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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Financial Strategies Group, LLC | 3,297 | $560.0K | 0.47% | −1,600−32.7% | Reduced |
| MV Capital Management, Inc. | 3,300 | $560.5K | 0.07% | −122−3.6% | Reduced |
| Aspire Private Capital, LLC | 3,301 | $560.8K | 0.17% | −22−0.7% | Reduced |
| Ambassador Advisors, LLC | 3,282 | $561.0K | 0.12% | +176+5.7% | Added |
| Fagan Associates, Inc. | 3,322 | $564.2K | 0.12% | −129−3.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,328 | $565.0K | 0.45% | +685+25.9% | Added |
| Oxford Financial Group Ltd | 3,332 | $565.9K | 0.04% | +89+2.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,334 | $566.3K | 0.12% | −149−4.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,336 | $566.6K | 0.07% | −172−4.9% | Reduced |
| Riverview Trust Co | 3,341 | $567.4K | 0.58% | −187−5.3% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,314 | $568.0K | 0.30% | +91+2.8% | Added |
| Carolinas Wealth Consulting LLC | 19,538 | $568.1K | 0.12% | +16+0.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 3,346 | $568.3K | 0.74% | −1,078−24.4% | Reduced |
| LifePro Asset Management | 3,357 | $570.2K | 0.44% | +39+1.2% | Added |
| Private Portfolio Partners LLC | 3,369 | $572.1K | 0.13% | −26−0.8% | Reduced |
| First National Bank of Hutchinson | 3,375 | $573.2K | 0.41% | −5−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 3,376 | $573.3K | 0.09% | −17−0.5% | Reduced |
| Retirement Income Solutions, Inc | 3,378 | $573.6K | 0.14% | −300−8.2% | Reduced |
| Clifford Group, LLC | 3,378 | $573.7K | 0.53% | −34−1.0% | Reduced |
| McGowan Group Asset Management, Inc. | 3,379 | $573.8K | 0.09% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,385 | $574.9K | 0.19% | +25+0.7% | Added |
| Intellectus Partners, LLC | 3,360 | $574.9K | 0.17% | −150−4.3% | Reduced |
| Fairview Capital Investment Management, LLC | 3,387 | $575.3K | 0.03% | +135+4.2% | Added |
| Latitude Advisors, LLC | 3,390 | $575.8K | 0.40% | −182−5.1% | Reduced |
| Rakuten Investment Management, Inc. | 3,400 | $575.9K | 0.01% | +3,400 | New |
| Liberty Wealth Management LLC | 3,391 | $576.0K | 0.12% | +71+2.1% | Added |
| Highview Capital Management LLC | 3,392 | $576.1K | 0.31% | −894−20.9% | Reduced |
| Karpas Strategies, LLC | 3,398 | $577.2K | 0.19% | −353−9.4% | Reduced |
| Menard Financial Group LLC | 3,401 | $577.6K | 0.72% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 3,402 | $577.8K | 0.07% | +212+6.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 3,413 | $579.7K | 0.15% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,415 | $580.0K | 0.12% | −47−1.4% | Reduced |
| Cambridge Financial Group, LLC | 3,419 | $580.7K | 0.30% | +3,419 | New |
| D L Carlson Investment Group Inc | 3,466 | $581.8K | 0.12% | −741−17.6% | Reduced |
| Veracity Capital LLC | 3,437 | $583.7K | 0.23% | −17−0.5% | Reduced |
| Perritt Capital Management Inc | 3,437 | $583.8K | 0.33% | −343−9.1% | Reduced |
| Worth Financial Advisory Group, LLC | 3,446 | $585.2K | 0.47% | +78+2.3% | Added |
| Austin Private Wealth, LLC | 3,459 | $587.6K | 0.07% | +113+3.4% | Added |
| Samalin Investment Counsel, LLC | 3,461 | $587.9K | 0.30% | +44+1.3% | Added |
| Leo Wealth, LLC | 3,517 | $588.2K | 0.06% | +3,517 | New |
| SNS Financial Group, LLC | 3,443 | $589.1K | 0.07% | +8+0.2% | Added |
| apricus wealth, LLC | 3,471 | $589.6K | 0.45% | +1,142+49.0% | Added |
| Greenland Capital Management LP | 3,475 | $590.2K | 0.09% | +2,175+167.3% | Added |
| Bremer Bank National Association | 3,486 | $592.1K | 0.11% | −143−3.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,486 | $592.1K | 0.19% | −18−0.5% | Reduced |
| Seneca Financial Advisors LLC | 3,487 | $592.2K | 0.34% | +10.0% | Added |
| Birchcreek Wealth Management, LLC | 3,491 | $592.9K | 0.35% | −45−1.3% | Reduced |
| Sanders Morris Harris LLC | 3,500 | $593.3K | 0.29% | −415−10.6% | Reduced |
