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
- 3,194
- +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
- 1,243 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 | 3,565 | $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, 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 |
|---|---|---|---|---|---|
| Security National Bank of So Dak | 12,887 | $2.18M | 1.61% | +100+0.8% | Added |
| Concord Wealth Partners | 12,891 | $2.18M | 0.46% | +622+5.1% | Added |
| Summit Place Financial Advisors, LLC | 12,935 | $2.19M | 1.56% | −35−0.3% | Reduced |
| Tandem Capital Management Corp | 12,990 | $2.20M | 1.51% | 00.0% | Unchanged |
| Gifford Fong Associates | 13,000 | $2.20M | 0.53% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 13,010 | $2.20M | 2.30% | −25−0.2% | Reduced |
| Evermay Wealth Management LLC | 13,008 | $2.20M | 0.45% | +116+0.9% | Added |
| TrinityPoint Wealth, LLC | 13,021 | $2.21M | 0.44% | +526+4.2% | Added |
| Strategic Blueprint, LLC | 13,060 | $2.21M | 0.20% | +97+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 13,067 | $2.21M | 0.04% | +4,155+46.6% | Added |
| Atwood & Palmer Inc | 13,070 | $2.21M | 0.19% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 13,081 | $2.22M | 0.99% | −150−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,089 | $2.22M | 0.14% | +3,531+36.9% | Added |
| Ascent Wealth Partners, LLC | 13,181 | $2.23M | 0.41% | +525+4.1% | Added |
| Clarius Group, LLC | 13,200 | $2.24M | 0.21% | −3,054−18.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 13,201 | $2.24M | 0.27% | −105−0.8% | Reduced |
| Manchester Capital Management LLC | 13,240 | $2.24M | 0.33% | +185+1.4% | Added |
| Beacon Financial Group | 12,616 | $2.25M | 0.32% | −277−2.1% | Reduced |
| Massachusetts Wealth Management | 13,264 | $2.25M | 2.06% | −100−0.7% | Reduced |
| Saybrook Capital | 13,292 | $2.25M | 0.68% | −400−2.9% | Reduced |
| Wedmont Private Capital | 13,967 | $2.25M | 0.23% | −255−1.8% | Reduced |
| Crawford Investment Counsel Inc | 13,363 | $2.26M | 0.05% | −48−0.4% | Reduced |
| Madison Wealth Management | 13,364 | $2.26M | 0.48% | +352+2.7% | Added |
| Grandview Asset Management LLC | 13,370 | $2.27M | 1.30% | +13,370 | New |
| CNB Bank | 13,379 | $2.27M | 1.33% | −78−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 13,387 | $2.27M | 0.07% | +1,840+15.9% | Added |
| Leisure Capital Management | 13,407 | $2.27M | 1.31% | −272−2.0% | Reduced |
| VeraBank, N.A. | 13,450 | $2.28M | 0.88% | +39+0.3% | Added |
| Worldquant Millennium Advisors LLC | 13,454 | $2.28M | 0.04% | −29,758−68.9% | Reduced |
| Mechanics Financial Corp | 13,456 | $2.28M | 1.25% | −20−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 13,456 | $2.28M | 0.19% | +757+6.0% | Added |
| Sterling Investment Advisors, Ltd. | 13,484 | $2.28M | 0.80% | −44−0.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 13,485 | $2.29M | 0.77% | −8−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 13,493 | $2.29M | 0.24% | +999+8.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,500 | $2.29M | 0.09% | +2,049+17.9% | Added |
| United Asset Strategies, Inc. | 13,515 | $2.29M | 0.30% | −736−5.2% | Reduced |
| Plimoth Trust Co LLC | 13,517 | $2.29M | 0.72% | +516+4.0% | Added |
| New Potomac Partners, LLC | 13,565 | $2.30M | 1.58% | +1,994+17.2% | Added |
| Home Federal Bank of Tennessee | 13,590 | $2.30M | 0.85% | +20+0.1% | Added |
| Financial Strategies Group, Inc. | 14,368 | $2.30M | 0.73% | +2,967+26.0% | Added |
| Liberty Capital Management, Inc. | 13,605 | $2.31M | 0.68% | −54−0.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 13,621 | $2.31M | 2.19% | −130−0.9% | Reduced |
| Jmac Enterprises LLC | 13,641 | $2.31M | 0.57% | +3,057+28.9% | Added |
| Slagle Financial, LLC | 13,644 | $2.31M | 1.42% | +602+4.6% | Added |
| Studio Investment Management LLC | 13,714 | $2.32M | 0.65% | +1,360+11.0% | Added |
| XML Financial, LLC | 13,714 | $2.32M | 0.28% | +450+3.4% | Added |
| Rothschild Investment Corp | 13,744 | $2.33M | 0.20% | +84+0.6% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,782 | $2.34M | 1.97% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 13,785 | $2.34M | 0.22% | −138−1.0% | Reduced |
