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 |
|---|---|---|---|---|---|
| Indie Asset Partners, LLC | 4,307 | $731.5K | 0.66% | +38+0.9% | Added |
| Aigen Investment Management, LP | 4,308 | $731.7K | 0.13% | +4,308 | New |
| Iron Financial, LLC | 4,317 | $733.3K | 0.42% | −174−3.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,318 | $733.3K | 0.27% | +957+28.5% | Added |
| First National Bank | 4,318 | $733.4K | 0.58% | +28+0.7% | Added |
| Successful Portfolios LLC | 4,319 | $733.5K | 0.55% | −88−2.0% | Reduced |
| Sonoma Private Wealth LLC | 4,321 | $733.9K | 1.21% | −101−2.3% | Reduced |
| Guardian Wealth Advisors, LLC | 4,322 | $734.1K | 0.51% | +29+0.7% | Added |
| Lebenthal Global Advisors, LLC | 4,324 | $734.4K | 0.17% | +4,324 | New |
| Breakwater Capital Group | 4,448 | $734.4K | 0.21% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 4,328 | $735.1K | 0.83% | +4,328 | New |
| Summitry LLC | 4,329 | $735.2K | 0.04% | +10.0% | Added |
| Family Management Corp | 4,329 | $735.2K | 0.15% | −56−1.3% | Reduced |
| Everpar Advisors LLC | 4,331 | $735.6K | 0.34% | +4,331 | New |
| Profit Investment Management, LLC | 4,333 | $735.9K | 0.42% | +1,170+37.0% | Added |
| Eagle Ridge Investment Management | 4,351 | $739.0K | 0.07% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,359 | $739.4K | 0.08% | +499+12.9% | Added |
| Ignite Planners, LLC | 4,282 | $740.4K | 0.22% | −68−1.6% | Reduced |
| Main Street Group, LTD | 4,367 | $741.9K | 0.26% | +4,367 | New |
| Richardson Financial Services Inc. | 4,375 | $743.0K | 0.65% | +4,375 | New |
| Pure Financial Advisors, Inc. | 4,381 | $744.1K | 0.03% | +364+9.1% | Added |
| Larson Financial Group LLC | 4,385 | $744.8K | 0.07% | +72+1.7% | Added |
| New Century Financial Group, LLC | 4,386 | $744.9K | 0.64% | +4,386 | New |
| Solstein Capital, LLC | 4,406 | $748.3K | 0.55% | 00.0% | Unchanged |
| SFM, LLC | 4,411 | $749.1K | 0.62% | +4,411 | New |
| Processus Wealth & Capital Management, LLC | 4,414 | $749.7K | 0.75% | +4,414 | New |
| Founders Financial Securities LLC | 4,418 | $750.4K | 0.08% | +2,318+110.4% | Added |
| Wall Street Access Asset Management, LLC | 4,425 | $751.6K | 0.35% | +263+6.3% | Added |
| Peoples Bank | 4,431 | $752.6K | 0.44% | −53−1.2% | Reduced |
| Waycross Partners, LLC | 4,433 | $752.9K | 0.14% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,452 | $756.1K | 0.24% | −251−5.3% | Reduced |
| L2 Asset Management, LLC | 4,455 | $756.6K | 0.31% | +4,292+2,633.1% | Added |
| Black Diamond Financial, LLC | 4,458 | $757.2K | 0.20% | +20.0% | Added |
| Johnson & White Wealth Management, LLC | 4,471 | $759.0K | 0.63% | +258+6.1% | Added |
| Greenwich Wealth Management LLC | 4,475 | $760.0K | 0.08% | +16+0.4% | Added |
| Howard Capital Management Group, LLC | 4,478 | $760.6K | 0.07% | +455+11.3% | Added |
| Spectrum Investment Advisors, Inc. | 4,492 | $762.9K | 0.60% | +4,492 | New |
| Stewart & Patten Co LLC | 4,493 | $763.1K | 0.12% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4,496 | $763.6K | 0.13% | +26+0.6% | Added |
| Alliance Wealth Advisors, LLC | 4,506 | $765.3K | 0.51% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 4,515 | $766.8K | 0.12% | +25+0.6% | Added |
| Drive Wealth Management, LLC | 4,493 | $767.2K | 0.25% | +21+0.5% | Added |
| Family Firm, Inc. | 4,519 | $767.5K | 0.20% | +13+0.3% | Added |
| Signature Wealth Management Partners, LLC | 4,519 | $767.5K | 0.67% | −100−2.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,520 | $767.7K | 0.18% | +353+8.5% | Added |
| SOA Wealth Advisors, LLC. | 4,536 | $770.3K | 0.17% | −205−4.3% | Reduced |
| LBMC Investment Advisors, LLC | 4,550 | $772.7K | 0.07% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 4,551 | $772.9K | 0.31% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 4,559 | $774.3K | 0.18% | +4,559 | New |
