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 |
|---|---|---|---|---|---|
| Accent Capital Management, LLC | 8,702 | $1.48M | 1.17% | +8,702 | New |
| Twelve Points Wealth Management LLC | 8,704 | $1.48M | 0.70% | +132+1.5% | Added |
| Argus Investors' Counsel, Inc. | 8,711 | $1.48M | 0.95% | +68+0.8% | Added |
| Aviance Capital Partners, LLC | 8,731 | $1.48M | 0.32% | −1,026−10.5% | Reduced |
| Greenfield Savings Bank | 8,759 | $1.49M | 0.86% | −20.0% | Reduced |
| Capital Investment Advisory Services, LLC | 8,766 | $1.49M | 0.14% | +235+2.8% | Added |
| Main Street Financial Solutions, LLC | 8,774 | $1.49M | 0.19% | −103−1.2% | Reduced |
| Blue Fin Capital, Inc. | 8,781 | $1.49M | 0.38% | −382−4.2% | Reduced |
| WNY Asset Management, LLC | 8,801 | $1.49M | 0.25% | +140+1.6% | Added |
| StrategIQ Financial Group, LLC | 8,825 | $1.50M | 0.17% | +18+0.2% | Added |
| Rothschild Investment LLC | 8,829 | $1.50M | 0.13% | +8,829 | New |
| Oxbow Advisors, LLC | 8,838 | $1.50M | 0.23% | +6+0.1% | Added |
| Taylor Hoffman Wealth Management | 8,859 | $1.50M | 0.68% | +156+1.8% | Added |
| Elmwood Wealth Management, Inc. | 8,873 | $1.51M | 1.06% | −5,125−36.6% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 8,895 | $1.51M | 1.02% | −305−3.3% | Reduced |
| Kingfisher Capital LLC | 8,910 | $1.51M | 0.39% | +17+0.2% | Added |
| MCF Advisors LLC | 8,895 | $1.52M | 0.12% | +955+12.0% | Added |
| Morningstar Investment Management LLC | 8,952 | $1.52M | 0.17% | +5,778+182.0% | Added |
| Monarch Capital Management Inc | 8,906 | $1.52M | 0.46% | −54−0.6% | Reduced |
| Lake Street Financial LLC | 8,992 | $1.53M | 0.24% | −298−3.2% | Reduced |
| West Family Investments, Inc. | 8,995 | $1.53M | 0.52% | −340−3.6% | Reduced |
| Sciencast Management LP | 9,023 | $1.53M | 0.84% | +9,023 | New |
| Calamos Wealth Management LLC | 9,032 | $1.53M | 0.10% | −567−5.9% | Reduced |
| Chilton Capital Management LLC | 9,065 | $1.54M | 0.08% | +1,599+21.4% | Added |
| Advisor OS, LLC | 9,069 | $1.54M | 0.20% | +1,401+18.3% | Added |
| McNamara Financial Services, Inc. | 9,071 | $1.54M | 0.34% | 00.0% | Unchanged |
| Imprint Wealth LLC | 9,021 | $1.54M | 1.24% | −237−2.6% | Reduced |
| Hilltop Holdings Inc. | 9,088 | $1.54M | 0.17% | +204+2.3% | Added |
| Marcum Wealth, LLC | 9,123 | $1.55M | 0.16% | +289+3.3% | Added |
| Fidelis Capital Partners, LLC | 9,123 | $1.55M | 0.34% | +1,104+13.8% | Added |
| Nicolet Bankshares Inc | 9,145 | $1.55M | 0.42% | −133−1.4% | Reduced |
| Pflug Koory, LLC | 9,148 | $1.55M | 0.82% | +188+2.1% | Added |
| Northwest Bancshares, Inc. | 9,163 | $1.56M | 0.28% | −244−2.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 9,153 | $1.56M | 0.40% | −1,178−11.4% | Reduced |
| Valley Brook Capital Group | 9,176 | $1.56M | 1.36% | −100−1.1% | Reduced |
| Kathmere Capital Management, LLC | 9,181 | $1.56M | 0.20% | −3,314−26.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 9,181 | $1.56M | 1.46% | +65+0.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 9,201 | $1.56M | 0.08% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 9,203 | $1.56M | 0.31% | −181−1.9% | Reduced |
| Rockingstone Advisors LLC | 9,211 | $1.56M | 0.88% | −284−3.0% | Reduced |
| Paradigm Asset Management Co LLC | 9,211 | $1.56M | 0.41% | −200−2.1% | Reduced |
| Mairs & Power Inc | 9,220 | $1.57M | 0.02% | +8+0.1% | Added |
| Primoris Wealth Advisors, LLC | 9,234 | $1.57M | 1.48% | +9,234 | New |
| Alhambra Investment Partners LLC | 9,259 | $1.57M | 0.93% | +12+0.1% | Added |
| Blue Square Asset Management, LLC | 9,269 | $1.57M | 1.05% | −60−0.6% | Reduced |
| WealthShield Partners, LLC | 9,233 | $1.58M | 0.26% | −150−1.6% | Reduced |
| Westchester Capital Management, Inc. | 9,320 | $1.58M | 0.43% | +2,810+43.2% | Added |
| Advisor Resource Council | 9,323 | $1.58M | 0.18% | +7,557+427.9% | Added |
| BBR Partners, LLC | 9,382 | $1.59M | 0.16% | +5,609+148.7% | Added |
