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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; 3,420 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, Q4 2023

Institutional positions in PepsiCo Inc as of Dec 31, 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
3,348
+206 vs. Q3 2023
Shares held
1.01B
+5.86M (+0.6%) vs. Q3 2023
Total value
$170.9B
+$1.19B (+0.7%) vs. Q3 2023
New holders
324
1,342 more added
Sold out
118
1,329 more reduced

53 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 3,348 institutions
Q1 2021: 2,719 institutionsQ2 2021: 2,760 institutionsQ3 2021: 2,741 institutionsQ4 2021: 3,040 institutionsQ1 2022: 3,031 institutionsQ2 2022: 3,018 institutionsQ3 2022: 3,009 institutionsQ4 2022: 3,198 institutionsQ1 2023: 3,176 institutionsQ2 2023: 3,216 institutionsQ3 2023: 3,195 institutionsQ4 2023: 3,348 institutionsQ1 2024: 3,371 institutionsQ2 2024: 3,331 institutionsQ3 2024: 3,353 institutionsQ4 2024: 3,484 institutionsQ1 2025: 3,430 institutionsQ2 2025: 3,329 institutionsQ3 2025: 3,321 institutionsQ4 2025: 3,518 institutionsQ1 2026: 3,566 institutionsQ2 2026: 3,420 institutions
Value heldQ4 2023: $170.9B
Q1 2021: $139.8BQ2 2021: $146.7BQ3 2021: $149.8BQ4 2021: $174.1BQ1 2022: $166.6BQ2 2022: $165.9BQ3 2022: $162.4BQ4 2022: $181.4BQ1 2023: $183.0BQ2 2023: $185.4BQ3 2023: $170.4BQ4 2023: $170.9BQ1 2024: $176.3BQ2 2024: $167.0BQ3 2024: $172.1BQ4 2024: $156.6BQ1 2025: $154.1BQ2 2025: $135.9BQ3 2025: $142.1BQ4 2025: $153.0BQ1 2026: $163.5BQ2 2026: $146.5B
Institutions holding PEP and their total value by quarter
QuarterHoldersValue
Q2 20263,420$146.5B
Q1 20263,566$163.5B
Q4 20253,518$153.0B
Q3 20253,321$142.1B
Q2 20253,329$135.9B
Q1 20253,430$154.1B
Q4 20243,484$156.6B
Q3 20243,353$172.1B
Q2 20243,331$167.0B
Q1 20243,371$176.3B
Q4 20233,348$170.9B
Q3 20233,195$170.4B
Q2 20233,216$185.4B
Q1 20233,176$183.0B
Q4 20223,198$181.4B
Q3 20223,009$162.4B
Q2 20223,018$165.9B
Q1 20223,031$166.6B
Q4 20213,040$174.1B
Q3 20212,741$149.8B
Q2 20212,760$146.7B
Q1 20212,719$139.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2023.

