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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 14,195 | $2.41M | 0.32% | +1,366+10.6% | Added |
| XML Financial, LLC | 14,252 | $2.42M | 0.26% | +538+3.9% | Added |
| Inlet Private Wealth, LLC | 14,256 | $2.42M | 0.74% | −1,200−7.8% | Reduced |
| Aspen Investment Management Inc | 14,287 | $2.43M | 1.36% | −171−1.2% | Reduced |
| Excalibur Management Corp | 14,343 | $2.44M | 1.15% | +306+2.2% | Added |
| E Fund Management Co., Ltd. | 14,366 | $2.44M | 0.15% | −769−5.1% | Reduced |
| Cito Capital Group, LLC | 14,274 | $2.44M | 1.05% | +253+1.8% | Added |
| Wolverine Trading, LLC | 14,399 | $2.45M | 0.02% | +10,138+237.9% | Added |
| Fairfield, Bush & Co. | 14,411 | $2.45M | 1.44% | −1,703−10.6% | Reduced |
| Guardian Wealth Management, Inc. | 14,494 | $2.46M | 2.08% | −10.0% | Reduced |
| Joel Isaacson & Co., LLC | 14,571 | $2.47M | 0.15% | +669+4.8% | Added |
| Lawson Kroeker Investment Management Inc | 14,618 | $2.48M | 0.51% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 14,628 | $2.48M | 1.20% | −165−1.1% | Reduced |
| Cigna Investments Inc | 14,649 | $2.49M | 0.52% | −90−0.6% | Reduced |
| BFSG, LLC | 14,673 | $2.49M | 0.36% | −758−4.9% | Reduced |
| Outfitter Financial LLC | 14,703 | $2.50M | 2.18% | +20+0.1% | Added |
| Independence Bank of Kentucky | 14,721 | $2.50M | 0.88% | +2,145+17.1% | Added |
| Ledge Wealth Management, Inc. | 14,736 | $2.50M | 0.97% | +193+1.3% | Added |
| Eudaimonia Partners, LLC | 14,745 | $2.50M | 0.65% | +3,155+27.2% | Added |
| Alta Capital Management LLC | 14,752 | $2.51M | 0.16% | +585+4.1% | Added |
| Baldwin Investment Management, LLC | 14,759 | $2.51M | 0.39% | −95−0.6% | Reduced |
| IMS Capital Management | 14,768 | $2.51M | 1.23% | +2,155+17.1% | Added |
| Redmond Asset Management, LLC | 14,772 | $2.51M | 0.81% | +7,961+116.9% | Added |
| Keating Investment Counselors Inc | 14,784 | $2.51M | 0.90% | −225−1.5% | Reduced |
| Finer Wealth Management, Inc. | 14,823 | $2.52M | 1.88% | +20.0% | Added |
| Syon Capital LLC | 14,840 | $2.52M | 0.26% | +3,511+31.0% | Added |
| CFO4Life Group, LLC | 14,874 | $2.53M | 0.48% | −529−3.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $2.55M | 0.66% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 15,003 | $2.55M | 0.16% | −530−3.4% | Reduced |
| Full Sail Capital, LLC | 15,054 | $2.56M | 0.19% | −2,230−12.9% | Reduced |
| RFG Advisory, LLC | 15,088 | $2.56M | 0.10% | −561−3.6% | Reduced |
| Agate Pass Investment Management, LLC | 15,141 | $2.57M | 1.49% | +783+5.5% | Added |
| Harvest Fund Management Co., Ltd | 15,244 | $2.58M | 0.40% | −635−4.0% | Reduced |
| Moreno Evelyn V | 15,194 | $2.58M | 1.22% | −31,780−67.7% | Reduced |
| Studio Investment Management LLC | 15,245 | $2.59M | 0.66% | +1,531+11.2% | Added |
| Octavia Wealth Advisors, LLC | 15,142 | $2.59M | 0.46% | +137+0.9% | Added |
| Concord Wealth Partners | 15,269 | $2.59M | 0.52% | +2,378+18.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,272 | $2.59M | 1.20% | +175+1.2% | Added |
| Mystic Asset Management, Inc. | 15,278 | $2.59M | 1.24% | +560+3.8% | Added |
| Tower View Investment Management & Research LLC | 15,311 | $2.60M | 1.61% | +569+3.9% | Added |
| Duff & Phelps Investment Management Co | 15,352 | $2.61M | 0.03% | +140+0.9% | Added |
| LCNB Corp | 15,450 | $2.62M | 1.03% | +400+2.7% | Added |
| Jaffetilchin Investment Partners, LLC | 15,456 | $2.63M | 0.26% | +107+0.7% | Added |
| Empire Financial Management Company, LLC | 15,459 | $2.63M | 1.03% | −1,505−8.9% | Reduced |
| Selway Asset Management | 15,462 | $2.63M | 1.10% | +282+1.9% | Added |
| Trustco Bank Corp N Y | 15,481 | $2.63M | 2.84% | −69−0.4% | Reduced |
| Family Legacy, Inc. | 15,497 | $2.63M | 1.00% | +404+2.7% | Added |
| Pensionfund Sabic | 15,500 | $2.63M | 0.83% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 15,524 | $2.64M | 1.23% | +15,524 | New |
| Princeton Global Asset Management LLC | 15,556 | $2.64M | 0.66% | −612−3.8% | Reduced |
