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 |
|---|---|---|---|---|---|
| Jacobson & Schmitt Advisors, LLC | 1,400 | $237.8K | 0.06% | −14−1.0% | Reduced |
| Boston Common Asset Management, LLC | 1,400 | $238.0K | 0.01% | −915−39.5% | Reduced |
| TruWealth Advisors, LLC | 1,409 | $239.3K | 0.02% | +1+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 1,419 | $241.0K | 0.07% | +122+9.4% | Added |
| CJM Wealth Advisers, Ltd. | 1,425 | $242.0K | 0.11% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,425 | $242.0K | 0.04% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 1,432 | $243.2K | 0.30% | +1,432 | New |
| Compton Financial Group, LLC | 1,434 | $243.5K | 0.09% | 00.0% | Unchanged |
| DBK Financial Counsel, LLC | 1,440 | $244.6K | 0.28% | −81−5.3% | Reduced |
| Pathway Financial Advisors LLC | 1,441 | $244.7K | 0.07% | −65−4.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 1,444 | $245.2K | 0.08% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,448 | $245.9K | 0.07% | −565−28.1% | Reduced |
| Wallace Capital Management Inc. | 1,448 | $245.9K | 0.04% | −75−4.9% | Reduced |
| Conestoga Capital Advisors, LLC | 1,450 | $246.3K | 0.00% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,450 | $246.3K | 0.25% | +35+2.5% | Added |
| First Citizens Financial Corp | 1,455 | $247.1K | 0.16% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 1,455 | $247.1K | 0.08% | +1,455 | New |
| Heritage Financial Services, LLC | 1,456 | $247.3K | 0.04% | +264+22.1% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,457 | $247.5K | 0.05% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 1,460 | $247.9K | 0.14% | −72−4.7% | Reduced |
| Family Investment Center, Inc. | 1,461 | $248.2K | 0.12% | +257+21.3% | Added |
| Red Wave Investments LLC | 1,463 | $248.5K | 0.10% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,466 | $249.0K | 0.27% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,467 | $249.2K | 0.13% | −50−3.3% | Reduced |
| Meridian Financial, LLC | 1,467 | $249.3K | 0.20% | +150+11.4% | Added |
| Hoxton Planning & Management, LLC | 1,471 | $250.0K | 0.13% | +100+7.3% | Added |
| Santori & Peters | 1,476 | $250.6K | 0.12% | +5+0.3% | Added |
| Amarillo National Bank | 1,477 | $250.9K | 0.05% | +30+2.1% | Added |
| Shayne & Co., LLC | 1,485 | $252.2K | 0.08% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,489 | $252.9K | 0.15% | +55+3.8% | Added |
| Talisman Wealth Advisors LLC | 1,489 | $252.9K | 0.38% | +46+3.2% | Added |
| Abacus Wealth Partners, LLC | 1,492 | $253.4K | 0.04% | −877−37.0% | Reduced |
| Aire Advisors, LLC | 1,488 | $253.4K | 0.06% | −151−9.2% | Reduced |
| Running Point Capital Advisors, LLC | 1,495 | $253.9K | 0.12% | +190+14.6% | Added |
| Anderson Hoagland & Co | 1,530 | $254.2K | 0.03% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 1,502 | $255.0K | 0.10% | −22−1.4% | Reduced |
| Secured Retirement Advisors, LLC | 1,503 | $255.3K | 0.25% | +1,503 | New |
| Baron Wealth Management LLC | 1,503 | $255.3K | 0.14% | +89+6.3% | Added |
| Grant Street Asset Management, Inc. | 1,506 | $255.7K | 0.09% | −8−0.5% | Reduced |
| Rosenberg Matthew Hamilton | 1,507 | $255.9K | 0.08% | +215+16.6% | Added |
| Pineridge Advisors LLC | 1,507 | $256.0K | 0.08% | +1,507 | New |
| DB Wealth Management Group, LLC | 1,514 | $257.1K | 0.15% | +1,113+277.6% | Added |
| Finivi Inc. | 1,520 | $258.1K | 0.25% | +1,520 | New |
| Camelot Portfolios, LLC | 1,521 | $258.4K | 0.15% | +3+0.2% | Added |
| Peddock Capital Advisors, LLC | 1,522 | $258.5K | 0.08% | +100+7.0% | Added |
| Thrive Capital Management, LLC | 1,523 | $258.6K | 0.14% | −35−2.2% | Reduced |
| Inspire Advisors, LLC | 1,524 | $258.8K | 0.04% | +1,524 | New |
| Gouws Capital LLC | 1,525 | $259.0K | 0.21% | −945−38.3% | Reduced |
| M. Kulyk & Associates, LLC | 1,527 | $259.4K | 0.06% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 1,531 | $260.0K | 0.07% | +34+2.3% | Added |
