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 | 3,565 | $163.5B |
| Q4 2025 | 3,517 | $153.0B |
| Q3 2025 | 3,320 | $142.1B |
| Q2 2025 | 3,328 | $135.9B |
| Q1 2025 | 3,429 | $154.1B |
| Q4 2024 | 3,483 | $156.6B |
| Q3 2024 | 3,352 | $172.1B |
| Q2 2024 | 3,330 | $167.0B |
| Q1 2024 | 3,370 | $176.3B |
| Q4 2023 | 3,347 | $170.9B |
| Q3 2023 | 3,194 | $170.4B |
| Q2 2023 | 3,215 | $185.4B |
| Q1 2023 | 3,175 | $183.0B |
| Q4 2022 | 3,197 | $181.4B |
| Q3 2022 | 3,008 | $162.4B |
| Q2 2022 | 3,017 | $165.9B |
| Q1 2022 | 3,030 | $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 |
|---|---|---|---|---|---|
| Taylor Financial Group, Inc. | 10,255 | $1.74M | 1.43% | +10,255 | New |
| Perpetual Ltd | 10,262 | $1.74M | 0.02% | −1,183−10.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 10,305 | $1.75M | 1.44% | +100+1.0% | Added |
| HGK Asset Management Inc | 10,320 | $1.75M | 0.41% | +180+1.8% | Added |
| Nilsine Partners, LLC | 10,333 | $1.75M | 0.27% | −1,463−12.4% | Reduced |
| Little House Capital LLC | 10,349 | $1.76M | 0.64% | −1,912−15.6% | Reduced |
| Hudson Canyon Capital Management | 10,350 | $1.76M | 1.28% | +756+7.9% | Added |
| Westbourne Investment Advisors, Inc. | 10,350 | $1.76M | 0.70% | 00.0% | Unchanged |
| Birchbrook, Inc. | 10,355 | $1.76M | 1.16% | +10,355 | New |
| Laidlaw Wealth Management LLC | 10,358 | $1.76M | 0.64% | −59−0.6% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 10,374 | $1.76M | 2.03% | −344−3.2% | Reduced |
| Archer Investment Corp | 10,417 | $1.77M | 0.57% | −224−2.1% | Reduced |
| Oakworth Capital, Inc. | 10,421 | $1.77M | 0.14% | +2,000+23.8% | Added |
| Ahl Investment Management, Inc. | 10,494 | $1.78M | 1.46% | 00.0% | Unchanged |
| First County Bank | 10,525 | $1.79M | 0.87% | −317−2.9% | Reduced |
| Paragon Private Wealth Management, LLC | 10,538 | $1.79M | 1.25% | +812+8.3% | Added |
| Berkshire Bank | 10,547 | $1.79M | 0.47% | +52+0.5% | Added |
| Avitas Wealth Management LLC | 10,589 | $1.80M | 0.30% | +122+1.2% | Added |
| Security National Bank of Sioux City Iowa | 10,603 | $1.80M | 1.36% | −291−2.7% | Reduced |
| Poehling Capital Management, LLC | 10,622 | $1.80M | 0.57% | −400−3.6% | Reduced |
| Carl P. Sherr & Co., LLC | 10,665 | $1.81M | 1.10% | +3,728+53.7% | Added |
| Wolff Wiese Magana LLC | 10,670 | $1.81M | 1.72% | −7−0.1% | Reduced |
| New England Asset Management Inc | 10,692 | $1.82M | 0.29% | −1,547−12.6% | Reduced |
| Atlas Private Wealth Advisors | 10,722 | $1.82M | 0.34% | −1,908−15.1% | Reduced |
| Cynosure Management, LLC | 10,747 | $1.83M | 0.33% | +6,554+156.3% | Added |
| CenterBook Partners LP | 10,771 | $1.83M | 0.22% | +2,434+29.2% | Added |
| JFS Wealth Advisors, LLC | 10,800 | $1.83M | 0.16% | −117−1.1% | Reduced |
| Cox Capital Mgt LLC | 10,805 | $1.84M | 1.20% | +8,582+386.1% | Added |
| Zions Bancorporation, N.A. | 10,839 | $1.84M | 0.13% | +259+2.4% | Added |
| Holderness Investments Co | 10,896 | $1.85M | 0.51% | +214+2.0% | Added |
| Investment Partners, Ltd. | 10,913 | $1.85M | 0.91% | −193−1.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,925 | $1.86M | 0.84% | +382+3.6% | Added |
| Orleans Capital Management Corp | 10,943 | $1.86M | 1.25% | +190+1.8% | Added |
| AlphaStar Capital Management, LLC | 10,956 | $1.86M | 0.17% | +4,630+73.2% | Added |
| Eqis Capital Management, Inc. | 10,965 | $1.86M | 0.15% | −863−7.3% | Reduced |
| Delta Asset Management LLC | 10,971 | $1.86M | 0.18% | −48−0.4% | Reduced |
| First Command Advisory Services, Inc. | 11,025 | $1.87M | 0.02% | +271+2.5% | Added |
| Ghe, LLC | 11,024 | $1.87M | 1.18% | +142+1.3% | Added |
| Bigelow Investment Advisors, LLC | 11,047 | $1.88M | 1.01% | −299−2.6% | Reduced |
| Maven Securities LTD | 11,055 | $1.88M | 0.21% | −7,537−40.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 11,100 | $1.89M | 0.65% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 11,405 | $1.89M | 0.09% | −75−0.7% | Reduced |
| IFG Advisory, LLC | 11,138 | $1.89M | 0.14% | −222−2.0% | Reduced |
| Washington Trust Bank | 11,148 | $1.89M | 0.17% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 11,083 | $1.89M | 0.35% | −1,925−14.8% | Reduced |
| Vista Investment Management | 11,186 | $1.90M | 0.88% | +741+7.1% | Added |
