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 |
|---|---|---|---|---|---|
| WealthTrust Asset Management, LLC | 6,491 | $1.10M | 0.93% | +504+8.4% | Added |
| Trust Co of the South | 6,495 | $1.10M | 0.29% | +6,495 | New |
| VELA Investment Management, LLC | 6,506 | $1.10M | 0.45% | +380+6.2% | Added |
| Obsidian Personal Planning Solutions LLC | 6,511 | $1.11M | 0.84% | +311+5.0% | Added |
| UMA Financial Services, Inc. | 6,700 | $1.11M | 0.25% | +37+0.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 6,527 | $1.11M | 0.56% | −6,247−48.9% | Reduced |
| Advisory Alpha, LLC | 6,533 | $1.11M | 0.05% | +1,578+31.8% | Added |
| Herold Advisors, Inc. | 6,536 | $1.11M | 0.31% | +99+1.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,497 | $1.11M | 0.66% | +100+1.6% | Added |
| First City Capital Management, Inc. | 6,556 | $1.11M | 0.65% | −82−1.2% | Reduced |
| Smartleaf Asset Management LLC | 6,604 | $1.12M | 0.30% | +6,604 | New |
| Strategy Asset Managers LLC | 6,575 | $1.12M | 0.26% | +80+1.2% | Added |
| Longfellow Investment Management Co LLC | 6,578 | $1.12M | 0.28% | 00.0% | Unchanged |
| Castlekeep Investment Advisors LLC | 6,579 | $1.12M | 0.79% | +6,579 | New |
| Bank of Nova Scotia Trust Co | 6,586 | $1.12M | 0.13% | −897−12.0% | Reduced |
| Castle Rock Wealth Management, LLC | 6,652 | $1.12M | 0.34% | +620+10.3% | Added |
| Greatmark Investment Partners, Inc. | 6,608 | $1.12M | 0.18% | −50−0.8% | Reduced |
| Carlson Capital Management | 6,609 | $1.12M | 0.06% | +1,175+21.6% | Added |
| Cardiff Park Advisors, LLC | 6,624 | $1.13M | 0.13% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 6,628 | $1.13M | 0.16% | −474−6.7% | Reduced |
| Quent Capital, LLC | 6,635 | $1.13M | 0.15% | +143+2.2% | Added |
| RFP Financial Group LLC | 6,637 | $1.13M | 0.46% | +63+1.0% | Added |
| IVC Wealth Advisors LLC | 6,662 | $1.13M | 0.70% | −200−2.9% | Reduced |
| Brown Capital Management LLC | 6,665 | $1.13M | 0.02% | 00.0% | Unchanged |
| Westmount Partners, LLC | 6,672 | $1.13M | 0.46% | −120−1.8% | Reduced |
| Ballast Advisors LLC | 6,681 | $1.13M | 0.42% | +883+15.2% | Added |
| WR Wealth Planners, LLC | 6,683 | $1.13M | 0.42% | +357+5.6% | Added |
| Quotient Wealth Partners, LLC | 6,690 | $1.14M | 0.04% | +6,690 | New |
| Shulman DeMeo Asset Management LLC | 6,693 | $1.14M | 0.32% | −18−0.3% | Reduced |
| Cove Private Wealth, LLC | 6,705 | $1.14M | 1.08% | +6,705 | New |
| Wellington Shields Capital Management, LLC | 6,710 | $1.14M | 0.14% | +371+5.9% | Added |
| Woodward Diversified Capital, LLC | 6,718 | $1.14M | 0.72% | −88−1.3% | Reduced |
| Ellenbecker Investment Group | 6,747 | $1.15M | 0.27% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 6,768 | $1.15M | 0.46% | −158−2.3% | Reduced |
| Core Wealth Partners LLC | 6,770 | $1.15M | 0.94% | +210+3.2% | Added |
| Cahaba Wealth Management, Inc. | 6,778 | $1.15M | 0.11% | −2,091−23.6% | Reduced |
| MB, Levis & Associates, LLC | 6,781 | $1.15M | 0.66% | +37+0.5% | Added |
| VERITY Wealth Advisors | 6,786 | $1.15M | 0.99% | −50−0.7% | Reduced |
| Nadler Financial Group, Inc. | 6,816 | $1.16M | 0.16% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 6,817 | $1.16M | 0.51% | +1,780+35.3% | Added |
| Foster Group, Inc. | 6,838 | $1.16M | 0.07% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 6,830 | $1.16M | 0.48% | −1,004−12.8% | Reduced |
| Resurgent Financial Advisors LLC | 6,864 | $1.17M | 0.72% | −212−3.0% | Reduced |
| Verus Capital Partners, LLC | 6,871 | $1.17M | 0.14% | −267−3.7% | Reduced |
| Elgethun Capital Management | 6,884 | $1.17M | 0.33% | +34+0.5% | Added |
| Alpha Cubed Investments, LLC | 6,893 | $1.17M | 0.07% | +661+10.6% | Added |
| Coppell Advisory Solutions LLC | 6,906 | $1.17M | 0.24% | +2,801+68.2% | Added |
| Patrick Mauro Investment Advisor, INC. | 6,914 | $1.17M | 0.70% | +66+1.0% | Added |
| Page Arthur B | 6,915 | $1.17M | 1.24% | −860−11.1% | Reduced |
