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 | 3,566 | $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 |
|---|---|---|---|---|---|
| Brady Family Wealth, LLC | 35,122 | $5.95M | 2.30% | +274+0.8% | Added |
| Moody National Bank Trust Division | 35,116 | $5.95M | 0.38% | +2,845+8.8% | Added |
| Raab & Moskowitz Asset Management LLC | 35,106 | $5.95M | 2.10% | +196+0.6% | Added |
| Eastover Investment Advisors LLC | 35,103 | $5.95M | 3.58% | +475+1.4% | Added |
| Tufton Capital Management | 35,081 | $5.94M | 1.33% | −387−1.1% | Reduced |
| Avantax Planning Partners, Inc. | 35,048 | $5.94M | 0.25% | −1,495−4.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 34,984 | $5.93M | 1.68% | 00.0% | Unchanged |
| North Star Asset Management Inc | 34,830 | $5.90M | 0.34% | +10,407+42.6% | Added |
| Northcape Wealth Management, LLC | 34,778 | $5.89M | 2.26% | +145+0.4% | Added |
| Dorchester Wealth Management Co | 34,761 | $5.89M | 1.19% | −676−1.9% | Reduced |
| First Personal Financial Services | 34,728 | $5.88M | 1.53% | +2,396+7.4% | Added |
| Moore Capital Management, LP | 34,618 | $5.87M | 0.16% | −10,452−23.2% | Reduced |
| ExodusPoint Capital Management, LP | 34,430 | $5.83M | 0.07% | −27,609−44.5% | Reduced |
| Ballentine Partners, LLC | 34,404 | $5.83M | 0.14% | +1,140+3.4% | Added |
| Perkins Coie Trust Co | 34,285 | $5.81M | 1.64% | −1,646−4.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 34,209 | $5.80M | 0.39% | −130−0.4% | Reduced |
| Genus Capital Management Inc. | 34,035 | $5.77M | 0.91% | −4,100−10.8% | Reduced |
| Windle Wealth, LLC | 33,965 | $5.75M | 4.29% | +1,084+3.3% | Added |
| Asset Management Group, Inc. | 33,879 | $5.74M | 1.26% | −181−0.5% | Reduced |
| Garland Capital Management Inc | 33,740 | $5.72M | 4.03% | +160+0.5% | Added |
| ClariVest Asset Management LLC | 33,691 | $5.71M | 0.31% | −2,303−6.4% | Reduced |
| King Wealth | 33,431 | $5.67M | 1.19% | +1,598+5.0% | Added |
| Investment House LLC | 33,349 | $5.65M | 0.45% | −927−2.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 33,285 | $5.64M | 1.39% | +124+0.4% | Added |
| Costello Asset Management, INC | 33,133 | $5.61M | 5.16% | −56−0.2% | Reduced |
| Desjardins Global Asset Management Inc. | 33,058 | $5.60M | 0.61% | −37,362−53.1% | Reduced |
| Gotham Asset Management, LLC | 32,982 | $5.59M | 0.12% | +15,156+85.0% | Added |
| Pathway Financial Advisers, LLC | 32,962 | $5.59M | 2.31% | +32,962 | New |
| Family Capital Trust Co | 32,958 | $5.58M | 1.98% | −86−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 32,757 | $5.55M | 0.69% | +1,610+5.2% | Added |
| SP Asset Management LLC | 32,625 | $5.53M | 0.62% | +251+0.8% | Added |
| Roberts Glore & Co Inc | 32,586 | $5.52M | 1.82% | +3,135+10.6% | Added |
| Balentine LLC | 32,520 | $5.51M | 0.18% | −112−0.3% | Reduced |
| Cumberland Partners Ltd | 32,475 | $5.50M | 0.53% | +2,395+8.0% | Added |
| First Hawaiian Bank | 32,472 | $5.50M | 0.19% | +1,886+6.2% | Added |
| Northwest & Ethical Investments L.P. | 32,449 | $5.50M | 0.18% | −2,807−8.0% | Reduced |
| Fundamentun, LLC | 32,440 | $5.50M | 0.82% | +1,870+6.1% | Added |
| Buckhead Capital Management LLC | 32,413 | $5.49M | 2.28% | −9,018−21.8% | Reduced |
| Hall Laurie J Trustee | 32,406 | $5.49M | 2.34% | −340−1.0% | Reduced |
| Ascent Group, LLC | 33,018 | $5.49M | 0.61% | −17,360−34.5% | Reduced |
| Abn Amro Investment Solutions | 32,346 | $5.48M | 0.11% | +2,399+8.0% | Added |
| Pallas Capital Advisors LLC | 33,703 | $5.47M | 0.33% | +2,725+8.8% | Added |
| Eagle Global Advisors LLC | 32,276 | $5.47M | 0.35% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 32,274 | $5.47M | 2.64% | +29,770+1,188.9% | Added |
| RB Capital Management, LLC | 32,190 | $5.45M | 1.77% | +2,904+9.9% | Added |
| American Trust | 32,164 | $5.45M | 0.42% | −2,329−6.8% | Reduced |
| Colonial Trust Co | 32,039 | $5.43M | 1.34% | −1,076−3.2% | Reduced |
| Navellier & Associates Inc | 32,013 | $5.42M | 0.93% | +17,110+114.8% | Added |
| Concentric Wealth Management, LLC | 31,998 | $5.42M | 1.79% | +200+0.6% | Added |
