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 |
|---|---|---|---|---|---|
| Port Capital LLC | 1,810 | $307.0K | 0.02% | +31+1.7% | Added |
| Independent Wealth Network Inc. | 1,814 | $307.4K | 0.19% | +14+0.8% | Added |
| Rockbridge Investment Management, LCC | 1,824 | $309.1K | 0.05% | +30+1.7% | Added |
| Acorn Financial Advisory Services Inc | 1,835 | $310.9K | 0.06% | +36+2.0% | Added |
| Harfst & Associates, Inc. | 1,840 | $311.8K | 0.09% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,849 | $313.0K | 0.13% | 00.0% | Unchanged |
| Main Street Research LLC | 1,850 | $313.5K | 0.03% | −170−8.4% | Reduced |
| WD Rutherford LLC | 1,850 | $313.5K | 0.21% | +1,850 | New |
| Altrafin AG | 1,855 | $314.3K | 0.14% | +720+63.4% | Added |
| Beacon Capital Management, LLC | 1,700 | $314.8K | 0.08% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,862 | $315.5K | 0.16% | +2+0.1% | Added |
| Kapstone Financial Advisors LLC | 1,863 | $315.7K | 0.28% | +6+0.3% | Added |
| Financial Insights, Inc. | 1,936 | $316.1K | 0.11% | +3+0.2% | Added |
| Benchmark Wealth Management, LLC | 1,871 | $317.0K | 0.20% | −60−3.1% | Reduced |
| Ironwood Financial, llc | 1,871 | $317.1K | 0.09% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 1,877 | $318.0K | 0.13% | +30+1.6% | Added |
| Opal Wealth Advisors, LLC | 1,877 | $318.1K | 0.19% | −192−9.3% | Reduced |
| Kelly Financial Services LLC | 1,880 | $318.6K | 0.15% | −21−1.1% | Reduced |
| Navis Wealth Advisors, LLC | 1,882 | $318.9K | 0.46% | 00.0% | Unchanged |
| United Bank | 1,886 | $319.6K | 0.19% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,888 | $319.9K | 0.19% | +274+17.0% | Added |
| Wealth Advisors of Iowa, LLC | 1,889 | $320.1K | 0.23% | −96−4.8% | Reduced |
| TFC Financial Management | 1,890 | $320.3K | 0.08% | +4+0.2% | Added |
| Claris Advisors, LLC | 1,891 | $320.4K | 0.20% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,895 | $321.0K | 0.00% | +242+14.6% | Added |
| Dimension Capital Management LLC | 1,896 | $321.3K | 0.08% | +539+39.7% | Added |
| FirstPurpose Wealth LLC | 1,897 | $321.4K | 0.14% | +21+1.1% | Added |
| Wealth Management Associates, Inc. | 1,897 | $321.4K | 0.19% | +73+4.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,900 | $321.9K | 0.05% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,898 | $322.0K | 0.06% | −250−11.6% | Reduced |
| Kahn Brothers Group Inc | 1,900 | $322.0K | 0.05% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,907 | $323.1K | 0.16% | +4+0.2% | Added |
| Rational Advisors LLC | 1,920 | $325.3K | 0.03% | −3,777−66.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 1,924 | $325.9K | 0.09% | +124+6.9% | Added |
| Innovis Asset Management LLC | 1,925 | $326.2K | 0.13% | −31−1.6% | Reduced |
| Inceptionr LLC | 1,928 | $326.7K | 0.19% | −1,522−44.1% | Reduced |
| Towerpoint Wealth, LLC | 1,931 | $327.2K | 0.19% | +265+15.9% | Added |
| Campbell Wealth Management | 1,936 | $328.0K | 0.04% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 1,936 | $328.0K | 0.07% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 1,938 | $328.4K | 0.19% | −147−7.1% | Reduced |
| Insight Folios Inc | 1,941 | $328.8K | 0.16% | −217−10.1% | Reduced |
| Insight 2811, Inc. | 1,944 | $329.4K | 0.19% | −1,160−37.4% | Reduced |
| TCWP LLC | 1,945 | $329.6K | 0.25% | −341−14.9% | Reduced |
| WESPAC Advisors, LLC | 1,945 | $329.6K | 0.25% | +224+13.0% | Added |
| Evanson Asset Management, LLC | 1,947 | $329.9K | 0.03% | +3+0.2% | Added |
| Financial Advisory Corp | 1,946 | $330.0K | 0.15% | −84−4.1% | Reduced |
| O'Brien Greene & Co. Inc | 1,957 | $331.6K | 0.12% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 1,969 | $333.6K | 0.16% | +266+15.6% | Added |
| Millennium Capital Advisors, LLC | 1,980 | $335.5K | 0.29% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 1,984 | $336.2K | 0.04% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 1,985 | $336.4K | 0.09% | +40+2.1% | Added |