| Members Capital Advisors Inc | 1,532 | $260.2K | 0.75% | −13,485−89.8% | Reduced |
| Private Advisory Group LLC | 1,536 | $260.9K | 0.05% | −1,106−41.9% | Reduced |
| BCS Wealth Management | 1,534 | $261.0K | 0.10% | +30+2.0% | Added |
| Brio Consultants, LLC | 1,540 | $261.6K | 0.05% | −2−0.1% | Reduced |
| Alpha Financial Partners, LLC | 1,540 | $261.6K | 0.26% | −248−13.9% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 1,540 | $261.6K | 0.13% | +96+6.6% | Added |
| Eagle Harbor Asset Management Inc | 1,543 | $262.1K | 0.30% | 00.0% | Unchanged |
| LM Advisors LLC | 1,543 | $262.1K | 0.05% | +1,543 | New |
| HT Partners LLC | 1,550 | $263.3K | 0.10% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,553 | $263.8K | 0.15% | −21−1.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 1,555 | $264.1K | 0.08% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,556 | $264.3K | 0.05% | +1,556 | New |
| Cohen Investment Advisors LLC | 1,558 | $264.6K | 0.19% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 1,558 | $264.7K | 0.04% | +250+19.1% | Added |
| Delap Wealth Advisory, LLC | 1,558 | $264.7K | 0.12% | +1,558 | New |
| Calton & Associates, Inc. | 1,559 | $264.7K | 0.11% | +1,559 | New |
| Sepio Capital, LP | 1,560 | $264.9K | 0.02% | +151+10.7% | Added |
| Western Pacific Wealth Management, LP | 1,561 | $265.1K | 0.19% | −160−9.3% | Reduced |
| SilverOak Wealth Management LLC | 1,561 | $265.1K | 0.07% | +1,561 | New |
| Titleist Asset Management, LLC | 1,562 | $265.3K | 0.05% | +264+20.3% | Added |
| Acorn Financial Advisory Services Inc | 1,563 | $265.4K | 0.05% | −272−14.8% | Reduced |
| First National Corp | 1,569 | $266.5K | 0.07% | 00.0% | Unchanged |
| Private Management Group Inc | 1,571 | $266.8K | 0.01% | −50−3.1% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 1,572 | $267.0K | 0.09% | −417−21.0% | Reduced |
| Levy Wealth Management Group, LLC | 1,574 | $267.3K | 0.07% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,584 | $268.0K | 0.11% | −15−0.9% | Reduced |
| Unionview, LLC | 1,579 | $268.3K | 0.24% | 00.0% | Unchanged |
| Rebalance, LLC | 1,580 | $268.4K | 0.02% | +1,580 | New |
| Sage Rhino Capital LLC | 1,581 | $268.5K | 0.07% | −84−5.0% | Reduced |
| Three Seasons Wealth, LLC | 1,571 | $268.8K | 0.24% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,587 | $269.5K | 0.05% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 1,591 | $270.2K | 0.04% | −122−7.1% | Reduced |
| Provident Wealth Management, LLC | 1,594 | $270.7K | 0.12% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 1,598 | $271.0K | 0.15% | +268+20.2% | Added |
| Beacon Capital Management, LLC | 1,600 | $271.0K | 0.08% | −100−5.9% | Reduced |
| Lakewood Asset Management LLC | 1,597 | $271.2K | 0.21% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 1,597 | $271.2K | 0.04% | +1,597 | New |
| American Planning Services, Inc. | 1,601 | $272.0K | 0.21% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 1,610 | $273.4K | 0.25% | +1,610 | New |
| Heck Capital Advisors, LLC | 1,616 | $274.5K | 0.04% | −100−5.8% | Reduced |
| Capital Management Corp | 1,619 | $275.0K | 0.05% | −2−0.1% | Reduced |
| GW&K Investment Management, LLC | 1,621 | $275.0K | 0.00% | +10+0.6% | Added |
| Occudo Quantitative Strategies LP | 1,620 | $275.1K | 0.04% | −4,310−72.7% | Reduced |
| Lazari Capital Management, Inc. | 1,620 | $275.1K | 0.16% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 1,625 | $276.0K | 0.18% | +125+8.3% | Added |
| Allen Capital Group, LLC | 1,627 | $276.3K | 0.05% | +423+35.1% | Added |
| Canal Capital Management, LLC | 1,630 | $276.8K | 0.05% | +6+0.4% | Added |
| Starfox Financial Services, LLC | 1,630 | $276.8K | 0.26% | +30+1.9% | Added |
| Cohen & Steers, Inc. | 1,631 | $277.0K | 0.00% | +217+15.3% | Added |
| Firestone Capital Management | 1,634 | $277.6K | 0.09% | 00.0% | Unchanged |