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
- 3,347
- +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
- 1,341 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 |
|---|---|---|---|---|---|
| Legacy Private Trust Co. | 4,980 | $845.8K | 0.07% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4,986 | $846.9K | 0.11% | −15−0.3% | Reduced |
| Berkeley Capital Partners, LLC | 4,987 | $847.1K | 0.28% | −20−0.4% | Reduced |
| Cladis Investment Advisory, LLC | 5,000 | $849.2K | 0.67% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 5,016 | $851.9K | 0.29% | +25+0.5% | Added |
| Oak Hill Wealth Advisors, LLC | 5,027 | $853.7K | 0.29% | −46−0.9% | Reduced |
| Brasada Capital Management, LP | 5,027 | $853.8K | 0.17% | −1,359−21.3% | Reduced |
| Private Capital Management, LLC | 5,028 | $853.9K | 0.10% | +1,375+37.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,038 | $855.7K | 0.53% | +10.0% | Added |
| PFG Advisors | 5,040 | $856.0K | 0.07% | +1,175+30.4% | Added |
| WealthBridge Capital Management, LLC | 5,041 | $856.2K | 0.32% | −65−1.3% | Reduced |
| Weik Capital Management | 5,055 | $858.5K | 0.40% | −125−2.4% | Reduced |
| CPA Asset Management LLC | 5,074 | $861.9K | 0.52% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 5,078 | $862.4K | 0.25% | −35−0.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,059 | $865.1K | 0.38% | +432+9.3% | Added |
| Centennial Bank | 5,100 | $865.7K | 0.52% | +276+5.7% | Added |
| Wealth Quarterback LLC | 5,113 | $868.4K | 0.53% | +2,414+89.4% | Added |
| Sound Income Strategies, LLC | 5,114 | $868.6K | 0.07% | +556+12.2% | Added |
| NCM Capital Management, LLC | 5,122 | $869.9K | 0.53% | +475+10.2% | Added |
| Clarus Group, Inc. | 5,145 | $873.9K | 0.66% | −1,196−18.9% | Reduced |
| Arlington Trust Co LLC | 5,149 | $874.5K | 0.25% | +3,136+155.8% | Added |
| Midwest Financial Group LLC | 5,154 | $875.0K | 0.65% | +56+1.1% | Added |
| Capstone Triton Financial Group, LLC | 5,158 | $876.0K | 0.64% | −961−15.7% | Reduced |
| McMorgan & Co LLC | 5,167 | $877.6K | 0.15% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5,181 | $880.0K | 0.17% | −223−4.1% | Reduced |
| Sterling Wealth Management, Inc. | 5,184 | $880.5K | 0.50% | +5,184 | New |
| Silvia McColl Wealth Management, LLC | 5,193 | $882.0K | 0.79% | −636−10.9% | Reduced |
| MQS Management LLC | 5,198 | $882.8K | 0.49% | −1,946−27.2% | Reduced |
| Norden Group LLC | 5,206 | $884.1K | 0.15% | −114−2.1% | Reduced |
| Callan Family Office, LLC | 5,221 | $886.7K | 0.22% | +67+1.3% | Added |
| JT Stratford LLC | 5,222 | $886.9K | 0.20% | −1,577−23.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 5,229 | $888.0K | 0.67% | −48−0.9% | Reduced |
| RiverPark Advisors, LLC | 5,234 | $888.9K | 0.82% | +1,812+53.0% | Added |
| Trueblood Wealth Management, LLC | 5,243 | $890.5K | 0.56% | +5,243 | New |
| Inceptionr LLC | 5,276 | $896.1K | 0.64% | +3,348+173.7% | Added |
| Orrstown Financial Services Inc | 5,307 | $901.3K | 0.72% | +5,307 | New |
| CM Wealth Advisors LLC | 5,270 | $901.7K | 0.39% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,310 | $901.9K | 0.48% | −254−4.6% | Reduced |
| Roof Eidam & Maycock | 5,312 | $902.2K | 0.27% | 00.0% | Unchanged |
| Day & Ennis, LLC | 5,316 | $902.8K | 0.32% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 5,318 | $903.2K | 0.01% | +836+18.7% | Added |
| Avestar Capital, LLC | 5,307 | $906.5K | 0.11% | +1,319+33.1% | Added |
| Boltwood Capital Management | 5,346 | $908.0K | 0.30% | −25−0.5% | Reduced |
| Wrapmanager Inc | 5,352 | $909.1K | 0.27% | +198+3.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 5,353 | $909.2K | 0.69% | +5,353 | New |
| McGlone Suttner Wealth Management, Inc. | 5,363 | $910.8K | 0.18% | +405+8.2% | Added |
| Proffitt & Goodson Inc | 5,365 | $911.2K | 0.17% | −31−0.6% | Reduced |
| Sterling Investment Counsel, LLC | 5,390 | $915.5K | 0.47% | −386−6.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,391 | $916.0K | 0.32% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 5,397 | $916.6K | 0.09% | +247+4.8% | Added |
