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 |
|---|---|---|---|---|---|
| Optas, LLC | 5,760 | $978.2K | 0.29% | −676−10.5% | Reduced |
| Addison Advisors LLC | 5,773 | $980.5K | 0.38% | −189−3.2% | Reduced |
| First Heartland Consultants, Inc. | 5,783 | $982.0K | 0.12% | −22−0.4% | Reduced |
| First Commonwealth Financial Corp | 5,791 | $983.5K | 0.30% | −749−11.5% | Reduced |
| Prairie Sky Financial Group LLC | 5,799 | $984.9K | 0.64% | −114−1.9% | Reduced |
| SkyOak Wealth, LLC | 5,810 | $986.8K | 0.26% | −117−2.0% | Reduced |
| Plato Investment Management Ltd | 5,821 | $988.6K | 1.21% | +5,821 | New |
| Forza Wealth Management, LLC | 5,825 | $989.3K | 0.55% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 5,792 | $991.0K | 0.40% | −104−1.8% | Reduced |
| Belmont Capital, LLC | 5,847 | $993.1K | 0.42% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5,847 | $993.1K | 0.19% | −573−8.9% | Reduced |
| Childress Capital Advisors, LLC | 5,850 | $993.6K | 0.30% | −638−9.8% | Reduced |
| Keeler Thomas Management LLC | 5,867 | $996.5K | 0.39% | −17−0.3% | Reduced |
| Schear Investment Advisers, LLC | 5,868 | $996.6K | 0.96% | +3+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 5,875 | $997.8K | 0.37% | +250+4.4% | Added |
| Infrastructure Capital Advisors, LLC | 5,904 | $1.00M | 0.16% | +5,904 | New |
| Dominguez Wealth Management Solutions, Inc. | 5,905 | $1.00M | 0.83% | +183+3.2% | Added |
| Personal Cfo Solutions, LLC | 5,913 | $1.00M | 0.17% | +43+0.7% | Added |
| Altus Wealth Group LLC | 5,919 | $1.01M | 0.56% | +145+2.5% | Added |
| Bell Bank | 5,938 | $1.01M | 0.10% | +539+10.0% | Added |
| Lokken Investment Group LLC | 5,955 | $1.01M | 0.57% | +3,621+155.1% | Added |
| Sunburst Financial Group, LLC | 5,965 | $1.01M | 0.31% | +1,233+26.1% | Added |
| Cedrus LLC | 5,965 | $1.01M | 0.63% | +250+4.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 5,970 | $1.01M | 0.45% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,971 | $1.01M | 0.14% | +1,133+23.4% | Added |
| Wolff Financial Management LLC | 5,977 | $1.01M | 0.31% | +210+3.6% | Added |
| Provenance Wealth Advisors, LLC | 5,979 | $1.02M | 0.14% | −25−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,981 | $1.02M | 0.12% | +3,880+184.7% | Added |
| Stableford Capital II LLC | 6,131 | $1.02M | 0.44% | +238+4.0% | Added |
| VCI Wealth Management LLC | 6,000 | $1.02M | 0.62% | +6,000 | New |
| Claar Advisors LLC | 6,000 | $1.02M | 0.36% | +150+2.6% | Added |
| Meridian Investment Counsel Inc. | 6,002 | $1.02M | 0.35% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 6,049 | $1.03M | 0.62% | +248+4.3% | Added |
| Canopy Partners, LLC | 6,008 | $1.03M | 0.63% | +6,008 | New |
| Buckingham Strategic Partners | 6,054 | $1.03M | 0.05% | −13,113−68.4% | Reduced |
| Sunesis Advisors, LLC | 6,056 | $1.03M | 0.63% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 6,014 | $1.03M | 0.41% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 6,078 | $1.03M | 0.04% | +6,078 | New |
| Diligent Investors, LLC | 6,083 | $1.03M | 0.28% | +110+1.8% | Added |
| Precedent Wealth Partners, LLC | 6,090 | $1.03M | 0.53% | +6,090 | New |
| Winthrop Advisory Group LLC | 6,092 | $1.03M | 0.16% | −310−4.8% | Reduced |
| Buckley Wealth Management, LLC | 6,098 | $1.04M | 0.36% | −38−0.6% | Reduced |
| Matrix Trust Co | 6,107 | $1.04M | 0.24% | +25+0.4% | Added |
| River Street Advisors LLC | 6,106 | $1.04M | 0.83% | +406+7.1% | Added |
| NWF Advisory Services Inc. | 6,106 | $1.04M | 0.21% | +3,050+99.8% | Added |
| Poplar Forest Capital LLC | 6,115 | $1.04M | 0.15% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 6,115 | $1.04M | 0.53% | −535−8.0% | Reduced |
| MBA Advisors LLC | 6,122 | $1.04M | 0.58% | +5+0.1% | Added |
| Magnolia Capital Management Ltd | 6,124 | $1.04M | 0.95% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 6,136 | $1.04M | 0.72% | −559−8.3% | Reduced |
