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 |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 1,891 | $321.2K | 0.18% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,893 | $321.5K | 0.22% | +4+0.2% | Added |
| Graham Capital Wealth Management, LLC | 1,895 | $321.8K | 0.85% | +20+1.1% | Added |
| Campbell Wealth Management | 1,895 | $322.0K | 0.04% | −41−2.1% | Reduced |
| James J. Burns & Company, LLC | 1,897 | $322.0K | 0.08% | +1,897 | New |
| Dimension Capital Management LLC | 1,896 | $322.1K | 0.07% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 1,897 | $322.2K | 0.04% | −350−15.6% | Reduced |
| Kahn Brothers Group Inc | 1,900 | $323.0K | 0.05% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,903 | $323.2K | 0.13% | +41+2.2% | Added |
| NBW Capital LLC | 1,904 | $323.4K | 0.07% | −166−8.0% | Reduced |
| Independent Wealth Network Inc. | 1,905 | $323.6K | 0.17% | +91+5.0% | Added |
| Marathon Strategic Advisors, LLC | 1,906 | $323.7K | 0.44% | +1,906 | New |
| Strategic Investment Advisors | 1,907 | $323.9K | 0.05% | −193−9.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,907 | $323.9K | 0.04% | +7+0.4% | Added |
| Wealth Management Associates, Inc. | 1,910 | $324.4K | 0.17% | +13+0.7% | Added |
| Towerpoint Wealth, LLC | 1,921 | $326.3K | 0.18% | −10−0.5% | Reduced |
| Grey Fox Wealth Advisors, LLC | 1,912 | $326.8K | 0.14% | +5+0.3% | Added |
| Claret Asset Management Corp | 1,928 | $327.0K | 0.06% | +30+1.6% | Added |
| TFC Financial Management | 1,929 | $327.7K | 0.07% | +39+2.1% | Added |
| Capital Advisors Wealth Management, LLC | 1,930 | $327.8K | 0.07% | +6+0.3% | Added |
| Novak & Powell Financial Services, Inc. | 1,931 | $328.0K | 0.22% | +1,931 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 1,933 | $328.3K | 0.35% | +1,933 | New |
| J.P. Marvel Investment Advisors, LLC | 1,936 | $328.8K | 0.07% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,936 | $328.8K | 0.24% | −369−16.0% | Reduced |
| One Charles Private Wealth Services, LLC | 1,938 | $329.1K | 0.17% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 1,941 | $329.7K | 0.19% | +1,941 | New |
| Walker Asset Management, LLC | 1,942 | $329.8K | 0.24% | +1,942 | New |
| Chelsea Counsel Co | 1,935 | $331.3K | 0.18% | −201−9.4% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 1,955 | $332.1K | 0.08% | −30−1.5% | Reduced |
| Paragon Capital Management Ltd | 1,956 | $332.3K | 0.07% | −62−3.1% | Reduced |
| O'Brien Greene & Co. Inc | 1,957 | $332.4K | 0.12% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,962 | $333.3K | 0.13% | +82+4.4% | Added |
| Objectivity Squared, LLC | 1,964 | $333.6K | 0.33% | +1,964 | New |
| Financial Advisory Corp | 1,965 | $334.0K | 0.15% | +19+1.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,967 | $334.1K | 0.01% | −3,831−66.1% | Reduced |
| Florida Financial Advisors, LLC | 1,968 | $334.2K | 0.31% | +1,968 | New |
| Financial Insights, Inc. | 1,975 | $335.4K | 0.10% | +39+2.0% | Added |
| HHM Wealth Advisors, LLC | 1,976 | $335.6K | 0.06% | −167−7.8% | Reduced |
| Balboa Wealth Partners | 1,976 | $335.6K | 0.11% | −404−17.0% | Reduced |
| FirstPurpose Wealth LLC | 1,981 | $336.5K | 0.13% | +84+4.4% | Added |
| Kingdom Financial Group LLC. | 1,983 | $336.8K | 0.29% | −198−9.1% | Reduced |
| HFG Advisors, Inc. | 1,984 | $336.9K | 0.32% | −6−0.3% | Reduced |
| Gill Capital Partners, LLC | 1,991 | $338.2K | 0.14% | −26−1.3% | Reduced |
| Revolve Wealth Partners, LLC | 1,996 | $339.1K | 0.07% | −89−4.3% | Reduced |
| MMBG Investment Advisors Co. | 2,000 | $339.7K | 0.04% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,000 | $339.7K | 0.19% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 2,000 | $339.7K | 0.05% | +2,000 | New |
| Fortem Financial Group, LLC | 2,000 | $339.7K | 0.17% | +2,000 | New |
| Capital City Trust Co | 2,005 | $340.5K | 0.10% | −500−20.0% | Reduced |
