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 |
|---|---|---|---|---|---|
| Intelligent Financial Strategies | 3,706 | $634.1K | 0.44% | −3−0.1% | Reduced |
| Uncommon Cents Investing LLC | 3,737 | $634.7K | 0.21% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 3,718 | $636.2K | 0.11% | +93+2.6% | Added |
| Souders Financial Advisors | 3,748 | $636.6K | 0.11% | +10.0% | Added |
| Redhawk Wealth Advisors, Inc. | 3,748 | $636.6K | 0.12% | +223+6.3% | Added |
| Montag & Caldwell, LLC | 3,749 | $636.7K | 0.11% | −95−2.5% | Reduced |
| Embree Financial Group | 3,750 | $636.9K | 0.13% | +3,750 | New |
| Sompo Asset Management Co., Ltd. | 3,750 | $636.9K | 0.11% | +1,100+41.5% | Added |
| Strategic Wealth Designers | 3,753 | $637.4K | 0.10% | +3,753 | New |
| Northwest Quadrant Wealth Management, LLC | 3,762 | $638.9K | 0.17% | +524+16.2% | Added |
| Eudaimonia Advisors LLC | 3,775 | $641.2K | 0.41% | −12−0.3% | Reduced |
| Rice Partnership, LLC | 3,779 | $641.9K | 0.17% | −30−0.8% | Reduced |
| Cutler Group LP | 3,784 | $642.0K | 0.09% | −4,356−53.5% | Reduced |
| Compass Capital Management, Inc | 3,788 | $643.4K | 0.05% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 3,802 | $645.7K | 0.10% | +186+5.1% | Added |
| Sand Hill Global Advisors, LLC | 3,806 | $646.4K | 0.03% | +578+17.9% | Added |
| Monticello Wealth Management, LLC | 3,807 | $646.5K | 0.06% | +348+10.1% | Added |
| Edgestream Partners, L.P. | 3,809 | $646.9K | 0.05% | −16,421−81.2% | Reduced |
| SOL Capital Management CO | 3,809 | $647.0K | 0.09% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 3,794 | $648.8K | 0.39% | +331+9.6% | Added |
| Capital Advisors, Ltd. LLC | 3,822 | $649.0K | 0.09% | −109−2.8% | Reduced |
| Custom Index Systems, LLC | 3,826 | $649.8K | 0.41% | +3,826 | New |
| Rock Point Advisors, LLC | 3,832 | $650.8K | 0.20% | −75−1.9% | Reduced |
| Richard W. Paul & Associates, LLC | 3,837 | $651.7K | 0.27% | +33+0.9% | Added |
| Capital Investment Services of America, Inc. | 3,843 | $652.7K | 0.07% | +35+0.9% | Added |
| Portfolio Design Labs, LLC | 3,845 | $653.0K | 0.25% | +3,845 | New |
| Register Financial Advisors LLC | 3,862 | $656.0K | 0.44% | +570+17.3% | Added |
| Central Bank & Trust Co | 3,864 | $656.3K | 0.10% | +724+23.1% | Added |
| Silverlake Wealth Management LLC | 3,865 | $656.4K | 0.36% | −86−2.2% | Reduced |
| LWMG, LLC | 3,866 | $656.6K | 0.16% | +57+1.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,843 | $657.0K | 0.16% | +2,462+178.3% | Added |
| Transamerica Financial Advisors, Inc. | 3,871 | $658.0K | 0.09% | −2,196−36.2% | Reduced |
| Townsend & Associates, Inc | 3,981 | $659.2K | 0.08% | +3+0.1% | Added |
| SRS Capital Advisors, Inc. | 3,881 | $659.2K | 0.07% | −163−4.0% | Reduced |
| Security Financial Services, INC. | 3,882 | $659.3K | 0.16% | +96+2.5% | Added |
| Baker Avenue Asset Management, LP | 3,894 | $661.4K | 0.03% | +883+29.3% | Added |
| Fortress Wealth Group, LLC | 3,912 | $661.6K | 0.39% | +454+13.1% | Added |
| BIP Wealth, LLC | 3,900 | $662.4K | 0.05% | +1,234+46.3% | Added |
| CVA Family Office, LLC | 3,901 | $662.5K | 0.13% | −515−11.7% | Reduced |
| Philadelphia Trust Co | 3,903 | $663.0K | 0.06% | +30+0.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,920 | $664.0K | 0.01% | −854−17.9% | Reduced |
| Commonwealth Financial Services, LLC | 3,926 | $666.7K | 0.16% | −126−3.1% | Reduced |
| Ground Swell Capital, LLC | 3,926 | $666.8K | 2.45% | −2,945−42.9% | Reduced |
| Capstone Wealth Management Group, LLC | 3,936 | $668.6K | 0.63% | +1,296+49.1% | Added |
| Prestige Wealth Management Group LLC | 3,905 | $668.6K | 0.15% | −332−7.8% | Reduced |
| Financial Council Asset Management Inc | 3,942 | $669.5K | 0.45% | −32−0.8% | Reduced |
| KFG Wealth Management, LLC | 3,951 | $671.0K | 0.31% | −24−0.6% | Reduced |
| Platte River Wealth Advisors, LLC | 3,960 | $672.6K | 0.22% | +955+31.8% | Added |
