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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 2,450 | $415.1K | 0.43% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,452 | $415.5K | 0.41% | −110−4.3% | Reduced |
| WFA Asset Management Corp | 2,453 | $415.6K | 0.25% | −65−2.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,456 | $416.1K | 0.12% | +22+0.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,458 | $416.4K | 0.22% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 2,460 | $416.9K | 0.39% | −40−1.6% | Reduced |
| Horst & Graben Wealth Management LLC | 2,462 | $417.2K | 0.10% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,465 | $417.7K | 0.27% | −580−19.0% | Reduced |
| Gouws Capital LLC | 2,470 | $418.5K | 0.36% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 2,485 | $421.1K | 0.03% | −25−1.0% | Reduced |
| Penn Davis McFarland Inc | 2,485 | $421.1K | 0.07% | +199+8.7% | Added |
| Stanley-Laman Group, Ltd. | 2,487 | $421.4K | 0.07% | +42+1.7% | Added |
| LexAurum Advisors, LLC | 2,491 | $422.0K | 0.12% | +157+6.7% | Added |
| Ackerman Capital Advisors, LLC | 2,492 | $422.2K | 0.12% | 00.0% | Unchanged |
| Kure Advisory, LLC | 2,495 | $422.7K | 0.24% | +2,495 | New |
| Wellspring Financial Advisors, LLC | 2,495 | $422.7K | 0.12% | +552+28.4% | Added |
| Drexel Morgan & Co. | 2,500 | $423.6K | 0.12% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 2,500 | $423.6K | 0.08% | +2,500 | New |
| Capital City Trust Co | 2,505 | $424.4K | 0.14% | +304+13.8% | Added |
| DGS Capital Management, LLC | 2,506 | $424.6K | 0.21% | −67−2.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,506 | $424.6K | 0.19% | +78+3.2% | Added |
| Readystate Asset Management LP | 2,510 | $425.3K | 0.04% | +2,510 | New |
| Ellevest, Inc. | 2,512 | $425.7K | 0.03% | −335−11.8% | Reduced |
| Green Square Capital Advisors LLC | 2,514 | $426.0K | 0.06% | −79−3.0% | Reduced |
| GSG Advisors LLC | 2,515 | $426.1K | 0.21% | +2,515 | New |
| Syntegra Private Wealth Group, LLC | 2,519 | $426.8K | 0.07% | +40+1.6% | Added |
| German American Bancorp, Inc. | 2,519 | $426.8K | 0.06% | +713+39.5% | Added |
| Revisor Wealth Management LLC | 2,522 | $427.3K | 0.36% | +294+13.2% | Added |
| Financial Planning & Information Services, Inc. | 2,535 | $429.5K | 0.08% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,535 | $429.5K | 0.17% | −418−14.2% | Reduced |
| Weaver Consulting Group | 2,535 | $429.6K | 0.19% | −40−1.6% | Reduced |
| Affinity Wealth Management LLC | 2,544 | $431.1K | 0.10% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,551 | $432.0K | 0.06% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 2,556 | $433.1K | 0.78% | +2,556 | New |
| Crescent Grove Advisors, LLC | 2,558 | $433.4K | 0.05% | +721+39.2% | Added |
| Burt Wealth Advisors | 2,560 | $433.7K | 0.13% | +5+0.2% | Added |
| Aua Capital Management, LLC | 2,579 | $437.0K | 0.32% | +303+13.3% | Added |
| Verity Asset Management, Inc. | 2,580 | $437.2K | 0.32% | +17+0.7% | Added |
| Advisory Research Inc | 2,581 | $437.3K | 0.06% | +32+1.3% | Added |
| Silver Oak Securities, Inc | 2,583 | $437.7K | 0.10% | +389+17.7% | Added |
| Centennial Wealth Advisory LLC | 2,596 | $439.9K | 0.24% | +733+39.3% | Added |
| Blackston Financial Advisory Group, LLC | 2,600 | $440.6K | 0.31% | −166−6.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,604 | $441.2K | 0.30% | +55+2.2% | Added |
| Integral Investment Advisors, Inc. | 2,610 | $442.3K | 0.31% | +64+2.5% | Added |
| Texas Capital Bancshares Inc | 2,613 | $442.7K | 0.24% | +34+1.3% | Added |
| Trilogy Capital Inc. | 2,614 | $442.9K | 0.03% | −313−10.7% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,697 | $443.3K | 0.32% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,618 | $443.5K | 0.17% | −42−1.6% | Reduced |
| Trinity Financial Advisors LLC | 2,620 | $443.9K | 0.24% | −56−2.1% | Reduced |
