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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 2,491 | $423.1K | 0.25% | +100+4.2% | Added |
| Ackerman Capital Advisors, LLC | 2,492 | $423.2K | 0.12% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,494 | $423.6K | 0.20% | +494+24.7% | Added |
| Braun-Bostich & Associates Inc. | 2,500 | $424.6K | 0.38% | +2,500 | New |
| Main Street Research LLC | 2,492 | $426.5K | 0.03% | +642+34.7% | Added |
| Invst, LLC | 2,490 | $426.8K | 0.05% | +1,235+98.4% | Added |
| TSFG, LLC | 2,512 | $427.0K | 0.13% | −111−4.2% | Reduced |
| BlueChip Wealth Advisors LLC | 2,522 | $428.4K | 0.30% | +2,522 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 2,524 | $428.7K | 0.20% | +107+4.4% | Added |
| Glass Jacobson Investment Advisors llc | 2,526 | $429.0K | 0.18% | +20+0.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,536 | $430.7K | 0.06% | −474−15.7% | Reduced |
| Tradition Wealth Management, LLC | 2,557 | $434.0K | 0.05% | −956−27.2% | Reduced |
| REDW Wealth LLC | 2,561 | $435.0K | 0.12% | −407−13.7% | Reduced |
| Hofer & Associates. Inc | 2,563 | $435.3K | 0.40% | +138+5.7% | Added |
| Burt Wealth Advisors | 2,565 | $435.7K | 0.12% | +5+0.2% | Added |
| Truvestments Capital LLC | 2,574 | $437.2K | 0.20% | −270−9.5% | Reduced |
| Doliver Advisors, LP | 2,578 | $437.8K | 0.13% | −125−4.6% | Reduced |
| Aua Capital Management, LLC | 2,579 | $438.0K | 0.27% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 2,581 | $438.4K | 0.09% | −109−4.1% | Reduced |
| Granite Group Advisors, LLC | 2,664 | $438.8K | 0.31% | +2,664 | New |
| Crescent Grove Advisors, LLC | 2,567 | $439.2K | 0.05% | +9+0.4% | Added |
| Crumly & Associates Inc. | 2,590 | $439.9K | 0.13% | −133−4.9% | Reduced |
| Royal Harbor Partners, LLC | 2,590 | $440.0K | 0.20% | −87−3.2% | Reduced |
| Secure Asset Management, LLC | 2,592 | $440.2K | 0.12% | −134−4.9% | Reduced |
| Texas Capital Bancshares Inc | 2,593 | $440.4K | 0.23% | −20−0.8% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 2,598 | $441.3K | 0.24% | −689−21.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,631 | $441.6K | 0.18% | +7+0.3% | Added |
| Drexel Morgan & Co. | 2,600 | $441.6K | 0.10% | +100+4.0% | Added |
| Blackston Financial Advisory Group, LLC | 2,600 | $441.6K | 0.28% | 00.0% | Unchanged |
| Weaver Consulting Group | 2,601 | $441.7K | 0.18% | +66+2.6% | Added |
| Syntegra Private Wealth Group, LLC | 2,604 | $442.3K | 0.06% | +85+3.4% | Added |
| CMG Global Holdings, LLC | 2,635 | $442.3K | 0.32% | −25−0.9% | Reduced |
| Aviso Wealth Management | 2,605 | $442.4K | 0.32% | +2,605 | New |
| Heritage Investment Group, Inc. | 2,606 | $443.0K | 0.10% | −79−2.9% | Reduced |
| Verus Financial Partners, Inc. | 2,641 | $443.3K | 0.05% | +779+41.8% | Added |
| Trinity Financial Advisors LLC | 2,620 | $445.0K | 0.22% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 2,621 | $445.2K | 0.35% | −218−7.7% | Reduced |
| Circle Wealth Management, LLC | 2,637 | $447.9K | 0.01% | −82−3.0% | Reduced |
| Atticus Wealth Management, LLC | 2,638 | $448.3K | 0.16% | −361−12.0% | Reduced |
| Lumbard & Kellner, LLC | 2,640 | $448.4K | 0.26% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 2,643 | $448.9K | 0.23% | +47+1.8% | Added |
| Rain Capital Management, LLC | 2,647 | $449.6K | 0.32% | +2+0.1% | Added |
| Townsend Asset Management Corp | 2,649 | $449.9K | 0.21% | +455+20.7% | Added |
| Financial Management Professionals, Inc. | 2,663 | $452.0K | 0.07% | −20−0.7% | Reduced |
| BCJ Capital Management, LLC | 2,664 | $452.5K | 0.04% | −196−6.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,707 | $452.5K | 0.30% | +10+0.4% | Added |
| Lipe & Dalton | 2,667 | $453.0K | 0.25% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,648 | $453.0K | 0.18% | +15+0.6% | Added |
| Opes Wealth Management LLC | 2,670 | $453.5K | 0.11% | −44−1.6% | Reduced |
| Moody Aldrich Partners LLC | 2,676 | $454.5K | 0.08% | +485+22.1% | Added |
