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 |
|---|---|---|---|---|---|
| Smith Shellnut Wilson LLC | 21,169 | $3.59M | 2.19% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 21,169 | $3.59M | 0.21% | −208−1.0% | Reduced |
| EPG Wealth Management LLC | 21,203 | $3.59M | 1.08% | +3,360+18.8% | Added |
| Heritage Trust Co | 21,220 | $3.60M | 0.56% | −80−0.4% | Reduced |
| Garrison Asset Management, LLC | 21,270 | $3.60M | 2.20% | −115−0.5% | Reduced |
| Financial Advisory Partners, LLC | 21,287 | $3.61M | 1.45% | −282−1.3% | Reduced |
| Eagle Capital Management, LLC | 21,293 | $3.61M | 1.99% | +21,293 | New |
| BlueCrest Capital Management Ltd | 21,361 | $3.62M | 0.56% | +13,394+168.1% | Added |
| Peoples Bank | 21,364 | $3.62M | 3.10% | +21,364 | New |
| Bristlecone Advisors, LLC | 21,383 | $3.62M | 0.41% | +916+4.5% | Added |
| Shakespeare Wealth Management, Inc. | 21,444 | $3.63M | 1.27% | +181+0.9% | Added |
| Boit C F David | 21,500 | $3.64M | 2.49% | 00.0% | Unchanged |
| Delta Capital Management LLC | 21,470 | $3.64M | 2.73% | −510−2.3% | Reduced |
| Benson Investment Management Company, Inc. | 21,475 | $3.64M | 2.04% | −1,986−8.5% | Reduced |
| BCM Advisors, LLC | 21,759 | $3.64M | 1.08% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,510 | $3.64M | 0.02% | −264−1.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 21,514 | $3.65M | 0.02% | −20,199−48.4% | Reduced |
| Texas Yale Capital Corp. | 21,566 | $3.65M | 0.16% | −130−0.6% | Reduced |
| Fairhaven Wealth Management, LLC | 21,575 | $3.66M | 1.46% | +206+1.0% | Added |
| Shoker Investment Counsel, Inc. | 21,619 | $3.66M | 1.59% | −145−0.7% | Reduced |
| Magnetar Financial LLC | 21,755 | $3.69M | 0.09% | +4,965+29.6% | Added |
| Integrated Advisors Network LLC | 21,763 | $3.69M | 0.23% | −385−1.7% | Reduced |
| RNC Capital Management LLC | 21,783 | $3.69M | 0.23% | −1,296−5.6% | Reduced |
| DFPG Investments, LLC | 22,217 | $3.69M | 0.34% | +2,452+12.4% | Added |
| Sunbelt Securities, Inc. | 21,793 | $3.69M | 0.51% | +14+0.1% | Added |
| Capital Insight Partners, LLC | 21,794 | $3.69M | 0.84% | +491+2.3% | Added |
| Legacy CG, LLC | 21,804 | $3.69M | 1.72% | +1,813+9.1% | Added |
| Headlands Technologies LLC | 21,808 | $3.70M | 1.82% | +21,808 | New |
| Evergreen Capital Management LLC | 21,808 | $3.70M | 0.16% | −1,285−5.6% | Reduced |
| Asio Capital, LLC | 21,860 | $3.70M | 0.99% | +651+3.1% | Added |
| Notis-McConarty Edward | 21,922 | $3.71M | 1.51% | 00.0% | Unchanged |
| QV Investors Inc. | 21,925 | $3.71M | 0.39% | −490−2.2% | Reduced |
| Kesler, Norman & Wride, LLC | 22,041 | $3.73M | 0.94% | −1,953−8.1% | Reduced |
| Builder Investment Group Inc | 22,068 | $3.74M | 1.47% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22,082 | $3.74M | 0.17% | +3,309+17.6% | Added |
| Te Ahumairangi Investment Management Ltd | 22,149 | $3.75M | 0.61% | −3,305−13.0% | Reduced |
| Harbor Investment Advisory, LLC | 22,194 | $3.76M | 0.49% | +892+4.2% | Added |
| Waterloo Capital, L.P. | 22,200 | $3.76M | 1.10% | +121+0.5% | Added |
| Ledyard National Bank | 22,220 | $3.76M | 0.43% | +323+1.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 22,247 | $3.77M | 0.88% | −775−3.4% | Reduced |
| Jag Capital Management, LLC | 22,268 | $3.77M | 0.46% | +672+3.1% | Added |
| Adirondack Trust Co | 22,307 | $3.78M | 1.89% | +37+0.2% | Added |
| Exeter Financial, LLC | 22,308 | $3.78M | 2.00% | +200+0.9% | Added |
| Investmark Advisory Group LLC | 22,319 | $3.78M | 2.56% | +154+0.7% | Added |
| Inscription Capital, LLC | 22,347 | $3.79M | 1.23% | +328+1.5% | Added |
| Credit Agricole S A | 22,444 | $3.80M | 0.12% | +5,594+33.2% | Added |
| STF Management LP | 22,470 | $3.81M | 2.02% | +13,653+154.8% | Added |
| Schulhoff & Co Inc | 22,477 | $3.81M | 1.93% | −332−1.5% | Reduced |
| Bangor Savings Bank | 22,493 | $3.81M | 0.45% | +393+1.8% | Added |