| Accurate Wealth Management, LLC | 9,603 | $1.60M | 0.50% | −12,615−56.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 9,403 | $1.60M | 0.91% | −259−2.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 9,405 | $1.60M | 1.15% | −350−3.6% | Reduced |
| Nwam LLC | 9,451 | $1.61M | 0.13% | +3,781+66.7% | Added |
| Campbell Newman Asset Management Inc | 9,454 | $1.61M | 0.14% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 9,485 | $1.61M | 1.24% | +9,485 | New |
| Mission Creek Capital Partners, Inc. | 9,578 | $1.63M | 0.42% | −316−3.2% | Reduced |
| S.A. Mason LLC | 9,583 | $1.63M | 1.09% | +680+7.6% | Added |
| Dover Advisors, LLC | 9,541 | $1.63M | 2.15% | −2,799−22.7% | Reduced |
| Asset Advisors Investment Management, LLC | 9,624 | $1.63M | 0.20% | −415−4.1% | Reduced |
| Round Rock Advisors, LLC | 9,636 | $1.64M | 0.41% | 00.0% | Unchanged |
| Key Financial Inc | 9,641 | $1.64M | 0.45% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 9,671 | $1.64M | 0.98% | +48+0.5% | Added |
| Steel Peak Wealth Management LLC | 9,575 | $1.64M | 0.10% | +3,714+63.4% | Added |
| Staley Capital Advisers Inc | 9,671 | $1.64M | 0.08% | −16−0.2% | Reduced |
| Summit Financial, LLC | 9,612 | $1.64M | 0.11% | +1,153+13.6% | Added |
| BKM Wealth Management, LLC | 9,683 | $1.64M | 0.70% | +9,683 | New |
| Perennial Investment Advisors, LLC | 9,700 | $1.65M | 0.27% | +5+0.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 9,705 | $1.65M | 0.15% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 9,924 | $1.65M | 0.35% | +660+7.1% | Added |
| Dudley Capital Management, LLC | 9,739 | $1.65M | 1.06% | −873−8.2% | Reduced |
| Accredited Investors Inc. | 9,769 | $1.66M | 0.12% | +45+0.5% | Added |
| Cadinha & Co LLC | 9,799 | $1.66M | 0.27% | −832−7.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,801 | $1.66M | 0.33% | +695+7.6% | Added |
| Founders Capital Management | 9,837 | $1.67M | 1.21% | −243−2.4% | Reduced |
| Edge Capital Group, LLC | 9,839 | $1.67M | 0.09% | +373+3.9% | Added |
| Union Savings Bank | 9,852 | $1.67M | 0.95% | +69+0.7% | Added |
| Knollwood Investment Advisory, LLC | 9,861 | $1.67M | 0.35% | +9,861 | New |
| Premier Path Wealth Partners, LLC | 9,879 | $1.68M | 0.37% | +9,879 | New |
| New England Research & Management, Inc. | 9,893 | $1.68M | 0.89% | −25−0.3% | Reduced |
| GeoWealth Management, LLC | 9,929 | $1.69M | 0.14% | +9,399+1,773.4% | Added |
| Rainsberger Wealth Advisors, Inc. | 9,944 | $1.69M | 0.92% | −159−1.6% | Reduced |
| Phoenix Holdings Ltd. | 9,598 | $1.69M | 0.03% | −523−5.2% | Reduced |
| Atlas Private Wealth Management | 9,986 | $1.70M | 0.80% | +180+1.8% | Added |
| ORG Partners LLC | 9,980 | $1.70M | 0.28% | +1,715+20.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 9,918 | $1.70M | 0.18% | +9,918 | New |
| Canton Hathaway, LLC | 10,002 | $1.70M | 0.51% | −300−2.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 9,945 | $1.70M | 0.33% | +4,811+93.7% | Added |
| Abbot Financial Management, Inc. | 10,012 | $1.70M | 1.02% | +1,079+12.1% | Added |
| Legacy Trust | 10,024 | $1.70M | 0.44% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 10,039 | $1.70M | 0.17% | −352−3.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 10,043 | $1.71M | 0.87% | −23−0.2% | Reduced |
| Curi Capital | 10,051 | $1.71M | 0.24% | +387+4.0% | Added |
| Guardian Investment Management | 10,080 | $1.71M | 1.45% | −380−3.6% | Reduced |
| Morningstar Investment Services LLC | 10,135 | $1.72M | 0.01% | +6,354+168.1% | Added |
| Center for Financial Planning, Inc. | 10,112 | $1.72M | 0.32% | −50.0% | Reduced |
| STAR Financial Bank | 10,129 | $1.72M | 1.57% | +227+2.3% | Added |
| Congress Wealth Management LLC | 10,138 | $1.72M | 0.03% | −62,865−86.1% | Reduced |
| McRae Capital Management Inc | 10,143 | $1.72M | 0.43% | −50−0.5% | Reduced |
| Alpha DNA Investment Management LLC | 10,180 | $1.73M | 1.03% | −145−1.4% | Reduced |
| Kennon-Green & Company, LLC | 10,186 | $1.73M | 1.76% | −1,624−13.8% | Reduced |