| Atwater Malick LLC | 2,679 | $455.0K | 0.18% | +285+11.9% | Added |
| Farrell Financial LLC | 2,688 | $455.7K | 0.46% | +2,688 | New |
| Verity Asset Management, Inc. | 2,684 | $455.8K | 0.29% | +104+4.0% | Added |
| Consilium Wealth Advisory, LLC | 2,685 | $455.9K | 0.27% | −40−1.5% | Reduced |
| German American Bancorp, Inc. | 2,686 | $456.2K | 0.06% | +167+6.6% | Added |
| Advisors Preferred, LLC | 2,644 | $457.2K | 0.08% | −786−22.9% | Reduced |
| Clearview Wealth Advisors LLC | 2,692 | $457.3K | 0.53% | −4,333−61.7% | Reduced |
| Financial Management Network Inc | 2,709 | $457.7K | 0.13% | −163−5.7% | Reduced |
| Brendel Financial Advisors LLC | 2,694 | $458.0K | 0.30% | +2,694 | New |
| Advantage Trust Co | 2,701 | $458.7K | 0.36% | +2,701 | New |
| Mma Asset Management LLC | 2,703 | $459.1K | 0.24% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 2,705 | $459.4K | 0.38% | −1,590−37.0% | Reduced |
| N.E.W. Advisory Services LLC | 2,706 | $459.6K | 0.06% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,707 | $459.7K | 0.06% | +124+4.8% | Added |
| Ethos Financial Group, LLC | 2,688 | $460.0K | 0.10% | +367+15.8% | Added |
| Financial Engines Advisors L.L.C. | 2,693 | $460.1K | 0.00% | −2,792−50.9% | Reduced |
| Hillsdale Investment Management Inc. | 2,709 | $460.1K | 0.04% | −20−0.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 2,718 | $461.6K | 0.27% | −44−1.6% | Reduced |
| Joule Financial, LLC | 2,718 | $461.6K | 0.21% | −50−1.8% | Reduced |
| Mezzasalma Advisors, LLC | 2,721 | $462.2K | 0.25% | −19−0.7% | Reduced |
| United Community Bank | 2,726 | $463.0K | 0.20% | −2−0.1% | Reduced |
| Oracle Alpha Inc. | 2,744 | $466.0K | 0.60% | +2,744 | New |
| Left Brain Wealth Management, LLC | 2,750 | $467.1K | 0.27% | +28+1.0% | Added |
| Angeles Investment Advisors, LLC | 2,752 | $467.4K | 0.03% | +125+4.8% | Added |
| Great Diamond Partners, LLC | 2,753 | $467.6K | 0.12% | −1,719−38.4% | Reduced |
| Stephenson National Bank & Trust | 2,753 | $467.6K | 0.23% | −100−3.5% | Reduced |
| Centric Wealth Management | 2,740 | $468.4K | 0.15% | +4+0.1% | Added |
| Clearwater Capital Advisors, LLC | 2,758 | $468.4K | 0.05% | +61+2.3% | Added |
| Michael B. Yongue | 2,760 | $468.8K | 0.42% | −200−6.8% | Reduced |
| Ledgewood Wealth Advisors, LLC | 2,760 | $468.8K | 0.43% | +2,760 | New |
| LWM Advisory Services, LLC | 2,768 | $470.1K | 0.41% | +80+3.0% | Added |
| Quantum Financial Advisors, LLC | 2,770 | $470.5K | 0.11% | −21−0.8% | Reduced |
| Vicus Capital | 2,774 | $471.2K | 0.05% | −1,038−27.2% | Reduced |
| Hyperion Partners, LLC | 2,784 | $472.9K | 0.37% | −52−1.8% | Reduced |
| GSG Advisors LLC | 2,740 | $473.9K | 0.18% | +225+8.9% | Added |
| Elevatus Welath Management | 2,794 | $474.5K | 0.22% | −15−0.5% | Reduced |
| Southeast Asset Advisors Inc. | 2,797 | $475.0K | 0.06% | +528+23.3% | Added |
| Advus Financial Partners, LLC | 2,797 | $475.1K | 0.16% | +262+10.3% | Added |
| FSB Premier Wealth Management, Inc. | 2,804 | $476.3K | 0.24% | +34+1.2% | Added |
| One + One Wealth Management, LLC | 2,805 | $476.4K | 0.29% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 2,805 | $476.4K | 0.42% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 2,812 | $477.6K | 0.24% | −9−0.3% | Reduced |
| America First Investment Advisors, LLC | 2,819 | $478.8K | 0.13% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 2,824 | $479.7K | 0.18% | −100−3.4% | Reduced |
| APCM Wealth Management for Individuals | 2,837 | $481.8K | 0.08% | −50−1.7% | Reduced |
| PCG Wealth Advisors, LLC | 2,848 | $483.6K | 0.27% | −424−13.0% | Reduced |
| Hoge Financial Services, LLC | 2,850 | $484.1K | 0.49% | +2,850 | New |
| Planning Directions Inc | 2,878 | $488.7K | 0.35% | −114−3.8% | Reduced |
| Per Stirling Capital Management, LLC. | 2,882 | $489.4K | 0.09% | −11−0.4% | Reduced |
| Trust Co of Kansas | 2,887 | $490.0K | 0.27% | 00.0% | Unchanged |