| CWA Asset Management Group, LLC | 11,230 | $1.91M | 0.13% | +2,893+34.7% | Added |
| GTS Securities LLC | 11,242 | $1.91M | 0.04% | −2,733−19.6% | Reduced |
| Mach-1 Financial Group, Inc. | 11,257 | $1.91M | 0.73% | −245−2.1% | Reduced |
| West Oak Capital, LLC | 11,489 | $1.92M | 0.90% | −320−2.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,618 | $1.92M | 0.80% | +234+2.1% | Added |
| Dividend Assets Capital, LLC | 11,337 | $1.93M | 0.38% | −351−3.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 11,366 | $1.93M | 0.79% | −116−1.0% | Reduced |
| Detalus Advisors, LLC | 11,377 | $1.93M | 0.77% | +152+1.4% | Added |
| Hoylecohen, LLC | 11,379 | $1.93M | 0.16% | −54−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,390 | $1.93M | 0.37% | +1,332+13.2% | Added |
| Global Financial Private Client, LLC | 11,395 | $1.94M | 0.91% | +534+4.9% | Added |
| AdvisorNet Financial, Inc | 11,406 | $1.94M | 0.18% | −183−1.6% | Reduced |
| Chapin Davis, Inc. | 11,440 | $1.94M | 0.82% | 00.0% | Unchanged |
| M&G Investments (USA) Inc. | 11,460 | $1.95M | 1.92% | +11,460 | New |
| Accel Wealth Management | 11,481 | $1.95M | 0.98% | +104+0.9% | Added |
| PFG Investments, LLC | 11,531 | $1.96M | 0.36% | +1,219+11.8% | Added |
| Change Path, LLC | 11,550 | $1.96M | 0.13% | +2,411+26.4% | Added |
| GAMMA Investing LLC | 11,645 | $1.96M | 0.53% | +11,645 | New |
| SJS Investment Consulting Inc. | 11,568 | $1.96M | 0.44% | −317−2.7% | Reduced |
| Jackson Square Capital, LLC | 11,574 | $1.97M | 0.63% | −274−2.3% | Reduced |
| Jmac Enterprises LLC | 11,578 | $1.97M | 0.42% | −2,063−15.1% | Reduced |
| Banco de Sabadell, S.A | 11,587 | $1.97M | 1.49% | +399+3.6% | Added |
| Columbia Trust Co 01012016 | 11,594 | $1.97M | 0.89% | +1,601+16.0% | Added |
| Forte Capital LLC | 11,616 | $1.97M | 0.27% | −94−0.8% | Reduced |
| Cornerstone Enterprises, LLC | 11,617 | $1.97M | 1.76% | +11,617 | New |
| Becker Capital Management Inc | 11,553 | $1.98M | 0.07% | +216+1.9% | Added |
| Norway Savings Bank | 11,666 | $1.98M | 0.88% | +263+2.3% | Added |
| Painted Porch Advisors LLC | 11,712 | $1.99M | 1.53% | +11,712 | New |
| Panoramic Investment Advisors, LLC | 11,728 | $1.99M | 1.72% | −614−5.0% | Reduced |
| Allred Capital Management, LLC | 11,763 | $2.00M | 0.87% | −100−0.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 11,793 | $2.00M | 0.90% | +2,013+20.6% | Added |
| First Business Financial Services, Inc. | 11,773 | $2.00M | 0.23% | −6,381−35.1% | Reduced |
| Garrison Point Advisors, LLC | 11,775 | $2.00M | 1.41% | −30−0.3% | Reduced |
| Clean Yield Group | 11,785 | $2.00M | 0.84% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 11,785 | $2.00M | 0.24% | +206+1.8% | Added |
| Compton Wealth Advisory Group, LLC | 11,796 | $2.00M | 0.63% | +3,094+35.6% | Added |
| Insight Inv LLC | 11,800 | $2.00M | 1.96% | +160+1.4% | Added |
| Formidable Asset Management, LLC | 11,845 | $2.01M | 0.44% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,875 | $2.02M | 0.17% | −444−3.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,930 | $2.03M | 1.47% | +20.0% | Added |
| Archford Capital Strategies, LLC | 11,930 | $2.03M | 0.37% | +503+4.4% | Added |
| Hamel Associates, Inc. | 11,933 | $2.03M | 0.71% | −9−0.1% | Reduced |
| Ellsworth Advisors, LLC | 11,968 | $2.03M | 0.64% | +200+1.7% | Added |
| Partnership Wealth Management, LLC | 12,083 | $2.04M | 1.54% | +12,083 | New |
| Rogco, LP | 11,993 | $2.04M | 0.89% | +2,364+24.6% | Added |
| Stonebridge Capital Advisors LLC | 12,023 | $2.04M | 0.20% | +26+0.2% | Added |
| Eisler Capital (UK) Ltd. | 12,089 | $2.05M | 0.19% | +10,509+665.1% | Added |
| PYA Waltman Capital, LLC | 12,130 | $2.06M | 0.86% | +812+7.2% | Added |
| Forum Financial Management, LP | 12,146 | $2.06M | 0.04% | −515−4.1% | Reduced |
| Suncoast Equity Management | 12,147 | $2.06M | 0.27% | +375+3.2% | Added |
| Means Investment Co., Inc. | 12,154 | $2.06M | 0.30% | −257−2.1% | Reduced |
| William Allan, LLC | 12,162 | $2.07M | 1.48% | +10,030+470.5% | Added |
| Bedel Financial Consulting, Inc. | 12,169 | $2.07M | 0.38% | −621−4.9% | Reduced |
| RKL Wealth Management LLC | 12,202 | $2.07M | 0.22% | −157−1.3% | Reduced |