| Pinnacle West Asset Management, Inc. | 5,405 | $918.0K | 0.79% | +240+4.6% | Added |
| St. Louis Trust Co | 5,410 | $918.8K | 0.16% | +833+18.2% | Added |
| Gilman Hill Asset Management, LLC | 5,415 | $919.8K | 0.17% | −85−1.5% | Reduced |
| Proficio Capital Partners LLC | 5,431 | $922.3K | 0.11% | −409−7.0% | Reduced |
| Dechtman Wealth Management, LLC | 5,438 | $923.0K | 0.24% | +14+0.3% | Added |
| Aureus Asset Management, LLC | 5,452 | $926.0K | 0.07% | +40+0.7% | Added |
| Trust Co | 5,456 | $926.6K | 0.12% | −137−2.4% | Reduced |
| River & Mercantile Asset Management LLP | 5,458 | $927.0K | 0.18% | +5,458 | New |
| Brown Miller Wealth Management, LLC | 5,461 | $927.5K | 0.46% | −802−12.8% | Reduced |
| Aveo Capital Partners, LLC | 5,480 | $930.7K | 0.11% | +229+4.4% | Added |
| Southland Equity Partners LLC | 5,484 | $931.4K | 0.29% | −149−2.6% | Reduced |
| Perennial Advisors, LLC | 5,487 | $932.4K | 0.23% | −123−2.2% | Reduced |
| Optimum Investment Advisors | 5,491 | $932.6K | 0.47% | −1,551−22.0% | Reduced |
| Autumn Glory Partners, LLC | 5,595 | $933.1K | 0.53% | +132+2.4% | Added |
| FinTrust Capital Advisors, LLC | 5,497 | $933.7K | 0.19% | +130+2.4% | Added |
| Iams Wealth Management, LLC | 5,504 | $934.8K | 0.60% | −282−4.9% | Reduced |
| Quadcap Wealth Management, LLC | 5,509 | $935.6K | 0.24% | +5,509 | New |
| Xcel Wealth Management, LLC | 5,514 | $936.5K | 0.33% | −64−1.1% | Reduced |
| Guardian Wealth Advisors, LLC | 5,527 | $938.8K | 0.14% | +143+2.7% | Added |
| Clough Capital Partners L P | 5,540 | $940.9K | 0.10% | −1,260−18.5% | Reduced |
| Cim Investment Mangement Inc | 5,545 | $941.8K | 0.30% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 5,562 | $944.8K | 0.04% | +343+6.6% | Added |
| Franklin Street Advisors Inc | 5,570 | $946.0K | 0.08% | −174−3.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 5,572 | $946.3K | 0.78% | +217+4.1% | Added |
| Lakeridge Wealth Management LLC | 5,586 | $948.8K | 0.69% | +5,586 | New |
| Congress Park Capital LLC | 5,613 | $953.3K | 0.47% | +450+8.7% | Added |
| Lakeview Capital Partners, LLC | 5,619 | $954.3K | 0.17% | −348−5.8% | Reduced |
| Wellington Shields & Co., LLC | 5,625 | $955.4K | 0.35% | +275+5.1% | Added |
| Proquility Private Wealth Partners, LLC | 5,641 | $958.1K | 0.36% | −1,766−23.8% | Reduced |
| United Bank | 5,644 | $958.6K | 0.12% | −78−1.4% | Reduced |
| Charter Oak Capital Management, LLC | 5,666 | $962.4K | 0.11% | −45−0.8% | Reduced |
| Emerald Advisors, LLC | 5,669 | $962.9K | 0.18% | +192+3.5% | Added |
| Colonial River Wealth Management, LLC | 5,681 | $964.9K | 0.57% | −928−14.0% | Reduced |
| Financial Advisory Group | 5,689 | $966.3K | 0.18% | −3,735−39.6% | Reduced |
| Exchange Bank | 5,690 | $966.4K | 0.84% | −207−3.5% | Reduced |
| ERn Financial, LLC | 5,788 | $967.6K | 0.18% | +346+6.4% | Added |
| Patriot Investment Management Inc. | 5,698 | $967.7K | 0.08% | +203+3.7% | Added |
| Norris Perne & French LLP | 5,704 | $968.8K | 0.07% | −711−11.1% | Reduced |
| PEAK6 Investments LLC | 5,712 | $970.1K | 0.04% | +5,712 | New |
| West Bancorporation Inc | 5,719 | $971.3K | 0.63% | −43−0.7% | Reduced |
| Tranquility Partners, LLC | 5,730 | $973.2K | 0.41% | −207−3.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,731 | $973.4K | 0.53% | +404+7.6% | Added |
| Modern Wealth Management, LLC | 5,731 | $973.4K | 0.12% | +5,731 | New |
| Visionary Wealth Advisors | 5,738 | $974.5K | 0.07% | −2,400−29.5% | Reduced |
| Apeiron RIA LLC | 5,741 | $975.0K | 0.30% | +256+4.7% | Added |
| Curated Wealth Partners LLC | 5,742 | $975.2K | 0.16% | −159−2.7% | Reduced |
| Carr Financial Group Corp | 5,745 | $975.7K | 0.36% | −111−1.9% | Reduced |
| Truepoint, Inc. | 5,747 | $976.1K | 0.03% | +1,572+37.7% | Added |
| GoalVest Advisory LLC | 5,755 | $977.4K | 0.43% | +1,414+32.6% | Added |
| Humankind Investments LLC | 5,757 | $977.8K | 0.29% | +282+5.2% | Added |