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 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 7,460 | $1.27M | 0.08% | −780−9.5% | Reduced |
| MONECO Advisors, LLC | 7,462 | $1.27M | 0.24% | +2,483+49.9% | Added |
| Jeppson Wealth Management, LLC | 7,480 | $1.27M | 0.53% | +27+0.4% | Added |
| Apella Capital, LLC | 7,428 | $1.27M | 0.07% | +535+7.8% | Added |
| MTM Investment Management, LLC | 7,529 | $1.28M | 0.58% | −30.0% | Reduced |
| Zullo Investment Group, Inc. | 7,560 | $1.28M | 0.66% | +150+2.0% | Added |
| Northern Oak Wealth Management Inc | 7,580 | $1.29M | 0.15% | −347−4.4% | Reduced |
| Gratus Wealth Advisors, LLC | 7,581 | $1.29M | 0.25% | +7,581 | New |
| Fukoku Mutual Life Insurance Co | 7,589 | $1.29M | 0.11% | +500+7.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 7,595 | $1.29M | 0.60% | +164+2.2% | Added |
| Arkadios Wealth Advisors | 7,609 | $1.29M | 0.11% | +218+2.9% | Added |
| Ausdal Financial Partners, Inc. | 7,610 | $1.29M | 0.16% | −233−3.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 7,621 | $1.29M | 0.54% | +1,486+24.2% | Added |
| Monterey Private Wealth, Inc. | 7,633 | $1.30M | 0.59% | −32−0.4% | Reduced |
| Continuum Advisory, LLC | 7,658 | $1.30M | 0.18% | +197+2.6% | Added |
| Live Oak Private Wealth LLC | 7,658 | $1.30M | 0.24% | −5−0.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 7,661 | $1.30M | 0.57% | +250+3.4% | Added |
| Segment Wealth Management, LLC | 7,664 | $1.30M | 0.11% | +1,099+16.7% | Added |
| Lederer & Associates Investment Counsel | 7,668 | $1.30M | 0.96% | +88+1.2% | Added |
| Old Mission Investment Co LLC | 7,683 | $1.30M | 0.46% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 7,716 | $1.31M | 0.49% | −602−7.2% | Reduced |
| Regatta Capital Group, LLC | 7,717 | $1.31M | 0.34% | +190+2.5% | Added |
| EverSource Wealth Advisors, LLC | 7,765 | $1.32M | 0.12% | −199−2.5% | Reduced |
| CRA Financial Services, LLC | 7,782 | $1.32M | 0.32% | +488+6.7% | Added |
| Alpha Family Trust | 7,810 | $1.33M | 0.90% | +2,020+34.9% | Added |
| Timber Creek Capital Management LLC | 7,825 | $1.33M | 0.45% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 7,825 | $1.33M | 1.00% | +334+4.5% | Added |
| Glassman Wealth Services | 7,854 | $1.33M | 0.19% | −181−2.3% | Reduced |
| Tobam | 7,862 | $1.33M | 0.12% | +1,074+15.8% | Added |
| Marion Wealth Management | 7,888 | $1.34M | 0.43% | +1,900+31.7% | Added |
| Goldstone Financial Group, LLC | 7,892 | $1.34M | 0.35% | −91−1.1% | Reduced |
| Stony Point Wealth Management Inc. | 7,894 | $1.34M | 0.62% | −175−2.2% | Reduced |
| Redwood Investment Management, LLC | 7,894 | $1.34M | 0.12% | −2,470−23.8% | Reduced |
| Patron Partners Advisors, LLC | 7,912 | $1.34M | 0.89% | +137+1.8% | Added |
| Deseret Mutual Benefit Administrators | 7,914 | $1.34M | 0.78% | −2,776−26.0% | Reduced |
| Delta Financial Group, Inc. | 7,918 | $1.34M | 0.42% | −399−4.8% | Reduced |
| Ramirez Asset Management, Inc. | 7,938 | $1.35M | 0.27% | +100+1.3% | Added |
| NVWM, LLC | 7,892 | $1.35M | 0.40% | −50−0.6% | Reduced |
| Greylin Investment Mangement Inc | 7,960 | $1.35M | 0.23% | −75−0.9% | Reduced |
| Weaver Capital Management LLC | 7,972 | $1.35M | 0.55% | +7,972 | New |
| Gryphon Financial Partners LLC | 8,105 | $1.36M | 0.24% | +3,635+81.3% | Added |
| Gradient Investments LLC | 7,988 | $1.36M | 0.03% | +473+6.3% | Added |
| Coastal Investment Advisors, Inc. | 7,992 | $1.36M | 0.31% | +897+12.6% | Added |
| Smith Anglin Financial, LLC | 7,993 | $1.36M | 0.16% | −148−1.8% | Reduced |
| Spectrum Strategic Capital Management, LLC | 7,996 | $1.36M | 1.16% | +7,996 | New |
| Salomon & Ludwin, LLC | 8,020 | $1.36M | 0.14% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 8,004 | $1.36M | 0.84% | −154−1.9% | Reduced |
| Founders Financial Alliance, LLC | 8,037 | $1.37M | 0.53% | −74−0.9% | Reduced |
| Meitav Dash Investments Ltd | 8,182 | $1.37M | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 8,054 | $1.37M | 0.91% | −442−5.2% | Reduced |