| Old Port Advisors | 6,965 | $1.18M | 0.39% | −244−3.4% | Reduced |
| Everhart Financial Group, Inc. | 6,967 | $1.18M | 0.42% | −654−8.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,968 | $1.18M | 0.01% | +6,968 | New |
| Adamsbrown Wealth Consultants LLC | 6,970 | $1.18M | 0.52% | +260+3.9% | Added |
| Quad-Cities Investment Group, LLC | 7,008 | $1.19M | 0.73% | +48+0.7% | Added |
| Schrum Private Wealth Management LLC | 6,979 | $1.19M | 1.68% | −2,622−27.3% | Reduced |
| Convergence Investment Partners, LLC | 6,981 | $1.19M | 0.62% | +4,141+145.8% | Added |
| Patrick M Sweeney & Associates, Inc | 6,993 | $1.19M | 1.09% | +6,993 | New |
| Boomfish Wealth Group, LLC | 6,995 | $1.19M | 0.86% | +6,995 | New |
| Summit Asset Management, LLC | 6,995 | $1.19M | 0.28% | −55−0.8% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 7,000 | $1.19M | 0.39% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 7,020 | $1.19M | 1.06% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 7,061 | $1.20M | 0.74% | −140−1.9% | Reduced |
| Peachtree Investment Partners, LLC | 7,065 | $1.20M | 0.49% | −559−7.3% | Reduced |
| Global Trust Asset Management, LLC | 7,067 | $1.20M | 0.53% | +150+2.2% | Added |
| Tempus Wealth Planning, LLC | 7,118 | $1.21M | 0.53% | +103+1.5% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,129 | $1.21M | 0.56% | −2,266−24.1% | Reduced |
| Somerset Group LLC | 7,132 | $1.21M | 1.02% | −118−1.6% | Reduced |
| Sentry LLC | 7,140 | $1.21M | 0.26% | −11−0.2% | Reduced |
| PBMares Wealth Management LLC | 7,140 | $1.21M | 0.36% | +9+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 7,141 | $1.21M | 0.13% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 7,148 | $1.21M | 0.08% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 7,159 | $1.22M | 0.58% | +7,159 | New |
| Mill Capital Management, LLC | 7,163 | $1.22M | 0.11% | −384−5.1% | Reduced |
| ABLE Financial Group, LLC | 7,165 | $1.22M | 0.53% | +122+1.7% | Added |
| First American Trust, FSB | 7,191 | $1.22M | 0.15% | +2,819+64.5% | Added |
| Centiva Capital, LP | 7,193 | $1.22M | 0.08% | +2,396+49.9% | Added |
| KPP Advisory Services LLC | 7,195 | $1.22M | 1.07% | +228+3.3% | Added |
| Van Hulzen Asset Management, LLC | 7,202 | $1.22M | 0.09% | −25−0.3% | Reduced |
| Meritage Portfolio Management | 7,206 | $1.22M | 0.08% | +307+4.4% | Added |
| Maltin Wealth Management, Inc. | 7,216 | $1.23M | 0.78% | +7,216 | New |
| Pinnacle Bancorp, Inc. | 7,216 | $1.23M | 0.40% | +11+0.2% | Added |
| Sentry Investment Management LLC | 7,219 | $1.23M | 0.53% | −775−9.7% | Reduced |
| Kuhn & Co Investment Counsel | 7,226 | $1.23M | 1.26% | +7,226 | New |
| Hudock, Inc. | 7,226 | $1.23M | 0.26% | −27−0.4% | Reduced |
| Phoenix Wealth Advisors | 7,149 | $1.24M | 0.86% | +31+0.4% | Added |
| Providence Wealth Advisors, LLC | 45,203 | $1.24M | 1.47% | +32,800+264.5% | Added |
| Shepherd Financial Partners LLC | 7,315 | $1.24M | 0.18% | +108+1.5% | Added |
| Park Edge Advisors, LLC | 7,329 | $1.24M | 0.43% | −2,867−28.1% | Reduced |
| LCM Capital Management Inc | 7,331 | $1.25M | 0.90% | −15−0.2% | Reduced |
| Hudson Value Partners, LLC | 7,339 | $1.25M | 0.58% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 7,380 | $1.25M | 0.15% | +318+4.5% | Added |
| Quest Investment Management LLC | 7,383 | $1.25M | 0.16% | −63,805−89.6% | Reduced |
| Insight Advisors, LLC | 7,388 | $1.25M | 0.27% | +53+0.7% | Added |
| FSM Wealth Advisors, LLC | 7,404 | $1.26M | 0.53% | +2,967+66.9% | Added |
| Acima Private Wealth, LLC | 7,406 | $1.26M | 0.49% | −78−1.0% | Reduced |
| Davidson Trust Co | 7,418 | $1.26M | 0.81% | −19−0.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,425 | $1.26M | 0.03% | −5,089−40.7% | Reduced |
| 1620 Investment Advisors, Inc. | 7,430 | $1.26M | 1.39% | +579+8.5% | Added |
| Capital Planning Advisors, LLC | 7,436 | $1.26M | 0.24% | +3,486+88.3% | Added |
| SignalPoint Asset Management, LLC | 7,448 | $1.26M | 0.37% | +583+8.5% | Added |