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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 2,164 | $367.5K | 0.11% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 2,168 | $368.2K | 0.31% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,171 | $368.7K | 0.21% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,176 | $369.6K | 0.15% | +16+0.7% | Added |
| Insight Wealth Partners, LLC | 2,177 | $369.7K | 0.28% | +2,177 | New |
| Grey Street Capital, LLC | 2,162 | $369.9K | 0.18% | +25+1.2% | Added |
| Values Added Financial LLC | 2,182 | $370.6K | 0.30% | +632+40.8% | Added |
| Mascoma Wealth Management LLC | 2,183 | $370.8K | 0.11% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 2,185 | $371.2K | 0.29% | −275−11.2% | Reduced |
| Tacita Capital Inc | 2,187 | $371.4K | 0.28% | +162+8.0% | Added |
| Retirement Financial Solutions, LLC | 2,195 | $372.8K | 0.21% | +2,195 | New |
| Archetype Wealth Partners | 2,197 | $373.0K | 0.07% | −38−1.7% | Reduced |
| Castleview Partners, LLC | 2,199 | $373.5K | 0.26% | 00.0% | Unchanged |
| Unio Capital LLC | 2,200 | $373.6K | 0.19% | 00.0% | Unchanged |
| Garner Asset Management Corp | 2,161 | $374.1K | 0.19% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 2,203 | $374.2K | 0.26% | +258+13.3% | Added |
| Cetera Trust Company, N.A | 2,205 | $374.5K | 0.23% | +2,205 | New |
| Epic Trust Investment Advisors, LLC | 2,206 | $374.6K | 0.50% | −66−2.9% | Reduced |
| Goldstein Advisors, LLC | 2,206 | $374.7K | 0.06% | −81−3.5% | Reduced |
| Sittner & Nelson, LLC | 2,206 | $374.7K | 0.20% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 2,211 | $375.5K | 0.22% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,219 | $376.9K | 0.07% | +2,202+12,952.9% | Added |
| Towercrest Capital Management | 2,225 | $377.9K | 0.07% | −20−0.9% | Reduced |
| Gries Financial LLC | 2,231 | $378.9K | 0.08% | −12−0.5% | Reduced |
| McClarren Financial Advisors, Inc. | 2,237 | $380.0K | 0.29% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,241 | $380.6K | 0.05% | +60+2.8% | Added |
| Sierra Summit Advisors LLC | 2,249 | $382.0K | 0.11% | +2,249 | New |
| Accretive Wealth Partners, LLC | 2,254 | $382.8K | 0.18% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,257 | $383.3K | 0.11% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 2,265 | $384.6K | 0.13% | −152−6.3% | Reduced |
| Eagle Bay Advisors LLC | 2,265 | $384.7K | 0.24% | −478−17.4% | Reduced |
| Green Harvest Asset Management LLC | 2,268 | $385.2K | 0.01% | +144+6.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,275 | $386.4K | 0.06% | +91+4.2% | Added |
| Westside Investment Management, Inc. | 2,280 | $387.2K | 0.10% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 2,263 | $387.5K | 0.13% | −180−7.4% | Reduced |
| Darwin Advisors, LLC | 2,288 | $388.5K | 0.10% | −57−2.4% | Reduced |
| Sym Financial Corp | 2,290 | $388.9K | 0.06% | +61+2.7% | Added |
| Falcon Wealth Planning | 2,294 | $389.7K | 0.07% | +2,294 | New |
| Horizon Kinetics Asset Management LLC | 2,295 | $389.8K | 0.01% | +291+14.5% | Added |
| Source Financial Advisors LLC | 2,299 | $390.5K | 0.12% | −490−17.6% | Reduced |
| Rowland & Co Investment Counsel | 2,299 | $390.5K | 0.09% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 2,307 | $391.9K | 0.10% | +169+7.9% | Added |
| Davidson Investment Advisors | 2,317 | $393.5K | 0.02% | −1,268−35.4% | Reduced |
| AFS Financial Group, LLC | 2,319 | $393.8K | 0.37% | −3,995−63.3% | Reduced |
| Bank of Stockton | 2,379 | $394.4K | 0.13% | −100−4.0% | Reduced |
| TAGStone Capital, Inc. | 2,309 | $395.0K | 0.26% | +16+0.7% | Added |
| Onyx Bridge Wealth Group LLC | 2,327 | $395.3K | 0.08% | +13+0.6% | Added |
| White Lighthouse Investment Management Inc. | 2,335 | $396.6K | 0.09% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 2,337 | $396.9K | 1.03% | −4,351−65.1% | Reduced |
| Arden Trust Co | 2,339 | $397.3K | 0.06% | −431−15.6% | Reduced |