| Schechter Investment Advisors, LLC | 8,063 | $1.37M | 0.12% | −2,461−23.4% | Reduced |
| Gould Asset Management LLC | 8,081 | $1.37M | 0.35% | −155−1.9% | Reduced |
| Wunderlich Capital Managemnt | 8,110 | $1.38M | 0.62% | +2,084+34.6% | Added |
| Golden State Equity Partners | 8,129 | $1.38M | 0.34% | +98+1.2% | Added |
| Knuff & Co LLC | 8,135 | $1.38M | 0.50% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 8,151 | $1.38M | 1.00% | +10.0% | Added |
| Kennedy Investment Group | 8,164 | $1.39M | 0.77% | +99+1.2% | Added |
| Grove Bank & Trust | 8,176 | $1.39M | 0.26% | −84−1.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 8,207 | $1.39M | 0.05% | +5,158+169.2% | Added |
| Court Place Advisors, LLC | 8,200 | $1.39M | 0.46% | 00.0% | Unchanged |
| Gratus Capital LLC | 8,228 | $1.40M | 0.08% | −593−6.7% | Reduced |
| Ballast, Inc. | 8,242 | $1.40M | 0.48% | +4,297+108.9% | Added |
| 9258 Wealth Management, LLC | 8,281 | $1.41M | 0.25% | +2,974+56.0% | Added |
| Piscataqua Savings Bank | 8,287 | $1.41M | 1.31% | +31+0.4% | Added |
| Zuckerman Investment Group, LLC | 8,288 | $1.41M | 0.18% | +5,086+158.8% | Added |
| St. Johns Investment Management Company, LLC | 8,306 | $1.41M | 0.72% | −93−1.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,327 | $1.41M | 0.18% | −38−0.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 8,328 | $1.41M | 0.80% | +6,738+423.8% | Added |
| ShankerValleau Wealth Advisors, Inc. | 8,329 | $1.41M | 0.72% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8,428 | $1.42M | 0.70% | +8,261+4,946.7% | Added |
| Portside Wealth Group, LLC | 8,353 | $1.42M | 0.26% | −2,689−24.4% | Reduced |
| Glen Eagle Advisors, LLC | 8,355 | $1.42M | 0.29% | −198−2.3% | Reduced |
| Indiana Trust & Investment Management CO | 8,372 | $1.42M | 0.64% | −353−4.0% | Reduced |
| West Paces Advisors Inc. | 8,410 | $1.43M | 0.40% | −341−3.9% | Reduced |
| DF Dent & Co Inc | 8,422 | $1.43M | 0.02% | +1,519+22.0% | Added |
| Cambridge Advisors Inc. | 8,435 | $1.43M | 0.36% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 8,437 | $1.43M | 0.31% | −507−5.7% | Reduced |
| Signet Financial Management, LLC | 8,463 | $1.44M | 0.22% | +51+0.6% | Added |
| Hazlett, Burt & Watson, Inc. | 8,455 | $1.44M | 0.97% | +357+4.4% | Added |
| Vigilare Wealth Management | 8,477 | $1.44M | 0.74% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 8,480 | $1.44M | 0.04% | −176−2.0% | Reduced |
| Great Lakes Retirement, Inc. | 8,484 | $1.44M | 0.24% | +55+0.7% | Added |
| Pacitti Group Inc. | 8,444 | $1.44M | 0.90% | +294+3.6% | Added |
| Nicholas Hoffman & Company, LLC. | 8,525 | $1.45M | 0.09% | +250+3.0% | Added |
| PDS Planning, Inc | 8,529 | $1.45M | 0.16% | +370+4.5% | Added |
| GLOBALT Investments LLC | 8,533 | $1.45M | 0.06% | +8,533 | New |
| Mosaic Family Wealth Partners, LLC | 8,539 | $1.45M | 0.25% | −489−5.4% | Reduced |
| Legacy Financial Advisors, Inc. | 8,541 | $1.45M | 0.28% | −452−5.0% | Reduced |
| Martin & Co Inc | 8,580 | $1.46M | 0.36% | −579−6.3% | Reduced |
| Widmann Financial Services, Inc. | 8,581 | $1.46M | 1.31% | +580+7.2% | Added |
| Cullen Capital Management LLC | 8,585 | $1.46M | 0.02% | −10−0.1% | Reduced |
| Farther Finance Advisors, LLC | 8,604 | $1.46M | 0.11% | +3,498+68.5% | Added |
| JPL Wealth Management, LLC | 8,640 | $1.47M | 1.06% | +8,640 | New |
| Moser Wealth Advisors, LLC | 8,648 | $1.47M | 0.94% | +225+2.7% | Added |
| Fifth Third Wealth Advisors LLC | 8,664 | $1.47M | 0.48% | +747+9.4% | Added |
| Acropolis Investment Management, LLC | 8,691 | $1.47M | 0.10% | −183−2.1% | Reduced |
| Lodestar Private Asset Management LLC | 8,673 | $1.47M | 0.23% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 8,676 | $1.47M | 0.59% | +446+5.4% | Added |
| Lionsbridge Wealth Management LLC | 8,686 | $1.48M | 1.18% | +201+2.4% | Added |
| My Legacy Advisors, LLC | 8,893 | $1.48M | 0.53% | +43+0.5% | Added |