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
- 3,348
- +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
- 1,342 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 |
|---|---|---|---|---|---|
| First Pacific Financial | 392 | $66.6K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 395 | $67.1K | 0.02% | +179+82.9% | Added |
| Byrne Asset Management LLC | 411 | $69.6K | 0.05% | −150−26.7% | Reduced |
| Fortitude Family Office, LLC | 412 | $70.0K | 0.05% | +412 | New |
| Stone House Investment Management, LLC | 422 | $71.6K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 428 | $73.0K | 0.07% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 450 | $76.0K | 0.06% | +450 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 449 | $76.3K | 0.15% | +449 | New |
| Moisand Fitzgerald Tamayo, LLC | 454 | $77.2K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 462 | $78.5K | 0.07% | +462 | New |
| Impact Partnership Wealth, LLC | 470 | $79.8K | 0.03% | −506−51.8% | Reduced |
| Covestor Ltd | 471 | $80.0K | 0.05% | −37−7.3% | Reduced |
| Mendota Financial Group, LLC | 472 | $80.2K | 0.06% | +285+152.4% | Added |
| Twin Lakes Capital Management, LLC | 489 | $83.1K | 0.06% | 00.0% | Unchanged |
| Aspect Partners, LLC | 497 | $84.4K | 0.05% | +497 | New |
| Copeland Capital Management, LLC | 500 | $84.9K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 500 | $84.9K | 0.04% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $85.0K | 0.01% | −115−18.7% | Reduced |
| Game Plan Financial Advisors, LLC | 510 | $86.6K | 0.05% | +510 | New |
| Annapolis Financial Services, LLC | 515 | $87.5K | 0.02% | −137−21.0% | Reduced |
| Creative Financial Designs Inc | 540 | $91.7K | 0.01% | 00.0% | Unchanged |
| AJOVista, LLC | 545 | $92.6K | 0.12% | +545 | New |
| Voisard Asset Management Group, Inc. | 549 | $93.2K | 0.06% | +549 | New |
| Davis Capital Management | 552 | $93.8K | 0.09% | +552 | New |
| Ogorek Anthony Joseph | 555 | $94.0K | 0.03% | +49+9.7% | Added |
| Evolution Advisers, Inc. | 542 | $94.0K | 0.06% | +200+58.5% | Added |
| New Millennium Group LLC | 556 | $94.4K | 0.08% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 561 | $95.3K | 0.05% | +561 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 572 | $97.2K | 0.05% | −36−5.9% | Reduced |
| Kozak & Associates, Inc. | 595 | $98.8K | 0.03% | −4−0.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 601 | $102.1K | 0.01% | −3−0.5% | Reduced |
| Scarborough Advisors, LLC | 604 | $102.6K | 0.02% | +604 | New |
| Gleason Group, Inc. | 613 | $104.2K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 617 | $104.8K | 0.04% | +105+20.5% | Added |
| WealthCollab, LLC | 617 | $104.8K | 0.08% | +617 | New |
| Roble, Belko & Company, Inc | 621 | $105.0K | 0.02% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 626 | $106.4K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 649 | $110.2K | 0.05% | +649 | New |
| Cornerstone Planning Group LLC | 658 | $111.8K | 0.04% | −4−0.6% | Reduced |
| Dogwood Wealth Management LLC | 654 | $111.9K | 0.09% | +654 | New |
| Rakuten Securities, Inc. | 664 | $112.8K | 0.09% | +664 | New |
| Basso Capital Management, L.P. | 674 | $114.5K | 0.12% | 00.0% | Unchanged |
| Caitlin John, LLC | 677 | $115.5K | 0.09% | +677 | New |
| Northwest Capital Management Inc | 681 | $115.7K | 0.04% | +33+5.1% | Added |
| Lee Financial Co | 687 | $117.6K | 0.02% | −24−3.4% | Reduced |
| Rise Advisors, LLC | 697 | $118.3K | 0.08% | +106+17.9% | Added |
| Bell Investment Advisors, Inc | 724 | $123.0K | 0.03% | −101−12.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 725 | $123.1K | 0.02% | +725 | New |
| Newton One Investments LLC | 737 | $125.1K | 0.06% | −123−14.3% | Reduced |