| Core Wealth Advisors, Inc. | 2,349 | $399.0K | 0.15% | +176+8.1% | Added |
| DGS Capital Management, LLC | 2,353 | $399.6K | 0.15% | −153−6.1% | Reduced |
| Trilogy Capital Inc. | 2,353 | $399.7K | 0.02% | −261−10.0% | Reduced |
| Koss-Olinger Consulting, LLC | 2,353 | $400.0K | 0.04% | −198−7.8% | Reduced |
| Planning Capital Management Corp | 2,361 | $401.0K | 0.31% | +2,361 | New |
| Sunflower Bank, N.A. | 2,362 | $401.2K | 0.09% | +198+9.1% | Added |
| Tiemann Investment Advisors, LLC | 2,362 | $401.2K | 0.19% | +240+11.3% | Added |
| Mosley Wealth Management | 2,362 | $401.2K | 0.40% | +2,362 | New |
| Ritter Daniher Financial Advisory LLC | 2,362 | $401.2K | 0.15% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 2,363 | $401.3K | 0.18% | +9+0.4% | Added |
| Slocum, Gordon & Co LLP | 2,376 | $403.5K | 0.35% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,355 | $403.6K | 0.16% | −1,843−43.9% | Reduced |
| East Coast Asset Management, LLC. | 2,383 | $404.7K | 0.17% | −32−1.3% | Reduced |
| Pingora Partners LLC | 2,383 | $404.7K | 0.36% | +2,383 | New |
| Meadow Creek Wealth Advisors LLC | 2,385 | $405.1K | 0.39% | +2,385 | New |
| LexAurum Advisors, LLC | 2,386 | $405.2K | 0.11% | −105−4.2% | Reduced |
| Horst & Graben Wealth Management LLC | 2,393 | $406.5K | 0.09% | −69−2.8% | Reduced |
| Sara-Bay Financial | 2,395 | $406.8K | 0.20% | 00.0% | Unchanged |
| Versor Investments LP | 2,400 | $407.6K | 0.08% | −2,143−47.2% | Reduced |
| Spirit of America Management Corp | 2,400 | $407.6K | 0.09% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,402 | $407.9K | 0.12% | +351+17.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,409 | $409.0K | 0.05% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,409 | $409.2K | 0.38% | +219+10.0% | Added |
| Hill Island Financial LLC | 2,418 | $410.7K | 0.14% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,419 | $410.8K | 0.19% | −46−1.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,419 | $410.8K | 0.43% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,420 | $411.0K | 0.10% | +61+2.6% | Added |
| Quadrant Private Wealth Management, LLC | 2,404 | $411.3K | 0.11% | −39−1.6% | Reduced |
| Vivaldi Capital Management, LLC | 2,439 | $411.9K | 0.12% | +684+39.0% | Added |
| Clarity Financial LLC | 2,427 | $412.2K | 0.07% | −345−12.4% | Reduced |
| Hoese & Co LLP | 2,450 | $412.3K | 0.40% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 2,428 | $412.4K | 0.18% | −7−0.3% | Reduced |
| Lane & Associates LLC | 2,429 | $412.6K | 0.30% | −1,059−30.4% | Reduced |
| Private Ocean, LLC | 2,440 | $414.4K | 0.04% | +190+8.4% | Added |
| Cornercap Investment Counsel Inc | 2,448 | $415.8K | 0.07% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,452 | $416.4K | 0.06% | −35−1.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,456 | $417.1K | 0.11% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 2,456 | $417.1K | 0.37% | +4+0.2% | Added |
| Five Oceans Advisors | 2,465 | $418.7K | 0.23% | −256−9.4% | Reduced |
| Range Financial Group LLC | 2,465 | $418.7K | 0.25% | +173+7.5% | Added |
| Cary Street Partners Asset Management LLC | 2,468 | $419.1K | 0.07% | −2,242−47.6% | Reduced |
| Dakota Community Bank & Trust NA | 2,469 | $419.3K | 2.35% | +96+4.0% | Added |
| Teamwork Financial Advisors, LLC | 2,471 | $419.8K | 0.07% | −213−7.9% | Reduced |
| Kure Advisory, LLC | 2,473 | $420.0K | 0.22% | −22−0.9% | Reduced |
| Green Square Capital Advisors LLC | 2,477 | $420.7K | 0.06% | −37−1.5% | Reduced |
| Ssi Investment Management LLC | 2,478 | $420.9K | 0.03% | −7−0.3% | Reduced |
| ZRC Wealth Management, LLC | 2,484 | $420.9K | 0.25% | +1,171+89.2% | Added |
| Fortitude Advisory Group L.L.C. | 2,479 | $421.0K | 0.26% | −125−4.8% | Reduced |
| Penn Davis McFarland Inc | 2,485 | $422.1K | 0.07% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,472 | $422.6K | 0.05% | +357+16.9% | Added |