| Alta Advisers Ltd | 3,500 | $594.4K | 0.32% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 3,506 | $595.4K | 0.49% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 3,507 | $595.8K | 0.25% | +412+13.3% | Added |
| Altrafin AG | 3,519 | $597.7K | 0.23% | +1,664+89.7% | Added |
| Univest Financial Corp | 3,523 | $598.3K | 0.18% | −41−1.2% | Reduced |
| Empirical Asset Management, LLC | 3,524 | $598.4K | 0.49% | +8+0.2% | Added |
| ETF Store, Inc. | 3,527 | $599.1K | 0.39% | +37+1.1% | Added |
| BlackDiamond Wealth Management Inc. | 3,506 | $599.2K | 0.44% | +179+5.4% | Added |
| Templeton & Phillips Capital Management, LLC | 3,529 | $599.4K | 0.61% | −1,368−27.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,538 | $600.9K | 0.23% | −9−0.3% | Reduced |
| First Trust Investment Solutions L.P. | 3,543 | $601.7K | 0.13% | +3,543 | New |
| Covenant Asset Management, LLC | 3,543 | $601.7K | 0.17% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,548 | $602.6K | 0.13% | −125−3.4% | Reduced |
| Capstone Financial Advisors, Inc. | 3,548 | $602.6K | 0.04% | −81−2.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,554 | $603.6K | 0.15% | −2,142−37.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,558 | $604.4K | 0.56% | −29−0.8% | Reduced |
| AllSquare Wealth Management LLC | 3,562 | $605.0K | 0.37% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,567 | $605.8K | 0.31% | −586−14.1% | Reduced |
| Wynn Capital, LLC | 3,574 | $607.0K | 0.50% | +3,574 | New |
| C2C Wealth Management, LLC | 3,586 | $607.4K | 0.51% | −2,004−35.8% | Reduced |
| Wealth Effects LLC | 3,583 | $608.6K | 0.23% | −43−1.2% | Reduced |
| Stephens Consulting, LLC | 3,592 | $610.1K | 0.21% | −138−3.7% | Reduced |
| Merrion Investment Management Co, LLC | 3,595 | $610.6K | 0.48% | +300+9.1% | Added |
| Pecaut & Co. | 3,600 | $611.4K | 0.25% | −1,000−21.7% | Reduced |
| First Dallas Securities Inc. | 3,603 | $612.0K | 0.32% | −3,952−52.3% | Reduced |
| Cubic Asset Management, LLC | 3,610 | $613.1K | 0.16% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 3,618 | $614.5K | 0.19% | −582−13.9% | Reduced |
| Garde Capital, Inc. | 3,622 | $615.0K | 0.05% | −2,379−39.6% | Reduced |
| D'Orazio & Associates, Inc. | 3,625 | $615.6K | 0.11% | −956−20.9% | Reduced |
| Bourne Lent Asset Management Inc | 3,625 | $615.7K | 0.25% | −1,200−24.9% | Reduced |
| Cooper/Haims Advisors, LLC | 3,628 | $616.3K | 0.35% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,634 | $617.1K | 0.18% | −94−2.5% | Reduced |
| Onefund, LLC | 3,637 | $617.7K | 0.80% | +3,637 | New |
| Burton Enright Welch | 3,642 | $618.5K | 0.17% | +44+1.2% | Added |
| Sax Wealth Advisors, LLC | 3,654 | $620.6K | 0.10% | +308+9.2% | Added |
| Alera Investment Advisors, LLC | 3,655 | $620.8K | 0.08% | −303−7.7% | Reduced |
| Heartwood Wealth Advisors LLC | 3,665 | $622.5K | 0.08% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 3,669 | $623.2K | 0.38% | +12+0.3% | Added |
| Cranbrook Wealth Management, LLC | 3,676 | $624.3K | 0.17% | +65+1.8% | Added |
| Cedar Brook Financial Partners, LLC | 3,761 | $624.8K | 0.14% | +98+2.7% | Added |
| LongView Wealth Management | 3,739 | $625.1K | 0.28% | +3,739 | New |
| Capital Wealth Planning, LLC | 3,692 | $627.0K | 0.01% | −295−7.4% | Reduced |
| Cornerstone National Bank & Trust Co | 3,696 | $627.7K | 0.34% | +25+0.7% | Added |
| Burford Brothers, Inc. | 3,696 | $627.8K | 0.44% | +3,696 | New |
| Hapanowicz & Associates Financial Services, Inc | 3,709 | $629.9K | 0.39% | 00.0% | Unchanged |
| Hutchinson Capital Management | 3,716 | $631.1K | 0.14% | −68−1.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 3,727 | $633.0K | 0.42% | −4−0.1% | Reduced |
| Deltec Asset Management LLC | 3,727 | $633.0K | 0.14% | +3,727 | New |
| Lesa Sroufe & Co | 3,727 | $633.0K | 0.65% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,732 | $633.9K | 0.29% | +49+1.3% | Added |
| Cairn Investment Group, Inc. | 3,733 | $634.0K | 0.40% | −91−2.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,733 | $634.0K | 0.23% | −42−1.1% | Reduced |