| Platform Technology Partners | 13,790 | $2.34M | 1.09% | −106−0.8% | Reduced |
| Capital Counsel LLC | 13,805 | $2.34M | 0.13% | 00.0% | Unchanged |
| Ami Investment Management Inc | 13,809 | $2.34M | 1.05% | +69+0.5% | Added |
| Joel Isaacson & Co., LLC | 13,902 | $2.36M | 0.16% | +8+0.1% | Added |
| S&T Bank | 13,926 | $2.36M | 0.45% | −135−1.0% | Reduced |
| Dark Forest Capital Management LP | 13,925 | $2.36M | 0.20% | +4,809+52.8% | Added |
| AlphaCore Capital LLC | 13,932 | $2.36M | 0.37% | +594+4.5% | Added |
| Leelyn Smith, LLC | 13,964 | $2.37M | 0.58% | −128−0.9% | Reduced |
| GTS Securities LLC | 13,975 | $2.37M | 0.05% | +11,053+378.3% | Added |
| Elmwood Wealth Management, Inc. | 13,998 | $2.37M | 1.14% | −10.0% | Reduced |
| MidWestOne Financial Group, Inc. | 14,003 | $2.37M | 0.54% | −3,415−19.6% | Reduced |
| Cito Capital Group, LLC | 14,021 | $2.38M | 1.15% | +300+2.2% | Added |
| Excalibur Management Corp | 14,037 | $2.38M | 1.24% | +50.0% | Added |
| Eaton Financial Holdings Company, LLC | 14,045 | $2.38M | 0.64% | +10,396+284.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 14,048 | $2.38M | 0.03% | −15−0.1% | Reduced |
| SFMG, LLC | 14,093 | $2.39M | 0.25% | −718−4.8% | Reduced |
| Financial Advocates Investment Management | 14,115 | $2.39M | 0.18% | +48+0.3% | Added |
| ZWJ Investment Counsel Inc | 14,116 | $2.39M | 0.13% | +502+3.7% | Added |
| Alta Capital Management LLC | 14,167 | $2.40M | 0.17% | +21+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 14,256 | $2.42M | 0.72% | −8,801−38.2% | Reduced |
| Focus Financial Network, Inc. | 14,300 | $2.42M | 0.14% | +239+1.7% | Added |
| First United Bank Trust | 14,352 | $2.43M | 1.13% | −355−2.4% | Reduced |
| Agate Pass Investment Management, LLC | 14,358 | $2.43M | 1.65% | −302−2.1% | Reduced |
| Trinity Legacy Partners, LLC | 14,451 | $2.45M | 0.85% | −16,952−54.0% | Reduced |
| Aspen Investment Management Inc | 14,458 | $2.45M | 1.48% | +545+3.9% | Added |
| Guardian Wealth Management, Inc. | 14,495 | $2.46M | 2.30% | +32+0.2% | Added |
| Ledge Wealth Management, Inc. | 14,543 | $2.46M | 1.11% | +1,402+10.7% | Added |
| Intrua Financial, LLC | 14,547 | $2.46M | 0.45% | −585−3.9% | Reduced |
| Oxler Private Wealth LLC | 14,542 | $2.47M | 1.24% | −14−0.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 14,618 | $2.48M | 0.55% | −30.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 14,639 | $2.48M | 0.40% | −3,652−20.0% | Reduced |
| Outfitter Financial LLC | 14,683 | $2.49M | 2.34% | −105−0.7% | Reduced |
| Jackson Hole Capital Partners, LLC | 14,683 | $2.49M | 0.73% | −21,733−59.7% | Reduced |
| Mystic Asset Management, Inc. | 14,718 | $2.49M | 1.40% | −270−1.8% | Reduced |
| Cigna Investments Inc | 14,739 | $2.50M | 0.57% | −1,941−11.6% | Reduced |
| Tower View Investment Management & Research LLC | 14,742 | $2.50M | 1.75% | +332+2.3% | Added |
| Mount Yale Investment Advisors, LLC | 14,765 | $2.50M | 0.27% | −104−0.7% | Reduced |
| Eads & Heald Wealth Management | 14,793 | $2.51M | 1.32% | −188−1.3% | Reduced |
| Finer Wealth Management, Inc. | 14,821 | $2.51M | 2.01% | +1,001+7.2% | Added |
| Baldwin Investment Management, LLC | 14,854 | $2.52M | 0.42% | −50−0.3% | Reduced |
| Comerica Securities,inc. | 14,996 | $2.54M | 0.21% | −15,824−51.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.54M | 0.73% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 15,005 | $2.54M | 0.52% | +1,061+7.6% | Added |
| Keating Investment Counselors Inc | 15,009 | $2.54M | 0.86% | +754+5.3% | Added |
| Members Capital Advisors Inc | 15,017 | $2.54M | 3.16% | 00.0% | Unchanged |
| LCNB Corp | 15,050 | $2.55M | 1.13% | −625−4.0% | Reduced |
| Family Legacy, Inc. | 15,093 | $2.56M | 1.07% | +363+2.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,097 | $2.56M | 1.29% | −463−3.0% | Reduced |
| E Fund Management Co., Ltd. | 15,135 | $2.56M | 0.20% | +2,546+20.2% | Added |
| CX Institutional | 15,162 | $2.57M | 0.14% | −50−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,178 | $2.57M | 0.42% | −1,116−6.8% | Reduced |