Institutions holding PEP in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CKW Financial Group1$00.00%00.0%Unchanged
Kessler Investment Group, LLC1$1700.00%00.0%Unchanged
Delos Wealth Advisors, LLC2$3400.00%−93−97.9%Reduced
State of Wyoming6$1.02K0.00%+1+20.0%Added
Horizons Wealth Management13$2.21K0.00%00.0%Unchanged
O'Dell Group, LLC15$2.55K0.00%+15New
Vaughan Nelson Investment Management, L.P.21$4.00K0.00%+21New
Cedar Wealth Management, LLC24$4.08K0.00%00.0%Unchanged
PayPay Securities Corp24$4.21K0.21%+4+20.0%Added
Live Oak Investment Partners–$4.42K0.00%––
Iron Horse Wealth Management, LLC28$4.76K0.00%00.0%Unchanged
Robbins Farley LLC33$5.61K0.00%00.0%Unchanged
One River Asset Management, LLC36$6.12K0.00%+36New
Davidson Capital Management Inc.36$6.12K0.00%+36New
Ibex Wealth Advisors37$6.25K1.36%−37,090−99.9%Reduced
Stuart Chaussee & Associates, Inc.50$8.49K0.00%+50New
Vima LLC50$8.49K0.02%+50New
Morgan Dempsey Capital Management LLC54$9.17K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.57$9.63K0.00%−39−40.6%Reduced
Atlantic Edge Private Wealth Management, LLC63$10.7K0.00%+63New
Abich Financial Wealth Management LLC67$11.4K0.01%+67New
Robinson Value Management, Ltd.70$11.9K0.01%00.0%Unchanged
Highline Wealth Partners LLC74$12.6K0.01%+45+155.2%Added
Frank, Rimerman Advisors LLC76$12.9K0.00%+76New
FSC Wealth Advisors, LLC78$13.2K0.01%00.0%Unchanged
Quarry LP78$13.2K0.01%+78New
Investment Research & Advisory Group, Inc.88$14.9K0.01%00.0%Unchanged
Valued Wealth Advisors LLC89$15.1K0.01%+89New
Legend Financial Advisors, Inc.94$16.0K0.01%+20+27.0%Added
Global Wealth Strategies & Associates100$17.0K0.01%00.0%Unchanged
Syntax Research, Inc.100$17.0K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC100$17.0K0.02%+100New
Long Island Wealth Management, Inc.100$17.0K0.01%+100New
Livelsberger Financial Advisory102$17.3K0.02%+102New
Readystate Asset Management LP105$17.8K0.00%−2,405−95.8%Reduced
Bradley & Co. Private Wealth Management, LLC105$17.8K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC105$17.8K0.01%00.0%Unchanged
Evergreen Private Wealth LLC105$17.8K0.01%+105New
Contravisory Investment Management, Inc.109$18.5K0.00%−36,173−99.7%Reduced
HWG Holdings LP109$18.5K0.01%−1−0.9%Reduced
Retirement Group, LLC112$19.0K0.01%+1+0.9%Added
Trivant Custom Portfolio Group, LLC118$20.0K0.01%00.0%Unchanged
Goodman Advisory Group, LLC120$20.4K0.01%00.0%Unchanged
Spotlight Asset Group, Inc.125$21.2K0.02%00.0%Unchanged
Family CFO Inc125$21.2K0.01%00.0%Unchanged
Bourgeon Capital Management LLC128$21.7K0.00%00.0%Unchanged
Halpern Financial, Inc.127$22.0K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC132$22.4K0.02%+132New
Sofos Investments, Inc.141$24.1K0.01%−2,117−93.8%Reduced
Maryland Capital Advisors Inc.145$24.6K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.149$25.3K0.01%00.0%Unchanged
PSI Advisors, LLC152$25.8K0.01%00.0%Unchanged
Altshuler Shaham Ltd152$25.8K0.00%−3−1.9%Reduced
Red Tortoise LLC153$26.0K0.01%00.0%Unchanged
Clear Point Advisors Inc.154$26.1K0.02%+154New
LFA - Lugano Financial Advisors SA157$26.7K0.02%+70+80.5%Added
Tfo-TDC, LLC161$27.3K0.01%−153−48.7%Reduced
Horizon Bancorp Inc188$32.0K0.02%+60+46.9%Added
Fortis Group Advisors, LLC194$33.0K0.01%+97+100.0%Added
JCIC Asset Management Inc.195$33.1K0.01%00.0%Unchanged
Life Planning Partners, Inc203$34.5K0.03%+203New
Bromfield Sneider Wealth Advisors207$35.2K0.02%00.0%Unchanged
Naples Money Management LLC209$35.5K0.03%+209New
Clear Street Markets LLC212$36.0K0.01%−236−52.7%Reduced
RE Dickinson Investment Advisors, LLC210$36.0K0.02%+1+0.5%Added
Team Financial Group, LLC227$38.6K0.03%00.0%Unchanged
True Wealth Design, LLC228$38.7K0.01%+203+812.0%Added
Criterion Capital Advisors, LLC228$38.7K0.03%+228New
Avion Wealth241$41.0K0.01%+92+61.7%Added
Pacific Capital Wealth Advisors, Inc244$41.4K0.01%+244New
Cedar Mountain Advisors, LLC249$42.3K0.01%00.0%Unchanged
VitalStone Financial, LLC255$43.0K0.03%00.0%Unchanged
Kepos Capital LP255$43.0K0.01%+20+8.5%Added
Private Wealth Management Group, LLC256$43.5K0.02%+256New
PFG Private Wealth Management, LLC258$43.8K0.03%−202−43.9%Reduced
Lowe Wealth Advisors, LLC258$43.8K0.02%00.0%Unchanged
Financial Connections Group, Inc.264$44.0K0.03%+264New
Pacific Center for Financial Services261$44.3K0.01%+2+0.8%Added
Clarity Asset Management, Inc.261$44.3K0.04%+261New
Morton Brown Family Wealth, LLC273$46.4K0.02%+22+8.8%Added
Financial Avengers, Inc.283$48.0K0.03%+2+0.7%Added
Paloma Partners Management Co288$48.9K0.01%+288New
Level Financial Advisors, Inc.289$49.1K0.02%−50−14.7%Reduced
Signature Resources Capital Management, LLC289$49.1K0.04%+289New
DecisionPoint Financial, LLC300$51.0K0.02%−27−8.3%Reduced
Rocky Mountain Advisers, LLC300$51.0K0.02%00.0%Unchanged
Clear Investment Research, LLC309$52.5K0.07%+203+191.5%Added
Raffa Wealth Management, LLC314$53.3K0.02%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.321$54.5K0.04%+144+81.4%Added
Wetzel Investment Advisors, Inc.324$55.0K0.03%+324New
Fairman Group, LLC323$55.0K0.05%+323New
Dunhill Financial, LLC325$55.2K0.05%+325New
Transcendent Capital Group LLC332$56.4K0.04%+332New
Itau Unibanco Holding S.A.334$56.7K0.00%−1,997−85.7%Reduced
Silicon Valley Capital Partners355$60.2K0.01%00.0%Unchanged
Greenwood Gearhart Inc359$61.0K0.01%+359New
E Fund Management (Hong Kong) Co., Ltd.366$62.0K0.03%+366New
Nalls Sherbakoff Group, LLC369$62.7K0.06%00.0%Unchanged
VisionPoint Advisory Group, LLC390$66.1K0.02%−136−25.9%Reduced
Gold Investment Management Ltd.392$66.6K0.03%+392New