| Platform Technology Partners | 15,501 | $2.64M | 1.03% | +1,711+12.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,598 | $2.65M | 0.09% | +2,098+15.5% | Added |
| Valley National Advisers Inc | 15,633 | $2.65M | 0.42% | +338+2.2% | Added |
| BSW Wealth Partners | 15,655 | $2.66M | 0.53% | +305+2.0% | Added |
| Viewpoint Capital Management LLC | 15,705 | $2.67M | 1.87% | +21+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 15,720 | $2.67M | 0.70% | +1,464+10.3% | Added |
| Balyasny Asset Management LLC | 15,727 | $2.67M | 0.01% | −99,102−86.3% | Reduced |
| Pitcairn Co | 15,727 | $2.67M | 0.20% | −20.0% | Reduced |
| Connable Office Inc | 15,772 | $2.68M | 0.32% | −60−0.4% | Reduced |
| Invesco, LLC | 15,789 | $2.68M | 1.25% | −2,122−11.8% | Reduced |
| First Hawaiian Bank | 15,796 | $2.68M | 0.08% | −16,676−51.4% | Reduced |
| Valmark Advisers, Inc. | 15,867 | $2.69M | 0.05% | −8−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 15,886 | $2.70M | 0.21% | +502+3.3% | Added |
| Parkside Financial Bank & Trust | 15,922 | $2.70M | 0.49% | +314+2.0% | Added |
| Lee Danner & Bass Inc | 15,930 | $2.71M | 0.23% | −894−5.3% | Reduced |
| AllGen Financial Advisors, Inc. | 15,969 | $2.71M | 1.41% | +187+1.2% | Added |
| Worldquant Millennium Advisors LLC | 15,997 | $2.72M | 0.04% | +2,543+18.9% | Added |
| Baker Tilly Wealth Management, LLC | 16,014 | $2.72M | 0.45% | −1,314−7.6% | Reduced |
| CFM Wealth Partners LLC | 16,016 | $2.72M | 0.62% | −8,808−35.5% | Reduced |
| Aries Wealth Management | 16,024 | $2.72M | 0.97% | −59−0.4% | Reduced |
| Mather Group, LLC. | 16,043 | $2.72M | 0.04% | −2,210−12.1% | Reduced |
| Mattern Wealth Management LLC | 16,097 | $2.73M | 0.70% | −67−0.4% | Reduced |
| Graybill Bartz & Assoc Ltd | 16,098 | $2.73M | 1.21% | +153+1.0% | Added |
| Citadel Investment Advisory, Inc. | 16,121 | $2.74M | 1.68% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 16,163 | $2.75M | 3.15% | −1,165−6.7% | Reduced |
| V-Square Quantitative Management LLC | 16,220 | $2.75M | 0.66% | +6,020+59.0% | Added |
| Western Wealth Management, LLC | 16,280 | $2.77M | 0.20% | +472+3.0% | Added |
| New Potomac Partners, LLC | 16,285 | $2.77M | 1.65% | +2,720+20.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,294 | $2.77M | 0.17% | +16+0.1% | Added |
| Signature Estate & Investment Advisors LLC | 16,405 | $2.79M | 0.08% | +799+5.1% | Added |
| 180 Wealth Advisors, LLC | 16,128 | $2.79M | 0.56% | +11,959+286.9% | Added |
| Keystone Financial Group | 16,434 | $2.79M | 0.49% | −312−1.9% | Reduced |
| Athena Investment Management | 16,453 | $2.79M | 1.81% | −30.0% | Reduced |
| Benedict Financial Advisors Inc | 16,482 | $2.80M | 0.76% | −1,025−5.9% | Reduced |
| Vise Technologies, Inc. | 16,494 | $2.80M | 0.60% | −57−0.3% | Reduced |
| Qtron Investments LLC | 16,536 | $2.81M | 0.46% | +838+5.3% | Added |
| Wimmer Associates 1, LLC | 16,568 | $2.81M | 1.59% | −191−1.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,612 | $2.82M | 0.27% | +1,847+12.5% | Added |
| Delta Financial Advisors LLC | 16,635 | $2.83M | 1.23% | −684−3.9% | Reduced |
| Farmers National Bank | 16,643 | $2.83M | 0.91% | −1,057−6.0% | Reduced |
| Wealthcare Advisory Partners LLC | 16,659 | $2.83M | 0.11% | −720−4.1% | Reduced |
| Boyd Watterson Asset Management LLC | 16,683 | $2.83M | 1.12% | −3,052−15.5% | Reduced |
| Brookmont Capital Management | 16,709 | $2.84M | 1.59% | +24+0.1% | Added |
| Ameritas Advisory Services, LLC | 16,703 | $2.84M | 0.16% | +181+1.1% | Added |
| Investment Advisory Services Inc | 16,749 | $2.84M | 1.12% | −44−0.3% | Reduced |
| Summit Trail Advisors, LLC | 16,665 | $2.85M | 0.09% | +29+0.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,800 | $2.85M | 0.05% | +16,800 | New |
| Capital Investment Counsel, LLC | 16,830 | $2.86M | 1.08% | +16,830 | New |
| Basepoint Wealth LLC | 16,839 | $2.86M | 2.30% | +39+0.2% | Added |
| Duncker Streett & Co Inc | 16,861 | $2.86M | 0.60% | −716−4.1% | Reduced |