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 |
|---|---|---|---|---|---|
| Chelsea Counsel Co | 2,136 | $361.9K | 0.19% | −35−1.6% | Reduced |
| Moody Aldrich Partners LLC | 2,191 | $361.9K | 0.07% | +2,191 | New |
| Focused Wealth Management, Inc | 2,136 | $362.0K | 0.06% | −129−5.7% | Reduced |
| Grey Street Capital, LLC | 2,137 | $362.1K | 0.21% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,138 | $362.3K | 0.12% | +6+0.3% | Added |
| HHM Wealth Advisors, LLC | 2,143 | $363.1K | 0.07% | +83+4.0% | Added |
| Seven Mile Advisory | 2,146 | $363.6K | 0.38% | +199+10.2% | Added |
| Cardinal Strategic Wealth Guidance | 2,154 | $365.0K | 0.17% | +92+4.5% | Added |
| ML & R Wealth Management LLC | 2,156 | $365.3K | 0.10% | +303+16.4% | Added |
| Tradewinds Capital Management, LLC | 2,160 | $366.0K | 0.13% | +15+0.7% | Added |
| Garner Asset Management Corp | 2,161 | $366.0K | 0.22% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 2,161 | $366.1K | 0.33% | +182+9.2% | Added |
| JJJ Advisors Inc. | 2,162 | $366.3K | 0.10% | +116+5.7% | Added |
| Sunflower Bank, N.A. | 2,164 | $366.7K | 0.09% | +65+3.1% | Added |
| Chemistry Wealth Management LLC | 2,164 | $366.7K | 0.12% | +389+21.9% | Added |
| Bond & Devick Financial Network, Inc. | 2,171 | $367.9K | 0.24% | −50−2.3% | Reduced |
| Landaas & Co | 2,172 | $368.0K | 0.16% | +10.0% | Added |
| Wharton Business Group, LLC | 2,169 | $368.0K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,173 | $368.2K | 0.15% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,181 | $369.5K | 0.05% | −50−2.2% | Reduced |
| Kingdom Financial Group LLC. | 2,181 | $369.6K | 0.35% | +168+8.3% | Added |
| Mascoma Wealth Management LLC | 2,183 | $369.9K | 0.12% | 00.0% | Unchanged |
| Meridian Management Co | 2,183 | $369.9K | 0.12% | +150+7.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,184 | $370.1K | 0.06% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,190 | $371.1K | 0.40% | +4+0.2% | Added |
| Aspen Grove Capital, LLC | 2,193 | $371.6K | 0.14% | −5,199−70.3% | Reduced |
| Townsend Asset Management Corp | 2,194 | $371.7K | 0.19% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,199 | $372.6K | 0.34% | +36+1.7% | Added |
| apricus wealth, LLC | 2,329 | $372.6K | 0.33% | −10−0.4% | Reduced |
| Unio Capital LLC | 2,200 | $372.8K | 0.20% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,206 | $373.8K | 0.22% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 2,211 | $374.6K | 0.24% | −50−2.2% | Reduced |
| Atomi Financial Group, Inc. | 2,215 | $375.4K | 0.13% | +382+20.8% | Added |
| Gray Wealth Management Inc. | 2,218 | $375.8K | 0.19% | −5−0.2% | Reduced |
| Willow Creek Wealth Management Inc. | 2,218 | $375.9K | 0.06% | −515−18.8% | Reduced |
| Cox Capital Mgt LLC | 2,223 | $376.7K | 0.26% | 00.0% | Unchanged |
| Sym Financial Corp | 2,229 | $377.7K | 0.07% | +386+20.9% | Added |
| McClarren Financial Advisors, Inc. | 2,237 | $379.0K | 0.33% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,235 | $379.0K | 0.08% | +514+29.9% | Added |
| Algert Global LLC | 2,243 | $380.1K | 0.02% | −8,649−79.4% | Reduced |
| Gries Financial LLC | 2,243 | $380.1K | 0.10% | −84−3.6% | Reduced |
| Hohimer Wealth Management, LLC | 2,243 | $380.1K | 0.11% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,245 | $380.3K | 0.08% | −259−10.3% | Reduced |
| True Link Financial Advisors, LLC | 2,245 | $380.4K | 0.05% | +173+8.3% | Added |
| Towercrest Capital Management | 2,245 | $380.5K | 0.07% | +24+1.1% | Added |
| Global Strategic Investment Solutions, LLC | 2,247 | $380.8K | 0.05% | +72+3.3% | Added |
| Private Ocean, LLC | 2,250 | $381.2K | 0.05% | 00.0% | Unchanged |
| Financial Advisors, LLC | 2,254 | $381.9K | 0.09% | −425−15.9% | Reduced |
| Accretive Wealth Partners, LLC | 2,254 | $381.9K | 0.23% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,257 | $382.4K | 0.13% | −120−5.0% | Reduced |