| Stratos Wealth Advisors, LLC | 31,950 | $5.41M | 0.36% | +9,999+45.6% | Added |
| M&R Capital Management Inc | 31,885 | $5.40M | 1.48% | −161−0.5% | Reduced |
| Signaturefd, LLC | 31,739 | $5.38M | 0.14% | −870−2.7% | Reduced |
| Spinnaker Trust | 31,710 | $5.37M | 0.40% | +213+0.7% | Added |
| Lincoln National Corp | 31,709 | $5.37M | 0.11% | +1,201+3.9% | Added |
| Bollard Group LLC | 31,691 | $5.37M | 0.20% | +150+0.5% | Added |
| HBK Sorce Advisory LLC | 31,638 | $5.36M | 0.24% | +1,867+6.3% | Added |
| Skba Capital Management LLC | 31,445 | $5.33M | 0.98% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 31,324 | $5.31M | 0.39% | +3,864+14.1% | Added |
| Peterson Wealth Management | 31,222 | $5.29M | 4.36% | +3,966+14.6% | Added |
| Ayrshire Capital Management LLC | 31,214 | $5.29M | 3.42% | −1,509−4.6% | Reduced |
| Principal Street Partners, LLC | 31,176 | $5.28M | 1.05% | −2,241−6.7% | Reduced |
| Harbor Advisory Corp | 31,174 | $5.28M | 1.91% | −490−1.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,089 | $5.27M | 0.83% | −131−0.4% | Reduced |
| Horizon Investments, LLC | 31,040 | $5.26M | 0.16% | +162+0.5% | Added |
| Oak Harvest Investment Services | 30,997 | $5.25M | 1.11% | +1,024+3.4% | Added |
| Rodgers Brothers Inc. | 30,945 | $5.24M | 0.89% | +1,808+6.2% | Added |
| Cyrus J. Lawrence, LLC | 30,900 | $5.24M | 1.44% | −37−0.1% | Reduced |
| Marshall & Sullivan Inc | 30,784 | $5.22M | 3.04% | −365−1.2% | Reduced |
| Journey Advisory Group, LLC | 30,688 | $5.20M | 0.78% | +486+1.6% | Added |
| Geneva Partners, LLC | 30,640 | $5.19M | 3.45% | −644−2.1% | Reduced |
| High Net Worth Advisory Group LLC | 30,639 | $5.19M | 2.08% | −325−1.0% | Reduced |
| Dean Investment Associates, LLC | 30,584 | $5.18M | 0.85% | −203−0.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 30,491 | $5.17M | 1.75% | +130.0% | Added |
| Mendel Money Management | 30,452 | $5.16M | 2.77% | +458+1.5% | Added |
| Reliant Investment Management, LLC | 30,413 | $5.15M | 3.00% | −297−1.0% | Reduced |
| Wealthspire Advisors, LLC | 30,407 | $5.15M | 0.09% | +3,675+13.7% | Added |
| Horrell Capital Management, Inc. | 30,380 | $5.15M | 1.71% | −388−1.3% | Reduced |
| Hixon Zuercher, LLC | 30,357 | $5.14M | 2.70% | +2,411+8.6% | Added |
| Hartford Financial Management Inc. | 30,291 | $5.13M | 1.31% | −69−0.2% | Reduced |
| Kidder Stephen W | 29,965 | $5.08M | 1.76% | −353−1.2% | Reduced |
| Financial & Tax Architects, LLC | 29,957 | $5.08M | 1.58% | +1,051+3.6% | Added |
| TD Private Client Wealth LLC | 29,898 | $5.07M | 0.22% | −2,536−7.8% | Reduced |
| SS&H Financial Advisors, Inc. | 29,875 | $5.06M | 2.37% | +29,875 | New |
| Brookstone Capital Management | 31,503 | $5.06M | 0.11% | +1,296+4.3% | Added |
| Sowell Financial Services LLC | 29,846 | $5.06M | 0.32% | −5,031−14.4% | Reduced |
| Trust Co of Oklahoma | 29,843 | $5.06M | 2.02% | −513−1.7% | Reduced |
| RSM US Wealth Management LLC | 29,825 | $5.05M | 0.18% | +2,737+10.1% | Added |
| Peoples Financial Services Corp. | 29,793 | $5.05M | 2.38% | −442−1.5% | Reduced |
| Telemus Capital, LLC | 29,770 | $5.04M | 0.47% | −322−1.1% | Reduced |
| Stone Point Wealth LLC | 29,726 | $5.04M | 2.16% | +40+0.1% | Added |
| Cardinal Capital Management | 29,606 | $5.02M | 1.02% | +295+1.0% | Added |
| Charter Research & Investment Group, Inc. | 29,493 | $5.00M | 4.50% | −685−2.3% | Reduced |
| First Interstate Bank | 29,365 | $4.98M | 0.43% | −890−2.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 29,350 | $4.97M | 0.32% | +2,318+8.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 29,333 | $4.97M | 0.64% | 00.0% | Unchanged |
| AMG National Trust Bank | 29,291 | $4.96M | 0.17% | −605−2.0% | Reduced |
| Boston Research & Management Inc | 29,210 | $4.95M | 1.46% | +240+0.8% | Added |
| Principle Wealth Partners LLC | 29,094 | $4.93M | 0.50% | +749+2.6% | Added |
| Mechanics Bank Trust Department | 29,009 | $4.92M | 0.82% | +222+0.8% | Added |
| Opus Investment Management Inc | 29,000 | $4.91M | 3.02% | 00.0% | Unchanged |