduced |
| Sterling Investment Counsel, LLC | 5,776 | $978.8K | 0.56% | −272−4.5% | Reduced |
| Iams Wealth Management, LLC | 5,786 | $980.4K | 0.68% | +5,786 | New |
| Alpha Family Trust | 5,790 | $981.1K | 0.75% | −2,205−27.6% | Reduced |
| Ballast Advisors LLC | 5,798 | $982.4K | 0.39% | +2,034+54.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5,798 | $982.4K | 0.04% | +4,119+245.3% | Added |
| KC Investment Advisors, LLC | 5,801 | $983.0K | 0.64% | +233+4.2% | Added |
| First Heartland Consultants, Inc. | 5,805 | $984.0K | 0.12% | +3+0.1% | Added |
| Forza Wealth Management, LLC | 5,825 | $987.0K | 0.51% | +150+2.6% | Added |
| Silvia McColl Wealth Management, LLC | 5,829 | $987.7K | 0.99% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,840 | $989.5K | 0.13% | +224+4.0% | Added |
| Belmont Capital, LLC | 5,847 | $990.7K | 0.54% | +5,690+3,624.2% | Added |
| Goepper Burkhardt LLC | 5,848 | $990.9K | 0.60% | 00.0% | Unchanged |
| Claar Advisors LLC | 5,850 | $991.2K | 0.39% | +150+2.6% | Added |
| Steel Peak Wealth Management LLC | 5,861 | $993.1K | 0.06% | −4,111−41.2% | Reduced |
| Schear Investment Advisers, LLC | 5,865 | $993.8K | 1.07% | −167−2.8% | Reduced |