| Camden Capital, LLC | 4,561 | $774.6K | 0.08% | +1,170+34.5% | Added |
| Opus Capital Group, LLC | 4,567 | $776.0K | 0.13% | −26−0.6% | Reduced |
| True North Advisors, LLC | 4,573 | $776.7K | 0.20% | −324−6.6% | Reduced |
| Hexagon Capital Partners LLC | 4,583 | $778.2K | 0.19% | +909+24.7% | Added |
| Chickasaw Capital Management LLC | 4,590 | $780.0K | 0.04% | −150−3.2% | Reduced |
| Nemes Rush Group LLC | 4,600 | $781.3K | 0.13% | −369−7.4% | Reduced |
| Consolidated Planning Corp | 4,604 | $782.0K | 0.15% | +15+0.3% | Added |
| Park Place Capital Corp | 4,606 | $782.2K | 0.31% | −369−7.4% | Reduced |
| Montis Financial, LLC | 4,607 | $782.4K | 0.47% | +440+10.6% | Added |
| Fort Pitt Capital Group, LLC | 4,612 | $783.3K | 0.03% | −73−1.6% | Reduced |
| Socha Financial Group, LLC | 4,613 | $783.5K | 0.38% | +34+0.7% | Added |
| Fortune Financial Advisors, LLC | 4,624 | $785.3K | 0.55% | +290+6.7% | Added |
| Traphagen Investment Advisors LLC | 4,624 | $785.4K | 0.09% | −366−7.3% | Reduced |
| Prentiss Smith & Co Inc | 4,625 | $785.5K | 0.59% | 00.0% | Unchanged |
| Miller Investment Management, LP | 4,631 | $786.5K | 0.11% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 4,634 | $787.1K | 0.03% | +103+2.3% | Added |
| Windsor Capital Management, LLC | 4,648 | $789.4K | 0.26% | +67+1.5% | Added |
| Mango Five Family, Inc. | 4,650 | $789.8K | 0.30% | +4,650 | New |
| MN Wealth Advisors, LLC | 4,655 | $790.7K | 0.54% | +4,655 | New |
| Bay Rivers Group | 4,660 | $791.4K | 0.50% | +100+2.2% | Added |
| Diversified, LLC | 4,665 | $792.3K | 0.17% | +467+11.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,681 | $795.0K | 0.09% | +17+0.4% | Added |
| Robinson Smith Wealth Advisors LLC | 4,684 | $795.5K | 0.78% | +4,684 | New |
| Fiduciary Family Office, LLC | 4,684 | $795.6K | 0.35% | +4,684 | New |
| Royal Fund Management, LLC | 4,689 | $796.4K | 0.10% | −509−9.8% | Reduced |
| Broadleaf Partners, LLC | 4,697 | $797.7K | 0.23% | 00.0% | Unchanged |
| Wealth Architects, LLC | 4,700 | $798.3K | 0.11% | +57+1.2% | Added |
| Creekmur Asset Management LLC | 4,702 | $798.6K | 0.25% | +4,702 | New |
| FinDec Wealth Services, Inc. | 4,706 | $799.3K | 0.53% | −215−4.4% | Reduced |
| Barings LLC | 4,707 | $799.4K | 0.03% | −15−0.3% | Reduced |
| OneAscent Financial Services LLC | 4,689 | $802.0K | 0.10% | +3,105+196.0% | Added |
| Morris Financial Concepts, Inc. | 4,725 | $802.5K | 0.46% | +14+0.3% | Added |
| West Michigan Advisors, LLC | 4,730 | $803.3K | 0.30% | +14+0.3% | Added |
| Cresta Advisors, Ltd. | 4,730 | $803.3K | 0.54% | −802−14.5% | Reduced |
| Aaron Wealth Advisors | 4,759 | $808.3K | 0.13% | −668−12.3% | Reduced |
| Allstate Corp | 4,765 | $809.3K | 0.06% | −263−5.2% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,766 | $809.5K | 0.57% | −4,332−47.6% | Reduced |
| Hollencrest Capital Management | 4,788 | $813.3K | 0.08% | +247+5.4% | Added |
| Clear Harbor Asset Management, LLC | 4,809 | $816.8K | 0.08% | +216+4.7% | Added |
| Sippican Capital Advisors | 4,813 | $817.4K | 0.64% | +900+23.0% | Added |
| Entropy Technologies, LP | 4,824 | $819.3K | 0.15% | +4,824 | New |
| Horan Capital Advisors, LLC. | 4,834 | $821.1K | 0.30% | +117+2.5% | Added |
| Legacy Bridge, LLC | 4,856 | $824.7K | 0.53% | −450−8.5% | Reduced |
| Apriem Advisors | 4,878 | $828.5K | 0.11% | +134+2.8% | Added |
| Ironvine Capital Partners, LLC | 4,900 | $832.2K | 0.10% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,913 | $834.0K | 0.06% | +581+13.4% | Added |
| Triton Wealth Management, PLLC | 4,879 | $838.8K | 0.55% | +100+2.1% | Added |
| Hamilton Capital, LLC | 4,945 | $839.9K | 0.07% | +313+6.8% | Added |
| Seven Springs Wealth Group, LLC | 4,955 | $841.6K | 0.38% | +43+0.9% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 4,961 | $842.6K | 0.07% | +41+0.8% | Added |
| Simplicity Wealth,LLC | 4,968 | $843.8K | 0.33% | +4,968 | New |