| TSFG, LLC | 2,623 | $444.0K | 0.16% | +2+0.1% | Added |
| Baker Boyer National Bank | 2,624 | $444.6K | 0.18% | +828+46.1% | Added |
| Grant/GrossMendelsohn, LLC | 2,624 | $444.7K | 0.19% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,627 | $445.1K | 0.03% | −114−4.2% | Reduced |
| Financial Security Advisor, Inc. | 2,633 | $446.2K | 0.21% | +2,633 | New |
| Lumbard & Kellner, LLC | 2,640 | $447.3K | 0.30% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 2,640 | $447.4K | 0.46% | +16+0.6% | Added |
| Private Advisory Group LLC | 2,642 | $447.7K | 0.09% | +393+17.5% | Added |
| W.H. Cornerstone Investments Inc. | 2,643 | $448.0K | 0.39% | +1,101+71.4% | Added |
| Rain Capital Management, LLC | 2,645 | $448.1K | 0.44% | −19−0.7% | Reduced |
| Probity Advisors, Inc. | 2,647 | $448.5K | 0.10% | +7+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 2,650 | $449.0K | 0.10% | +690+35.2% | Added |
| Pointe Capital Management LLC | 2,653 | $449.5K | 0.35% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 2,660 | $450.7K | 0.38% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,666 | $451.7K | 0.04% | −2,102−44.1% | Reduced |
| Lipe & Dalton | 2,667 | $452.0K | 0.27% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 2,677 | $453.7K | 0.24% | −760−22.1% | Reduced |
| Teamwork Financial Advisors, LLC | 2,684 | $454.8K | 0.07% | +126+4.9% | Added |
| Financial Management Professionals, Inc. | 2,683 | $455.0K | 0.08% | −1,137−29.8% | Reduced |
| Heritage Investment Group, Inc. | 2,685 | $455.0K | 0.12% | −22−0.8% | Reduced |
| LWM Advisory Services, LLC | 2,688 | $455.2K | 0.49% | +5+0.2% | Added |
| ERTS Wealth Advisors, LLC | 2,690 | $455.8K | 0.11% | +54+2.0% | Added |
| Theory Financial LLC | 2,696 | $456.8K | 0.27% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 2,697 | $457.0K | 0.06% | −43−1.6% | Reduced |
| Wealth Quarterback LLC | 2,699 | $457.4K | 0.40% | +159+6.3% | Added |
| Doliver Advisors, LP | 2,703 | $458.0K | 0.14% | −4−0.1% | Reduced |
| Frisch Financial Group, Inc. | 2,701 | $458.0K | 0.19% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,703 | $458.1K | 0.26% | −17−0.6% | Reduced |
| N.E.W. Advisory Services LLC | 2,706 | $458.6K | 0.07% | +774+40.1% | Added |
| Opes Wealth Management LLC | 2,714 | $459.9K | 0.13% | +30+1.1% | Added |
| Circle Wealth Management, LLC | 2,719 | $460.8K | 0.01% | +79+3.0% | Added |
| Five Oceans Advisors | 2,721 | $461.0K | 0.30% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 2,722 | $461.2K | 0.29% | +253+10.2% | Added |
| Crumly & Associates Inc. | 2,723 | $461.4K | 0.18% | +2,723 | New |
| Consilium Wealth Advisory, LLC | 2,725 | $461.7K | 0.32% | −2,081−43.3% | Reduced |
| New Republic Capital, LLC | 2,725 | $461.7K | 0.38% | −128−4.5% | Reduced |
| Secure Asset Management, LLC | 2,726 | $461.9K | 0.14% | +365+15.5% | Added |
| United Community Bank | 2,728 | $462.2K | 0.23% | +2,174+392.4% | Added |
| Hillsdale Investment Management Inc. | 2,729 | $462.4K | 0.04% | +1,654+153.9% | Added |
| Centric Wealth Management | 2,736 | $463.6K | 0.19% | +100+3.8% | Added |
| Mezzasalma Advisors, LLC | 2,740 | $464.3K | 0.29% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,743 | $464.7K | 0.22% | +447+19.5% | Added |
| Reuter James Wealth Management, LLC | 2,745 | $465.2K | 0.35% | −5−0.2% | Reduced |
| Syntal Capital Partners, LLC | 2,748 | $465.6K | 0.36% | −3,128−53.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,762 | $468.1K | 0.29% | +4+0.1% | Added |
| Kensington Investment Counsel, LLC | 2,765 | $468.5K | 0.29% | +95+3.6% | Added |
| Joule Financial, LLC | 2,768 | $469.0K | 0.24% | +48+1.8% | Added |
| Cape Investment Advisory, Inc. | 2,768 | $469.1K | 0.27% | +97+3.6% | Added |
| Arden Trust Co | 2,770 | $469.4K | 0.08% | −588−17.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,770 | $469.4K | 0.26% | +14+0.5% | Added |
| Clarity Financial LLC | 2,772 | $469.7K | 0.08% | +41+1.5% | Added |