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 |
|---|---|---|---|---|---|
| McAdam, LLC | 1,638 | $278.3K | 0.02% | +84+5.4% | Added |
| Bruce G. Allen Investments, LLC | 1,644 | $279.2K | 0.25% | +1,644 | New |
| Semus Wealth Partners LLC | 1,651 | $280.5K | 0.23% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 1,653 | $280.7K | 0.13% | +1,653 | New |
| Horizon Wealth Management, LLC | 1,655 | $281.1K | 0.08% | −222−11.8% | Reduced |
| DMG Group, LLC | 1,661 | $282.1K | 0.27% | +268+19.2% | Added |
| City State Bank | 1,667 | $283.0K | 0.14% | −56−3.3% | Reduced |
| Biechele Royce Advisors | 1,667 | $283.0K | 0.09% | −6−0.4% | Reduced |
| MKT Advisors LLC | 1,681 | $283.9K | 0.19% | +23+1.4% | Added |
| Bristol John W & Co Inc | 1,675 | $284.5K | 0.01% | 00.0% | Unchanged |
| Resource Planning Group | 1,676 | $284.7K | 0.18% | +64+4.0% | Added |
| Ellevest, Inc. | 1,677 | $284.9K | 0.02% | −835−33.2% | Reduced |
| Red Mountain Financial, LLC | 1,680 | $285.3K | 0.44% | +1,680 | New |
| Single Point Partners, LLC | 1,686 | $286.0K | 0.07% | +27+1.6% | Added |
| Interchange Capital Partners, LLC | 1,688 | $286.7K | 0.22% | −427−20.2% | Reduced |
| Fort, L.P. | 1,690 | $287.0K | 0.71% | −50−2.9% | Reduced |
| Bey-Douglas LLC | 1,691 | $287.3K | 0.29% | +1,691 | New |
| Abel Hall, LLC | 1,692 | $287.4K | 0.25% | +1,692 | New |
| First Affirmative Financial Network | 1,692 | $287.4K | 0.23% | +290+20.7% | Added |
| Community Bank of Raymore | 1,695 | $287.9K | 0.13% | −75−4.2% | Reduced |
| Paradigm Capital Management Inc | 1,700 | $288.7K | 0.02% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 1,685 | $289.3K | 0.13% | −773−31.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,706 | $289.7K | 0.16% | −404−19.1% | Reduced |
| Lathrop Investment Management Corp | 1,706 | $290.0K | 0.06% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 1,710 | $290.4K | 0.07% | +1,710 | New |
| Cortland Associates Inc | 1,712 | $291.0K | 0.04% | 00.0% | Unchanged |
| Greater Midwest Financial Group, LLC | 1,716 | $291.4K | 0.20% | +1,716 | New |
| Arbor Investment Advisors, LLC | 1,718 | $291.8K | 0.05% | +275+19.1% | Added |
| Richard P Slaughter Associates Inc | 1,720 | $292.1K | 0.07% | −30−1.7% | Reduced |
| Petrus Trust Company, LTA | 1,728 | $293.5K | 0.03% | +1,728 | New |
| Family Wealth Group, LLC | 1,730 | $293.8K | 0.36% | +1,730 | New |
| Ellerson Group Inc | 1,730 | $293.8K | 0.25% | 00.0% | Unchanged |
| Commons Capital, LLC | 1,732 | $294.1K | 0.46% | +158+10.0% | Added |
| Demars Financial Group, LLC | 1,732 | $294.1K | 0.16% | +30+1.8% | Added |
| Tillman Hartley LLC | 1,733 | $294.3K | 0.11% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,736 | $294.9K | 0.12% | −141−7.5% | Reduced |
| Horizon Investment Services, LLC | 1,740 | $295.5K | 0.16% | +75+4.5% | Added |
| Howard Wealth Management, LLC | 1,740 | $295.5K | 0.25% | +450+34.9% | Added |
| Vision Capital Management, Inc. | 1,747 | $296.7K | 0.05% | +1,747 | New |
| Bridgeworth, LLC | 1,747 | $296.7K | 0.03% | −12−0.7% | Reduced |
| Gemmer Asset Management LLC | 1,748 | $296.9K | 0.04% | 00.0% | Unchanged |
| Gerber, LLC | 1,754 | $297.9K | 0.27% | +1,754 | New |
| Pettinga Financial Advisors, LLC | 1,757 | $298.4K | 0.08% | +203+13.1% | Added |
| United Bank | 1,761 | $299.1K | 0.16% | −125−6.6% | Reduced |
| Hanover Advisors Inc | 1,762 | $299.3K | 0.15% | +1,762 | New |
| BigSur Wealth Management LLC | 1,750 | $299.4K | 0.14% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 1,764 | $299.6K | 0.14% | −264−13.0% | Reduced |
| Rockbridge Investment Management, LCC | 1,765 | $299.8K | 0.05% | −59−3.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,770 | $300.0K | 0.03% | −1,579−47.1% | Reduced |
| O'Rourke & Company, Inc | 1,765 | $300.0K | 0.19% | 00.0% | Unchanged |