| Meridian Management Co | 2,031 | $340.5K | 0.10% | −152−7.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,006 | $340.7K | 0.00% | −19,504−90.7% | Reduced |
| Acorn Creek Capital LLC | 2,007 | $340.9K | 0.15% | +2,007 | New |
| Seven Mile Advisory | 2,009 | $341.2K | 0.30% | −137−6.4% | Reduced |
| Intrepid Financial Planning Group LLC | 2,010 | $341.4K | 0.16% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,014 | $342.0K | 0.16% | +15+0.8% | Added |
| Guild Investment Management, Inc. | 2,000 | $342.2K | 0.54% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,019 | $342.9K | 0.37% | +212+11.7% | Added |
| JJJ Advisors Inc. | 2,011 | $343.2K | 0.08% | −151−7.0% | Reduced |
| Stonebrook Private Inc. | 2,022 | $343.4K | 0.11% | +2,022 | New |
| Norwood Financial Corp | 2,025 | $343.9K | 0.52% | −948−31.9% | Reduced |
| American Capital Advisory, LLC | 2,025 | $343.9K | 0.25% | +2,025 | New |
| Millennium Capital Advisors, LLC | 2,030 | $344.8K | 0.26% | +50+2.5% | Added |
| Bellevue Asset Management, LLC | 2,032 | $345.2K | 0.30% | +3+0.1% | Added |
| Pinnacle Financial Group, LLC | 2,035 | $345.6K | 0.18% | −410−16.8% | Reduced |
| Fiducient Advisors LLC | 2,035 | $345.6K | 0.06% | −862−29.8% | Reduced |
| SL Advisors, LLC | 2,035 | $345.6K | 0.74% | −330−14.0% | Reduced |
| Willow Creek Wealth Management Inc. | 2,041 | $346.7K | 0.04% | −177−8.0% | Reduced |
| Summit Financial Strategies, Inc. | 2,043 | $347.0K | 0.05% | −37−1.8% | Reduced |
| Rench Wealth Management, Inc. | 2,045 | $347.3K | 0.15% | +53+2.7% | Added |
| Centurion Wealth Management LLC | 2,048 | $347.8K | 0.15% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 2,050 | $348.0K | 0.11% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 2,050 | $348.2K | 0.03% | −1,386−40.3% | Reduced |
| RW Investment Management LLC | 2,050 | $348.2K | 0.05% | −49−2.3% | Reduced |
| Landaas & Co | 2,052 | $349.0K | 0.13% | −120−5.5% | Reduced |
| Beacon Financial Advisory LLC | 2,057 | $349.4K | 0.17% | −78−3.7% | Reduced |
| Gray Wealth Management Inc. | 2,061 | $350.1K | 0.17% | −157−7.1% | Reduced |
| Baker Boyer National Bank | 2,063 | $350.4K | 0.13% | −561−21.4% | Reduced |
| Global X Japan Co., Ltd. | 2,068 | $351.2K | 0.20% | +2,068 | New |
| TD Capital Management LLC | 2,069 | $351.5K | 0.04% | −2,411−53.8% | Reduced |
| Arrowroot Family Office, LLC | 2,071 | $351.7K | 0.25% | +458+28.4% | Added |
| Aspen Grove Capital, LLC | 2,184 | $351.8K | 0.11% | −9−0.4% | Reduced |
| Meridian Wealth Partners, LLC | 2,081 | $353.5K | 0.07% | −164−7.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,086 | $354.3K | 0.02% | +10.0% | Added |
| Winning Points Advisors, LLC | 2,090 | $355.0K | 0.55% | +100+5.0% | Added |
| Cascade Investment Advisors, Inc. | 2,097 | $356.2K | 0.25% | +107+5.4% | Added |
| Evanson Asset Management, LLC | 2,098 | $356.3K | 0.03% | +151+7.8% | Added |
| Theory Financial LLC | 2,100 | $356.7K | 0.19% | −596−22.1% | Reduced |
| Dempze Nancy E | 2,100 | $356.7K | 0.30% | −200−8.7% | Reduced |
| M3 Advisory Group, LLC | 2,102 | $357.0K | 0.42% | +2,102 | New |
| 360 Financial, Inc. | 2,108 | $358.0K | 0.16% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 2,109 | $358.2K | 0.06% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 2,110 | $358.4K | 0.08% | −46−2.1% | Reduced |
| Probity Advisors, Inc. | 2,112 | $358.7K | 0.08% | −535−20.2% | Reduced |
| Kelman-Lazarov, Inc. | 2,128 | $361.4K | 0.08% | +55+2.7% | Added |
| Affinity Capital Advisors, LLC | 2,128 | $361.4K | 0.09% | 00.0% | Unchanged |
| AXS Investments LLC | 2,135 | $362.6K | 0.09% | −267−11.1% | Reduced |
| Investment Partners Asset Management, Inc. | 2,139 | $363.3K | 0.36% | +2,139 | New |
| Turtle Creek Wealth Advisors, LLC | 2,140 | $363.5K | 0.11% | +2,140 | New |
| WFA Asset Management Corp | 2,149 | $365.0K | 0.20% | −304−12.4% | Reduced |
| Financial Advisors, LLC | 2,151 | $365.4K | 0.08% | −103−4.6% | Reduced |