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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 2,780 | $471.0K | 0.05% | −367−11.7% | Reduced |
| Source Financial Advisors LLC | 2,789 | $472.6K | 0.16% | +51+1.9% | Added |
| Quantum Financial Advisors, LLC | 2,791 | $473.0K | 0.14% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,805 | $475.3K | 0.31% | −100−3.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 2,805 | $475.3K | 0.44% | +145+5.5% | Added |
| Elevatus Welath Management | 2,809 | $475.9K | 0.43% | +115+4.3% | Added |
| America First Investment Advisors, LLC | 2,819 | $477.7K | 0.13% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,821 | $478.0K | 0.29% | −110−3.8% | Reduced |
| Sterling Financial Planning, Inc. | 2,836 | $480.5K | 0.25% | +3+0.1% | Added |
| Spouting Rock Asset Management, LLC | 2,836 | $480.5K | 0.15% | +130+4.8% | Added |
| Hyperion Partners, LLC | 2,836 | $480.5K | 0.41% | −14−0.5% | Reduced |
| Convergence Investment Partners, LLC | 2,840 | $481.0K | 0.28% | +27+1.0% | Added |
| Fidelity D & D Bancorp Inc | 2,839 | $481.0K | 0.49% | +2,839 | New |
| Truvestments Capital LLC | 2,844 | $481.9K | 0.25% | +11+0.4% | Added |
| Clear Creek Financial Management, LLC | 2,848 | $482.6K | 0.08% | +311+12.3% | Added |
| Stephenson National Bank & Trust | 2,853 | $483.4K | 0.27% | +100+3.6% | Added |
| Legacy Capital Group California, Inc. | 2,854 | $483.5K | 0.21% | +88+3.2% | Added |
| BCJ Capital Management, LLC | 2,860 | $484.6K | 0.04% | +269+10.4% | Added |
| Financial Management Network Inc | 2,872 | $485.1K | 0.16% | −6−0.2% | Reduced |
| Northwest Wealth Management, LLC | 2,869 | $486.1K | 0.17% | −132−4.4% | Reduced |
| Stoneridge Investment Partners LLC | 2,881 | $488.0K | 0.23% | −152−5.0% | Reduced |
| Trust Co of Kansas | 2,887 | $489.0K | 0.31% | +150+5.5% | Added |
| APCM Wealth Management for Individuals | 2,887 | $489.2K | 0.08% | +7+0.2% | Added |
| Per Stirling Capital Management, LLC. | 2,893 | $490.2K | 0.10% | +2+0.1% | Added |
| Fiducient Advisors LLC | 2,897 | $490.9K | 0.03% | +2,897 | New |
| Dravo Bay LLC | 2,915 | $493.9K | 0.36% | +44+1.5% | Added |
| Wade Financial Advisory, Inc | 2,924 | $495.5K | 0.21% | −210−6.7% | Reduced |
| Alesco Advisors LLC | 2,925 | $495.6K | 0.02% | 00.0% | Unchanged |
| Renasant Bank | 2,927 | $495.9K | 0.42% | +143+5.1% | Added |
| Private Wealth Strategies, L.L.C. | 2,929 | $496.3K | 0.12% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,932 | $496.8K | 0.18% | +323+12.4% | Added |
| SPC Financial, Inc. | 2,932 | $496.8K | 0.06% | +142+5.1% | Added |
| Steward Financial Group LLC | 2,933 | $497.0K | 0.16% | −195−6.2% | Reduced |
| Innova Wealth Partners | 2,942 | $498.5K | 0.45% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,945 | $499.0K | 0.34% | −1,529−34.2% | Reduced |
| Perfromance Wealth Partners, LLC | 2,945 | $499.0K | 0.02% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 2,959 | $501.4K | 0.30% | 00.0% | Unchanged |
| Michael B. Yongue | 2,960 | $501.5K | 0.49% | 00.0% | Unchanged |
| Allen Investment Management LLC | 2,961 | $501.7K | 0.01% | +45+1.5% | Added |
| REDW Wealth LLC | 2,968 | $502.9K | 0.16% | −175−5.6% | Reduced |
| Norwood Financial Corp | 2,973 | $503.7K | 0.81% | −50−1.7% | Reduced |
| Arcataur Capital Management LLC | 2,981 | $505.1K | 0.21% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 2,984 | $505.6K | 0.07% | −19−0.6% | Reduced |
| Phillips Wealth Planners LLC | 3,153 | $506.2K | 0.69% | +61+2.0% | Added |
| Planning Directions Inc | 2,992 | $507.0K | 0.39% | +14+0.5% | Added |
| Atticus Wealth Management, LLC | 2,999 | $508.1K | 0.19% | −203−6.3% | Reduced |
| GEM Asset Management, LLC | 3,000 | $508.3K | 0.40% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,002 | $508.7K | 0.27% | −27−0.9% | Reduced |
| Waterfront Wealth Inc. | 3,179 | $509.0K | 0.17% | −335−9.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,005 | $509.2K | 0.18% | +30+1.0% | Added |
