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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 15,005 | $2.54M | 0.52% | +1,061+7.6% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.54M | 0.73% | 00.0% | Unchanged |
| Comerica Securities,inc. | 14,996 | $2.54M | 0.21% | −15,824−51.3% | Reduced |
| Baldwin Investment Management, LLC | 14,854 | $2.52M | 0.42% | −50−0.3% | Reduced |
| Finer Wealth Management, Inc. | 14,821 | $2.51M | 2.01% | +1,001+7.2% | Added |
| Eads & Heald Wealth Management | 14,793 | $2.51M | 1.32% | −188−1.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,765 | $2.50M | 0.27% | −104−0.7% | Reduced |
| Tower View Investment Management & Research LLC | 14,742 | $2.50M | 1.75% | +332+2.3% | Added |
| Cigna Investments Inc | 14,739 | $2.50M | 0.57% | −1,941−11.6% | Reduced |
| Mystic Asset Management, Inc. | 14,718 | $2.49M | 1.40% | −270−1.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 14,683 | $2.49M | 0.73% | −21,733−59.7% | Reduced |
| Outfitter Financial LLC | 14,683 | $2.49M | 2.34% | −105−0.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 14,639 | $2.48M | 0.40% | −3,652−20.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 14,618 | $2.48M | 0.55% | −30.0% | Reduced |
| Oxler Private Wealth LLC | 14,542 | $2.47M | 1.24% | −14−0.1% | Reduced |
| Intrua Financial, LLC | 14,547 | $2.46M | 0.45% | −585−3.9% | Reduced |
| Ledge Wealth Management, Inc. | 14,543 | $2.46M | 1.11% | +1,402+10.7% | Added |
| Guardian Wealth Management, Inc. | 14,495 | $2.46M | 2.30% | +32+0.2% | Added |
| Aspen Investment Management Inc | 14,458 | $2.45M | 1.48% | +545+3.9% | Added |
| Trinity Legacy Partners, LLC | 14,451 | $2.45M | 0.85% | −16,952−54.0% | Reduced |
| Agate Pass Investment Management, LLC | 14,358 | $2.43M | 1.65% | −302−2.1% | Reduced |
| First United Bank Trust | 14,352 | $2.43M | 1.13% | −355−2.4% | Reduced |
| Focus Financial Network, Inc. | 14,300 | $2.42M | 0.14% | +239+1.7% | Added |
| Beverly Hills Private Wealth, LLC | 14,256 | $2.42M | 0.72% | −8,801−38.2% | Reduced |
| Alta Capital Management LLC | 14,167 | $2.40M | 0.17% | +21+0.1% | Added |
| ZWJ Investment Counsel Inc | 14,116 | $2.39M | 0.13% | +502+3.7% | Added |
| Financial Advocates Investment Management | 14,115 | $2.39M | 0.18% | +48+0.3% | Added |
| SFMG, LLC | 14,093 | $2.39M | 0.25% | −718−4.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 14,048 | $2.38M | 0.03% | −15−0.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 14,045 | $2.38M | 0.64% | +10,396+284.9% | Added |
| Excalibur Management Corp | 14,037 | $2.38M | 1.24% | +50.0% | Added |
| Cito Capital Group, LLC | 14,021 | $2.38M | 1.15% | +300+2.2% | Added |
| MidWestOne Financial Group, Inc. | 14,003 | $2.37M | 0.54% | −3,415−19.6% | Reduced |
| Elmwood Wealth Management, Inc. | 13,998 | $2.37M | 1.14% | −10.0% | Reduced |
| GTS Securities LLC | 13,975 | $2.37M | 0.05% | +11,053+378.3% | Added |
| Leelyn Smith, LLC | 13,964 | $2.37M | 0.58% | −128−0.9% | Reduced |
| AlphaCore Capital LLC | 13,932 | $2.36M | 0.37% | +594+4.5% | Added |
| Dark Forest Capital Management LP | 13,925 | $2.36M | 0.20% | +4,809+52.8% | Added |
| S&T Bank | 13,926 | $2.36M | 0.45% | −135−1.0% | Reduced |
| Joel Isaacson & Co., LLC | 13,902 | $2.36M | 0.16% | +8+0.1% | Added |
| Ami Investment Management Inc | 13,809 | $2.34M | 1.05% | +69+0.5% | Added |
| Capital Counsel LLC | 13,805 | $2.34M | 0.13% | 00.0% | Unchanged |
| Platform Technology Partners | 13,790 | $2.34M | 1.09% | −106−0.8% | Reduced |
| Rehmann Capital Advisory Group | 13,785 | $2.34M | 0.22% | −138−1.0% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 13,782 | $2.34M | 1.97% | 00.0% | Unchanged |
| Rothschild Investment Corp | 13,744 | $2.33M | 0.20% | +84+0.6% | Added |
| XML Financial, LLC | 13,714 | $2.32M | 0.28% | +450+3.4% | Added |
| Studio Investment Management LLC | 13,714 | $2.32M | 0.65% | +1,360+11.0% | Added |
| Slagle Financial, LLC | 13,644 | $2.31M | 1.42% | +602+4.6% | Added |