| Cypress Wealth Services, LLC | 1,986 | $336.5K | 0.09% | −144−6.8% | Reduced |
| Merriman Wealth Management, LLC | 1,987 | $336.7K | 0.02% | −19−0.9% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 1,989 | $337.0K | 0.12% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 1,990 | $337.2K | 0.27% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 1,990 | $337.3K | 0.37% | +26+1.3% | Added |
| Winning Points Advisors, LLC | 1,990 | $337.3K | 0.60% | −100−4.8% | Reduced |
| Rench Wealth Management, Inc. | 1,992 | $337.6K | 0.16% | +2+0.1% | Added |
| CGC Financial Services, LLC | 1,999 | $338.6K | 0.24% | −250−11.1% | Reduced |
| Channel Wealth LLC | 2,000 | $338.9K | 0.19% | −58−2.8% | Reduced |
| Guild Investment Management, Inc. | 2,000 | $338.9K | 0.57% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,000 | $338.9K | 0.22% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 2,000 | $338.9K | 0.04% | 00.0% | Unchanged |
| Trellus Management Company, LLC | 2,000 | $338.9K | 0.66% | +2,000 | New |
| QP Wealth Management, LLC | 2,001 | $339.0K | 0.59% | −100−4.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 2,004 | $339.6K | 0.01% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 2,010 | $340.6K | 0.18% | +600+42.6% | Added |
| Arlington Partners LLC | 2,013 | $341.1K | 0.14% | −3,542−63.8% | Reduced |
| Arlington Trust Co LLC | 2,013 | $341.1K | 0.14% | +2,013 | New |
| Gill Capital Partners, LLC | 2,017 | $341.8K | 0.15% | +26+1.3% | Added |
| Paragon Capital Management Ltd | 2,018 | $342.0K | 0.08% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,023 | $342.8K | 0.03% | +522+34.8% | Added |
| Tacita Capital Inc | 2,025 | $343.1K | 0.27% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 2,028 | $343.6K | 0.18% | +13+0.6% | Added |
| Bellevue Asset Management, LLC | 2,029 | $343.9K | 0.23% | +2+0.1% | Added |
| Shikiar Asset Management Inc | 2,050 | $347.0K | 0.12% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2,048 | $347.0K | 0.17% | −233−10.2% | Reduced |
| Graham Capital Wealth Management, LLC | 1,875 | $347.3K | 0.82% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,051 | $347.5K | 0.13% | +3+0.1% | Added |
| NBW Capital LLC | 2,070 | $350.7K | 0.09% | +2,070 | New |
| Kelman-Lazarov, Inc. | 2,073 | $351.2K | 0.08% | −36−1.7% | Reduced |
| Summit Financial Strategies, Inc. | 2,080 | $352.5K | 0.07% | −300−12.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,085 | $353.3K | 0.02% | +411+24.6% | Added |
| Revolve Wealth Partners, LLC | 2,085 | $353.4K | 0.08% | −101−4.6% | Reduced |
| Michael S. Ryan, Inc. | 2,168 | $354.0K | 0.34% | +2,168 | New |
| RW Investment Management LLC | 2,099 | $355.7K | 0.06% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,100 | $355.8K | 0.05% | +276+15.1% | Added |
| Strategic Investment Advisors | 2,100 | $355.8K | 0.06% | +32+1.5% | Added |
| Hussman Strategic Advisors, Inc. | 2,100 | $355.8K | 0.07% | −1,000−32.3% | Reduced |
| 360 Financial, Inc. | 2,108 | $356.6K | 0.22% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 2,106 | $356.8K | 0.01% | +306+17.0% | Added |
| McGuire Investment Group, LLC | 2,109 | $357.3K | 0.07% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 2,110 | $357.5K | 0.24% | +675+47.0% | Added |
| Howard Capital Management Inc. | 2,115 | $358.4K | 0.05% | −35−1.6% | Reduced |
| Interchange Capital Partners, LLC | 2,115 | $358.4K | 0.28% | +52+2.5% | Added |
| Tiemann Investment Advisors, LLC | 2,122 | $359.6K | 0.19% | +10+0.5% | Added |
| Green Harvest Asset Management LLC | 2,124 | $359.9K | 0.01% | −119−5.3% | Reduced |
| Affinity Capital Advisors, LLC | 2,128 | $360.6K | 0.10% | −2−0.1% | Reduced |
| William Allan, LLC | 2,132 | $361.2K | 0.29% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,135 | $361.8K | 0.20% | +65+3.1% | Added |