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 |
|---|---|---|---|---|---|
| Bernardo Wealth Planning LLC | 1,204 | $204.5K | 0.06% | −36−2.9% | Reduced |
| Conservest Capital Advisors, Inc. | 1,205 | $204.7K | 0.02% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 1,208 | $205.2K | 0.11% | −113−8.6% | Reduced |
| Hummer Financial Advisory Services Inc | 1,200 | $205.3K | 0.19% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,210 | $205.4K | 0.13% | +1+0.1% | Added |
| Sar Wealth Management Group, LLC | 1,218 | $206.8K | 0.21% | +1,218 | New |
| Yeomans Consulting Group, Inc. | 1,222 | $207.5K | 0.10% | +1,222 | New |
| Investors Research Corp | 1,224 | $207.9K | 0.05% | +30+2.5% | Added |
| Alerus Financial NA | 1,226 | $208.2K | 0.02% | −224−15.4% | Reduced |
| Carl Stuart Investment Advisor, Inc | 1,229 | $208.8K | 0.14% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1,230 | $208.9K | 0.15% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,232 | $209.0K | 0.09% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,220 | $209.0K | 0.21% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,231 | $209.0K | 0.04% | −56−4.4% | Reduced |
| IAG Wealth Partners, LLC | 1,231 | $209.1K | 0.05% | +29+2.4% | Added |
| Flaharty Asset Management, LLC | 1,235 | $209.7K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 1,235 | $210.0K | 0.06% | −287−18.9% | Reduced |
| Paragon Capital Management LLC | 1,237 | $210.1K | 0.12% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 1,242 | $210.9K | 0.08% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,243 | $211.2K | 0.09% | 00.0% | Unchanged |
| Seldon Capital LP | 1,249 | $212.1K | 0.16% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 1,250 | $212.3K | 0.03% | −3−0.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 1,253 | $212.9K | 0.09% | +3+0.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,254 | $213.0K | 0.06% | −241−16.1% | Reduced |
| MBL Wealth, LLC | 1,254 | $213.0K | 0.03% | −348−21.7% | Reduced |
| Gateway Wealth Partners, LLC | 1,255 | $213.1K | 0.09% | −3,012−70.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,256 | $213.4K | 0.15% | +1,256 | New |
| TrueWealth Advisors, LLC | 1,257 | $213.5K | 0.08% | −227−15.3% | Reduced |
| Lockerman Financial Group, Inc. | 1,259 | $213.8K | 0.49% | +12+1.0% | Added |
| Eldridge Investment Advisors, Inc. | 1,258 | $214.0K | 0.06% | −50−3.8% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 1,265 | $214.9K | 0.16% | +1,265 | New |
| Fairfield Financial Advisors, LTD | 1,265 | $214.9K | 0.08% | −26−2.0% | Reduced |
| Droms Strauss Advisors Inc | 1,264 | $215.0K | 0.08% | +1+0.1% | Added |
| Future Financial Wealth Managment LLC | 1,266 | $215.1K | 0.21% | −108−7.9% | Reduced |
| CAP Partners, LLC | 1,271 | $215.9K | 0.21% | +1,271 | New |
| Traveka Wealth, LLC | 1,273 | $216.2K | 0.11% | +1,273 | New |
| Cascade Investment Group, Inc. | 1,273 | $216.2K | 0.17% | +45+3.7% | Added |
| Next Level Private LLC | 1,276 | $216.7K | 0.12% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 1,277 | $216.8K | 0.05% | 00.0% | Unchanged |
| Warner Financial, Inc | 1,276 | $217.0K | 0.12% | +35+2.8% | Added |
| Acorn Wealth Advisors, LLC | 1,280 | $217.4K | 0.13% | −9−0.7% | Reduced |
| Spreng Capital Management, Inc. | 1,280 | $217.4K | 0.14% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 1,281 | $217.6K | 0.26% | +19+1.5% | Added |
| New Jersey Better Educational Savings Trust | 1,282 | $217.7K | 0.46% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,282 | $217.8K | 0.08% | −23−1.8% | Reduced |
| Keebeck Wealth Management, LLC | 1,275 | $218.1K | 0.04% | +1,275 | New |
| Paladin Advisory Group, LLC | 1,289 | $218.9K | 0.18% | −25−1.9% | Reduced |
| Milestone Asset Management, LLC | 1,290 | $219.2K | 0.07% | −67−4.9% | Reduced |