| Emfo, LLC | 770 | $130.8K | 0.12% | −60−7.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 773 | $131.3K | 0.03% | +79+11.4% | Added |
| Cypress Capital Management LLC (WY) | 774 | $132.4K | 0.15% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 787 | $133.7K | 0.02% | −180−18.6% | Reduced |
| EntryPoint Capital, LLC | 802 | $136.2K | 0.13% | +802 | New |
| Newbridge Financial Services Group, Inc. | 809 | $137.4K | 0.07% | −469−36.7% | Reduced |
| FSA Wealth Management LLC | 812 | $138.0K | 0.07% | −431−34.7% | Reduced |
| Providence Capital Advisors, LLC | 816 | $138.6K | 0.03% | −25−3.0% | Reduced |
| Virtus Investment Advisers, Inc. | 823 | $139.8K | 0.10% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 838 | $142.4K | 0.02% | −41,813−98.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 792 | $143.1K | 0.02% | −174−18.0% | Reduced |
| Capstone Investment Advisors, LLC | 843 | $143.2K | 0.00% | −45,191−98.2% | Reduced |
| Winch Advisory Services, LLC | 883 | $150.0K | 0.05% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 897 | $152.3K | 0.07% | +25+2.9% | Added |
| REAP Financial Group, LLC | 905 | $153.7K | 0.04% | +905 | New |
| Financial Freedom, LLC | 906 | $153.8K | 0.10% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 910 | $154.6K | 0.04% | −77−7.8% | Reduced |
| Hoertkorn Richard Charles | 930 | $158.0K | 0.07% | 00.0% | Unchanged |
| Tidemark, LLC | 941 | $159.8K | 0.10% | +941 | New |
| Miller Wealth Advisors, LLC | 951 | $161.5K | 0.10% | 00.0% | Unchanged |
| Operose Advisors LLC | 977 | $165.9K | 0.07% | −485−33.2% | Reduced |
| Silvant Capital Management LLC | 971 | $166.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 980 | $166.4K | 0.08% | +980 | New |
| PFS Partners, LLC | 999 | $169.7K | 0.12% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,002 | $170.1K | 0.10% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,005 | $170.7K | 0.13% | −2−0.2% | Reduced |
| Robinswood Financial LLC | 1,068 | $181.4K | 0.08% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,074 | $182.4K | 0.05% | +27+2.6% | Added |
| AlphaMark Advisors, LLC | 1,104 | $188.0K | 0.07% | −91−7.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,137 | $194.0K | 0.00% | −4,487−79.8% | Reduced |
| Atlas Capital Advisors LLC | 1,149 | $195.1K | 0.03% | −100−8.0% | Reduced |
| Hobbs Group Advisors, LLC | 1,175 | $199.5K | 0.09% | +1,175 | New |
| Addis & Hill, Inc | 1,170 | $200.0K | 0.18% | +1,170 | New |
| MGB Wealth Management, LLC | 1,180 | $200.2K | 0.10% | +1,180 | New |
| Syverson Strege & Co | 1,180 | $200.5K | 0.08% | −31−2.6% | Reduced |
| International Private Wealth Advisors LLC | 1,185 | $201.3K | 0.20% | +1,185 | New |
| Clark Financial Services Group Inc | 1,192 | $202.0K | 0.26% | −33−2.7% | Reduced |
| Beech Hill Advisors, Inc. | 1,190 | $202.1K | 0.10% | +1,190 | New |
| Total Clarity Wealth Management, Inc. | 1,191 | $202.2K | 0.08% | −284−19.3% | Reduced |
| Aufman Associates Inc | 1,191 | $202.3K | 0.15% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,192 | $202.4K | 0.06% | +1,192 | New |
| Planning Center, Inc. | 1,192 | $202.4K | 0.05% | −297−19.9% | Reduced |
| Consolidated Portfolio Review Corp | 1,193 | $202.7K | 0.05% | −6−0.5% | Reduced |
| Invenio Wealth Partners LLC | 1,194 | $202.8K | 0.15% | +1,194 | New |
| Sunpointe, LLC | 1,188 | $203.3K | 0.26% | +1,188 | New |
| OMNI 360 Wealth, Inc. | 1,199 | $203.7K | 0.19% | +1,199 | New |
| Asset Management Resources, LLC | 1,200 | $203.8K | 0.12% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,200 | $203.8K | 0.22% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,201 | $203.9K | 0.16% | −960−44.4% | Reduced |
| Reuter James Wealth Management, LLC | 1,201 | $204.0K | 0.14% | −1,544−56.2% | Reduced |
| BCGM Wealth Management, LLC | 1,203 | $204.3K | 0.08% | +1,203 | New |