| Thrive Wealth Management, LLC | 3,968 | $673.9K | 0.15% | −932−19.0% | Reduced |
| Sivia Capital Partners, LLC | 3,971 | $674.2K | 0.51% | +3,971 | New |
| PAX Financial Group, LLC | 3,883 | $675.1K | 0.14% | +3,883 | New |
| Significant Wealth Partners LLC | 3,985 | $676.8K | 0.49% | +3,985 | New |
| Oxler Private Wealth LLC | 3,987 | $677.2K | 0.56% | −10,555−72.6% | Reduced |
| Soltis Investment Advisors LLC | 3,998 | $679.1K | 0.08% | −38−0.9% | Reduced |
| Parkside Investments, LLC | 4,000 | $679.4K | 0.11% | +4,000 | New |
| Phocas Financial Corp. | 4,001 | $679.5K | 0.09% | −2,161−35.1% | Reduced |
| Evernest Financial Advisors, LLC | 4,001 | $679.5K | 0.34% | +4,001 | New |
| Covenant Partners, LLC | 4,004 | $680.0K | 0.21% | 00.0% | Unchanged |
| Laraway Financial Inc | 4,008 | $680.7K | 0.65% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,017 | $682.3K | 0.06% | −242−5.7% | Reduced |
| Holistic Planning, LLC | 4,018 | $682.4K | 0.57% | +4,018 | New |
| General Partner, Inc. | 3,975 | $682.5K | 0.57% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,023 | $683.3K | 0.22% | +14+0.3% | Added |
| Callan Capital, LLC | 4,054 | $688.6K | 0.06% | −2,430−37.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,062 | $688.9K | 0.35% | −23−0.6% | Reduced |
| FCG Investment Co | 4,061 | $689.7K | 0.68% | +4,061 | New |
| Orca Investment Management, LLC | 4,081 | $693.1K | 0.67% | +359+9.6% | Added |
| Riverpark Capital Management LLC | 4,091 | $694.8K | 1.06% | +1,535+60.1% | Added |
| Guinness Atkinson Asset Management Inc | 4,092 | $695.0K | 0.36% | −120−2.8% | Reduced |
| Gables Capital Management Inc. | 4,102 | $696.7K | 0.43% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 4,104 | $697.0K | 0.62% | +479+13.2% | Added |
| Eight 31 Financial LLC | 4,115 | $698.9K | 0.43% | +4,115 | New |
| Aurora Investment Managers, LLC. | 4,117 | $699.0K | 0.53% | +4,117 | New |
| Capital Investment Counsel, Inc | 4,116 | $699.1K | 0.12% | +64+1.6% | Added |
| Sachetta, LLC | 4,112 | $699.6K | 0.33% | +4,112 | New |
| Atomi Financial Group, Inc. | 4,125 | $700.7K | 0.10% | +1,910+86.2% | Added |
| JNBA Financial Advisors | 4,130 | $701.5K | 0.08% | −114−2.7% | Reduced |
| Sigma Investment Counselors Inc | 4,134 | $702.1K | 0.05% | −1,013−19.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,159 | $706.4K | 0.19% | −70−1.7% | Reduced |
| Sherbrooke Park Advisers LLC | 4,165 | $707.4K | 0.33% | +293+7.6% | Added |
| Aft, Forsyth & Company, Inc. | 4,174 | $708.9K | 0.45% | +26+0.6% | Added |
| Summit X, LLC | 4,181 | $709.9K | 0.20% | +1,818+76.9% | Added |
| Cassia Capital Partners, LLC | 4,180 | $709.9K | 0.59% | +37+0.9% | Added |
| Sutton Place Investors LLC | 4,197 | $713.0K | 0.52% | +4,197 | New |
| Allegheny Financial Group LTD | 4,214 | $715.8K | 0.23% | −7−0.2% | Reduced |
| Tucker Asset Management LLC | 4,233 | $718.9K | 0.18% | +25+0.6% | Added |
| American Investment Services, Inc. | 4,238 | $719.8K | 0.14% | 00.0% | Unchanged |
| Atlas Wealth LLC | 4,252 | $720.5K | 0.39% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,250 | $721.8K | 0.50% | +1,597+60.2% | Added |
| OmniStar Financial Group, Inc. | 4,251 | $722.0K | 0.91% | +60+1.4% | Added |
| DRW Securities, LLC | 4,256 | $722.8K | 0.02% | −847−16.6% | Reduced |
| Wedgewood Investors Inc | 4,270 | $725.2K | 0.90% | −300−6.6% | Reduced |
| Vertex Planning Partners, LLC | 4,273 | $725.7K | 0.21% | +296+7.4% | Added |
| Well Done, LLC | 4,284 | $727.5K | 0.14% | +185+4.5% | Added |
| FLC Capital Advisors | 4,291 | $728.8K | 0.20% | −825−16.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,293 | $729.1K | 0.17% | +100+2.4% | Added |
| Waddell & Associates, LLC | 4,282 | $729.8K | 0.10% | −689−13.9% | Reduced |
| Sovereign Financial Group, Inc. | 4,298 | $729.9K | 0.22% | +121+2.9% | Added |
| Virtue Capital Management, LLC | 4,343 | $731.1K | 0.15% | −2,748−38.8% | Reduced |
| Reik & Co., LLC | 4,305 | $731.2K | 0.21% | −540−11.1% | Reduced |