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 |
|---|---|---|---|---|---|
| Trail Ridge Investment Advisors, LLC | 2,886 | $490.2K | 0.30% | −59−2.0% | Reduced |
| Monument Capital Management | 2,894 | $491.5K | 0.16% | −16,604−85.2% | Reduced |
| Traynor Capital Management, Inc. | 2,895 | $491.7K | 0.06% | −89−3.0% | Reduced |
| AIA Group Ltd | 2,902 | $492.9K | 0.02% | −6,245−68.3% | Reduced |
| Natixis | 2,910 | $494.2K | 0.00% | −94,261−97.0% | Reduced |
| Private Wealth Strategies, L.L.C. | 2,910 | $494.2K | 0.11% | −19−0.6% | Reduced |
| Alesco Advisors LLC | 2,915 | $495.1K | 0.02% | −10−0.3% | Reduced |
| Cape Investment Advisory, Inc. | 2,917 | $495.5K | 0.24% | +149+5.4% | Added |
| Vista Wealth Management Group, LLC | 2,919 | $495.7K | 0.04% | +896+44.3% | Added |
| Dupree Financial Group, LLC | 2,936 | $498.6K | 0.24% | +2,936 | New |
| Sterling Financial Planning, Inc. | 2,939 | $499.1K | 0.22% | +103+3.6% | Added |
| MJP Associates Inc | 2,943 | $499.9K | 0.13% | −1,325−31.0% | Reduced |
| Perfromance Wealth Partners, LLC | 2,945 | $500.2K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 3,002 | $501.2K | 0.29% | +3,002 | New |
| Up Strategic Wealth Investment Advisors LLC | 2,951 | $501.2K | 0.91% | +2,951 | New |
| SPC Financial, Inc. | 2,953 | $501.6K | 0.05% | +21+0.7% | Added |
| Retirement Guys Formula LLC | 2,954 | $501.8K | 0.27% | −53−1.8% | Reduced |
| Fulcrum Equity Management | 2,955 | $501.8K | 0.62% | +1,335+82.4% | Added |
| Innova Wealth Partners | 2,957 | $502.2K | 0.43% | +15+0.5% | Added |
| First International Bank & Trust | 2,958 | $502.4K | 0.20% | −1,337−31.1% | Reduced |
| Ruggaard & Associates LLC | 2,959 | $502.6K | 0.27% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 2,941 | $503.2K | 0.17% | +2,941 | New |
| Horan Securities, Inc. | 2,964 | $503.4K | 0.25% | −38−1.3% | Reduced |
| Barlow Wealth Partners, Inc. | 2,966 | $503.7K | 0.07% | +2,966 | New |
| Arcataur Capital Management LLC | 2,966 | $503.7K | 0.19% | −15−0.5% | Reduced |
| D.B. Root & Company, LLC | 2,972 | $504.7K | 0.18% | +354+13.5% | Added |
| Integral Investment Advisors, Inc. | 2,974 | $505.1K | 0.32% | +364+13.9% | Added |
| New Republic Capital, LLC | 2,954 | $505.4K | 0.36% | +229+8.4% | Added |
| Smart Portfolios, LLC | 2,963 | $505.5K | 0.59% | +2,963 | New |
| Dravo Bay LLC | 2,979 | $506.0K | 0.34% | +64+2.2% | Added |
| Northwest Wealth Management, LLC | 2,980 | $506.1K | 0.15% | +111+3.9% | Added |
| Renasant Bank | 2,981 | $506.3K | 0.40% | +54+1.8% | Added |
| Relative Value Partners Group, LLC | 2,994 | $508.5K | 0.03% | −98−3.2% | Reduced |
| GEM Asset Management, LLC | 3,000 | $509.5K | 0.35% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 3,005 | $510.3K | 0.31% | +3,005 | New |
| Aprio Wealth Management, LLC | 3,020 | $513.0K | 0.11% | +712+30.8% | Added |
| Allen Investment Management LLC | 3,022 | $513.3K | 0.01% | +61+2.1% | Added |
| Three Bridge Wealth Advisors, LLC | 3,002 | $513.6K | 0.18% | −9−0.3% | Reduced |
| Cooper Financial Group | 3,027 | $514.0K | 0.09% | −463−13.3% | Reduced |
| DeDora Capital, Inc. | 3,035 | $515.5K | 0.18% | −80−2.6% | Reduced |
| Wayfinding Financial, LLC | 3,016 | $516.0K | 0.35% | −320−9.6% | Reduced |
| Edge Wealth Management LLC | 3,040 | $516.3K | 0.11% | −2,580−45.9% | Reduced |
| Avalon Trust Co | 3,044 | $517.0K | 0.05% | +264+9.5% | Added |
| Okabena Investment Services Inc | 3,047 | $517.5K | 0.20% | +3,047 | New |
| Alliance Wealth Advisors, LLC | 3,050 | $517.9K | 0.17% | −24−0.8% | Reduced |
| Fishman Jay A Ltd | 3,050 | $518.0K | 0.06% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 3,057 | $519.2K | 0.01% | −675−18.1% | Reduced |
| Coho Partners, Ltd. | 3,072 | $521.7K | 0.01% | +1,463+90.9% | Added |
| Steward Partners Investment Solutions, LLC | 3,073 | $521.9K | 0.22% | +3,073 | New |
