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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 5,870 | $994.7K | 0.20% | +79+1.4% | Added |
| Keeler Thomas Management LLC | 5,884 | $996.9K | 0.37% | −2,484−29.7% | Reduced |
| Exchange Bank | 5,897 | $999.2K | 0.96% | −102−1.7% | Reduced |
| Curated Wealth Partners LLC | 5,901 | $999.9K | 0.18% | −455−7.2% | Reduced |
| Sage Mountain Advisors LLC | 5,909 | $1.00M | 0.14% | +1,041+21.4% | Added |
| Prairie Sky Financial Group LLC | 5,913 | $1.00M | 0.70% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 5,920 | $1.00M | 0.35% | +178+3.1% | Added |
| SkyOak Wealth, LLC | 5,927 | $1.00M | 0.29% | −198−3.2% | Reduced |
| Occudo Quantitative Strategies LP | 5,930 | $1.00M | 0.13% | +5,930 | New |
| OneAscent Wealth Management LLC | 5,896 | $1.00M | 0.44% | +5,896 | New |
| Tranquility Partners, LLC | 5,937 | $1.01M | 0.43% | −33−0.6% | Reduced |
| Addison Advisors LLC | 5,962 | $1.01M | 0.47% | +144+2.5% | Added |
| Lakeview Capital Partners, LLC | 5,967 | $1.01M | 0.20% | −809−11.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,970 | $1.01M | 0.49% | +28+0.5% | Added |
| Diligent Investors, LLC | 5,973 | $1.01M | 0.31% | +8+0.1% | Added |
| WealthTrust Asset Management, LLC | 5,987 | $1.01M | 0.94% | +8+0.1% | Added |
| Marion Wealth Management | 5,988 | $1.01M | 0.36% | +299+5.3% | Added |
| Meridian Investment Counsel Inc. | 6,002 | $1.02M | 0.38% | −228−3.7% | Reduced |
| Garde Capital, Inc. | 6,001 | $1.02M | 0.09% | +30+0.5% | Added |
| Provenance Wealth Advisors, LLC | 6,004 | $1.02M | 0.16% | +6,004 | New |
| Hollow Brook Wealth Management LLC | 6,014 | $1.02M | 0.43% | −358−5.6% | Reduced |
| Wunderlich Capital Managemnt | 6,026 | $1.02M | 0.50% | +121+2.0% | Added |
| Sunesis Advisors, LLC | 6,056 | $1.03M | 0.73% | +6,056 | New |
| Transamerica Financial Advisors, Inc. | 6,067 | $1.03M | 0.14% | −200−3.2% | Reduced |
| Missouri Trust & Investment Co | 6,068 | $1.03M | 0.46% | +187+3.2% | Added |
| Brasada Capital Management, LP | 6,386 | $1.03M | 0.24% | −853−11.8% | Reduced |
| Matrix Trust Co | 6,082 | $1.03M | 0.27% | +6,082 | New |
| Farmers & Merchants Trust Co of Long Beach | 6,090 | $1.03M | 0.30% | −153−2.5% | Reduced |
| Fort Sheridan Advisors LLC | 6,107 | $1.03M | 0.23% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 6,115 | $1.04M | 0.12% | 00.0% | Unchanged |
| MBA Advisors LLC | 6,117 | $1.04M | 0.64% | +20.0% | Added |
| Capstone Triton Financial Group, LLC | 6,119 | $1.04M | 0.76% | +231+3.9% | Added |
| Integris Wealth Management, LLC | 6,121 | $1.04M | 0.34% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 6,126 | $1.04M | 0.46% | +338+5.8% | Added |
| Magnolia Capital Management Ltd | 6,124 | $1.04M | 1.01% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 6,135 | $1.04M | 0.47% | −217−3.4% | Reduced |
| Buckley Wealth Management, LLC | 6,136 | $1.04M | 0.39% | −1,303−17.5% | Reduced |
| Doheny Asset Management | 6,146 | $1.04M | 1.01% | −318−4.9% | Reduced |
| Roman Butler Fullerton & Co | 6,510 | $1.04M | 0.49% | −91−1.4% | Reduced |
| Phocas Financial Corp. | 6,162 | $1.04M | 0.15% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 6,176 | $1.05M | 0.44% | −59−0.9% | Reduced |
| KLCM Advisors, Inc. | 6,178 | $1.05M | 0.20% | +251+4.2% | Added |
| Atlantic Trust, LLC | 6,198 | $1.05M | 0.35% | +491+8.6% | Added |
| EagleClaw Capital Managment, LLC | 6,200 | $1.05M | 0.24% | −100−1.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 6,200 | $1.05M | 0.90% | −230−3.6% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 6,223 | $1.05M | 1.77% | −26−0.4% | Reduced |
| Alpha Cubed Investments, LLC | 6,232 | $1.06M | 0.07% | +2,632+73.1% | Added |
| Royal Capital Wealth Management, LLC | 6,254 | $1.06M | 1.02% | −2,714−30.3% | Reduced |
| Brown Miller Wealth Management, LLC | 6,263 | $1.06M | 0.59% | +4+0.1% | Added |