| Jmac Enterprises LLC | 13,641 | $2.31M | 0.57% | +3,057+28.9% | Added |
| Wilson & Boucher Capital Management, LLC | 13,621 | $2.31M | 2.19% | −130−0.9% | Reduced |
| Liberty Capital Management, Inc. | 13,605 | $2.31M | 0.68% | −54−0.4% | Reduced |
| Financial Strategies Group, Inc. | 14,368 | $2.30M | 0.73% | +2,967+26.0% | Added |
| Home Federal Bank of Tennessee | 13,590 | $2.30M | 0.85% | +20+0.1% | Added |
| New Potomac Partners, LLC | 13,565 | $2.30M | 1.58% | +1,994+17.2% | Added |
| Plimoth Trust Co LLC | 13,517 | $2.29M | 0.72% | +516+4.0% | Added |
| United Asset Strategies, Inc. | 13,515 | $2.29M | 0.30% | −736−5.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,500 | $2.29M | 0.09% | +2,049+17.9% | Added |
| Cyndeo Wealth Partners, LLC | 13,493 | $2.29M | 0.24% | +999+8.0% | Added |
| Dumont & Blake Investment Advisors LLC | 13,485 | $2.29M | 0.77% | −8−0.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 13,484 | $2.28M | 0.80% | −44−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 13,456 | $2.28M | 0.19% | +757+6.0% | Added |
| Mechanics Financial Corp | 13,456 | $2.28M | 1.25% | −20−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 13,454 | $2.28M | 0.04% | −29,758−68.9% | Reduced |
| VeraBank, N.A. | 13,450 | $2.28M | 0.88% | +39+0.3% | Added |
| Leisure Capital Management | 13,407 | $2.27M | 1.31% | −272−2.0% | Reduced |
| Foundations Investment Advisors, LLC | 13,387 | $2.27M | 0.07% | +1,840+15.9% | Added |
| CNB Bank | 13,379 | $2.27M | 1.33% | −78−0.6% | Reduced |
| Grandview Asset Management LLC | 13,370 | $2.27M | 1.30% | +13,370 | New |
| Madison Wealth Management | 13,364 | $2.26M | 0.48% | +352+2.7% | Added |
| Crawford Investment Counsel Inc | 13,363 | $2.26M | 0.05% | −48−0.4% | Reduced |
| Wedmont Private Capital | 13,967 | $2.25M | 0.23% | −255−1.8% | Reduced |
| Saybrook Capital | 13,292 | $2.25M | 0.68% | −400−2.9% | Reduced |
| Massachusetts Wealth Management | 13,264 | $2.25M | 2.06% | −100−0.7% | Reduced |
| Beacon Financial Group | 12,616 | $2.25M | 0.32% | −277−2.1% | Reduced |
| Manchester Capital Management LLC | 13,240 | $2.24M | 0.33% | +185+1.4% | Added |
| Brandywine Oak Private Wealth LLC | 13,201 | $2.24M | 0.27% | −105−0.8% | Reduced |
| Clarius Group, LLC | 13,200 | $2.24M | 0.21% | −3,054−18.8% | Reduced |
| Ascent Wealth Partners, LLC | 13,181 | $2.23M | 0.41% | +525+4.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,089 | $2.22M | 0.14% | +3,531+36.9% | Added |
| AIMZ Investment Advisors, LLC | 13,081 | $2.22M | 0.99% | −150−1.1% | Reduced |
| Atwood & Palmer Inc | 13,070 | $2.21M | 0.19% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 13,067 | $2.21M | 0.04% | +4,155+46.6% | Added |
| Strategic Blueprint, LLC | 13,060 | $2.21M | 0.20% | +97+0.7% | Added |
| TrinityPoint Wealth, LLC | 13,021 | $2.21M | 0.44% | +526+4.2% | Added |
| Evermay Wealth Management LLC | 13,008 | $2.20M | 0.45% | +116+0.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 13,010 | $2.20M | 2.30% | −25−0.2% | Reduced |
| Gifford Fong Associates | 13,000 | $2.20M | 0.53% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 12,990 | $2.20M | 1.51% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 12,935 | $2.19M | 1.56% | −35−0.3% | Reduced |
| Concord Wealth Partners | 12,891 | $2.18M | 0.46% | +622+5.1% | Added |
| Security National Bank of So Dak | 12,887 | $2.18M | 1.61% | +100+0.8% | Added |
| Lindenwold Advisors | 12,845 | $2.18M | 1.36% | +18+0.1% | Added |
| Magnus Financial Group LLC | 12,829 | $2.17M | 0.32% | +805+6.7% | Added |
| Highlander Capital Management, LLC | 12,824 | $2.17M | 0.85% | +250+2.0% | Added |
| Montecito Bank & Trust | 12,795 | $2.17M | 0.51% | +510+4.2% | Added |
| Bedel Financial Consulting, Inc. | 12,790 | $2.17M | 0.44% | −32−0.2% | Reduced |
| Bedel Financial Consulting Inc | 12,790 | $2.17M | 0.44% | +12,790 | New |
| Relyea Zuckerberg Hanson LLC | 12,786 | $2.17M | 0.49% | −392−3.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 12,774 | $2.16M | 0.60% | +12,774 | New |