| Southeast Asset Advisors Inc. | 2,269 | $384.5K | 0.05% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 2,272 | $385.0K | 0.61% | −198−8.0% | Reduced |
| Westside Investment Management, Inc. | 2,280 | $386.3K | 0.11% | −40−1.7% | Reduced |
| Goldstein Advisors, LLC | 2,287 | $387.5K | 0.08% | +107+4.9% | Added |
| Range Financial Group LLC | 2,292 | $388.4K | 0.26% | +186+8.8% | Added |
| TAGStone Capital, Inc. | 2,293 | $389.0K | 0.29% | +15+0.7% | Added |
| Rowland & Co Investment Counsel | 2,299 | $389.5K | 0.10% | −1,294−36.0% | Reduced |
| Dempze Nancy E | 2,300 | $389.7K | 0.35% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 2,305 | $390.5K | 0.33% | +671+41.1% | Added |
| Aprio Wealth Management, LLC | 2,308 | $391.1K | 0.11% | −39−1.7% | Reduced |
| Boston Common Asset Management, LLC | 2,315 | $392.0K | 0.01% | −80−3.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,314 | $392.1K | 0.09% | +281+13.8% | Added |
| Ethos Financial Group, LLC | 2,321 | $393.3K | 0.10% | +1,056+83.5% | Added |
| Itau Unibanco Holding S.A. | 2,331 | $395.0K | 0.02% | +2,017+642.4% | Added |
| Lokken Investment Group LLC | 2,334 | $395.4K | 0.26% | +503+27.5% | Added |
| White Lighthouse Investment Management Inc. | 2,335 | $395.6K | 0.10% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,341 | $396.6K | 0.28% | +125+5.6% | Added |
| Darwin Advisors, LLC | 2,345 | $397.3K | 0.11% | +61+2.7% | Added |
| Brand Asset Management Group, Inc. | 2,354 | $398.9K | 0.20% | +10+0.4% | Added |
| Corundum Group, Inc. | 2,355 | $399.0K | 0.23% | −687−22.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,359 | $399.7K | 0.10% | +164+7.5% | Added |
| Bank of Stockton | 2,479 | $400.1K | 0.15% | −85−3.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,362 | $400.2K | 0.17% | +795+50.7% | Added |
| SL Advisors, LLC | 2,365 | $400.7K | 0.88% | −137−5.5% | Reduced |
| Summit X, LLC | 2,363 | $401.0K | 0.13% | −5,862−71.3% | Reduced |
| Abacus Wealth Partners, LLC | 2,369 | $401.4K | 0.12% | −635−21.1% | Reduced |
| Dakota Community Bank & Trust NA | 2,373 | $402.1K | 2.56% | −55−2.3% | Reduced |
| Slocum, Gordon & Co LLP | 2,376 | $402.6K | 0.35% | 00.0% | Unchanged |
| XR Securities LLC | 2,376 | $402.6K | 0.55% | +2,376 | New |
| Balboa Wealth Partners | 2,380 | $403.2K | 0.15% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2,391 | $405.1K | 0.26% | −600−20.1% | Reduced |
| Atwater Malick LLC | 2,394 | $405.6K | 0.18% | 00.0% | Unchanged |
| Sara-Bay Financial | 2,395 | $405.8K | 0.21% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,400 | $406.7K | 0.09% | 00.0% | Unchanged |
| AXS Investments LLC | 2,402 | $407.0K | 0.11% | −904−27.3% | Reduced |
| Jacobsen Capital Management | 2,402 | $407.0K | 0.22% | +111+4.8% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,409 | $408.0K | 0.06% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 2,415 | $409.2K | 0.19% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 2,417 | $409.5K | 0.16% | −80−3.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,417 | $409.6K | 0.22% | +78+3.3% | Added |
| Private Wealth Advisors | 2,417 | $409.6K | 0.18% | −15−0.6% | Reduced |
| Hill Island Financial LLC | 2,418 | $409.7K | 0.16% | −229−8.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,419 | $409.9K | 0.47% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 2,425 | $410.9K | 0.42% | +45+1.9% | Added |
| Oldfather Financial Services, LLC | 2,435 | $412.6K | 0.21% | −318−11.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,443 | $414.0K | 0.14% | −2−0.1% | Reduced |
| Barry Investment Advisors, LLC | 2,443 | $414.1K | 0.15% | +4+0.2% | Added |
| Pinnacle Financial Group, LLC | 2,445 | $414.2K | 0.25% | −108−4.2% | Reduced |
| Disciplined Investments, LLC | 2,446 | $414.5K | 0.25% | −916−27.2% | Reduced |
| Cornercap Investment Counsel Inc | 2,448 | $414.8K | 0.08% | +39+1.6% | Added |