| RVW Wealth, LLC | 1,291 | $219.3K | 0.02% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 1,292 | $219.4K | 0.10% | +9+0.7% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,292 | $219.4K | 0.10% | 00.0% | Unchanged |
| De Burlo Group Inc | 1,296 | $219.6K | 0.04% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,293 | $219.6K | 0.12% | −90−6.5% | Reduced |
| Catalyst Capital Advisors LLC | 1,293 | $219.6K | 0.01% | +274+26.9% | Added |
| Collective Family Office LLC | 1,293 | $219.7K | 0.08% | −30−2.3% | Reduced |
| Flagstone Financial Management | 1,298 | $220.5K | 0.09% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 1,300 | $220.8K | 0.03% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,300 | $220.8K | 0.03% | +33+2.6% | Added |
| Hardy Reed LLC | 1,301 | $221.0K | 0.03% | +1,301 | New |
| Swisher Financial Concepts, Inc. | 1,336 | $221.0K | 0.21% | +1,336 | New |
| Greytown Advisors Inc. | 1,292 | $221.1K | 0.12% | −286−18.1% | Reduced |
| Financial Perspectives, Inc | 1,304 | $221.5K | 0.09% | +6+0.5% | Added |
| One Day In July LLC | 1,305 | $221.6K | 0.03% | −199−13.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,305 | $221.6K | 0.07% | −14−1.1% | Reduced |
| Pennsylvania Capital Management Inc | 1,309 | $222.3K | 0.09% | −55−4.0% | Reduced |
| Madden Advisory Services, Inc. | 1,310 | $222.5K | 0.13% | +2+0.2% | Added |
| Capital Management Associates, Inc | 1,314 | $223.2K | 0.20% | +1,314 | New |
| Horizon Family Wealth, Inc. | 1,317 | $223.6K | 0.19% | −1−0.1% | Reduced |
| High Falls Advisors, Inc | 1,318 | $223.9K | 0.06% | 00.0% | Unchanged |
| Private Wealth Advisors | 1,327 | $225.3K | 0.10% | −1,090−45.1% | Reduced |
| Canvas Wealth Advisors, LLC | 1,348 | $225.5K | 0.08% | −87−6.1% | Reduced |
| Alaethes Wealth LLC | 1,330 | $225.9K | 0.11% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 1,331 | $226.1K | 0.19% | −20−1.5% | Reduced |
| Brown Shipley& Co Ltd | 1,331 | $226.1K | 0.11% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 1,336 | $226.9K | 0.16% | +40+3.1% | Added |
| ROI Financial Advisors, LLC | 1,336 | $227.0K | 0.19% | +1,336 | New |
| Halter Ferguson Financial Inc. | 1,339 | $227.4K | 0.15% | +1,339 | New |
| Verum Partners LLC | 1,341 | $227.7K | 0.09% | −154−10.3% | Reduced |
| Northeast Financial Group, Inc. | 1,347 | $228.8K | 0.11% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,339 | $229.8K | 0.11% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,355 | $230.1K | 0.22% | +1,355 | New |
| Allen Wealth Management, LLC | 1,362 | $231.3K | 0.23% | +1,362 | New |
| Ategra Capital Management, LLC | 1,363 | $231.5K | 0.10% | 00.0% | Unchanged |
| Lake Hills Wealth Management, LLC | 1,368 | $232.4K | 0.23% | +1,368 | New |
| Walkner Condon Financial Advisors LLC | 1,369 | $232.5K | 0.05% | +1,369 | New |
| Acas, LLC | 1,373 | $233.2K | 0.27% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,377 | $233.9K | 0.01% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,369 | $233.9K | 0.05% | −101−6.9% | Reduced |
| Dodds Wealth, LLC | 1,377 | $233.9K | 0.12% | +1,377 | New |
| Ade, LLC | 1,378 | $234.0K | 0.16% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 1,380 | $234.4K | 0.06% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,384 | $235.0K | 0.11% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 1,384 | $235.1K | 0.21% | +1,384 | New |
| Walden Wealth Partners LLC | 1,387 | $235.6K | 0.15% | +1,387 | New |
| Werba Rubin Papier Wealth Management | 1,381 | $236.3K | 0.08% | −38−2.7% | Reduced |
| Saxon Interests, Inc. | 1,392 | $236.4K | 0.12% | −11,009−88.8% | Reduced |
| Jacobsen Capital Management | 1,393 | $236.6K | 0.12% | −1,009−42.0% | Reduced |
| Axiom Financial Strategies, LLC | 1,396 | $237.1K | 0.15% | −125−8.2% | Reduced |
| Occidental Asset Management, LLC | 1,397 | $237.3K | 0.05% | +10+0.7% | Added |
| Partners in Financial Planning | 1,399 | $237.5K | 0.06% | 00.0% | Unchanged |