| Platte River Wealth Advisors, LLC | 3,005 | $509.2K | 0.19% | +1,425+90.2% | Added |
| Retirement Guys Formula LLC | 3,007 | $509.5K | 0.35% | −3,216−51.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,010 | $510.0K | 0.08% | +397+15.2% | Added |
| Provence Wealth Management Group | 3,010 | $510.0K | 0.31% | −333−10.0% | Reduced |
| Baker Avenue Asset Management, LP | 3,011 | $510.1K | 0.03% | −742−19.8% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,011 | $510.2K | 0.21% | −44−1.4% | Reduced |
| Tyler-Stone Wealth Management | 3,025 | $513.0K | 0.29% | +108+3.7% | Added |
| Bouchey Financial Group Ltd | 3,033 | $514.0K | 0.06% | +29+1.0% | Added |
| Spinnaker Investment Group, LLC | 3,045 | $515.9K | 0.17% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 3,049 | $516.6K | 0.02% | +3,049 | New |
| Fishman Jay A Ltd | 3,050 | $516.8K | 0.07% | 00.0% | Unchanged |
| Cowa, LLC | 3,050 | $516.8K | 0.35% | +450+17.3% | Added |
| Bessemer Securities LLC | 3,054 | $517.0K | 0.72% | −6,633−68.5% | Reduced |
| NWF Advisory Services Inc. | 3,056 | $517.9K | 0.12% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 3,060 | $518.0K | 0.10% | +355+13.1% | Added |
| Alliance Wealth Advisors, LLC | 3,074 | $520.8K | 0.19% | +130+4.4% | Added |
| Dodge & Cox | 3,075 | $521.0K | 0.00% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,106 | $521.1K | 0.13% | +359+13.1% | Added |
| Riverview Capital Advisers, LLC | 3,079 | $521.7K | 0.23% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 3,092 | $523.9K | 0.04% | +3,092 | New |
| Websterrogers Financial Advisors, LLC | 3,095 | $524.6K | 0.23% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,107 | $526.5K | 0.10% | −34−1.1% | Reduced |
| DeDora Capital, Inc. | 3,115 | $527.8K | 0.21% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,150 | $528.4K | 0.53% | −125−3.8% | Reduced |
| Marco Investment Management LLC | 3,122 | $529.0K | 0.06% | +6+0.2% | Added |
| Keudell/Morrison Wealth Management | 3,124 | $529.3K | 0.16% | −74−2.3% | Reduced |
| Compass Ion Advisors, LLC | 3,124 | $529.4K | 0.09% | +3,124 | New |
| Prentice Wealth Management LLC | 3,129 | $530.2K | 0.24% | +32+1.0% | Added |
| Northstar Asset Management Inc | 3,131 | $530.5K | 0.17% | −100−3.1% | Reduced |
| Peninsula Wealth, LLC | 3,314 | $530.5K | 0.12% | +178+5.7% | Added |
| Argent Advisors, Inc. | 3,134 | $531.0K | 0.24% | +255+8.9% | Added |
| South Street Advisors LLC | 3,135 | $531.2K | 0.11% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,140 | $532.0K | 0.09% | +11+0.4% | Added |
| RiverFront Investment Group, LLC | 3,147 | $533.2K | 0.02% | +564+21.8% | Added |
| 626 Financial, LLC | 3,156 | $534.8K | 0.36% | −71−2.2% | Reduced |
| Profit Investment Management, LLC | 3,163 | $535.9K | 0.38% | 00.0% | Unchanged |
| First Financial Corp | 3,165 | $536.3K | 0.31% | −6−0.2% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,223 | $538.0K | 0.33% | −149−4.4% | Reduced |
| Morningstar Investment Management LLC | 3,174 | $538.0K | 0.07% | +160+5.3% | Added |
| Birmingham Capital Management Co Inc | 3,175 | $538.0K | 0.22% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 3,178 | $538.5K | 0.15% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 3,327 | $540.0K | 0.49% | +201+6.4% | Added |
| LaSalle St. Investment Advisors, LLC | 3,191 | $540.0K | 0.27% | +684+27.3% | Added |
| Carolinas Wealth Consulting LLC | 19,522 | $540.3K | 0.13% | +12+0.1% | Added |
| Marks Group Wealth Management, Inc | 3,190 | $540.5K | 0.07% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 3,194 | $541.2K | 0.33% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 3,202 | $542.5K | 0.08% | +357+12.5% | Added |
| Sand Hill Global Advisors, LLC | 3,228 | $547.0K | 0.03% | −316−8.9% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,238 | $548.7K | 0.15% | +14+0.4% | Added |
| Oxford Financial Group Ltd | 3,243 | $549.5K | 0.05% | −1,318−28.9% | Reduced |