| Meeder Advisory Services, Inc. | 22,516 | $3.82M | 0.48% | −2,931−11.5% | Reduced |
| Broderick Brian C | 22,560 | $3.82M | 1.05% | −495−2.1% | Reduced |
| Freestone Capital Holdings, LLC | 22,625 | $3.83M | 0.20% | +5,164+29.6% | Added |
| Bank Ozk | 22,636 | $3.84M | 2.10% | −3,579−13.7% | Reduced |
| Beck Mack & Oliver LLC | 22,662 | $3.84M | 0.10% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 23,654 | $3.85M | 0.26% | +1,991+9.2% | Added |
| Benjamin Edwards Inc | 22,832 | $3.87M | 0.92% | +257+1.1% | Added |
| Martin Capital Partners, LLC | 22,857 | $3.87M | 1.63% | +96+0.4% | Added |
| Essex LLC | 22,883 | $3.88M | 1.09% | −1,136−4.7% | Reduced |
| Northeast Financial Consultants Inc | 22,887 | $3.88M | 0.24% | +68+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 22,939 | $3.89M | 2.54% | +40.0% | Added |
| Mathes Company, Inc. | 22,941 | $3.89M | 1.80% | +400+1.8% | Added |
| Atlas Brown,Inc. | 22,952 | $3.89M | 1.77% | +119+0.5% | Added |
| Coastal Bridge Advisors, LLC | 22,954 | $3.89M | 1.04% | +232+1.0% | Added |
| Koshinski Asset Management, Inc. | 22,963 | $3.89M | 0.45% | +686+3.1% | Added |
| Compass Wealth Management LLC | 23,075 | $3.91M | 1.23% | −697−2.9% | Reduced |
| Addison Capital Co | 23,084 | $3.91M | 3.05% | −573−2.4% | Reduced |
| Union Heritage Capital, LLC | 23,095 | $3.91M | 2.22% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 23,197 | $3.93M | 1.81% | +1,385+6.3% | Added |
| Spring Capital Management, LLC | 23,215 | $3.93M | 3.31% | −20−0.1% | Reduced |
| Anchor Investment Management, LLC | 23,221 | $3.93M | 0.51% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 23,229 | $3.94M | 3.83% | −331−1.4% | Reduced |
| Naples Global Advisors, LLC | 23,276 | $3.94M | 0.48% | +692+3.1% | Added |
| Security National Bank | 23,268 | $3.94M | 1.11% | −242−1.0% | Reduced |
| Hayek Kallen Investment Management | 23,278 | $3.94M | 1.77% | −218−0.9% | Reduced |
| Assetmark, Inc | 23,326 | $3.95M | 0.02% | +1,164+5.3% | Added |
| Coastline Trust Co | 23,341 | $3.95M | 0.58% | −1,475−5.9% | Reduced |
| Mission Wealth Management, LP | 23,379 | $3.96M | 0.15% | −329−1.4% | Reduced |
| Virginia Wealth Management Group, Inc. | 23,423 | $3.97M | 2.68% | +196+0.8% | Added |
| Moran Wealth Management, LLC | 23,530 | $3.99M | 0.15% | −2,739−10.4% | Reduced |
| Chatham Capital Group, Inc. | 23,594 | $4.00M | 0.89% | −53−0.2% | Reduced |
| NovaPoint Capital, LLC | 23,598 | $4.00M | 1.59% | +161+0.7% | Added |
| Bill Few Associates, Inc. | 23,623 | $4.00M | 2.09% | +536+2.3% | Added |
| Plancorp, LLC | 23,660 | $4.01M | 0.21% | −572−2.4% | Reduced |
| United Capital Management of KS, Inc. | 23,863 | $4.04M | 1.38% | +250+1.1% | Added |
| Country Club Bank | 23,906 | $4.05M | 0.33% | −251−1.0% | Reduced |
| Bank of New Hampshire | 24,045 | $4.07M | 1.22% | +1,269+5.6% | Added |
| LMCG Investments, LLC | 24,141 | $4.09M | 0.28% | −1,848−7.1% | Reduced |
| Pictet North America Advisors SA | 24,166 | $4.09M | 0.58% | −55−0.2% | Reduced |
| Curbstone Financial Management Corp | 24,170 | $4.10M | 1.01% | −50−0.2% | Reduced |
| J. W. Coons Advisors, LLC | 24,186 | $4.10M | 1.18% | −2,200−8.3% | Reduced |
| Nations Financial Group Inc, | 24,191 | $4.10M | 0.41% | +6,084+33.6% | Added |
| Parallax Volatility Advisers, L.P. | 24,234 | $4.11M | 0.14% | +24,114+20,095.0% | Added |
| Harbour Investments, Inc. | 24,271 | $4.11M | 0.21% | +801+3.4% | Added |
| Dana Investment Advisors, Inc. | 24,283 | $4.11M | 0.21% | +1,976+8.9% | Added |
| Exchange Capital Management, Inc. | 24,350 | $4.13M | 0.78% | −1,230−4.8% | Reduced |
| Middleton & Co Inc | 24,395 | $4.13M | 0.57% | −87−0.4% | Reduced |
| St. Clair Advisors, LLC | 24,415 | $4.14M | 1.63% | +3,990+19.5% | Added |
| Verdence Capital Advisors LLC | 24,420 | $4.14M | 0.45% | +582+2.4% | Added |
| Proequities, Inc. | 24,522 | $4.16M | 0.32% | +878+3.7% | Added |
| Brighton Jones LLC | 24,547 | $4.16M | 0.21% | +633+2.6% | Added |