| Cornerstone Advisory, LLC | 6,271 | $1.06M | 0.19% | +141+2.3% | Added |
| Tevis Investment Management | 6,285 | $1.06M | 1.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,311 | $1.07M | 0.27% | +10+0.2% | Added |
| AFS Financial Group, LLC | 6,314 | $1.07M | 0.73% | +122+2.0% | Added |
| Custos Family Office, LLC | 6,324 | $1.07M | 0.72% | −106−1.6% | Reduced |
| WR Wealth Planners, LLC | 6,326 | $1.07M | 0.41% | +71+1.1% | Added |
| AlphaStar Capital Management, LLC | 6,326 | $1.07M | 0.13% | +590+10.3% | Added |
| Bray Capital Advisors | 6,338 | $1.07M | 0.33% | +51+0.8% | Added |
| Wellington Shields Capital Management, LLC | 6,339 | $1.07M | 0.14% | +202+3.3% | Added |
| Clarus Group, Inc. | 6,341 | $1.07M | 0.78% | −105−1.6% | Reduced |
| UMA Financial Services, Inc. | 6,663 | $1.08M | 0.28% | +6+0.1% | Added |
| American State Bank (Iowa) | 6,367 | $1.08M | 0.77% | +71+1.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,397 | $1.08M | 0.71% | −42−0.7% | Reduced |
| Winthrop Advisory Group LLC | 6,402 | $1.08M | 0.18% | −45−0.7% | Reduced |
| Berger Financial Group, Inc | 6,408 | $1.09M | 0.12% | +134+2.1% | Added |
| Carson Advisory Inc. | 6,408 | $1.09M | 0.95% | +111+1.8% | Added |
| Norris Perne & French LLP | 6,415 | $1.09M | 0.09% | +236+3.8% | Added |
| One Capital Management, LLC | 6,416 | $1.09M | 0.05% | −478−6.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,420 | $1.09M | 0.22% | +6,420 | New |
| Oak Harbor Wealth Partners, LLC | 6,424 | $1.09M | 0.39% | −60−0.9% | Reduced |
| Optas, LLC | 6,436 | $1.09M | 0.36% | −59−0.9% | Reduced |
| Herold Advisors, Inc. | 6,437 | $1.09M | 0.33% | +154+2.5% | Added |
| Abacus Planning Group, Inc. | 6,449 | $1.09M | 0.27% | +24+0.4% | Added |
| RIA Advisory Group LLC | 6,459 | $1.09M | 0.49% | −1,235−16.1% | Reduced |
| Northern Financial Advisors Inc | 6,464 | $1.10M | 1.00% | +889+15.9% | Added |
| Hoey Investments, Inc | 6,465 | $1.10M | 0.37% | −499−7.2% | Reduced |
| Duality Advisers, LP | 6,465 | $1.10M | 0.13% | +6,465 | New |
| Baystate Wealth Management LLC | 6,467 | $1.10M | 0.09% | +479+8.0% | Added |
| Alterity Financial Group, LLC | 6,475 | $1.10M | 1.74% | −822−11.3% | Reduced |
| Childress Capital Advisors, LLC | 6,488 | $1.10M | 0.36% | +2,063+46.6% | Added |
| Alta Wealth Advisors LLC | 6,478 | $1.10M | 0.67% | −156−2.4% | Reduced |
| Callan Capital, LLC | 6,484 | $1.10M | 0.12% | −519−7.4% | Reduced |
| MEMBERS Trust Co | 6,484 | $1.10M | 0.03% | −166−2.5% | Reduced |
| Quent Capital, LLC | 6,492 | $1.10M | 0.17% | +346+5.6% | Added |
| Strategy Asset Managers LLC | 6,495 | $1.10M | 0.29% | −92−1.4% | Reduced |
| Westchester Capital Management, Inc. | 6,510 | $1.10M | 0.32% | +1,440+28.4% | Added |
| First Commonwealth Financial Corp | 6,540 | $1.11M | 0.37% | +60+0.9% | Added |
| Core Wealth Partners LLC | 6,560 | $1.11M | 1.01% | +20.0% | Added |
| Segment Wealth Management, LLC | 6,565 | $1.11M | 0.11% | +791+13.7% | Added |
| RFP Financial Group LLC | 6,574 | $1.11M | 0.49% | 00.0% | Unchanged |
| Windsor Group LTD | 6,575 | $1.11M | 0.20% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6,578 | $1.11M | 0.30% | +2,003+43.8% | Added |
| Colonial River Wealth Management, LLC | 6,609 | $1.12M | 0.73% | +3,752+131.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,615 | $1.12M | 0.49% | −60−0.9% | Reduced |
| Neo Ivy Capital Management | 6,616 | $1.12M | 0.49% | +6,616 | New |
| Cardiff Park Advisors, LLC | 6,624 | $1.12M | 0.14% | −2,367−26.3% | Reduced |
| V Wealth Advisors LLC | 6,627 | $1.12M | 0.91% | −15,110−69.5% | Reduced |
| First City Capital Management, Inc. | 6,638 | $1.12M | 0.71% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 6,650 | $1.13M | 0.65% | +2,235+50.6% | Added |
| Greatmark Investment Partners, Inc. | 6,658 | $1.13M | 0.20% | −150−2.2% | Reduced |
| Brown Capital Management LLC | 6,665 | $1.13M | 0.02% | +195+3.0% | Added |