| Dodge & Cox | 3,075 | $522.3K | 0.00% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,075 | $522.3K | 0.29% | +70+2.3% | Added |
| Financial Planning & Information Services, Inc. | 3,075 | $522.3K | 0.08% | +540+21.3% | Added |
| Phillips Wealth Planners LLC | 3,127 | $522.7K | 0.63% | −26−0.8% | Reduced |
| Wealthspan Partners, LLC | 3,078 | $522.8K | 0.37% | −356−10.4% | Reduced |
| Riverview Capital Advisers, LLC | 3,082 | $523.4K | 0.20% | +3+0.1% | Added |
| Compass Ion Advisors, LLC | 3,084 | $523.8K | 0.08% | −40−1.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,088 | $524.6K | 0.35% | −103−3.2% | Reduced |
| Citizens Business Bank | 3,090 | $524.8K | 0.12% | −419−11.9% | Reduced |
| Heritage Wealth Management, Inc. | 3,093 | $525.2K | 0.57% | +3,093 | New |
| Spinnaker Investment Group, LLC | 3,095 | $525.7K | 0.16% | +50+1.6% | Added |
| 626 Financial, LLC | 3,099 | $526.4K | 0.35% | −57−1.8% | Reduced |
| Frisch Financial Group, Inc. | 3,101 | $527.0K | 0.20% | +400+14.8% | Added |
| Bouchey Financial Group Ltd | 3,105 | $527.5K | 0.06% | +72+2.4% | Added |
| Provence Wealth Management Group | 3,114 | $528.9K | 0.28% | +104+3.5% | Added |
| Northstar Asset Management Inc | 3,131 | $531.8K | 0.15% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,133 | $532.1K | 0.18% | +9+0.3% | Added |
| Keel Point, LLC | 3,139 | $533.2K | 0.06% | −647−17.1% | Reduced |
| Argent Advisors, Inc. | 3,149 | $534.8K | 0.23% | +15+0.5% | Added |
| Waterfront Wealth Inc. | 3,149 | $534.9K | 0.16% | −30−0.9% | Reduced |
| Inspire Trust Co, N.A. | 3,150 | $535.0K | 0.55% | +3,150 | New |
| Zevin Asset Management LLC | 3,150 | $535.0K | 0.10% | +90+2.9% | Added |
| Good Life Advisors, LLC | 3,150 | $535.2K | 0.05% | −138−4.2% | Reduced |
| Capital Market Strategies LLC | 3,156 | $536.1K | 0.47% | +6+0.2% | Added |
| Inspirion Wealth Advisors, LLC | 3,107 | $537.2K | 0.10% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 3,168 | $538.5K | 0.09% | +320+11.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 3,177 | $539.6K | 0.04% | +3,177 | New |
| KLR Investment Advisors, LLC | 3,164 | $541.2K | 0.39% | +127+4.2% | Added |
| Wagner Wealth Management, LLC | 3,188 | $541.4K | 0.18% | +256+8.7% | Added |
| Peninsula Wealth, LLC | 3,188 | $541.5K | 0.11% | −126−3.8% | Reduced |
| Trillium Asset Management, LLC | 3,193 | $542.0K | 0.01% | −434−12.0% | Reduced |
| Ironwood Investment Management LLC | 3,194 | $542.5K | 0.29% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 3,195 | $542.6K | 0.02% | +48+1.5% | Added |
| Birmingham Capital Management Co Inc | 3,200 | $543.5K | 0.21% | +25+0.8% | Added |
| Delta Investment Management, LLC | 3,210 | $545.2K | 0.14% | +32+1.0% | Added |
| Tyler-Stone Wealth Management | 3,223 | $547.4K | 0.27% | +198+6.5% | Added |
| G2 Capital Management, LLC | 3,229 | $548.4K | 0.19% | +3,229 | New |
| Tanaka Capital Management Inc | 3,241 | $550.0K | 1.34% | −35−1.1% | Reduced |
| First Community Trust NA | 3,242 | $550.6K | 0.60% | −600−15.6% | Reduced |
| Willner & Heller, LLC | 3,246 | $551.4K | 0.62% | +3,246 | New |
| Meeder Asset Management Inc | 3,251 | $552.1K | 0.04% | −464−12.5% | Reduced |
| Steele Capital Management, Inc. | 3,255 | $552.8K | 0.04% | +3,255 | New |
| Klingman & Associates, LLC | 3,256 | $553.0K | 0.04% | −1,104−25.3% | Reduced |
| Cowa, LLC | 3,264 | $554.3K | 0.35% | +214+7.0% | Added |
| Northstar Advisory Group, LLC | 3,269 | $555.2K | 0.33% | −817−20.0% | Reduced |
| Marco Investment Management LLC | 3,280 | $557.1K | 0.06% | +158+5.1% | Added |
| Paulson Wealth Management Inc. | 3,281 | $557.2K | 0.18% | −800−19.6% | Reduced |
| Auxano Advisors, LLC | 3,282 | $557.4K | 0.19% | −29−0.9% | Reduced |
| Prentice Wealth Management LLC | 3,288 | $558.4K | 0.22% | +159+5.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,289 | $559.0K | 0.27% | 00.0% | Unchanged |
| First Financial Corp | 3,295 | $559.6K | 0.28% | +130+4.1% | Added |