| Doheny Asset Management | 6,146 | $1.04M | 1.02% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 6,152 | $1.04M | 0.40% | −24−0.4% | Reduced |
| Goepper Burkhardt LLC | 6,236 | $1.05M | 0.52% | +388+6.6% | Added |
| Berger Financial Group, Inc | 6,161 | $1.05M | 0.11% | −247−3.9% | Reduced |
| KLCM Advisors, Inc. | 6,161 | $1.05M | 0.16% | −17−0.3% | Reduced |
| Cornerstone Advisory, LLC | 6,169 | $1.05M | 0.16% | −102−1.6% | Reduced |
| Missouri Trust & Investment Co | 6,178 | $1.05M | 0.42% | +110+1.8% | Added |
| Congress Asset Management Co | 6,180 | $1.05M | 0.01% | −529,913−98.8% | Reduced |
| Atlantic Trust, LLC | 6,200 | $1.05M | 0.29% | +20.0% | Added |
| EagleClaw Capital Managment, LLC | 6,200 | $1.05M | 0.22% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 6,211 | $1.05M | 0.28% | +121+2.0% | Added |
| Marathon Capital Management | 6,221 | $1.06M | 0.27% | +600+10.7% | Added |
| Stiles Financial Services Inc | 6,224 | $1.06M | 0.48% | +979+18.7% | Added |
| Richwood Investment Advisors, LLC | 6,231 | $1.06M | 0.99% | −633−9.2% | Reduced |
| Davis-Rea Ltd. | 6,192 | $1.06M | 0.54% | −1,305−17.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 6,244 | $1.06M | 0.36% | −180−2.8% | Reduced |
| Abacus Planning Group, Inc. | 6,255 | $1.06M | 0.22% | −194−3.0% | Reduced |
| Quest Partners LLC | 6,258 | $1.06M | 0.23% | +6,258 | New |
| Royal Capital Wealth Management, LLC | 6,263 | $1.06M | 0.92% | +9+0.1% | Added |
| Lifeworks Advisors, LLC | 6,269 | $1.06M | 0.37% | −453−6.7% | Reduced |
| Integris Wealth Management, LLC | 6,270 | $1.06M | 0.32% | +149+2.4% | Added |
| Corton Capital Inc. | 6,275 | $1.07M | 0.34% | +2,549+68.4% | Added |
| Hoey Investments, Inc | 6,277 | $1.07M | 0.30% | −188−2.9% | Reduced |
| Sage Mountain Advisors LLC | 6,283 | $1.07M | 0.12% | +374+6.3% | Added |
| Tevis Investment Management | 6,300 | $1.07M | 0.99% | +15+0.2% | Added |
| Fort Sheridan Advisors LLC | 6,309 | $1.07M | 0.21% | +202+3.3% | Added |
| Ellis Investment Partners, LLC | 6,311 | $1.07M | 0.25% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 6,316 | $1.07M | 0.90% | −148−2.3% | Reduced |
| Custos Family Office, LLC | 6,324 | $1.07M | 0.56% | 00.0% | Unchanged |
| Bray Capital Advisors | 6,339 | $1.08M | 0.30% | +10.0% | Added |
| Kowal Investment Group, LLC | 6,339 | $1.08M | 0.25% | −1,266−16.6% | Reduced |
| Alta Wealth Advisors LLC | 6,339 | $1.08M | 0.60% | −139−2.1% | Reduced |
| Penserra Capital Management LLC | 6,361 | $1.08M | 0.02% | −1,345−17.5% | Reduced |
| MEMBERS Trust Co | 6,387 | $1.08M | 0.03% | −97−1.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,372 | $1.08M | 0.45% | −243−3.7% | Reduced |
| Roman Butler Fullerton & Co | 6,450 | $1.08M | 0.42% | −60−0.9% | Reduced |
| American State Bank (Iowa) | 6,380 | $1.08M | 0.69% | +13+0.2% | Added |
| One Capital Management, LLC | 6,388 | $1.08M | 0.04% | −28−0.4% | Reduced |
| Foster & Motley Inc | 6,396 | $1.09M | 0.08% | −331−4.9% | Reduced |
| RWM Asset Management, LLC | 6,342 | $1.09M | 0.20% | −369−5.5% | Reduced |
| Carson Advisory Inc. | 6,420 | $1.09M | 0.85% | +12+0.2% | Added |
| Broadwater Capital Management LLC | 6,430 | $1.09M | 0.86% | +6,430 | New |
| MeadowBrook Investment Advisors LLC | 6,435 | $1.09M | 1.04% | +6,435 | New |
| Weatherly Asset Management L. P. | 6,393 | $1.09M | 0.12% | +837+15.1% | Added |
| Birch Capital Management, LLC | 6,445 | $1.09M | 0.63% | −433−6.3% | Reduced |
| Madden Securities Corp | 6,461 | $1.10M | 0.58% | −452−6.5% | Reduced |
| KWB Wealth | 6,470 | $1.10M | 0.16% | +4+0.1% | Added |
| Baystate Wealth Management LLC | 6,471 | $1.10M | 0.08% | +4+0.1% | Added |
| Alterity Financial Group, LLC | 6,475 | $1.10M | 1.57% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 6,487 | $1.10M | 0.50% | +6,487 | New |