| Blue Investment Partners LLC | 1,767 | $300.1K | 0.20% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,767 | $300.1K | 0.05% | +19+1.1% | Added |
| Lloyd Advisory Services, LLC. | 1,771 | $300.7K | 0.14% | −3,549−66.7% | Reduced |
| Wellspring Financial Advisors, LLC | 1,773 | $301.1K | 0.07% | −722−28.9% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,777 | $301.8K | 0.13% | −192−9.8% | Reduced |
| Disciplined Investments, LLC | 1,777 | $301.8K | 0.18% | −669−27.4% | Reduced |
| Blume Capital Management, Inc. | 1,783 | $302.8K | 0.08% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 1,791 | $304.2K | 0.05% | −7−0.4% | Reduced |
| Independent Family Office, LLC | 1,792 | $304.4K | 0.17% | 00.0% | Unchanged |
| SMART Wealth LLC | 1,795 | $304.9K | 0.17% | +1,795 | New |
| Maia Wealth LLC | 1,796 | $305.0K | 0.12% | +1,796 | New |
| Centerpoint Advisors, LLC | 1,795 | $305.0K | 0.12% | −54−2.9% | Reduced |
| Port Capital LLC | 1,798 | $305.0K | 0.02% | −12−0.7% | Reduced |
| Arvest Trust Co N A | 1,797 | $305.2K | 0.02% | +527+41.5% | Added |
| Wealthstream Advisors, Inc. | 1,797 | $305.3K | 0.13% | +1,797 | New |
| Focused Wealth Management, Inc | 1,799 | $305.6K | 0.05% | −337−15.8% | Reduced |
| James Hambro & Partners | 1,799 | $305.6K | 0.02% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 1,800 | $305.7K | 0.35% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 1,802 | $306.1K | 0.12% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,787 | $306.1K | 0.15% | +432+31.9% | Added |
| Morris Retirement Advisors, LLC | 1,802 | $306.1K | 0.20% | −539−23.0% | Reduced |
| American Financial Advisors, LLC | 1,805 | $306.6K | 0.05% | +7+0.4% | Added |
| Pine Harbor Wealth Management, LLC | 1,806 | $306.7K | 0.23% | +1,806 | New |
| Levin Capital Strategies, L.P. | 1,807 | $306.9K | 0.03% | −2,615−59.1% | Reduced |
| Kensington Investment Counsel, LLC | 1,807 | $306.9K | 0.16% | −958−34.6% | Reduced |
| Vance Wealth, Inc. | 1,812 | $307.8K | 0.13% | +202+12.5% | Added |
| Loomis Sayles & Co L P | 1,817 | $309.0K | 0.00% | −78−4.1% | Reduced |
| RDA Financial Network | 1,820 | $309.1K | 0.12% | −3,231−64.0% | Reduced |
| Kapstone Financial Advisors LLC | 1,859 | $309.6K | 0.24% | −4−0.2% | Reduced |
| JSF Financial, LLC | 1,833 | $311.3K | 0.11% | −2,818−60.6% | Reduced |
| Wexford Capital LP | 1,834 | $311.5K | 0.07% | +1,834 | New |
| Insight Folios Inc | 1,836 | $311.8K | 0.13% | −105−5.4% | Reduced |
| Philip James Wealth Mangement, LLC | 1,839 | $312.3K | 0.24% | +1,839 | New |
| Ameliora Wealth Management Ltd. | 1,840 | $312.5K | 0.16% | −48−2.5% | Reduced |
| Harfst & Associates, Inc. | 1,840 | $312.5K | 0.08% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,845 | $313.4K | 0.01% | −261−12.4% | Reduced |
| Insight 2811, Inc. | 1,858 | $315.6K | 0.17% | −86−4.4% | Reduced |
| Apexium Financial, LP | 1,859 | $315.7K | 0.02% | +109+6.2% | Added |
| Brave Asset Management Inc | 1,860 | $315.9K | 0.09% | +551+42.1% | Added |
| Revisor Wealth Management LLC | 1,866 | $316.8K | 0.36% | −656−26.0% | Reduced |
| Advance Capital Management, Inc. | 1,867 | $317.1K | 0.03% | +129+7.4% | Added |
| Financial Network Wealth Advisors LLC | 1,868 | $317.3K | 0.34% | +1,868 | New |
| Cardinal Strategic Wealth Guidance | 1,869 | $317.5K | 0.13% | −285−13.2% | Reduced |
| Benchmark Wealth Management, LLC | 1,871 | $317.8K | 0.19% | 00.0% | Unchanged |
| Ironwood Financial, llc | 1,872 | $317.9K | 0.08% | +1+0.1% | Added |
| Northwest Financial Advisors | 1,873 | $318.2K | 0.27% | +1,873 | New |
| Cypress Wealth Services, LLC | 1,873 | $318.2K | 0.08% | −113−5.7% | Reduced |
| Unique Wealth Strategies, LLC | 1,874 | $318.3K | 0.21% | +1,874 | New |
| Merriman Wealth Management, LLC | 1,872 | $319.1K | 0.02% | −115−5.8% | Reduced |
| HCR Wealth Advisors | 1,883 | $319.9K | 0.05% | +1,883 | New |